Flat file, spreadsheet panel export
In production use
A CSV or XLSX roster export normalizes into Kept Count's intake contract. This is how every current panel gets in.
Integrations
Kept Count runs your monthly program beside it, not inside it. Roster and panel data load today through a spreadsheet export. A FHIR R4 Bundle normalizer exists in software; connecting a live EHR is later scoped work, not the founding path.

What exists today
Both sources produce the same normalized record. Everything downstream — eligibility classification, program tiering, the enrollment queue, the care board, the billing packet — is indifferent to which one produced it.
In production use
A CSV or XLSX roster export normalizes into Kept Count's intake contract. This is how every current panel gets in.
Built and unit-tested; the live connection is scoped with you
A Patient/Condition/Coverage FHIR R4 Bundle normalizes into the same intake shape as a spreadsheet upload. The transform is built and unit-tested today. Connecting it to your EHR's live endpoint is scoped work we do together as your first design partner.
Stated plainly
A security or integration reviewer will find these anyway, so here they are, itemized, for your team to plan around.
Eligibility verification
Founding scope is a CSV or XLSX roster your team already exports. Kept Count does not submit claims and does not operate a clearinghouse. If a later phase needs a named eligibility feed, we scope that as paid adapter work against the vendor you already use — not as a go-live requirement.
We will tell you directly whether today's roster or FHIR intake fits your workflow, and exactly what we would build together if it doesn't.
Ask Kept Count
Answers from the public site. Nothing here is clinical, coding, or legal advice.
Ask about the product, the monthly workflow, supported programs, security posture, integrations, or the workflow session.