Approve before anyone calls
Campaigns to your patients or members wait for your approval. Approve, or ask for changes with a note.
Medical groups, pharmacies and community partners get their own portal. Approve the campaigns that reach your patients and members, refer someone in two fields, and see enrollments without exporting a spreadsheet.
Shared patients by provider and area. Public groups see totals only, never patient rows.
Medicine reviews at the counter, with your pharmacy on the event page.
Resident sessions on site, and a list of who signed up.
Sessions in English or Spanish, hosted where people already gather.
Retiree sessions for people leaving group coverage.
Campaigns to your patients or members wait for your approval. Approve, or ask for changes with a note.
Two fields and a reason. The agency sees who referred them and you see what happened next.
Who works your office, their phone number and the days they’re in.
Your name on the event page next to the agent’s, and every sign-up shared with you.
Invite office staff and choose what each person can see. Require two-step sign-in for anyone who can see patient data.
Large groups set rules once. Area managers handle their own providers and producers.
The portal is part of the agency plan. Your agency sends the invite; you set up your office.
One email to the office owner or practice admin.
Add staff, pick roles, and connect your providers or locations.
Approve campaigns, refer patients and see results as they come in.