Everything your team needs to remember, in three steps.
New to SaRA, or refreshing a team member? This is the whole day-to-day workflow. Each step links to a deeper guide when you want the details.
1. Enroll at the start of care
Enroll each patient in SaRA when they start their plan of care. It takes about a minute from your Patients page, and it's the step everything else builds on.
2. Patients just reply
SaRA sends your patients friendly check-in texts about how their recovery is going: their exercises, their pain and function, and anything that has changed since their last visit. No app, no portal. They simply reply. Those replies are the engagement SaRA tracks toward the billing thresholds.
Curious what your patients see? It's just texts, no downloads. See What do patients experience?
3. Bill from the Billing page
Once a week, whoever handles billing opens the Billing page in SaRA. It shows exactly which patients are ready to bill, with the justification text to copy into your documentation and the codes to add in your EMR.
Want this on the wall?
The same three steps on one printable page, ready for the front desk or a new hire's folder: Printable one-pager: the SaRA day-to-day for your front desk.
Who owns which step across your whole practice, setup included, is in What SaRA asks of your team, by role.