Automated Patient Enrollment Software for Care Management Programs
Turn identified patients into enrolled ones — without growing your outreach team.
Enrollment Workflow
From eligible patient to enrolled program
Clinii supports the full enrollment workflow:
Eligible Patients — Patients identified as qualified for one or more care programs.
Automated Calls / SMS — Automated outreach explains the program, attempts contact, and supports patient engagement.
Consent Captured — Patient consent is documented as part of the enrollment workflow.
Enrolled Program — Patients are moved into the appropriate care program for ongoing activity capture.
Who This Is For
Built for teams with more eligible patients than outreach capacity
This service fits healthcare organizations that want to scale enrollment without adding headcount — anyone who has already identified eligible patients but doesn’t have enough staff to call, explain, and document consent for each one.
It’s the natural next step after eligibility identification — designed to pick up exactly where that list leaves off.
What Clinii Automates
- Patient outreach
- Automated calls
- SMS outreach
- Program explanation
- Consent capture
- Follow-up attempts
- Enrollment documentation
- Enrollment status tracking
- Program assignment
Why It Matters
No manual outreach queue. No staff chasing consent.
Manual enrollment slows program growth. Staff spend time calling patients, explaining programs, tracking attempts, documenting consent, and updating enrollment status.
Clinii helps automate these steps so teams can move faster from eligibility to active care management.
What This Looks Like in Practice
A typical enrollment sequence
Once a patient is flagged as eligible, Clinii’s outreach begins automatically — a call or SMS explains the program in plain terms, attempts contact on a set follow-up schedule, and captures consent when the patient is ready to move forward.
Staff aren’t removed from the process; they see enrollment status update in real time and step in for any patient who needs a live conversation instead of an automated one.
Benefits
Scale enrollment without adding staff
Automate repetitive outreach and follow-up tasks. 
Enroll more eligible patients
Reach more patients with consistent program communication. 
Document consent
Capture and retain enrollment documentation for compliance visibility. 
Support multiple care programs
Enroll patients into the right program based on eligibility and care needs. 
50% faster enrollment
Automated outreach and consent capture move eligible patients into active programs faster than manual calling. 
85% reduction in outreach time
Staff spend less time dialing and re-dialing, more time on patients who need a live conversation. You Stay in Control of Enrollment
Automation handles the repetitive work, not the judgment calls
Automating outreach doesn’t mean losing visibility. Staff can review enrollment status, step into any conversation, and override automated outreach for specific patients at any time — automation handles volume, your team handles exceptions.
Powered by ConnectAI and Clinii workflow tools
Automated enrollment uses Clinii’s patient engagement and workflow infrastructure, including ConnectAI, CliniiWeb, and supporting documentation tools.
Related Solutions
Before and after enrollment
Enrollment sits in the middle of the care management workflow:
FCEI
Free CCM Eligibility Identification
Find the patients who qualify before outreach begins.
Learn MoreACPC
Automated Care Plan Creation
Build a compliant care plan the moment a patient enrolls.
Learn MoreCMCC
Care Management Compliance Capture
Start tracking billable activity from day one of enrollment.
Learn MoreMove more eligible patients into care programs without expanding manual outreach.
Book a DemoFAQ
What does Clinii automate in the enrollment process?
Clinii automates patient outreach, calls, SMS, program explanation, consent capture, follow-up attempts, and enrollment documentation.
How is patient consent documented?
Consent is captured as part of the automated outreach workflow and stored as enrollment documentation for compliance visibility.
Can Clinii enroll patients into multiple programs at once?
Yes. Clinii can assign and enroll patients into the appropriate program — CCM, PCM, APCM, and others — based on their eligibility results.
What powers Clinii's automated enrollment?
Automated enrollment is powered by ConnectAI for patient engagement and CliniiWeb for workflow and documentation.
Do patients know they're talking to an automated system?
Outreach is designed to be clear and transparent about the program being offered; staff can step into any conversation directly when a patient needs a live person.
Can our staff override or review automated enrollment?
Yes. Staff can see real-time enrollment status, step into individual conversations, and override automated outreach for any patient at any point.
How quickly can eligible patients be enrolled?
Outreach typically begins shortly after a patient is flagged eligible, with follow-up attempts continuing on a set schedule until the patient responds or the attempt window closes.
