M20 · EPO
Enrollment & Onboarding
Pipeline view from referral → consent → device match → care plan → billing-ready. Auto-routes APCM, CCM, BHI, RPM enrollments through one workflow.
Pipeline · live · May 2026
28 active
candidates in onboarding · 4 today's referrals · avg cycle time 6.2 days
Enrolled · MTD
47
▲ 12 vs prev mo
Conv. rate
71%
referral → enrolled
Avg time-to-bill
8.4d
target 7.0d
Stalled > 7d
5
action needed
1 Referral
9 · 4 today
Patel, Saanvi
MRN 6018440 · 44F
Medicare
2h ago
Hayes, William
MRN 5901832 · 71M
VA
5h ago
Martinez, Carla
MRN 4112098 · 62F
VA
8h ago
Okonkwo, David
MRN 7720114 · 58M
Medicare
12h ago
Nguyen, Lily
MRN 3284091 · 49F
Medicare
2d ago
2 Eligibility
6
Brown, Robert
MRN 4892011 · 71M · 4 chronic
APCM L2
1d
Foster, Janet
MRN 5102443 · 68F · DM2 · HTN
CCM
RPM
2d
Kim, Helen
MRN 6601118 · 73F · CHF
APCM L3
RPM
2d
Anderson, Mark
MRN 4498220 · 65M
CCM
3d
Lopez, Maria
MRN 5523894 · 70F · ineligible MA
Verify plan
3d
3 Consent
7
Tran, Diana
MRN 5102201 · BHI consent verbal
BHI
1d
Greene, Carl
MRN 7782301 · awaiting e-sign
APCM L2
2d
Reed, Thomas
MRN 4490212 · QMB attestation pending
APCM L3
4d
Walsh, Ellen
MRN 6612084 · cosignature needed
CCM
5d
Henderson, Paul
MRN 8819403 · 3rd VIDA call attempted
Stalled
9d
4 Device + Plan
4
Singh, Amrit
MRN 3344029 · BP cuff shipped
RPM
CCM
1d
Edwards, Mary
MRN 5567102 · scale + BP en route
RPM
APCM L2
2d
Romero, Ana
MRN 7902214 · plan signed by PCP
CCM
3d
Davis, Wesley
MRN 6611298 · device delivery confirmed
RPM
BHI
5d
5 Billing-ready
2
Carrillo, Diego
MRN 5582909 · routes to BIM
CCM
RPM
today
Wong, Albert
MRN 4429812 · routes to BIM
APCM L2
BHI
today
↓ Auto-routes to BIM on first claim cycle
Conversion · last 90 days all programs
By cohort ↓
Eligible identified
claims + EMR signal
582
100%
Outreach attempted
VIDA + SMS + portal
531
91%
Reached
verbal contact
430
74%
Consented
e-sign or recorded verbal
362
62%
Onboarded
device + care plan
312
54%
Billed first cycle
routed to BIM
278
48%
48% end-to-end conversion across the 90-day window. Largest drop: outreach → reach (17 pp). VIDA voice closes that gap by ~14 pp on retry-after-24h cohorts.
Referral sources 90d · 582 candidates
▤
Caseload sweep · auto
CGAE eligibility rule firing
218
37%
⌖
PCP referral · in-visit
post-encounter handoff
142
24%
⊞
Hospital discharge · TCM
auto-feed from DC summary
97
17%
≋
Doppler signal flag
RPM trend detection
68
12%
♥
BH screen positive
PHQ-9 ≥ 10 or GAD-7 ≥ 10
42
7%
+
Manual / other
staff entry, partner referral
15
3%
Auto sources (CGAE + Doppler + BH screen + DC) account for 73% of pipeline. Conversion rate from auto sources runs ~6 pp lower than PCP referrals — explains the time-to-bill spread.