Delays in enrollment meant delays for patients

Joyce Health delivers clinician-guided nutrition and lifestyle medicine programs. As referral volume grew, enrollment specialists had to manually retrieve insurance and clinical information across multiple electronic health record (EHR) systems before patients could be contacted.

Joyce needed a more efficient way to move patients from referral to enrollment.

Felicity eliminated manual enrollment work

Joyce partnered with Felicity to automate patient enrollment from referral through intake.

Using Felicity's no-code platform, Joyce connected referral workflows, EHRs, and operational systems into a single automated process. Felicity retrieved patient information from several EHR systems, updated internal tracking records, and prepared data for downstream care-plan generation.

Patients could be contacted within the hour

With Felicity handling the manual work between referral and enrollment, Joyce eliminated a major operational bottleneck in its patient onboarding process.

Patients could be contacted sooner, enrollment backlogs disappeared, and the team gained the capacity to support continued growth without increasing administrative burden.