| Outreach Communications |
Regular mail, email, SMS, phone reminders, and voice messages |
Starts and sustains member engagement across multiple channels |
| Notification & Reminder Engine |
Sends automated follow-ups based on case status, deadlines, and missing information |
Improves response rates and reduces incomplete cases |
| Member Portal |
Web and mobile access for members to check status, complete forms, upload documents, and request help |
Gives members a self-service path |
| Public Kiosk Interface |
Dedicated kiosks in public offices, hospitals, libraries, community centers, or partner locations |
Helps members without reliable internet, smartphones, or private workspace |
| Scheduling & Appointment Management |
Members schedule video, phone, or in-person assisted verification sessions |
Improves completion rates and reduces failed contact attempts |
| Partner / Community Organization Interface |
Authorized partners help members, schedule sessions, or refer members into verification support |
Useful for hospitals, nonprofits, counties, libraries, and community hubs |
| Video Contact Center |
Live video, voice, chat, co-browsing, screen guidance, and remote human expert support |
Provides human assistance when members cannot complete verification alone |
| Live Human Agent Communication |
Connects members to trained specialists by video, phone, or chat |
Supports complex cases, vulnerable populations, accessibility needs, and language barriers |
| AI Video / Voice Assistant |
Multilingual AI assistant that explains requirements, answers questions, and guides form completion |
Reduces call volume and helps members complete verification faster |
| Accessibility & Language Services |
Multilingual communication, plain-language guidance, WCAG / Section 508 alignment, relay-friendly support |
Helps reach hard-to-reach and vulnerable populations |
| Case Management Component |
Tracks member cases, outreach attempts, verification status, missing items, assignments, escalations, and closure |
Gives operational control over thousands of verification cases |
| Workflow Orchestration |
Routes cases between AI, self-service, live agent, document review, and escalation |
Prevents cases from getting lost and creates a managed end-to-end process |
| Rules & Eligibility Support Engine |
Applies configurable rules for outreach priority, case type, required proof, and next actions |
Keeps workflows aligned with program requirements |
| Document & Evidence Collection |
Members upload documents, take photos, submit forms, or provide attestations |
Supports proof collection required for eligibility or engagement verification |
| Document Review & Completeness Check |
Flags missing, unreadable, expired, or incomplete documents |
Improves quality before information is sent back to the agency |
| Identity & Consent Capture |
Captures identity confirmation, consent, acknowledgments, and interaction records |
Supports compliance and auditability |
| Integration Layer |
Connects to state eligibility systems using APIs, batch files, JSON / XML, secure file transfer, and legacy transformation |
Allows the platform to work with existing government systems |
| Reporting & Analytics Dashboard |
Shows outreach success, completion rates, pending cases, SLA performance, and channel effectiveness |
Gives management visibility and contract performance evidence |
| Audit Trail & Compliance Logging |
Records every contact attempt, member interaction, document submission, agent action, and case decision support event |
Critical for government oversight, disputes, and compliance |
| Security & Access Control |
Role-based access, encryption, secure storage, monitoring, and data retention controls |
Required for sensitive Medicaid and public-sector data |