Sarthi · For primary careIssue No. 08

For independent primary care groups

The operating layer that speaks primary care.

New-patient intake. AWV risk-adjustment capture. Refill triage. Chronic-care management cadence. Referral coordination. The back office of a primary care practice — handled quietly, in the background, so your team can focus on the panel.

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The arc, in primary care

Same four movements. Primary-care vocabulary inside each.

The visit moves through the same four movements you’ll find on our homepage — before they walk in, in the room, after the room, long after the lights are off. Inside each movement, the work is primary-care-tuned: AWV prep, HCC capture, refill triage, panel-level chronic care management, referral close-the-loop.

Below: the five workflows where the primary-care day actually bends.

Where Sarthi earns its keepSix workflows · revenue cycle included
  • No. 01

    New-patient intake and records reconciliation

    Before

    Records arrive across fax, portal, and printed envelope. Staff retype the same demographics into the EHR, hunt down outside records, and reconcile duplicates as the patient is checking in.

    With Sarthi

    Sarthi ingests every inbound channel, extracts demographics, insurance, and prior history, reconciles duplicates against the existing chart, and stages a clean record before the visit opens.

  • No. 02

    Annual wellness visits and risk-adjustment capture

    Before

    AWVs run long. HCC-relevant conditions live in scattered notes from prior years. Risk-adjustment capture happens in a quarterly chart-review backlog — if at all — and revenue walks out with the patient.

    With Sarthi

    Sarthi pre-loads HCC-relevant conditions from prior notes, surfaces care gaps for the visit, and drafts the AWV note with risk-adjustment capture handled at the moment of documentation, not in a backlog.

  • No. 03

    Refills, results routing, and clinical-inbox triage

    Before

    The clinical inbox stacks up: refill requests, abnormal labs, prior-auth callbacks, patient messages. Triage happens in evenings and weekends because the day is patients.

    With Sarthi

    Sarthi triages refill requests against the chart, routes abnormal results to the right reviewer with the right urgency, communicates normal results to the patient quietly, and surfaces only the messages a clinician actually has to read.

  • No. 04

    Chronic-care management cadence (CCM, RPM)

    Before

    CCM 99490 / 99491 and RPM 99457 are revenue lines most independent practices leave on the table because no one has time to track 20-minute touchpoints across the panel.

    With Sarthi

    Sarthi runs the chronic-care cadence on the schedule each condition needs — outreach, time tracking, structured documentation, billing-ready notes — and lets a clinician intervene when the data says now.

  • No. 05

    Referral coordination and closing the specialist loop

    Before

    Referrals get sent. Whether anything comes back is a coin flip. Specialist notes arrive as faxes that get scanned into the chart unread; the patient comes back for a follow-up the PCP doesn't have context for.

    With Sarthi

    Sarthi tracks every referral end-to-end, chases the summary letter, parses the specialist's note when it lands, and surfaces the parts the PCP needs before the next visit — not three follow-ups later.

  • No. 06

    Coding, claims, and denial management

    Before

    AWV billing nuance, RPM 99457 time tracking, CCM 99490 / 99491 documentation requirements, standard E/M coding — each has its own ruleset. Denials arrive long after the visit; the clinician has moved on, and reconstructing rationale eats the coordinator's day.

    With Sarthi

    Sarthi codes AWVs, RPM, CCM, and standard E/M visits with documentation pulled from the chart, prepares clean claims with the right modifiers, and routes any denial with the supporting clinical record already attached. A/R aged by payer surfaces in a Monday standup — not a quarterly report.

Works with your stack

We meet your practice where it lives.

Sarthi integrates with the EHRs primary care actually uses — Epic, Athenahealth, eClinicalWorks, NextGen, Practice Fusion, Elation — plus the registries and patient-engagement systems that sit alongside them.

No rip-and-replace. No two-year implementation. A two-week observation phase, then a narrow rollout on the workflow that hurts most.

Next step

Let’s walk through a Tuesday at your practice, handled.

Thirty minutes. A shared screen. We’ll show you a primary care day — intake, AWVs, refill triage, chronic-care management, referral coordination — run end-to-end by Sarthi, and we’ll answer any question you have about where the hand-offs to a clinician live.

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