SaRA Health | New Owner Onboarding
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Success with SaRA Health

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1. Activate your Staff

To set up accounts and ensure a seamless onboarding process, please provide us with a list of all staff at your clinic. Fill out the form below to get started.

Or, mass upload your staff list via a document:

Team Roster

2. Presenting SaRA Health to Your Staff

A successful launch starts with a clear message. Use these talking points to introduce SaRA Health to your staff and highlight the key benefits.

The Value of SaRA Health in your Clinic

Value to Articulate to Providers and Team

The value of SaRA Health is felt in the clinics we serve in many ways:

  • Improved patient care

  • Stronger patient–provider relationships

  • Increased value of care to patient

  • Patient cost savings

  • Increased practice revenue

Clinical Outcome Improvements

SaRA Health has measured consistent improvements in patient outcomes when comparing patients enrolled in SaRA vs. those who were not.

  • Initial study (20 patients) – Patients using SaRA needed 2.3 fewer visits, exceeded FOTO outcome scores by 26.4 points, and saved $127.

  • Follow-up study – SaRA patients outperformed non-SaRA patients across KOS, LEFS, DASH, and NDI.

Raw Score Change

Measure No SaRA (n=220) With SaRA (n=260) Difference % Difference National Avg
KOS20.224.934.73+23.42%24.64
LEFS13.7217.944.22*30.76%15.93
DASH20.1421.151.01+5.01%22.48
NDI17.7819.882.1+11.81%12.92

Key Insight: Patients who completed their plans of care had greater improvement with the addition of SaRA as compared to those that did not utilize SaRA.

Failure to Progress

Measure No SaRA With SaRA Difference % Difference National Avg MCID
KOS29.26%18.60%-10.66%-36%24.14%10
LEFS41.66%15.68%-25.98%-62%36.27%9
DASH23.80%19.23%-4.57%-19%25.66%8
NDI16.66%7.14%-9.52%-57%36.79%7.5

Key Insight: Patient's enrolled in SaRA were more likely to experience some degree of clinical improvement as compared to those not enrolled in SaRA.

What are patients saying?

Patient Perspectives

Accountability & Motivation

  • “The text messages kept me accountable. It’s easy to slack off, especially when you start to feel better. These texts made sure I didn’t do that and gave me the feeling that my progress really matters.”

  • “Keeps you motivated to do home exercises and helps to progress with therapy.”

Enhanced Communication & Care

  • “Messaging is a great way to add to the therapy you provide. It also gives me a channel of communication between the therapist and patient.”

  • “I’m very happy with this service. It really helps to know that I'm truly cared about and that my needs are genuinely being addressed.”

Physical Therapist Stories

Early Detection & Safety

Shortness of Breath Alert:

"A patient reported shortness of breath via SaraHealth. I messaged him, learned it was severe, and advised him to go to the ER. He was later treated for fluid on his heart. SaRA Health helped catch a potentially life-threatening situation in real time."

Timely Intervention & Reassurance

Dizziness After Surgery:

"The system flagged a patient reporting increased dizziness after a knee replacement. I contacted the patient and their doctor, leading to a medication adjustment."

Immediately Address a Concern:

"A patient’s spouse messaged about excessive sleep after knee surgery. I explained the reasons and reassured them, easing their concerns immediately."

Improving Compliance & Experience

Compression Garment Frustration:

I de-escalated a patient’s frustration with compression garments on the spot, improving compliance and their overall therapy experience.

Decide on service name

Decide on the Service Name

SaRA Health never puts our name in front of the patient, which allows your clinic to establish its own internal name and branding.

The goal is to create an internally consistent name that reflects the ethos and culture of your clinic. This rebrand becomes something your team owns and confidently uses with patients.

Examples of Clinic-Branded Names

  • [Clinic Name] Connect – emphasizes building strong relationships with patients

  • [Clinic Name] Experience – highlights the holistic patient journey

  • [Clinic Name] Path – symbolizes guidance and progress in care

The importance of consistent scripting

Consistent Messaging

Having a clear, consistent script for your team ensures every patient has a positive and uniform introduction to the service. This removes any confusion and helps them immediately understand the value and purpose of SaRA.

Here are some examples of simple, effective scripts your staff can use:

Script Examples

  • Simple Intro: "We're excited to introduce you to our new digital care assistant, SaRA. It's designed to help you stay connected with us between visits."

  • Focus on Progress: "SaRA will send you messages to check on your progress and provide motivation. It’s a great way for us to make sure you're on track."

  • Highlighting Convenience: "You can use SaRA to quickly and easily ask us questions or report how you're feeling, so you don't have to wait until your next appointment."

3. Expectations for your Staff

Establishing clear expectations for each team member is crucial for a successful SaRA launch. Here’s a breakdown of roles and responsibilities to ensure a seamless workflow.

Provider Expectations

Provider Expectations

Below are expectations for providers both between visits and during visits, as well as guidance on messaging and billing.

Between-Visit Expectations

  • Regularly log in and review messages from patients.

  • Interact and respond to patient updates as appropriate.

  • Log interactions for accountability and documentation.

Note: These are not new tasks. Providers already communicated between visits through calls, emails, or texts. SaRA simply centralizes and secures these activities in one clinical channel. Unlike clinic-wide reminders or EMR messages, SaRA is the direct provider-to-patient communication channel.

In-Visit Expectations

  • Pull up SaRA Health in front of the patient during visits to validate their responses.

  • Use patient responses as a starting point for discussion, showing their input is valued.

  • Reinforce patient engagement by highlighting their role in shaping their care plan.

  • Providers benefit from a better starting point for conversations and a workflow that integrates seamlessly.

  • Billable opportunity: Logging these interactions supports reimbursement through RTM codes.

Impact of Sending Unique Messages

While SaRA sends automated daily messages, a unique provider-sent message significantly increases patient engagement:

  • Custom provider messages validate patient time and build stronger relationships.

  • One unique message in a 30-day window results in a 40% increase in the likelihood in achieving the necessary response threshold to bill the Engage Code.

Billing Expectations

  • Bill for RTM codes within one week of being notified to do so.

  • Manually enter justification for all logged synchronous interactions.

Admin/Front Desk Expectations

Front Desk/Admin Staff to Enroll in SaRA Health

Establishing clear ownership of the patient enrollment process ensures consistency, compliance, and accountability. We recommend assigning front desk or administrative staff as the individuals responsible for entering patient details into SaRA and completing enrollment.

Note: Patient consent is required. Verbal consent is acceptable, but written consent is most compliant.

Benefits of Front Desk Ownership

  • Standardization – Ensures all patients are consistently included in enrollment.

  • Workflow Integration – Enrollment becomes part of the existing intake process.

  • Consent Management – Staff can provide and collect consent forms directly with patients.

  • Immediate Confirmation – Patients receive a consent message right away, allowing staff to confirm the correct phone number.

  • Accountability & Metrics – Creates clear ownership of this task, enabling metrics to be tracked to a specific group and workflow.

Supporting Provider Engagement

Admin staff should encourage patients to bring up SaRA with their provider, serving as a helpful reminder for the provider to discuss the program in more detail.

Pro Move

Encourage patients to save the SaRA number as their provider’s name (not the clinic’s). This makes it clear the line is for clinical communication with their provider, rather than for logistical tasks like appointment scheduling.

4. Best Practices - Compliance

Best Practices – Compliance

Obtaining Patient Consent

The Importance of Written Consent

Documenting patient consent at the time of enrollment is required. While this can be obtained verbally or in writing, we highly recommend written consent as the most compliant and secure option.

A signed consent form provides the strongest protection for both the patient and the clinic, ensuring clarity and compliance.

Integrating into Your Workflow

To make consent collection a seamless part of enrollment, assign front desk staff to own the process from start to finish. This ensures consistency, accountability, and efficiency.

Need an Example?

We can provide a custom branded consent form tailored to your practice. This reinforces professionalism, builds patient trust, and creates a consistent patient experience.

5. Winning with SaRA Health

Maximize your return on investment by leveraging SaRA to its full potential. Here’s what success looks like in your clinic.

What Winning Looks Like in SaRA

Success in SaRA Health can be measured through a few clear performance indicators. When these metrics are met, it shows that providers, staff, and patients are aligned and actively engaged.

  • Response rate >65% – Indicates providers are regularly responding to messages or discussing responses in visits.

  • Opt-out rate <10% – Reflects strong, consistent team scripting that builds patient confidence.

  • 90%+ of all new evaluations enrolled – Demonstrates that front desk/admin workflows are organized and efficient.

  • Providers billing for RTM codes within 7 days – Shows providers are acting timely, increasing likelihood of reimbursement and reducing denials.

6. Ongoing Support

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Example: Access to support articles, FAQs, and a dedicated account manager's contact details will be added here.

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