Guide patients through consultations and enrollment in real-time
Simplify patient onboarding, insurance enrollment, and telehealth consultations. Reduce confusion and complete processes in a single guided session.
- Guided enrollment and onboarding
- Telehealth consultations built-in
- HIPAA-ready infrastructure
- 50%
- Faster patient onboarding
Without the right tools, deals slip away
Complex enrollment processes
Insurance enrollment and patient onboarding involve multi-step forms that confuse patients and delay activation.
With Univerx:
Walk patients through enrollment step by step with co-browsing. They see exactly what to fill in and where.
Patient confusion and drop-off
Patients abandon digital processes when they encounter complex forms or unclear instructions.
With Univerx:
Guide patients in real-time through video and co-browsing. Answer questions on the spot and prevent drop-off.
Compliance and documentation
Healthcare processes require strict documentation, consent capture, and regulatory compliance.
With Univerx:
Capture consent and documentation digitally during the session. Everything is audit-ready and securely stored.
Traditional process vs. with Univerx
| Measure | Traditional | With Univerx |
|---|---|---|
| Patient onboarding time | Traditional 4 days with callbacks | With Univerx 1 guided session |
| Support calls per enrollment | Traditional 5 calls on average | With Univerx 1 call to completion |
| Enrollment error rate | Traditional 30% require corrections | With Univerx 9% with guided input |
From consultation to close
A seamless journey from first contact to signed contract, guided every step of the way.
-
Patient consultation
Connect with patients via video call. Discuss treatment options, coverage, or onboarding requirements.
-
Guided enrollment
Walk patients through forms and documentation in real-time. They fill out information with your guidance.
-
Document verification
Verify documents, capture consent, and complete enrollment, all within the same secure session.
Measurable impact on your bottom line
What our customers say
Patients who used to call back three or four times now complete enrollment in a single guided session. It's transformed our onboarding process.
Jennifer L. Director of patient experience Healthcare network
Ready to close more deals?
Start co-browsing and running one-click video calls with the people you sell to and support.