Streamline patient intake, billing workflows, and insurance verification while maintaining HIPAA compliance.
Industry Benchmarks
These are the challenges we hear most often from healthcare practices.
Staff manually entering patient information from clipboards into the EHR system
Hours spent on hold verifying coverage before appointments
Claims sitting in queues because of missing information or coding errors
Lost revenue from patients who forget or miss appointments
Tailored automation solutions designed for your industry's specific needs.
HIPAA-compliant digital forms that flow directly into your EHR. Patients complete paperwork on their phones before arrival.
Automated eligibility checks before appointments with patient notification of any coverage issues.
Claims scrubbing, automatic submission, and denial management workflows to improve revenue cycle.
Automated appointment reminders, follow-up care instructions, and recall campaigns via text, email, or voice.
See how we automate the workflows that matter most to your business—from understanding to implementation.
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
New appointment booked in practice management system
Patient receives text/email link to digital intake forms
Demographics, medical history, consent forms completed on device
Eligibility checked automatically with payer
Patient data written to electronic health record
Staff notified of eligibility problems or missing info
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 WorkflowsWe connect the software your industry relies on.
We work with professionals across healthcare practices facing these common challenges.
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.
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.
Yes! We can automate post-visit follow-ups, care plan reminders, prescription refill notifications, wellness campaigns, and patient satisfaction surveys - all HIPAA compliant.
Let's discuss how we can automate your workflows and free up your team to focus on what matters most.