Community partner workflow

Reach can enter the program. The month still belongs to the practice.

Follow one synthetic case across assignment, outreach, escalation, and partner reporting. Each organization sees what it needs; the practice keeps clinical, coding, and claims authority. Nothing auto-submits.

No account required
Synthetic data only
No patient access for partner leaders

Illustrative photograph of a community health worker knocking at a hallway door with a clipboard and blood-pressure cuff. Not Kept Count staff, customers, or patients. — One workflow · three views
01
Navigator
Assigned work
02
Health center
Clinical authority
03
Partner
Approved reporting
Illustrative photography · not Kept Count staff, customers, or patients

Closed-loop partner operation

A handoff is only the beginning.

A handoff is not success. It becomes accountable only when the receiving organization accepts it, a human owns the next step, and the permitted participants can see whether follow-through closed.

01
Connect
Record the source, receiving site, program, permission, and owner.
02
Activate
Confirm eligibility, choice, assignment, and unresolved requirements.
03
Support
Route work, close service loops, and surface only approved partner receipts.

Interactive synthetic workspace

Follow the same work through three accountable views.

Switch roles to see how a navigator acts, how the receiving provider supervises, and what a community or workforce partner can measure. The example is synthetic and does not grant access to the live application.

Kept Count partner scenario

Illustrative workflow · synthetic records

Role boundary active

Good morning, Maya

Three people need you today.

Start with Amelia. Kept Count tells you why each person is here, what to do next, and the one result to record.

Open the working desk

Next actions today

Follow-ups left this month

Contacts documented this month

Today's list

Start at the top and work down.

64 people in your panel

1AR
Call Amelia
Call today
Amelia R.
Why this is here
Her monthly check-in is due today.
Next step
Ask how she is doing and whether her current care plan still works for her.
Record one result
Reached, needs follow-up, or no answer
2RM
Confirm Robert's ride
Partner follow-up
Robert M.
Why this is here
His transportation partner has not confirmed tomorrow's appointment.
Next step
Contact the transportation partner and confirm the pickup plan.
Record one result
Confirmed, reschedule needed, or partner follow-up
3JB
Send Joyce's question to the supervisor
Ask supervisor
Joyce B.
Why this is here
She has a medication question. A navigator should not answer it.
Next step
Send the question to the FQHC team and tell Joyce when to expect a response.
Record one result
Question sent and response received

When should I ask the practice team?

Urgent symptoms or a safety concern
A medication or clinical question
A diagnosis, care-plan, coding, or billing decision

Kept Count keeps clinical, coding, and claim decisions out of the navigator's daily list. Navigators contact, coordinate, document, and route questions to the right team.

One platform · flexible staffing

Keep the care model. Configure who supplies the capacity.

Kept Count does not require a health center or provider organization to replace its team or hand away authority. The operating plan records who employs each navigator, where they may work, what they may do, and when the practice must take over.

Platform license

Practice team

The provider organization’s existing navigators use the workspace, assignments, escalation, and evidence flow.

Managed operations

Contracted capacity

A contracted partner supplies trained navigators inside the practice-approved scope and supervision model.

Joint operating model

Partner or blended team

A community or workforce partner contributes navigators while access remains assignment-bound and practice-controlled.

Access follows responsibility

The partnership is visible without blurring authority.

Partner affiliation alone never opens patient records. Patient work requires a current assignment; external leadership reporting is a separate, aggregate-only access path.

This demo shows the intended operating model. Production activation still requires approved agreements, security review, configured access, training, and practice sign-off.

Patient work

Navigator: Assigned navigator
Provider: Practice supervisor
Partner leader: Aggregate only

Clinical decisions

Navigator: Escalate
Provider: Practice retains
Partner leader: No access

Coding and claims

Navigator: No authority
Provider: Practice and RCM
Partner leader: No access

Program performance

Navigator: Own queue
Provider: Practice detail
Partner leader: Approved aggregates

Responsibility	Navigator	Provider	Partner leader
Patient work	Assigned navigator	Practice supervisor	Aggregate only
Clinical decisions	Escalate	Practice retains	No access
Coding and claims	No authority	Practice and RCM	No access
Program performance	Own queue	Practice detail	Approved aggregates

Build the real operating brief

Map your navigators, provider handoffs, funding constraints, and proof requirements.

We will turn the partnership idea into a bounded workflow before anyone receives production access or handles patient information.

Build a readiness brief Schedule a partner walkthrough