Patient navigation for physician practices
Patient navigation your practice bills. Our team delivers it.
SageAlly runs Principal Illness Navigation and Community Health Integration programs for your Medicare patients—referrals, prior-auth follow-up, appointments, benefits, and social needs—with documentation ready for your review each month.

Led by a Board Certified Patient Advocate (BCPA)
Illustrative · one patient
Between visits
The gap between visits
Patients get stuck between visits
Referrals, prior auths, rides, benefits, food, and caregiving gaps stall the plan of care.
Your staff absorbs the calls
Your front desk and nurses handle that follow-up, and none of it gets paid.
Medicare now pays for this work
PIN and CHI reimburse navigation, but few practices can staff it.
Our navigators
What our navigators handle
- Specialist referrals and appointment confirmations
- Prior-auth follow-up
- Helping patients understand the treatment plan
- Transportation
- Benefits and insurance navigation
- Food, housing, and caregiver resources
- Time-tracked monthly documentation
- A monthly sign-off packet for your provider
Illustrative example
Patient A · MarchOne patient · one calendar month
| Date | Activity | Time |
|---|---|---|
| Mar 3 | Referral coordination | 18 min |
| Mar 8 | Prior-auth follow-up | 12 min |
| Mar 14 | Transportation | 9 min |
| Mar 21 | Benefits application | 21 min |
| Total for Patient A this month | 60 min | |
Time is tracked separately for each patient, each month. Minutes are never combined across patients.
Provider signature
Engagement models
Two ways to work with us
01.
We run it
SageAlly's navigators deliver PIN and CHI for your patients, under your clinicians' supervision.
Learn More02.
We build it
We set up the program, workflows, and documentation so your own staff's navigation work becomes reimbursable.
Already have staff doing this work? We'll make it billable.
About program setupStart with a pilot.
Begin with a small group of patients, see the workflow and documentation firsthand, then decide how to scale.
Division of work
What your practice does
Your practice
- Initiating visit
- Patient consent
- Supervision
- Review and sign monthly notes
- Submit claims
SageAlly
Services are billed by your practice and furnished by SageAlly's care team under your clinicians' supervision.
Provider signature
Medicare programs
Programs
Case notes
Examples of navigation work
Work that would otherwise land on your front desk.

Case note
Found a local pain specialist
A patient was discharged from the hospital in severe pain with only a referral to a Manhattan specialist, and was in no condition to travel from New Jersey. We called referral sources, cross-referenced information, and found a qualified local pain management doctor. The patient got the care he needed without an impossible commute.

Case note
Secured medical equipment
A senior needed a hospital bed and wheelchair to stay safely at home. We coordinated with medical equipment suppliers, handled insurance authorization, and arranged delivery and setup. Everything was configured for safe use at home.

Case note
Navigated Medicaid and SNAP benefits
A senior who had lost her job and income didn't know how to access healthcare and food assistance. We worked through the Medicaid application process and enrolled her in SNAP. She now has access to the healthcare and food assistance she needs.
Identifying details have been changed to protect privacy.
Why practices choose us
Why SageAlly
01.
Relationship-based, not a call center
We review records and get to know each patient.
02.
Certified advocates
Led by a Board Certified Patient Advocate (BCPA).
03.
Built for audit-readiness
Time logs, provider sign-off, and retrievable documentation.
Let's see if your patient panel is a fit.
A short call is the fastest way to find out. Tell us about your practice and we'll follow up.
Patient or family member?
For Patients & Families