Patient Engagement Platforms for Better Adherence Workflow

Initial Patient Onboarding

Type: Send Email

**Initial Patient Onboarding** This workflow step commences when a new patient registers for services or is referred to the practice. The initial onboarding process involves verifying patient demographics, medical history, and contact information through secure online platforms or in-person registration sessions. A dedicated team reviews and updates electronic health records (EHRs) to ensure accuracy and completeness of the patient's profile. In some cases, additional documentation may be required from patients, such as insurance cards or identification. This step is critical for ensuring seamless communication between healthcare providers, accurate billing, and compliance with regulatory requirements. Upon completion, the EHR system updates reflect a comprehensive and accurate picture of each patient's health information, enabling informed decision-making throughout their care journey within the practice.