NEW PATIENT ONBOARDING

PROCESS CHECKLIST

TAKE ADVANTAGE OF TECHNOLOGY
Use a health member onboarding platform and take advantage of tech.
Welcome members to the plan and orient them to their new benefits.
Be proactive and make a connection.
MAKE A GOOD FIRST IMPRESSION
Reach out to members early to make sure they have the information they need to use, and keep, their benefits.
Remind them how and when to pay premiums to access their insurance benefits.
USE MULTICHANNEL COMMUNICATION
Multi-touch, multi-channel contact improves reach and satisfaction rates and outcomes.
An introductory phone call is the perfect opportunity to verify contact information, get permission to send texts, and collect email addresses.
Use that contact data for future interactions.
MEET SPECIFIC NEEDS
Evaluate and address specific onboarding needs of your patients.

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