Program setup

Make your own staff's navigation work reimbursable.

Your nurses and front desk already handle referrals, prior auths, and rides. We build the program around that work so it can be documented and billed under PIN and CHI.

What we set up

  • Patient identification and enrollment workflow
  • Consent process and documentation
  • Time tracking per patient, per program
  • Note templates that meet documentation standards
  • A monthly provider sign-off process
  • A billing summary handoff to your biller

How we get your team ready

  1. Step 1: Review

    We review your current workflows, staff, and EHR.
  2. Step 2: Design

    We design the PIN and CHI workflow around how your practice already works.
  3. Step 3: Train

    We train staff on what counts as billable PIN and CHI activity and how to document it.
  4. Step 4: Launch and review

    We check early documentation and adjust before you scale up.

Prefer us to run it?

Some practices start with SageAlly's navigators delivering the services, then move work in-house later. We support either model.

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