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Workflow Automation · Workflow Automation

Your front desk, without the front-desk grind.

Stop paying clinical staff to chase paperwork. We build the automation layer that handles intake, insurance checks, reminders, and follow-ups end-to-end, so the people you hired to care for patients can go back to doing it.

Every deployment starts with a single one-page scope: the problem in one sentence, the target metric with a baseline, the fixed price, and a go/no-go date. You see the whole plan before anything gets built.

Workflow · patient flow · live
Running
Intake
Eligibility
Booking
Chart ready
Follow-up
Intake

Smart form auto-fills the demographics, insurance & consents into the chart.

30 to 50%
admin time reclaimed
under 24h
typical new-patient onboarding
HIPAA
aligned from day one
What's inside

Six capabilities, one engagement.

Smart intake

Patients complete forms on their phone in under five minutes. Data lands in your EHR validated, structured, and ready for the visit, not buried in a PDF.

Insurance verification

Eligibility checks run automatically the night before every visit. Copay, deductible, and plan status written to the encounter. No claim surprises, no morning-of chaos.

Appointment orchestration

Confirmation, reminders, rescheduling, waitlist fill, and no-show recovery run on autopilot. Patients get the cadence that works for them, not a generic 24-hour text.

Documentation drafting

Visit notes, referral letters, and prior-auth requests are drafted from structured conversation data. Your clinicians edit and sign, they do not type from scratch.

Follow-up engine

Personalized, compliant outreach for post-visit care, lab pickups, and satisfaction surveys. Measured, logged, and auditable.

Task routing

Escalations land with the right human the first time. No shared inbox where things die. No queue nobody reads.

Built for

Who this is right for.

Primary careSpecialty clinicsMulti-location groupsIndependent physicians

HIPAA-aligned by default

PHI encryption at rest and in transit, least-privilege access, full audit trails for six years or more, and signed BAAs with every sub-processor in the stack, including our LLM providers. Available on request: data-flow diagram, BAA template, and subprocessor list.

Next step

Scope workflow automation against one specific metric.

A 30-minute call is enough to know whether this is the right fit, and the right first automation to scope.

Book a consultation