Add Center

Network Listing Overview
Center Listing Page
Add Center Workflow
- 3.1 Center Details
- 3.2 Contact & Address
- 3.3 Business Hours
- 3.4 Help & Support Info
- 3.5 Billing Type Options
- 3.6 Minimum Service Time Inputs
Center Settings & Preferences
- 4.1 Patient Details Preference
- 4.2 Voicemail Greeting
- 4.3 Stream Chat & VOIP
- 4.4 RPM Device Ordering
Twilio Number Setup
Practice Manager Setup
Billing Admin Setup
Final Submission & Center Management

1. Network Listing Overview

After logging into the platform:

You will land on the Network Listing page, where you can manage all your networks.
The top-left section shows the Customer/Admin name.

You’ll see the following metrics:

Networks: Total networks associated with this account.
Centers: Number of active centers.
Providers: Assigned provider count.
Patients: Total number of enrolled patients.
Survey: No of Surveys available for the customer.

You can search networks by:

Network ID
Network Name
Contact Name or Number

Use the Add Network button to create new networks.

Each row in the network table shows:

Network name
Center, provider, and patient counts
Click on the center count to navigate to the Center Listing Page.

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2. Center Listing Page

Displays all centers for the selected network.

Change networks from the network dropdown.

Center-level data includes:

Centers
Providers
Patients
Medication Adherence (based on patient compliance)

Note: Medication adherence is calculated based on the number of doses taken/missed.

You can search center by:

Center ID
Center Name
Contact Name or Number

Click this to start the Add Center workflow.

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3. Add Center Workflow

Clicking Add Center takes you to the Center Form.

3.1 Center Details

Network Dropdown: Select the appropriate network.
Center Name: Must be unique.

Note: Avoid using generic names; include location or service type for clarity.

3.2 Contact & Address

Provide:

Full Address (including state and ZIP)
Primary Contact Name
Primary Contact Number
Primary Email (must be unique, not used in any other center)

3.3 Business Hours

Define working days
Set opening & closing times for each selected day.
Once you fill in any of the selected days, you have an apply all option by clicking on that text you which timing will apply the timing to all the selected dates

Note: This defines when care teams are available to interact with patients.

3.4 Help & Support Info

Required fields:

Support Email
Support Contact Number

3.5 Billing Type Options

Three billing models are supported:

Billing Type	Description
PMPM	Per Member Per Month billing
Reimbursement	Enable individual services like RPM, CCM, etc.
Others	Custom billing not tied to predefined categories

RPM – Remote Patient Monitoring
CCM – Chronic Care Management
RTM – Remote Therapeutic Monitoring
TCM – Transitional Care Management
PCM – Principal Care Management
APCM – Advanced Primary Care Management
AWV – Annual Wellness Visit

When you enable Chronic Care Management (CCM) as a service, you will be given two additional options related to billing:

Physician Codes
Complex Codes

You can enable both of these options by checking the corresponding checkboxes if your billing process requires them.

3.6 Minimum Service Time Inputs

For each enabled service, you can:

Specify the minimum required service time.
TCM includes an option to enable/disable SOAP Notes.
APCM doesn't require service time input (non-time-based).

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4. Center Settings & Preferences

4.1 Patient Details Preference

SSN Mandatory Toggle:

ON: SSN is required for patient creation.
OFF: SSN is optional.

4.2 Voicemail Greeting Upload

Upload a custom voice message.
Will play when a patient calls the center.

VOIP Greeting message:

You can customize the VOIP Greeting message from your center. By default, there is a standard text message. If you want to change it, you can edit the text to meet your specific requirements.

4.3 Stream Chat & VOIP

Stream Chat Toggle:

Enabled by default.
Once disabled, cannot be re-enabled.

VOIP Toggle:

Enabled by default.
Can be disabled and re-enabled as needed.

4.4 RPM Device Ordering

To allow patients to order devices for Remote Patient Monitoring (RPM), you must enable this feature.
Enabling this option makes it visible to the user in the provider portal.
Once enabled, a list of available devices and their corresponding vendors will appear. You must select the desired devices and assign a vendor for each one.

Note: For each device you select, you must also select a vendor. All devices and vendors you select will be displayed to patients in their portal when they place an order.

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5. Twilio Number Setup

Click Add New to open a popup.
Enter phone number and click Save.
Existing numbers will appear in a list.
Click the delete icon to remove numbers.

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6. Practice Manager Setup

Click Add New to assign managers to the center.

Provide:

Name
Email (must be unique within the same center)
Phone number

Practice Manager Options

Login Toggle: View-only access to the portal.
Notification Preferences: Choose Email, SMS, or both.
Alert Preferences: Pick alerts for critical events (e.g., device readings, updates).
Call Service Toggle: Enable/disable manager’s call access.

Email Rules: