Automation for Healthcare Practices
Streamline patient intake, billing workflows, and insurance verification while maintaining HIPAA compliance.
Industry Benchmarks
Sound Familiar?
These are the challenges we hear most often from healthcare practices.
Patient Intake Paperwork
Staff manually entering patient information from clipboards into the EHR system
Insurance Verification
Hours spent on hold verifying coverage before appointments
Billing Delays
Claims sitting in queues because of missing information or coding errors
Appointment No-Shows
Lost revenue from patients who forget or miss appointments
How We Help Healthcare Practices
Tailored automation solutions designed for your industry's specific needs.
Digital Patient Intake
HIPAA-compliant digital forms that flow directly into your EHR. Patients complete paperwork on their phones before arrival.
Insurance Verification
Automated eligibility checks before appointments with patient notification of any coverage issues.
Billing Automation
Claims scrubbing, automatic submission, and denial management workflows to improve revenue cycle.
Patient Communication
Automated appointment reminders, follow-up care instructions, and recall campaigns via text, email, or voice.
Common Healthcare Practices Workflows
See how we automate the workflows that matter most to your business—from understanding to implementation.
Digital Patient Intake
Patients complete intake forms on their phone before arrival. Data flows directly into the EHR, insurance is verified, and the patient walks in ready for their appointment.
Collect patient information before arrival so check-in takes minutes, not 15+ minutes of clipboard paperwork
Workflow Steps
Appointment Scheduled
New appointment booked in practice management system
Send Intake Forms
Patient receives text/email link to digital intake forms
Patient Completes Forms
Demographics, medical history, consent forms completed on device
Verify Insurance
Eligibility checked automatically with payer
Populate EHR
Patient data written to electronic health record
Alert on Issues
Staff notified of eligibility problems or missing info
Data That Flows Through
Outcomes
Implementation Options
This workflow can be built on any of these platforms. Click to see implementation notes:
Ready to automate these workflows for your business?
Discuss Your WorkflowsTools We Integrate With
We connect the software your industry relies on.
Who We Help
We work with professionals across healthcare practices facing these common challenges.
Practice Manager at multi-physician clinic
Typical Challenges
- Front desk drowning in paper intake forms
- Insurance verification backlog
- Staff doing data entry instead of patient care
Typical Impact
- Check-in time reduced to minutes
- Insurance issues caught before visits
- Staff redeployed to patient experience
Common Software
Billing Manager at specialty practice
Typical Challenges
- High first-pass denial rates
- Claims sitting in queues
- Missing authorizations causing rework
Typical Impact
- First-pass rates above 90%
- Faster claims submission
- Authorization tracking automated
Common Software
Office Administrator at dental practice
Typical Challenges
- 15%+ no-show rate hurting revenue
- Recall campaigns manual and inconsistent
- Patient communication scattered
Typical Impact
- No-show rate reduced to 4-6%
- Automated recall driving hygiene visits
- Patient engagement improved
Common Software
Frequently Asked Questions
Are your integrations HIPAA compliant?
Yes, absolutely. All our healthcare integrations are built with HIPAA compliance as a foundation. We sign BAAs, use encrypted connections, and follow healthcare industry security best practices.
Which EHR systems do you work with?
We integrate with most major EHR systems including Epic, Athenahealth, DrChrono, Kareo, eClinicalWorks, and specialty systems like Dentrix and Open Dental. We can also work with many specialty-specific platforms.
Can you help with patient engagement beyond reminders?
Yes! We can automate post-visit follow-ups, care plan reminders, prescription refill notifications, wellness campaigns, and patient satisfaction surveys - all HIPAA compliant.
Ready to Transform Your Healthcare Practices?
Let's discuss how we can automate your workflows and free up your team to focus on what matters most.