Epic-Native Enrollment Infrastructure

Your patients.
Your network.
Your institution's future.

Vela Health Technologies builds the infrastructure that connects Epic health systems to their Medicare Advantage patient population — closing the gap between clinical relationship and enrollment outcome, while redirecting the resulting economic value back into the communities your health system serves.

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300M+
Patient accounts on Epic's MyChart platform
54%
National MA penetration rate, growing annually
0
Additional IT infrastructure required from your team
30min
From signed agreement to platform configuration begins
The Structural Problem

Your patients generate significant
economic value every year.
Almost none of it comes back to you.

When a Medicare-eligible patient enrolls in an Advantage plan, that enrollment generates meaningful annual revenue — flowing to whoever facilitated the enrollment. For most health systems today, that is a national call center, an aggregator website, or an out-of-market broker with no relationship to your clinical environment, your network, or your community health mission.

Where enrollment economics currently flow
Today
Your Medicare-eligible patients enroll through national platforms and out-of-market brokers. The resulting annual revenue flows entirely outside your institution — to entities that do not know your formulary relationships, your provider network, or your patients' clinical reality.
↓
With Vela
Your health system operates a licensed enrollment infrastructure inside your existing Epic environment. Your patients are navigated by a trusted, plan-neutral workflow. The resulting institutional revenue is owned entirely by your organization — to direct as your mission requires.
What health systems do
with the revenue.
  • Community health programs — Fund the SDOH navigation, food security, behavioral health, and housing assistance programs that grant cycles cannot sustain permanently.
  • Charity care expansion — Direct recurring institutional revenue toward the uninsured and underinsured populations your system already commits to serving.
  • Population health investment — Build the care management infrastructure, community health worker programs, and preventive care initiatives that reduce avoidable utilization and improve outcomes across your population.
  • Clinical care continuity — When your patients enroll in plans within your network, care continuity improves. Readmissions decline. Preventable utilization falls. The financial and clinical benefit compounds over time.
How It Works

Inside your EHR.
Nothing new to build.

Vela's platform operates natively within your existing Epic MyChart environment using a proprietary enrollment workflow architecture. Your IT team configures a patient notification segment. Everything else is handled by Vela — from data integration and plan comparison through compliance gating, enrollment submission, and audit record generation.
01 —
Your Medicare-eligible patients receive a MyChart notification
At the moment of relevance — approaching Medicare eligibility, approaching plan year renewal, or following a clinical interaction — your patient receives a notification inside the MyChart portal they already use for appointments, test results, and care team communication. The message comes from your health system, not from an outside platform.
MyChart · HIPAA-Authorized · Health System Branded
02 —
Patient data informs a plan-neutral recommendation
With patient consent, the platform accesses the patient's medication list, existing provider relationships, and eligibility data — already present in your Epic environment — and uses it to identify which available Medicare Advantage plans best match their actual clinical profile. Every available plan in their market is scored. Nothing is hidden. Nothing is steered.
Plan-Neutral · All Available Plans · Formulary & Network Matched
03 —
Compliance is enforced at every step — automatically
Before any workflow step executes, a rules engine verifies that all applicable federal and state regulatory requirements are satisfied for that specific patient, in that specific jurisdiction, under that specific plan type. No step proceeds without clearance. Every clearance decision is logged with a timestamp. Your compliance team reviews a finished structure, not a concept.
AKS · HIPAA · CMS SOA · State Insurance Law · Automated Gating
04 —
Enrollment is submitted. Revenue flows to your institution.
When the patient selects a plan, the enrollment is submitted through the licensed agency entity your health system owns. Revenue generated by that enrollment — and by each subsequent annual renewal — is institutional revenue belonging to your health system. Vela charges an annual platform licensing fee. The enrollment economics are yours.
Licensed Agency · Annual Renewal Revenue · Health System Owned
05 —
A complete evidentiary record is generated for every interaction
Every disclosure presented, every data element used, every recommendation generated, and every patient action taken is captured in a structured, tamper-evident compliance record. This record exists to protect your health system — in CMS audits, in legal review, and in the ongoing documentation of a compliant, patient-centered enrollment program.
Tamper-Evident · CMS Audit Ready · 10-Year Retention Structured
What Changes

Clinical, financial, and
community outcomes. Together.

Vela is not a financial product added to your health system. It is an infrastructure layer that aligns enrollment economics with clinical relationships — improving outcomes across three dimensions simultaneously.

Clinical outcomes improve
When patients enroll in plans that include their existing providers, their established care teams, and their current medications — care continuity is preserved. Readmissions driven by plan-network mismatch decline. Avoidable emergency utilization falls. The patients who needed continuity most receive it.
Institutional revenue grows
Your health system's licensed agency entity generates recurring annual revenue from its enrolled patient population. Each enrollment produces revenue at initial enrollment and again at each subsequent annual renewal. The renewal book compounds independently of new enrollment volume — owned entirely by your institution.
Community investment becomes self-sustaining
Revenue generated through Medicare enrollment navigation — revenue that currently flows to national enrollment platforms with no community ties — returns to your institution. Your leadership directs it. Community health programs, charity care expansion, population health investment, and SDOH navigation that currently depend on grant cycles gain a permanent, growing funding source.
Regulatory Readiness

Your legal team reviews
a finished structure.

Vela's compliance architecture was purpose-built for the intersection of federal healthcare law, CMS Medicare Advantage marketing regulations, and state insurance licensing requirements. We do not ask your team to figure it out. We arrive with it already solved.

  • Anti-Kickback Statute — Three-Entity Structure
    The platform licensor, licensed agency entity, and FMO upline are structured to satisfy the personal services safe harbor. Fair market value licensing fee is independently documentable. Written agreement requirement is satisfied by design.
  • HIPAA / HITECH — Patient-Directed Disclosure
    Patient data access is governed by patient-directed disclosure under Section 13405. Consent is captured within the MyChart workflow with timestamped acknowledgment. Minimum necessary standard is enforced at every data boundary.
  • CMS Marketing Rules — SOA & TPMO Requirements
    Scope of Appointment is captured digitally with timestamped patient acknowledgment. The platform is structured to satisfy CMS's February 2026 ICPG guidance on plan neutrality and FDR oversight — requirements that validate the Vela approach explicitly.
  • State Insurance Licensing — Agency Entity Formation
    Your health system's licensed agency entity is formed by your counsel, holds the appropriate state agency license, and maintains required carrier appointments through an established FMO upline. Vela coordinates the licensing pathway and provides template documentation for your legal team.
What your compliance team
actually receives.
Every Vela deployment includes a complete regulatory package prepared for your legal and compliance team's review — not a term sheet for negotiation, but a documented, structured compliance architecture they can evaluate, mark up, and approve. Most health system legal reviews complete within three to four weeks.
AKS SAFE HARBOR
HIPAA §13405
CMS SOA PROTOCOL
FDR DOCUMENTATION
OIG ICPG ALIGNED
AUDIT RECORD
STATE LICENSING
CARRIER APPOINTMENTS
Ideal Partners

Built for independent
Epic health systems.

Vela is designed for health systems that are positioned to move — with a meaningful Medicare-eligible population, Epic infrastructure, independent governance, and a leadership team that understands the intersection of mission and financial sustainability.

  • Epic EHR with an active MyChart patient portal
  • Medicare-eligible patient population of 15,000 or more
  • Independent governance — decisions made locally
  • Community health mission with active population health investment
  • Leadership openness to non-clinical institutional revenue development
  • Legal and compliance team available for a 3–4 week review cycle
From briefing to
first enrollment.
WEEK 1–2
Briefing and LOISystem-specific financial model delivered. Letter of Intent executed. Legal review begins.
WEEK 2–4
Agency Entity FormationYour counsel forms or designates the licensed agency entity. Vela provides template documentation.
WEEK 3–6
Licensing and AppointmentsState agency license obtained. Carrier appointments activated through FMO upline. AHIP certification completed.
WEEK 4–8
Platform ConfigurationVela configures the integration layer. Your IT team sets the patient segment and notification trigger — typically one afternoon of work.
WEEK 8–12
First EnrollmentMyChart notifications go live. Patients navigate. First enrollment submitted. First institutional revenue generated.
Request a Briefing

Let's look at
your numbers.

Every briefing is built around your health system — your patient population, your market, your Medicare-eligible volume. We walk through what Vela looks like inside your environment and what the institutional financial model projects for your specific organization.

Briefings are 30 minutes. Held under mutual NDA. No commitment required. A system-specific financial model is delivered before the meeting.