Turning Germline Testing Into a Scalable Clinic Program

Clinical-i helps clinics find eligible patients, reduce manual review, automate outreach, and increase completed germline testing orders.

$ 100 K+/mo

Program Value

Potential in many clinics

4000 +

Cases Reviewed

Processed monthly

< 1 min

Review Time

Per case

50 %+

Order Lift

Increase with messaging

The Case Study

From Impediment to Impact.

A large urology practice used Clinical-i to turn germline testing from a manual chart-review effort into a scalable, measurable program.

The Challenge

Germline testing has high clinical and financial value, but manual chart review limits scale.
  • Eligible patients are hard to find across risk, diagnosis, pathology, family history, and prior testing.
  • Manual review takes too long and creates false positives and false negatives.
  • Navigators cannot efficiently group patients by high-risk status, clinic bill, lab bill, or exclusion reason.
  • Phone outreach creates delays, missed connections, and low conversion.
  • High-volume review is not realistic for staff working manually.

Consequences

When eligibility and outreach are manual, testing volume stays far below program potential.
  • High-risk patients may not be identified or tested on time.
  • Navigator time shifts from patient engagement to chart hunting.
  • Eligible patients are missed, delayed, or lost in outreach.
  • A high-value germline program cannot reach full clinical or financial impact.

Our Solution

Clinical-i automates candidate detection, navigator review, patient outreach, and order handoff.
  • Automatically screens patients for germline testing eligibility.
  • Groups patients by risk, billing path, exclusions, and review status.
  • Presents candidates for navigator confirmation and correction.
  • Sends SMS outreach to selected patients for opt-in response.
  • Routes opt-in patients to the provider or testing team for order placement.

Results

The clinic increased testing orders while sharply reducing manual review time.
  • Review time dropped from about 15 minutes to under 1 minute per case.
  • The clinic can process more than 4,000 cases per month.
  • SMS outreach reduced phone tag and improved patient communication.
  • Germline testing orders increased by about 50%.
  • Staff effort shifted from low-yield review to higher-value patient action.

Measuring Success

Germline Service Funnel

Clinical-i tracks the full funnel from patient identification to message delivery, patient response, and EMR order placement.

Messaging Improves Order Conversion

Patients receiving outreach converted to orders at a higher rate than patients without messaging.
▼% of Orders Placed
Impact of messages sent to Patients▼

This image shows the conversion Funnel - In a typical week over 45% of the cases that messages are delivered to patients, convert to orders.

This image shows that the service has resulted in a 50% improvement

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Ready to Close the Loop?

Let’s build a care system where every test, follow-up, and communication is tracked — for better care and stronger risk management.