Step-by-Step Walkthrough

From Enrollment to
Billed Revenue — In Four Steps

No new devices. No workflow disruption. Here's exactly how Connect works from the moment you add a patient to the moment you run your billing report.

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1

Enroll the Patient — Under 5 Minutes

Open the Patients screen in the Connect portal and click + Add Patient. Enter the patient's name, mobile number, and MRN. Select their monitoring mode (RPM or RTM), insurance payer, and enrollment date. Assign one or more ICD-10 diagnosis codes from the specialty-filtered library.

That's it. The patient receives an SMS with a link to download the Active SOS app and their org code for registration. No complex onboarding, no paperwork, no device shipping.

What You Enter

Name, phone, MRN, payer, monitoring mode, diagnosis codes. Under 5 minutes per patient.

What the Patient Gets

An SMS with the app download link and org code. They're ready to check in the same day.

Why ICD-10 Matters Now

Payers require a diagnosis code on every CPT claim. Assign at enrollment — don't wait until billing time.

2

Patient Checks In Daily — 90 Seconds

The patient opens the Active SOS app on their phone. Their custom alert menu — configured for your specialty — is right there. Pain level, medication adherence, exercise completion, functional status, or any custom check-in you've configured. They tap their responses and hit send. 90 seconds. Done.

Every submission is timestamped, geolocated, and stored in the Connect database. Each qualifying check-in automatically advances the patient's data-day count toward CPT code thresholds.

SOS Alerts (Emergency)

Severe pain, fall injury, crisis — one tap sends the patient's location and alert type to your team immediately.

SAFE Check-Ins (Routine)

Pain scores, exercise logs, medication reports, mood check-ins — every one is a qualifying data day for billing.

2026 CMS Threshold

Just 2 days of patient-reported data per month qualifies for RTM. Active SOS patients typically check in 15-20 days per month.

3

Your Team Reviews & Responds — Daily Queue

The Message Queue in the Connect portal surfaces every patient interaction, organized by priority. URGENT alerts (SOS, auto-escalated) appear at the top and trigger an SMS to your designated notification number. SAFE check-ins queue for routine review. Every message you open and mark reviewed adds interactive time toward billing thresholds.

Need to log a phone call or in-office RPM review? Use the + Log manual activity button directly from the Billing screen to add timestamped provider notes to the patient's record.

URGENT / SOS

Auto-notifies the clinical team via SMS. Every response is timestamped and billable.

Interactive Time Tracking

The time your staff spends reviewing messages counts toward the RTM 10-minute management threshold automatically.

Manual Activity Logging

Phone calls and in-office interactions can be logged with a note — critical for meeting the 20-minute RPM management threshold.

4

Portal Qualifies & You Bill — Month-End

On the last business day of the month, open the Billing screen. Every patient's CPT code cards show their qualification status — Ready, Pending, or Not Qualified — based on the data automatically tracked by Connect. Review each card, click Mark Ready for qualified codes, and run the Monthly Billing Summary report.

Export to CSV or Excel and hand it to your billing team. Or use the EHR/EMR Export to send structured data directly to your practice management system. Done.

CPT Status — Auto

Connect tracks qualifying days, staff minutes, and interactions. It tells you who's ready — you don't calculate anything.

One-Click Report

Monthly billing summary, CPT breakdown, ICD-10 category summary, and EHR export — all available in the Reports screen.

EHR/EMR Export

Structured data formatted for your practice management system. CPT codes, ICD-10 codes, timestamps, and provider notes included.

The Portal — Six Screens

Everything in One Place

The Connect portal has six core screens. Each one has a specific job — and they all feed each other.

📊

Dashboard

Live KPI tiles and one-click navigation. Pending messages, escalated patients, active count, and ready-to-bill at a glance.

💬

Message Queue

Triage priority-sorted patient alerts. Every review logs interactive time. Escalate urgent cases with one click.

🩺

Patients

Enrollment, ICD-10 code assignment, alert history, and discharge. The foundation of your billing data.

💰

Billing

CPT code qualification cards per patient. RTM care time tracker. Mark Ready for submission. Month-end workflow.

📋

CPT & ICD Reference

Every supported code with billing criteria, rates, and qualifying thresholds. Your billing team's reference library.

📈

Reports

Monthly billing summary, CPT breakdown, ICD-10 categories, alert logs, and EHR/EMR export. CSV and Excel.

See It in Your Practice

30-Minute Demo. Live Portal. Your Questions Answered.

We'll walk through every screen with your specialty's data, calculate your revenue potential, and show you how enrollment works for your patient population.

Live portal walkthroughYour specialty's templatesRevenue calculatorBilling team Q&A
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