Managed Implementation 

Getting from signed to enrolled takes four steps. Juliet Mott runs all of them.

1. Demo and fit

A 30-minute live demo on your specialty and patient mix. We look at your current concussion follow-up and agree on which module to start with. Almost every practice starts with Concussion; NP-led practices often start with Mental Health.

2. Paperwork and setup

Business Associate Agreement signed. Your practice gets its own Kavera subdomain with isolated data. We configure the module, the check-in cadence, and the users: treating clinician, MA or front desk, Kavera staff under your supervision.

3. One training session

Clinician and front desk together. What the patient sees, what you see, how enrollment happens at the feedback visit, how to read the dashboard, how to sign off on documentation. The session is recorded for staff who join later.

4. First patients

Enroll at the next scheduled visit. Juliet's team runs the first month alongside your staff: sends check-ins, chases completion, preps documentation, prepares the first claims for your approval. By the end of month one the loop is running.

What your practice provides

• A treating clinician who signs off on documentation and claims
• One staff contact for scheduling questions
• Your billing credentials and clearinghouse details for claim submission
• The patient list for the first cohort

What you don't need

• A new hire
• An EHR integration project
• A new device. Patients use their own phone.

After go-live

Monthly call with Juliet: enrolled patients, completion rates, what got billed, what got denied and why. See Clinical Oversight for how review and sign-off run week to week.

FAQ

How long from signing to first enrolled patient?

Steps two and three take about a week. First patients enroll at their next scheduled visit after training.

Do I need to change my visit schedule?

No. Enrollment happens at the two-week feedback visit you already run. Monthly follow-ups can be telehealth inside the platform.

Who trains my front desk?

Juliet Mott or a member of her team, in the same session as the clinician.

See it on your patients

One field. 30 minutes. Live demo with a clinician. Request demo.