Bring scheduling, digital intake, reminders, eligibility, check-in, patient communication, and payments into one operational path around the EHR or PM system you already use.
$30 · eligibility reviewed
Tuesday · 9:00 AM
3 days before the visit
The problem is rarely one task. Scheduling, forms, insurance updates, reminders, check-in, and payment follow-up all create small gaps that accumulate across a high-volume week.
Routine booking and rescheduling compete with patients already in the practice.
Staff use check-in time to collect information that could have been handled earlier.
Coverage problems become billing cleanup instead of pre-visit action.
Patients are told to come, but not always guided to complete what is still missing.
Paper and manual entry create avoidable duplication.
Balances move into calls, paper statements, and one-off reminders.
CERTIFY Health connects patient-led scheduling, recurring appointments, digital intake, eConsent, insurance capture, eligibility, reminders, two-way messaging, multi-channel check-in, and patient payments around existing systems.
Support patient-led access and repeat-visit patterns where configured.
Collect forms, demographics, consent, ID, and insurance before arrival.
Review coverage earlier where configured.
Use reminders, two-way messaging, intake nudges, and follow-up through configured workflows.
Support mobile, web, kiosk, tablet, QR/contactless, and staff-assisted paths.
Connect payment links, Text-to-Pay, card-on-file, payment plans, statements, and in-office collection where configured.
Scheduling starts under the rules and systems the practice controls.
Forms, consent, demographics, and insurance updates move earlier.
Patients are prompted to complete unfinished steps.
Staff focus on the cases that still need intervention.
Patients use the channel that fits the situation.
Financial follow-up can continue through digital and in-office workflows.
Anonymized outcomes from a high-volume, multi-location outpatient deployment. The metrics below show how connected workflows performed at scale; results reflect a specific deployment and are not a guarantee of future performance.
New patients booked online without staff intervention, showing how digital access can absorb real appointment demand at scale.
Completion reached 88% for new patients, 87% for returning patients, and 73% among patients age 75+, showing adoption across age groups.
Contact-data accuracy improved from roughly 50% to 98%, giving teams a cleaner base for reminders, outreach, and follow-up.
High-volume communication ran at scale with more than 50% open rates, supporting reminders, follow-up, and next-step completion.
CERTIFY Health primary care patient access software connects scheduling, intake, pre-registration, consent, ID and insurance capture, eligibility context, reminders, check-in, communication, payment readiness, and reporting around routine and follow-up care.
The primary care EHR, clinical documentation, population health platform, chronic care management workflows, and care-plan decisions stay in their systems. CERTIFY Health strengthens the patient-facing access layer so routine demand, intake updates, coverage context, and payment steps move with less manual follow-up.
Connect patient-led booking, recurring visits, reminders, and follow-up so routine demand does not depend entirely on phone calls and manual outreach.
Move forms, demographic updates, insurance capture, eligibility review, and patient instructions forward while there is still time to act.
Give patients multiple channels to finish what remains and give staff a clearer view of what is complete, missing, or changed.
Keep payment prompts, follow-up communication, and future appointment workflows connected instead of handing every next step back to the front desk.
Bring appointment volume, locations, current systems, forms, eligibility timing, call volume, check-in process, payment workflows, and the handoffs that create the most rework.
