How it works

From intro call to monthly sign-off.

A clear process, so your practice always knows who is doing what.

  1. Step 1: Intro call

    We learn about your practice, patient panel, and goals.
  2. Step 2: Agreement and BAA

    We sign a services agreement and a Business Associate Agreement.
  3. Step 3: Workflow setup

    We set up EHR access or a secure referral portal and agree how monthly notes get signed. If your EHR makes sign-off cumbersome, we can provide a simple sign-off packet.
  4. Step 4: Initiating visit and consent

    Your practice performs the initiating visit and obtains patient consent.
  5. Step 5: Navigation begins

    Our navigators introduce themselves as part of your care team and get to work.
  6. Step 6: Monthly notes and billing summary

    Time-tracked notes go to your provider for review and signature, and a billing summary goes to your biller.
  7. Step 7: Monthly program report

    Patients served, time by program, and issues escalated.

Clinical questions are always routed back to your practice.

Services are billed by your practice and furnished by SageAlly's care team under your clinicians' supervision.

Let's see if your patient panel is a fit.

A short call is the fastest way to find out. Tell us about your practice and we'll follow up.

Patient or family member?

For Patients & Families