How it works
One case. One process. One team helping move it forward.
From the first inquiry through billing and reconciliation, every case follows the same clear path — with one team helping move it forward.
The journey at a glance
Readable in seconds.
- Inquiry
- Evaluate
- Navigate
- Consult
- Document
- Negotiate
- Quote
- Approve
- Schedule
- Treat
- Bill
- Pay
The full process
Four phases, twelve steps.
Access
Inquiry
Case referred by a TPA, employer, Direct Care Plan or authorized referral source.
Immediate Evaluation if Needed
We coordinate an urgent care or appropriate immediate evaluation when clinically appropriate.
Case Intake
Member information and clinical needs are reviewed.
Navigation
Specialist / Facility Identification
We identify an appropriate physician and care setting.
Consultation
Member meets with the provider.
Clinical Information
Provider sends consultation notes, recommended treatment and applicable CPT codes.
Negotiation
Rate Negotiation
We negotiate rates with the physician and facility.
Quote Submitted
We provide the referral source with a clear case quote.
Approval
TPA / employer / plan approves the case.
Advocacy & Completion
Scheduling
We coordinate the procedure or treatment.
Care Completed
Care is delivered and the case moves into billing/reconciliation.
Billing & Payment
We complete the financial workflow and close the case.
Who does what
Every case is a shared effort.
- Refer the case
- Review the quote and approve
- Stay informed on case status
- Coordinate access and evaluation
- Identify providers and facilities
- Negotiate rates and submit quotes
- Schedule, support and close the case
- See the member
- Share notes and CPT information
- Deliver the recommended care
- Attend the consultation
- Receive coordinated care
- Reach their navigator any time
Ready when you are
Send us a case or start a partnership.
Authorized partners can refer a case now. Prospective partners can schedule a conversation.