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.