Patient Lists for Medicare Advantage growth

Step 1: Sign BAA

Before a provider can share their patient list, we request that the provider sign a Business Associate Agreement (BAA) and send it to Mabel at hello@getmabel.com

Step 2: Exporting Patient List

Mabel requests that providers export a patient list out of their EMR with the following guidance and fields.
Please upload a .csv or .xls file to getmabel.com/upload

Filters

• Active patients with an office visit in the last 2 years

• Patient age of 63 years old and older

Fields

Patient ID (unique identifier assigned by EMR)
Patient Name (can be a single column or broken out as first, last, etc.)
Patient Mailing Address (address lines 1 & 2, city, state, and zip code — either separated as columns or combined)
Patient Email (if available)
Patient DOB
Primary Insurance Name
Secondary Insurance Name

Mabel will filter the list according to patient DOB and insurance information and segment the patient list based on campaign type. All letters/emails that will be sent on behalf of the provider will be sent to the provider in advance for review and approval.