- Serve as the primary point of contact for patients after their intake visit.
- Help patients understand and act on their care plan — scheduling appointments, finding in-network providers, and using their Medicare benefits.
- Resolve navigation friction: portals, referrals, appointment logistics, forms, and provider communications.
- Identify practical and social-needs support (food, housing, transportation, etc.) and connect patients to available resources.
- Coordinate with clinical team members involved in a patient's care.
- Document every patient interaction and support activity in our platform.
- Maintain confidentiality and comply with HIPAA and privacy standards.
CRMEHR