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Primary care panel management can be a time-consuming and challenging task. It requires efficient coordination and communication to ensure optimal patient outcomes while maintaining practice operations. However, technology offers a solution to enhance panel management efforts significantly.
Let's look at five key ways technology plays a vital role in panel management.
Key #1: Prioritize the Patient Panel for Proactive Outreach
In an ideal world, healthcare would be accessible to all patients at all times. However, the reality is that the healthcare system faces limitations. Patient panel prioritization is crucial in delivering quality care through proactive outreach. By evaluating clinical needs, urgency of care, and resource allocation, healthcare providers can optimize their efforts and ensure timely interventions.
Panel management technology can help your practice prioritize patients for outreach based on factors such as:
Care and Coding Gaps: Leverage advanced analytics and algorithms to identify patients with care and coding gaps. By addressing preventive screenings, chronic disease management, and specific interventions, you ensure proactive and targeted care to bridge those gaps. Prioritizing these patients leads to better health outcomes.
Chronic Diseases: Efficiently identify and prioritize patients with chronic conditions. Technology enables remote monitoring, telehealth consultations, and automated reminders, ensuring regular follow-ups and personalized care plans for these patients.
Time Since Last Appointment: Identify patients who haven't visited your practice in a while. Technology helps track the time elapsed since their last appointment, triggering reminders for check-ups. By reaching out to these patients, you prevent potential health deterioration.
Time Since Last Outreach: Strive for balanced patient outreach. Utilize technology to keep track of your last communication with patients and systematize outreach cadences. By considering this approach, you can ensure appropriate timing for follow-up outreach.
Key #2: Enable Multi-Modal Outreach Sequences
Traditional call-only patient outreach has its limitations, with call volumes overwhelming both practices and patients. Leveraging technology for multi-modal outreach sequences, including text messages, allows for increased engagement rates, higher patient compliance, and more convenient communication with patients.
Panel management technology can help your more effectively connect with patients through:
Convenient Channels: With call volumes already overwhelming many practices, it's challenging to reach every patient. Moreover, patients may not always be available to talk via the phone during typical business hours. Text messages, as an example, have shown incredible engagement rates. Did you know that text messages have an average 97% read rate within 15 minutes of delivery?
Automated “Drip Campaign” Follow-Up: It's crucial to follow up with patients to ensure they receive the care they need, but all too often, outreach efforts end with a single voicemail. This is where automation comes into play. By leveraging technology, we can ensure consistent and proven outreach occurs, even when staff resources are limited.
Studying What Works: Technology provides the opportunity to pinpoint best practices in patient outreach. By utilizing a library of proven outreach sequences, healthcare providers can study and analyze the effectiveness of different approaches. A/B testing becomes feasible, allowing for continuous improvement in preventive care outreach strategies.
Key #3: Leverage Bi-Directional AI Conversations to Scale Care Coordination
Artificial Intelligence (AI) is a game-changer in healthcare, particularly in care coordination efforts. AI Conversational technology allows for efficient handling of patient responses, saving valuable staff hours and improving the patient experience.
Panel management technology can utilize bi-directional AI conversations to provide:
Automated Response Handling: Managing patient responses efficiently is crucial, but let's face it, our staff can't spend all day waiting for replies. That's where AI Conversational technology comes in, empowering you to handle those responses effortlessly and save valuable staff hours.
AI / Human-in-the-Loop Workflows: Especially in healthcare, it's important to have a "human-in-the-loop" when dealing with important care support workflows. This ensures that your staff is promptly alerted to jump into the conversation when a human touch is required. This way, you can strike the perfect balance between automated efficiency and personalized care.
Recommended Responses: Generative AI can help interpret patient responses and provide recommended responses, saving staff valuable time and effort!
Of course, not all patients have the same preferences or situations. That's why including calling features is important. It allows you to support patients who prefer voice conversations or need sensitive and nuanced discussions. By offering multiple communication channels, you ensure that everyone receives the care they deserve.
Key #4: Configure Your Preferred Network to Navigate and Retain Care
Retention is a no-brainer strategy for both fee-for-service and value-based care contracts. It drives revenue, lowers costs, and improves patient outcomes.
But how can technology enhance downstream retention? Let's explore:
Set Up Your Preferred Network: Technology allows you to configure a preferred network of low-cost, high-quality, and strongly coordinated providers and facilities. This curated network ensures that your patients receive exceptional care aligned with your organization's values.
Convenient Scheduling with Network: Using software, your practice can facilitate scheduling at preferred providers. This is a win-win-win, with patients getting the preventive care they need, providers keeping care within a coordinated network, and payers getting high-value care!
Key #5: Track Scheduling Rates to Continuously Improve Panel Management Efforts
As the saying goes, you can't improve what you don't measure. Effective panel management requires a deep understanding of your patient population, their needs, and the effectiveness of your initiatives.
By leveraging panel management technology, you can continuously improve panel management efforts to improve practice performance and patient outcomes. Let's take a look at some of the ways technology can help:
A/B Campaign Structures: Understanding what resonates with your patients is vital for meaningful engagement. Utilizing panel management technology allows you to A/B test different patient outreach campaign structures, narrowing in on the messaging and approach that works best for your unique patient population and goals.
Monitoring Quality Metric Improvement: Gone are the days of relying solely on past performance to gauge future outcomes. With advanced panel management technology, you can now look forward and forecast performance, enabling you to identify panel management initiatives that will significantly improve performance in the current and upcoming year.
Understand Financial ROI of Panel Management: Cost-effectiveness is crucial in healthcare. Panel management technology provides you with granular appointment scheduling, care gap data, and cost-saving insights, giving you a clear understanding of the financial return on investment for your panel management efforts.
Embracing panel management technology empowers healthcare providers to drive better patient outcomes and financial success, elevating population health initiatives to new heights.
In conclusion, by adopting technology in panel management efforts, healthcare providers can proactively prioritize patients, optimize outreach strategies, and improve care coordination. Leveraging AI and multi-modal communication ensures efficient engagement, while technology-driven care navigation enhances patient satisfaction and financial outcomes. Panel management technology provides data-driven insights to continuously improve patient care and practice performance, ultimately leading to better patient outcomes and a more effective healthcare system.
Stay tuned for more valuable insights and strategies to optimize your panel management practices. Together, we can revolutionize healthcare coordination and improve patient outcomes with the power of technology.
Interested in learning more about HealthHelper's Panel Management Platform and care coordination services? Check out this HealthHelper explainer video, or schedule a meeting with us!
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RHTP Funding Is Live: What FQHCs Need to Know Before They Apply
Key takeaways
RHTP makes $50 billion available to states over five years for rural healthcare transformation.
States are required to show measurable progress against clinical and operational outcomes to keep receiving funds.
AI-enabled remote care and coordination tools have already been named as an eligible use of funds in published state guidance.
FQHCs are explicitly recognized as eligible applicants, partners, and subrecipients.
Programs that can launch quickly and report outcomes early are best positioned to compete for funding.
The Rural Health Transformation Program is now moving from announcement to action. States have begun releasing their transformation plans and, in some cases, their own funding notices for local providers, and the window for FQHCs to position themselves is open now rather than later.
Most published guidance points to the same three clinical objectives: reducing avoidable hospital utilization, improving chronic disease management, and strengthening care coordination. Applicants who can show a clear, near-term path to those outcomes tend to score better than those proposing broad, undefined initiatives.
One detail worth flagging for FQHCs: AI-enabled care coordination technology has already been called out as an explicitly eligible use of RHTP dollars in at least one state's funding notice. That's a meaningful signal for organizations weighing whether a technology investment fits within program guidelines.
How HealthHelper Supports RHTP-Aligned Programs
HealthHelper's suite of AI modules, Call Helper, Visit Helper, Care Gap Helper, Transitions Helper, and Referral Helper, was built to generate exactly the kind of outcomes data RHTP applications and ongoing reporting require. Because each module is priced on usage rather than a large upfront license, FQHCs can deploy them quickly and start building a reportable outcomes record without waiting on a lengthy procurement cycle.
If your organization is preparing an application or has already been awarded funding, now is the time to line up the technology that will let you prove impact from day one.

What Is the Rural Health Transformation Program? An Overview for FQHCs
Rural and community-based providers have spent years managing the same structural problems: too few clinicians, aging infrastructure, patients who travel long distances for basic care, and razor-thin margins that leave no room for error. The Rural Health Transformation Program (RHTP) was created to help states address these problems by transforming rural healthcare delivery.
What Is RHTP?
RHTP is a federal initiative, authorized through the One Big Beautiful Bill Act, that directs $50 billion in funding to states over five years (FY2026 through FY2030) to redesign and strengthen rural healthcare delivery. The Centers for Medicare & Medicaid Services (CMS) administers the program, but each state designs and submits its own transformation plan describing how it will use the money to improve access, provider sustainability, and care quality for rural populations.
How the Funding Works
Funding is distributed in two ways: half is split evenly among approved states, and half is awarded competitively based on factors like degree of rurality, existing state policy support, and the ambition and quality of the proposed plan. States are expected to meet implementation milestones, report outcomes, and demonstrate progress throughout the five-year program. CMS retains oversight and may reduce or withhold funding if program requirements are not met.
Where the Money Tends to Go
Because states retain flexibility in how they structure their programs, priorities vary, but a common set of themes shows up across almost every plan:
Stabilizing rural hospitals and clinics
Expanding access to primary and behavioral health care
Building the rural healthcare workforce
Improving chronic disease management and prevention
Modernizing technology, data, and care coordination infrastructure
Developing innovative payment models and value-based care
Why It Matters for FQHCs
FQHCs are expected to play an important role in many state transformation plans. That matters, because FQHCs already carry much of the burden of rural primary care, chronic disease management, and care coordination, often with fewer resources than hospitals and health systems have.
Frequently Asked Questions
Who can apply for or participate in RHTP funding?
Organizations that commonly participate in state RHTP initiatives include FQHCs, rural health clinics, hospitals, independent physician practices, behavioral health providers, public health agencies, and multi-organization partnerships.
Is RHTP funding only for hospitals?
No. While hospital stabilization is a major focus, plans routinely include clinics, community health centers, workforce programs, and technology initiatives that extend well beyond inpatient settings.
Does technology count as a fundable investment?
Yes. Technology investments are an important component of many state plans, particularly when they improve access, care coordination, digital health capabilities, operational efficiency, cybersecurity, or measurable health outcomes.
How long does the funding last?
The program runs through fiscal year 2030, but individual state awards and provider-level funding are typically structured in multi-year, performance-based cycles.
How should FQHCs prepare today?
Although providers do not apply directly to CMS, FQHCs can position themselves by:
engaging with their state’s RHTP planning efforts;
identifying projects aligned with state priorities;
preparing measurable outcomes;
evaluating technologies that improve access, care coordination, workforce efficiency, and operational sustainability.
HealthHelper's AI-powered modules, including Call Helper, Visit Helper, Care Gap Helper, Transitions Helper, and Referral Helper, were built around these same fundable priorities. If your FQHC is building an RHTP strategy, a good next step is understanding how each priority area connects to deployable technology you can implement now.

Care New England and Integra Achieve Remarkable Improvements with AI-Powered Care Gap Closure Services from HealthHelper
Care New England and Integra Community Care Network (Integra) embarked on a transformative partnership with HealthHelper, aiming to address care gaps and enhance population health management. In just the first year of the HealthHelper partnership, this collaboration has led to significant advancements in patient retention and quality metrics, underscoring the impact of innovative healthcare solutions.
Achieving Notable Increases in Preventive Screenings and Quality Metrics
Through the integration of HealthHelper’s technology-enabled care gap closure services, Care New England reported substantial improvements in preventive care screenings:
Breast Cancer Screenings: 13% increase
Colorectal Cancer Screenings: 16% increase
Hypertension Screenings: 10% increase
Diabetic Eye Exams: 61% increase
Diabetic HbA1c Screenings: 29% increase
These enhancements reflect a concerted effort to close care gaps and promote early detection, pivotal components of effective population health management.
Strengthening Patient Retention and Care Coordination
A cornerstone of the partnership’s success is the impressive 88% in-network retention rate for screening mammograms. By ensuring patients receive coordinated care within the Care New England system, the collaboration has fortified patient trust and continuity of care. This strong care coordination helps ensure that patients receive their follow up care while also improving the financial standing of an important healthcare provider to the Rhode Island community.
Financial Impact and Return on Investment
The partnership has also yielded significant financial benefits:
Appointments Scheduled: 5,245 across the care continuum in the first year
Return on Investment: 3.4x
These outcomes highlight the dual advantage of enhancing patient care while achieving financial sustainability.
Seamless Epic Integration and Provider Workflows
Implemented in under two months, HealthHelper’s solution seamlessly integrated with Care New England’s Epic platform. This swift deployment alleviated administrative burdens, allowing providers to focus on delivering exceptional patient care. One team member remarked, “This is the easiest implementation project I’ve ever had!”
Leadership Endorsement: A Model for Scalable Success
Dr. Ana Tuya-Fulton, President and Chief Operating Officer of Integra and Chief Population Health Officer of Care New England, emphasized the strategic value of the partnership:
“Our partnership with HealthHelper has delivered measurable value for both our health system and our ACO. Their AI-powered Care Gap Closure services have improved performance, driven results, and seamlessly integrated into our workflows.”
Better Population Health with AI-Powered Care Coordination and Care Gap Closure Services
By combining technology-driven automation with high-touch patient engagement, HealthHelper is transforming how healthcare organizations identify, engage, and close care gaps at scale.
To learn more about how HealthHelper’s AI-powered Care Gap Closure services can support your organization, contact Jake Kahane at jake@healthhelper.co. To read more about the partnership between HealthHelper, Care New England, and Integra, check out this post by Care New England.

AI & Automation in Care Gap Closure and Practice Workflows – A Q&A with Jake Kahane, Co-Founder of HealthHelper
At HealthHelper, we believe that healthcare providers should spend their time delivering care—not chasing administrative tasks, managing fragmented workflows, or struggling to keep up with complex payer contracts. Our mission is simple: to take the work off providers’ plates so they can focus on their patients.
To dive deeper into HealthHelper’s journey, the challenges we’re solving, and what’s ahead, I sat down with Jake Kahane, Co-Founder & Chief Product Officer. We talked about what inspired him to start HealthHelper, the role AI plays in scaling care coordination, and his vision for the future of provider workflows.
From automating care gap closure to orchestrating complex workflows across healthcare networks, HealthHelper has built the infrastructure that allows providers to do more with less. Here’s what Jake had to say about how we got here—and where we’re headed next.
1. What inspired you to start HealthHelper?
The idea for HealthHelper really started with a simple observation: In population health, there’s no shortage of data—but providers struggle to turn that data into action. Health systems and medical groups have dashboards, reports, and lists of patients who need care, but actually operationalizing interventions—getting patients scheduled, closing care gaps, and ensuring follow-through—was a major challenge.
Over the years, I have learned a lot about patient engagement, care navigation, and what actually works to activate patients in their healthcare. It became clear that the place where this mattered most was primary care and preventive medicine—where the right intervention at the right time can prevent complications and improve long-term outcomes.
I wasn’t sure we were going to start a business, but I’ve always subscribed to the belief that when you have an idea, you just keep taking small steps forward and reassess along the way. The more we dug into the concept, the clearer it became that primary care providers were drowning in work. And when we started talking to them, practice managers, and staff, their reaction was the same: this would be a huge help.
That’s what keeps driving us today. We continue to hear from our clients that we’re making a real difference—offloading administrative burden, improving patient engagement, and ultimately helping practices succeed in both value-based and fee-for-service care.
2. What’s the biggest problem HealthHelper is solving today?
The biggest challenge we’re solving is simple: helping practices get more done with limited resources. Whether it’s a high-performing practice trying to scale or a group struggling to improve quality scores, the core issue remains the same—there’s too much work and not enough time or staff to handle it all effectively and efficiently.
We hear this all the time: “We’re doing fine now, but as we grow, we know this isn’t a scalable approach.” Even top-performing practices run into this. They’re doing well, but everything still feels manual, fragmented, and inefficient—and they know they can’t just keep working harder forever. And with constantly changing rules, payer demands, and operational complexities, it’s impossible to keep up without burning out.
The reality is, health systems, FQHCs, and medical groups know they need to close care gaps, improve coding accuracy, and meet quality targets—but they simply don’t have the bandwidth to do it efficiently. Staff are stretched thin, payer contracts keep evolving, and existing technology isn’t built to fit seamlessly into their workflows.
To make things even more challenging, hiring more people isn’t always the answer. Human capital is expensive, and many organizations can’t afford to throw money at the problem just to end up right back where they started. And when staff leave, it creates an even worse situation—disrupting workflows and setting them further back.
That’s where we come in. HealthHelper eliminates these barriers. We bring the right mix of technology, automation, and people to help practices actually get this work done—without adding to their burden.
From a product perspective, we’ve built a reliable, future-proof solution that not only helps practices scale—but also protects them when they need to contract. Whether they’re expanding or facing staffing shortages, they can rely on HealthHelper to provide stability, efficiency, and sustained performance—no matter what comes next.
3. HealthHelper is expanding its capabilities beyond closing care gaps. What’s next?
We’ve got some big product enhancements coming this year that we’re really excited about. I can’t share all the details just yet, but what I can say is that our clients keep asking us the same question: ‘What other workflows can HealthHelper help us scale?’
The reality is, healthcare has no shortage of inefficiencies and operational challenges. But solving them isn’t just about building technology—it’s about earning the trust of provider organizations to take these problems off their plate. That’s exactly what we’re doing.
Moving forward, HealthHelper will orchestrate and augment more of their workflows. We’ll be rolling out new solutions that allow practices and networks to quickly spin up tech-enabled workflows that scale, orchestrate, and hardwire best practices for specific patient populations. But this isn’t just technology, this includes the nimble service augmentation that actually gets the work done.
One of the biggest pain points we’re tackling is the constant changes in and impressive complexity of having to deal with a multitude of payer contracts. Every time a contract changes, practices aren’t in a position to completely overhaul their workflows for that payer’s patients. But with HealthHelper, they don’t have to. We combine technology and coordination resources to make those adjustments seamless.
Instead of spending weeks on planning, staffing, and change management, practices and networks can turn to HealthHelper to activate high-value workflows that drive performance improvements—without having to change their own workflow, without having to worry about tech integrations, and without adding more administrative burden. We orchestrate the workflow…and we execute the work.
4. What role do AI and automation play in HealthHelper’s future?
It’s an exciting time to be in care navigation—moreso than ever before, AI is allowing us to do more with fewer resources. But let’s be clear: AI isn’t here to replace providers or care teams—it’s here to amplify their impact.
At HealthHelper, we’re AI-enabling our care coordinators so that most of the patient engagement and care coordination can run on autopilot, while our team steps in when human judgment, creativity, and problem-solving are needed. Many patients want to know that there is a human there to help. HealthHelper clients learn quickly that in fact there are so many gaps and inefficiencies in healthcare that still require a real person to connect the dots, and that’s where the AI-plus-human approach becomes so powerful.
That’s also why we’re skeptical of companies claiming AI can do it all. Healthcare is complex. Data is messy. Systems don’t always talk to each other. We’ve seen firsthand that you still need people in the loop to ensure nothing falls through the cracks. That’s why our focus is on AI working alongside humans both to scale adoption of coordinator best practices and to actually take work off our clients’ plates—end to end.
5. Where do you see HealthHelper in five years?
When I think about where HealthHelper will be in five years, I think about the brand we’re building. Right now, we’re known as a trusted partner for primary care providers—an extension of their team that actually helps them get work done. That trust is everything, and it’s what sets us apart.
Five years from now, HealthHelper will still be that trusted partner—but our impact will go far beyond care gap closure. We’ll be known for orchestrating and augmenting all types of provider workflows—helping practices and health systems run more efficiently, scale operations, and do more with less.
We’ve already proven that we can seamlessly integrate into primary care teams and take work off their plates. That foundation gives us the ability to expand—taking on more administrative and operational burdens so that providers can focus on patient care. And as we grow, we’ll continue leveraging AI and automation to make our solutions even more effective and efficient.
Ultimately, I see HealthHelper becoming a critical infrastructure piece for primary care, health systems, and the networks that support them. We’ll be the go-to partner for healthcare organizations that want to scale highly effective provider workflows—powered by smart automation and deep healthcare expertise.
That’s where we’re headed, and I couldn’t be more excited about what’s next.

