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How care intelligence works

We carry the payer work. Your team keeps the care.

One calm path from a payer change to a handled outcome. We watch, prepare, and carry the work. Your team approves the moves and stays with the patient.

What happens, from signal to outcome?

Care intelligence runs in five steps: Signal, Brief, Action, Approval, Outcome. We see what a payer changed, explain it in plain language, prepare the work it calls for, and wait for your team to approve. Then we track the result and carry it into the next case. Your team stays on care while we stay on the payers.

Watch it in thirty seconds.

The whole loop, from a payer change to a tracked outcome.

How Upstream works: a thirty-second overview of the care intelligence loop
Five steps, one for your team to decide

What we carry, and where your team steps in.

Four of these are ours to do quietly. One, the approval, is always yours.

01

Signal

We see the change early, so it does not become a surprise.

Payers rewrite their rules quietly. We watch how they behave at the source, so the day a requirement shifts for one of your procedures, it surfaces as a Signal, not as a stalled case three weeks later.

Your team sees

A new Signal, tagged by payer and procedure, sorted by what it puts at risk for patients waiting on care.

Your team does

Nothing yet. The watching is ours to carry. Your team stays with the patients in front of them.

02

Brief

We turn it into one calm, plain explanation.

A Signal only helps once someone makes sense of it. The Brief says what changed, who it touches, and what the payer now wants, in the words a coordinator would use with a colleague. No policy PDF, no legalese, one screen.

Your team sees

A short Brief: what moved, who it affects, and the next step we recommend.

Your team does

Reads it in under a minute and decides whether to act now or keep watching.

03

Action

The work arrives prepared, not as one more thing to start.

We do the assembling. An eligibility check with the payer context already in hand. A prior authorization built to the criteria, proof, and codes the payer actually reviews. An appeal that picks up from what this payer already told you. Your team opens finished work, not a blank form.

Your team sees

A prepared Action: the verification, prior authorization, or appeal, with the supporting evidence already in place.

Your team does

Reviews it, adjusts anything, and stays in control. Nothing has left the practice yet.

04

Approval

Your team decides. That line never moves.

Nothing reaches a payer until a person on your team says yes. We prepare and propose; your people judge. Approve with one click when it is clearly right, or hold it for a second set of eyes when it matters. The care decisions stay where they belong.

Your team sees

A clear approve-or-hold choice, with the full Action and its evidence in view.

Your team does

Approves, and the work runs, including read-only portal steps where you have delegated access.

05

Outcome

The result comes back, and it makes the next case easier.

We track what the payer does with every approved Action. The result is not the end of it. It teaches the next Signal, sharpens the next Brief, and grounds the next conversation with that payer in what actually happened.

Your team sees

The tracked Outcome by payer and procedure: approval rate, timing, and the patterns building over time.

Your team does

Carries real history into the next case, instead of leaning on memory.

The loop, kept honest

Prepared by the platform. Decided by your people.

The loop is built so your team approves the work without carrying every moving piece by hand.

5
Steps from a hidden payer change to a tracked result.
100%
Of executed actions wait for a human approval.
1
Click to approve a prepared action and let it run.

Bring one recent case.

We will walk through how Upstream reads the payer context, prepares the work, and keeps the next step clear. No commitment.