Who should do the enrolling?
We recommend that a front desk / admin staff member inputs patient details into SaRA and completes the enrollment. Benefits:
Standardizes the enrollment task.
If your clinic uses a written consent form, the admin can have the patient sign it at check-in. How that works: Signing patients up and handling consent.
The admin can encourage the patient to bring SaRA up with their provider — a natural reminder for the provider to discuss it during the evaluation.
Every clinic is different — do what makes the most sense for your workflow. The SaRA team is happy to discuss implementation strategies through the in-app chat.
The provider's part, even when someone else clicks the buttons
Your front desk may run the enrollment steps inside SaRA, but you are still the one who gets the patient activated and genuinely interested in staying connected between visits. Being clear about how you intend to use their responses to drive their care is the difference between a patient who replies and one who ignores the texts.
The most effective version of this leans on "I" language — telling the patient directly how their responses help you care for them. For example:
"I love seeing my patients' responses during the week — I use them to prepare for our next visit, so we spend our time on what actually changed."
Word-for-word scripts for both the front desk and the provider are in How to introduce SaRA to your patients.
Which patients should I enroll?
When your company is new to SaRA (first ~90 days):
Enroll all new evaluations, across all insurance companies.
The first 90 days are used to test how your payer mix covers RTM services. At the end of that window, SaRA works with you to produce a concrete list of covering vs. non-covering insurances and an action plan.
As an ongoing SaRA partner:
New evaluations with covering insurance: enroll.
New evaluations without covering insurance: don't enroll.
Unsure whether an insurance covers RTM? Message us through the in-app chat and we'll help you determine coverage.