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Flow

From sign-up to billing, one flow.

Five steps from sign-up to a month that is ready to bill. Chief does the calling, booking, scribing and follow-up. Your team stays in charge of every decision.

  1. 1

    Set up

    Live in an afternoon.

    • Sign up, create your practice and invite your team
    • Sign in with Google, email or a passkey, with a PIN or fingerprint lock on every device
    • Choose the programs you run: CCM, PCM, RPM, BHI and APCM
    • Pick your practice phone numbers
    • Set the phone tree: who Chief rings, when it answers, your calling hours
    • Add your clinic's logo and colours with White-label (optional)
  2. 2

    Patient comes in

    Every call answered, every visit booked.

    • Chief answers patient calls and routes them through your phone tree
    • Books, moves and confirms appointments on the same call
    • Texts confirmations and reminders, and a booking link after a missed call
    • Checks the chart for who may qualify for a care program
    • Explains the program and records consent on a call or in the patient app
    • Calls back inside calling hours, or right away with Call now
  3. 3

    The visit

    Scribed, summarised, ready.

    • AI Scribe for in-person visits and phone calls
    • Pulls out history, medications, vitals and problems
    • Runs assessments such as PHQ-9 during the conversation
    • Writes the AI visit summary with sources you can check
    • DoctorDot brings the schedule, summary, scribe and timer into your EHR
    • Scribe a visit again any time; each session is kept
  4. 4

    Care program

    Drafted by Chief, approved by your team.

    • Chief drafts goals, interventions and check-ins from the visit summary
    • Your clinician reviews, edits and approves the plan
    • The plan, consent, goals and reminders sync to PatientDot
    • Patients log readings by hand, by photo or from Bluetooth devices
    • Patients message the care team, with read receipts both ways
    • Chief, the patient's care assistant, answers questions and guides each step
  5. 5

    Care management and billing

    Care that keeps moving, a month that is ready to bill.

    • AI care calls for check-ins and interventions, inside calling hours
    • A care report after every call, back to your team
    • Watchlist flags readings and patients that need a person
    • Helper dots take the calls, texts, follow-ups and bookings across many patients, with your approval
    • The care timer adds up your team's time through the month
    • Billing shows progress toward each CPT code and what is still missing

See it with your team.

We will walk your team through each step with your own workflow.

Book a demo