Utopia Health System

Patient Identity & Matching

Match incoming records to the correct WellBeam patient using identifiers and demographics.

Embedded Provider Workflow

Launch WellBeam in-context from the EHR for the current patient and encounter.

Admission / Discharge Tracking

Track admit/discharge/transfer events to drive event-based workflows.

Post-Discharge Outreach

Reach out to patients after discharge based on encounter and diagnosis context.

Care Gap Identification

Identify open care gaps using diagnoses, results, and coverage context.

Referral Management

Coordinate referrals and supporting clinical documents.

Scheduling / Appointment Follow-Up

Drive follow-up scheduling and outreach tasks.

Eligibility / Coverage Awareness

Understand patient coverage, payer, and plan context.

Clinical Summary Review

Surface clinical summaries, diagnoses, results, and documents.

Patient Engagement / Communication

Engage patients across channels respecting consent and preference.

Task / Care Coordination Workflow

Create and route care coordination tasks across the team.

Reporting / Analytics

Aggregate encounter, diagnosis, and payer data for reporting.