Guide patients through consultations and enrollment in real-time
Simplify patient onboarding, insurance enrollment, and telehealth consultations. Reduce confusion and complete processes in a single guided session.
Without the right tools, deals slip away
Complex enrollment processes
Insurance enrollment and patient onboarding involve multi-step forms that confuse patients and delay activation.
Walk patients through enrollment step by step with co-browsing. They see exactly what to fill in and where.
Patient confusion and drop-off
Patients abandon digital processes when they encounter complex forms or unclear instructions.
Guide patients in real-time through video and co-browsing. Answer questions on the spot and prevent drop-off.
Compliance and documentation
Healthcare processes require strict documentation, consent capture, and regulatory compliance.
Capture consent and documentation digitally during the session. Everything is audit-ready and securely stored.
Traditional process vs. with Univerx
From consultation to close
A seamless journey from first contact to signed contract, guided every step of the way.
Patient consultation
Connect with patients via video call. Discuss treatment options, coverage, or onboarding requirements.
Guided enrollment
Walk patients through forms and documentation in real-time. They fill out information with your guidance.
Document verification
Verify documents, capture consent, and complete enrollment, all within the same secure session.
Measurable impact on your bottom line
Ready to close more deals?
Got questions? We've got answers
Stay ahead in customer support
Subscribe to our newsletter and get the latest updates, tips, and best practices, straight to your inbox.
