Two habits, both inside the visit you were already having.
The clinics that get the most out of SaRA are not the ones spending the most time in it. They are the ones who moved the work into the visit instead of adding it after. These are the two workflows that do that.
Workflow A — open the chat at the start of the visit
Instead of opening with "how have things been?", open with something the patient actually told you during the week.
Open the patient's SaRA chat with the patient present and the screen where they can see it.
Use a specific recent reply as your first subjective question — "On Tuesday you noted more dizziness. Did anything change Monday night?"
Have the conversation.
Close the chart, click Edit in the toast that appears, and add an In-person visit interaction.
Add brief notes — you can finish them later.
Why this one matters more than it looks. The most common complaint patients have about remote monitoring is that their provider never mentions the messages. Our data suggests providers are reviewing — the review time is there. The gap is that the patient cannot see it happening. Opening the chat in front of them fixes the perception, not the workload.
It also solves the reply-expectation problem. Once patients know their messages get read at every visit, they stop expecting a reply to each one between visits.
Workflow B — schedule the next question before they leave
At the end of the visit, pick the one thing you actually want to know about, and schedule the question for the moment the answer will mean something.
Identify one high-salience follow-up tied to today's session — usually whatever you just worked on.
Compose the message while the patient is watching, and use schedule send (the arrow with the black dot, beside Send) to set when it goes out.
Close the chart, then Edit and add the In-person visit interaction as above.
Good examples: anterior knee pain after the evening dog walk · hip sensitivity after a long car ride · how the 5K went · going down stairs on Friday · how a specialist appointment went in two weeks.
You can schedule several messages for one patient.
The furthest out you can schedule is roughly a month to six weeks.
Patients often start negotiating with you about it — "can you send it an hour later, I'm in a meeting," or "can you also remind me about that stretch you showed me." That is the workflow working. Typing it in front of them signals the question is worth spending clinic time on, and they tend to answer the ones they watched you write.
Both workflows log your time for you
The minutes you spend reviewing a patient's responses in SaRA are captured automatically. What these two habits add is the synchronous interaction — the part where you and the patient actually discuss what the data showed — which is the piece SaRA cannot see and the piece the treatment-management codes require.
The full picture of what counts, and how the codes work, is in RTM CPT codes & billing thresholds and How SaRA tracks your RTM time.