Anagram

This video describes how to check a patient's benefits with Anagram

Interpreting Benefits

Adding a Patient/Viewing Eligibility

Deleting a Patient

Finding a Patients' "Anagram ID"

What to do when you Anagram can't find a match for a patient

Troubleshooting When Patient Isn't Found

Either busy practices or ones that have high patient engagement may opt to send the insurance intake form directly to their patients

Collecting Coverage Information By SMS Text Or Email

Editing an Existing Patient's Profile

Questions regarding the recent update around the patient Zip Code requirement for Direct Search and Universal Search.

Zip Code Requirement FAQs

Jonathan Camara

Jeremy Bluvol

Most common questions regarding patients eligibility as well as a HOW-TO guide 

Eligibility FAQ

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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