Best Practices for Obtaining Patient Lists in ACO REACH
Step 1: Prioritize Who
Focus your engagement on the largest providers first. For every ACO, Mabel creates a provider roster on AirTable to help prioritize your team’s engagement efforts and track results. Ask your account manager for your ACO’s AirTable link if you haven’t received it already.
Step 2: Engage Providers
Direct your provider relations team to call provider offices and ask to speak with the office manager or the provider. A sample call script is included below.
Step 3: Follow-up with Instructions
Send a follow-up email with specific instructions based on the provider’s EMR type. Sample emails with instructions for common EMRs are included below.
Sample follow-up emails and EMR Instructions
The fields we request for active Original Medicare / FFS Patients seen in the past two years:
Please upload a .csv or .xls file to getmabel.com/upload
Patient ID (unique identifier assigned by EMR)
Patient Name (can be a single column or broken out as first, last, etc.)
Patient Mailing Address (address lines 1 & 2, city, state, and zip code — either separated as columns or combined)
Patient Email (if available)
Patient Mobile Phone (if available)
Patient DOB
Medicare Beneficiary Identifier (Patient’s 11 digit MBI)
PCP Name
PCP NPI
Step 4: Track Completion
As patient lists stream in, Mabel updates the AirTable roster so you can track progress in real-time / follow-up with providers as needed. Also, continue to refer to the weekly Mabel Status Update for the most recent news and developments.