Automation for Healthcare Practices
Streamline patient intake, billing workflows, and insurance verification while maintaining HIPAA compliance.
Challenges We Solve
These are the most common challenges facing healthcare practices. Click “See the solution” on any card to see how we fix it.
Patient Intake Paperwork
Staff manually entering patient information from clipboards into the EHR system
Digital Patient Intake
HIPAA-compliant digital forms that flow directly into your EHR. Patients complete paperwork on their phones before arrival.
Insurance Verification
Hours spent on hold verifying coverage before appointments
Insurance Verification
Automated eligibility checks before appointments with patient notification of any coverage issues.
Billing Delays
Claims sitting in queues because of missing information or coding errors
Billing Automation
Claims scrubbing, automatic submission, and denial management workflows to improve revenue cycle.
Appointment No-Shows
Lost revenue from patients who forget or miss appointments
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
AvailityPopulate EHR
Patient data written to electronic health record
Epic
Athenahealth
DrChronoAlert on Issues
Staff notified of eligibility problems or missing info
SlackSMSData 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 WorkflowsReady to Transform Your Healthcare Practices?
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Contact UsFrequently 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.