Help patients navigate an insurance panel change.
An insurance panel transition creates questions for patients and additional work for your team. CDAS manages outreach, coordination, and scheduling within your approved workflows, helping patients understand the next administrative step.
A panel change is a continuity moment.
Patients in active care need clear, calm outreach — and your team still has a practice to run.
Thousands of calls, at once
A panel change can mean reaching every affected patient in weeks, not months.
Confused, anxious patients
Patients in treatment want to know what changes for them — and what doesn't.
Lost patients, lost continuity
Without coordinated outreach, patients drift away during the transition.
Coordinated outreach, clear next steps.
CDAS handles outreach, coordination, and scheduling within your approved process — with every contact attempt documented.
- Patient outreach
- Administrative explanations using approved information
- Scheduling and follow-up
- Documentation of contact attempts and outcomes
- Escalation of unresolved questions
CDAS-reported project results. Client identity withheld. Not a guarantee of future performance.
Clear responsibilities. Accountable support.
Every step follows workflows we define with your team during implementation.
Plan
Patient population, approved scripts, and readiness requirements agreed.
Reach out
Coordinated outreach with clear, approved information.
Schedule
Next appointments and follow-ups booked.
Document
Attempts, outcomes, and preferences recorded.
Boundaries that build trust.
What we do is clearly defined — and so is what we don't.
Patient choice is respected
Outreach respects patient choice. Agents follow the agreed contact approach, document patient preferences, and honor requests to stop contact.
Clear insurance boundaries
Agents do not guarantee benefits, coverage, network eligibility, or treatment authorization. Questions outside the approved administrative scope are escalated.
Launch timing
Launch timing depends on the patient population, available information, approved outreach process, system access, training, and agreed readiness requirements.
What practice leaders ask us.
How quickly can a transition project start?
Launch timing depends on the patient population, available information, approved outreach process, system access, training, and agreed readiness requirements.
Will agents answer coverage questions?
Agents share approved administrative information only. They do not guarantee benefits, coverage, network eligibility, or treatment authorization — those questions are escalated.
What if a patient doesn't want to be contacted?
Agents honor requests to stop contact and document patient preferences according to the agreed approach.
One operating model, five services.
Most practices start with one service and expand once the operating rhythm is proven.
Plan your panel transition.
Tell us about the patient population, timeline, and approved process. We'll outline an outreach plan.
- Size the affected patient population
- Outline outreach, scheduling, and escalation
- Agree on readiness requirements and timing
Prefer to talk now? (941) 299-2327 · Monday–Friday, 8 AM–6 PM ET