Truer Health · what it unlocks
Every unlock arrives the same way.
Connect read-only. Measure the gap against your chart, not a benchmark. Turn on one workflow. Watch the scorecard move on Monday. Billing comes first because it pays for the rest; after that, the order is yours.
Read-only to your web-based EHR and billing platform, under a BAA. Nothing changes on our authority.
Every encounter becomes a row. Both ledgers: earned-and-lost, and due-doable-not-done.
A worklist with an owner, a flag in the encounter, or a patient-facing step. One at a time.
Three questions, a few measures each, your number against a target. The same view every Monday.
Audit the read-only reconciliation · Copilot the Clinical Chrome Extension beside your EHR · Dashboard the practice dashboard (THAD) · Patient app the patient application (THA)
Money you already earned
Transformational and immediate. Ledger one is finite, collectible, and funds everything below.
| Unlock | Delivered by | Scored by |
|---|---|---|
| Every visit matched to a bill, claim, and payment; every gap listed with its fix | Audit Dashboard the visit-to-payment join, run once for recovery and weekly after | Visits with a matching claim · payable identified vs collected |
| Notes scrubbed before they reach the billing system | Copilot checks the documentation supports the level, both directions, and catches add-ons done but not captured — before the charge exists | Charges corrected after submission (should fall toward zero) |
| Repeating denials turned into pre-submission rules | Dashboard denial by code, payer, and reason, month over month | Same-denial-same-payer count |
Care your patients are owed
Ledger two. Care management, wellness visits, behavioral health, preventive services — for the patients whose chart says they qualify.
| Unlock | Delivered by | Scored by |
|---|---|---|
| A care-gaps engine tied to your priorities, not a generic measure set | Copilot flags in the encounter · Dashboard the same gaps rolled up into worklists with owners; rules you can edit | Gaps open vs closed, by priority |
| APCM and behavioral health enrollment with consent, care plan, and chart documentation | Dashboard rosters and the care navigator's daily list · Patient app consent and check-ins | Eligible vs enrolled vs billed, monthly |
| Annual wellness visit prep that arrives done | Patient app collects the history and risk questionnaires before the visit · Copilot assembles the prevention plan | AWV completion · preventive services captured per AWV |
| Pathways: the right sequence of steps for a condition, started from one click | Patient app surveys and education · Dashboard tracking and escalation | Pathway starts, completions, time in step |
Transitions you are missing
A hospitalization you learn about three weeks later is a TCM you cannot bill and a readmission you could not prevent.
| Unlock | Delivered by | Scored by |
|---|---|---|
| Hospitalizations and ED visits detected as they happen | Patient app patient-reported and record-based detection · Dashboard the transition worklist | Transitions detected within 2 business days |
| Transitional care management delivered and documented on time | Dashboard the 2-day contact and 7/14-day visit clock with an owner · Copilot the TCM note | TCM-eligible vs completed vs billed |
Time in the visit
The encounter is where every other unlock gets delivered. It has to get faster, not slower.
| Unlock | Delivered by | Scored by |
|---|---|---|
| An assistant that knows the chart on screen | Copilot ask anything about the patient; "meet", "missing", "safety", "timeline", specialist perspectives; SmartScribe | Clinician minutes per note (should fall) |
| Pre-visit prep and post-visit debrief without staff time | Patient app intake, agenda, and questions before; plan, instructions, and follow-up after | Visits with prep complete · patient follow-through |
Risk you can see
Numbers the chart already contains but nobody computes.
| Unlock | Delivered by | Scored by |
|---|---|---|
| Auto-calculated measures — PhenoAge, FIB-4, ASCVD risk, and others — for the patient on screen and across the panel | Copilot in the encounter · Dashboard the population view and the outreach list it produces | Patients above threshold with a plan · re-measured on schedule |
| An action center: what to do next, for whom, and who owns it | Dashboard actionable population health, not a report | Actions open vs done, by owner |
A plan you own
None of the above matters without a decision about staff and sequence.
| Unlock | Delivered by | Scored by |
|---|---|---|
| A five-year plan for the practice, built with the AI you already use, on a workbook you keep | The bring-your-own-AI workbook — free, no patient data, nothing connects to us | A 90-day test with a measure and a stop rule |
| The Monday scorecard | Dashboard three questions, a few measures each, your number against a target, a queue with an owner | That's the point |