Patient Onboarding & Activation

With Oculus Activate, we seamlessly onboard and activate your patients with cutting edge technology. Then, we create customized patient journeys to set the tone for their individual experience.

Automate Patient Forms. No more:

patients filling out paperwork

calling to verify a patient's insurance

Manually entering patient's medical history

Writing referrals

taking payments for co-pays

eligibility checks

calling patients to confirm appointments

Automate Your Front Office & Reduce Operating Expenses by 30%

Create unforgettable customer experiences for every patient – before, during and in between appointments.

Save valuable time for your providers and clinical staff to focus on more important tasks – and get back to caring for patients.


Increase in Front Office Productivity


Standardized preventive and quality assessments

Average minutes of staff time saved per patient


Before a patient visit, they receive a text or email prompting them to fill out their intake forms. All data is mapped into your existing EMR for seamless care management. This process saves valuable time for the front office staff.



Upon patient arrival, they receive an Oculus provided tablet that allows for additional information to be collected and co-pays to be paid. Eligibility checks are completed and care plans are initiated during the provider exam.


Your patients remain engaged through our care management solutions such as post visit virtual check ups, appointment reminders, referral tracking and more. We even offer satisfaction surveys with built in search engine optimization capabilities.


An easier way to make an appointment

Provider’s offices are flooded with phone calls, which we know can be chaotic. Whether requesting an annual exam or a follow-up visit, give your patients the convenience of requesting appointments on your website anytime, anywhere. Reduce unnecessary phone volume and serve the patients right in front of you.

Insurance verification with real time results

Need to know a patient’s copay? No problem. What about the remaining deductible? We’ll tell you. Need to confirm eligibility for a Medicare annual wellness visit? We have that too. Oculus Health’s automated Eligibility & Benefits application gives your staff the data they need in a manageable, simple-to-understand format.

Collect patient payments, before & after visits

Asking patients for payment can be difficult. With patient financial responsibility making up 20% to 30% of provider revenue, everyone is feeling the pinch. Our suite of payment applications will increase profitability, reduce A/R days, and offer patients price transparency and convenient options to pay for their care.

Give your patients and staff the experience they want and appreciate.

  • Automate your scheduling with online appointments, SMS and email reminders, enhanced referral and no-show workflows;
  • Our platform includes insurance verification and ePay plans, integrated for streamlining copays and deductibles;
  • Decrease waiting times for patients, and increase productivity for staff. 
  • Our post appointment support closes gaps and obtains HCAPS as well as increases patient satisfaction.

Your Patient Onboarding Partner

Every practice requires a comprehensive approach to prevent, diagnose and treat diseases and chronic conditions. Whether you’re managing the demand for wellness visits or acute care, working to create a better patient experience or just trying to run a more efficient practice, we are your partner.

Meet Sally. Sally Chatbot.

Introducing Sally Chatbot, a secure automated live chat specialist integrated directly onto your website.

How does it work?


Patients log onto your website and Sally Chatbot pops up and asks how she can help. If necessary, we verify identity for existing patients. 


Your patients can refill prescriptions, cancel or reschedule appointments or ask general questions. If Sally is ever unsure, she will email your staff the chat log and any accompanying details.


Our algorithms trigger replies to patient’s questions and deliver custom messages based on the aggregated data. No staff member needs to man the chat dashboard, either! 

Frequently Asked Questions

How does Oculus Activate reduce no shows?

Every year practices are losing $2 Billion in revenue because of patient no shows. Our platform confirms appointments with patients via SMS and email.

How do patients feel about digital information gathering?

Studies show that patients become increasingly frustrated with repeatedly filling out the same forms. With our onboarding process, the patient fills out their patient profile once, and it gets transferred to the back office as well as any referred specialists.

Are my patients satisfied with their care?

Connecting with your patients and understanding their experience is critical to enhancing their care. It also helps you improve services, generate patient referrals, boost reimbursement rates and achieve care-model certifications such as HCAPS. Oculus’ post-visit surveys do just that: provide patient feedback in real time, giving you a clear picture of what they think.

Does Oculus Activate Integrate with my EMR/EHR?

Absolutely. The Oculus Health engineers can integrate our platform with virtually any EMR or EHR. We pull and push data from every major EMR/EHR using HL7 and FHIR.

How is Oculus activate different from my EMR/EHR?

Most, if not all, EMR/EHR software platforms focus on automating patient records. Oculus extends the reach of your existing EMR to provide 24/7 patient engagement. We act as a concierge with digital onboarding, post visit virtual follow ups, text and email reminders, satisfaction surveys, and website technology that enhances the patient journey.

Does Activate work alongside Empower?

As a matter of fact, Activate was built completely around the Empower solution. We designed both platforms to increase provider revenues while concurrently extending customized care to patients.

Oculus Activate Makes Headlines

Our proprietary software is getting recognition not only from doctors and patients who love it, but media and healthcare industry journalists, too.

Oculus Health enables superior patient journeys and enhances physician practices to deliver higher outcomes with new streams of revenue. Our solutions engage patients and families, empower clinicians and deliver outcomes that matter. From outpatient, to physician practices and urgent care clinics, to patients on the go, Oculus offers the only cross-continuum platform that performs across every care setting.