Agency Email That Lives With the Record It Concerns

Agency Email That Lives With the Record It Concerns

The most important context about a client is usually sitting in one coordinator's inbox. Verveware brings agency email into the platform so correspondence, notifications, and system alerts attach to the record they concern and stay visible to whoever picks the case up next.

The most important context about a client is usually sitting in one coordinator's inbox. Verveware brings agency email into the platform so correspondence, notifications, and system alerts attach to the record they concern and stay visible to whoever picks the case up next.

the problem

Email Is Where Institutional Knowledge Goes to Die

Every agency has a case where the answer existed, in writing, in a mailbox nobody else could open.

Context Locked in One Inbox

A coordinator leaves and takes eighteen months of client history with them, because it was all in Outlook.

Context Locked in One Inbox

A coordinator leaves and takes eighteen months of client history with them, because it was all in Outlook.

Context Locked in One Inbox

A coordinator leaves and takes eighteen months of client history with them, because it was all in Outlook.

Nobody Knows It Was Sent

Two people email the same payer about the same authorization on the same day, because neither could see the other's outbox.

Nobody Knows It Was Sent

Two people email the same payer about the same authorization on the same day, because neither could see the other's outbox.

Nobody Knows It Was Sent

Two people email the same payer about the same authorization on the same day, because neither could see the other's outbox.

Notifications That Go Nowhere

System alerts route to an inbox nobody monitors, and the com

Notifications That Go Nowhere

System alerts route to an inbox nobody monitors, and the com

Notifications That Go Nowhere

System alerts route to an inbox nobody monitors, and the com

features

Correspondence Attached to the Case
Email From Inside the Record

Send from the client, caregiver, or schedule you are already looking at, so the message is filed against it by default rather than by discipline.

Shared Visibility

Correspondence is part of the record, which means the next coordinator, biller, or supervisor to open the case sees what has already been said.

Shared Visibility

Correspondence is part of the record, which means the next coordinator, biller, or supervisor to open the case sees what has already been said.

System Notifications That Land

Compliance expirations, schedule alerts, failed submissions, and approval requests can route by email to the people who own them.

Documentation Trail

What was communicated, to whom, and when becomes part of the audit picture alongside visit verification and case notes.

HOW IT WORKS

How Internal Email Fits the Workflow

01

Set notification routing

Decide which system events email which roles: compliance expirations to the compliance lead, aggregator failures to the EVV coordinator, approval requests to supervisors.

01

Set notification routing

Decide which system events email which roles: compliance expirations to the compliance lead, aggregator failures to the EVV coordinator, approval requests to supervisors.

02

Correspond from the record

Open the client or caregiver and send from there, so the message carries its context automatically.

02

Correspond from the record

Open the client or caregiver and send from there, so the message carries its context automatically.

03

Alerts reach an owner

Notifications go to a person with a role rather than a shared mailbox that becomes nobody's responsibility.

03

Alerts reach an owner

Notifications go to a person with a role rather than a shared mailbox that becomes nobody's responsibility.

04

Promote what matters

Correspondence that changes the care picture becomes a case note, joining the documented record.

04

Promote what matters

Correspondence that changes the care picture becomes a case note, joining the documented record.

05

Hand off cleanly

When a case moves between coordinators, the correspondence moves with it because it was never personal in the first place.

05

Hand off cleanly

When a case moves between coordinators, the correspondence moves with it because it was never personal in the first place.