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On-Demand Webinar:

CalAIM ECM Solution for Streamlined Enrollment, Outreach Tracking & Claims Reporting

Promotional slide showing Provisio Demo's CalAIM ECM solution for streamlined enrollment, outreach tracking, and claims reporting, with a computer screen displaying a form interface on the right side.

Manual tracking of CalAIM ECM eligibility, outreach, and billing requirements can be complex and time-consuming. But with Provisio’s CalAIM ECM solution—powered by Salesforce—your organization can streamline enrollment, simplify reporting, and ensure accurate coordination with healthcare plans.

In this session, you’ll explore:

  • How to import and manage monthly MIF files to create and assign leads automatically

  • How to track client outreach using built-in communication tools and configurable disposition fields

  • How to compare MIF data with existing Salesforce records to maintain the most accurate client information

  • How to convert leads into program participants with integrated case management tracking

  • How to generate and submit RTF and OTF billing files directly from Salesforce for faster reimbursement

Watch the demo now and see how your organization can reduce administrative burdens, improve care coordination, and meet CalAIM requirements with confidence.

Complete the form to unlock on-demand access.