Best practices for obtaining patient lists
A four-step approach to gathering complete, accurate patient rosters from providers in your ACO REACH network.
Four steps to complete patient lists
Prioritize Who
Focus your engagement on the largest providers first. For every ACO, Mabel creates a provider roster on AirTable to help prioritize your team's engagement efforts and track results. Ask your account manager for your ACO's AirTable link if you haven't received it already.
Engage Providers
Direct your provider relations team to call provider offices and ask to speak with the office manager or the provider directly.
Download sample call script →Follow-up with Instructions
Send a follow-up email with specific instructions based on the provider's EMR type.
Download sample follow-up emails & EMR instructions →The fields we request for active Original Medicare / FFS patients seen in the past two years:
| Field | Notes |
|---|---|
| Patient ID | Unique identifier assigned by the EMR |
| Patient Name | Single column, or broken out as first/last |
| Patient Mailing Address | Address lines 1 & 2, city, state, zip — separated or combined |
| Patient Email | If available |
| Patient Mobile Phone | If available |
| Patient DOB | — |
| Medicare Beneficiary Identifier | Patient's 11-digit MBI |
| Optional Fields (for High Needs ACOs) | Notes |
|---|---|
| PoA or Caregiver Mailing Address | Address lines 1 & 2, city, state, zip — separated or combined |
| PoA or Caregiver Email | If available |
Tip: use "Copy Field List" to paste the field names directly into an email or document for your practices/providers.
Please upload a .csv or .xls file to getmabel.com/upload.
Track Completion
As patient lists stream in, track progress via the Mabel Dashboard and follow up with providers as needed. Also, continue to refer to the weekly Mabel Status Update for the most recent news and developments.
Need help with your rosters?
Reach out to your account manager or our support team.
support@getmabel.com · Mon–Fri, 8am–6pm PT