Industries
Intake, scheduling, and records that move patients forward without the phone tag.
When care coordination depends on staff chasing paperwork and leaving voicemails, patients fall through the gaps. We build the systems that move them through automatically.
A new patient completes intake online, but the form data is re-entered by hand into the EHR before the first appointment.
Healthcare and wellness organizations run on coordination: intake to scheduling, scheduling to records, records to billing, billing back to the provider. Every manual step in that chain is a delay, a data entry error, or a patient who stops responding.
We connect the tools you already use, automate the handoffs that staff currently do by hand, and give care teams a clear view of where each patient is in the process without opening three systems to find out.
How we help
Built for care operations.
Intake automation
Online intake forms that validate, route, and push data directly into your EHR or practice management system, no rekeying.
Scheduling integration
Connect Acuity, Jane App, SimplePractice, or your scheduling platform to your patient records and staff calendars.
EHR and PM system connectors
Bridge your clinical system to your billing platform, your patient portal, and your referral sources through structured integrations.
Patient portals
Appointment history, document uploads, consent forms, and messaging, available to patients without a phone call.
Care pathway tracking
Surface where each patient is in the intake, assessment, or treatment workflow so nothing falls through between handoffs.
Automated reminders and follow-up
Appointment reminders, intake completion nudges, and reactivation sequences that run without staff intervention.
Billing and insurance workflow
Route completed visit data to your billing team or clearinghouse with the documentation already attached, so nobody assembles the packet by hand.
Reporting for multi-site operations
One view across locations for administrators who need census, no-show rates, and intake conversion without pulling from each system manually.
On patient data
These systems run on your infrastructure and your accounts. Where the work touches patient data, we scope the handling requirements with your compliance lead before anything is built, and we work to the standard your organization already operates under. If you need us to meet a specific obligation, tell us early and we will tell you plainly whether we can.
Proof · CASH
$450,000 saved. 13,500 hours eliminated, 100% automation.
CASH filed settlement claims by hand, field by field, and the process only scaled by adding people. We automated the filing: import a batch and each claim files itself, about 90% of every form filled, with a quick human check before it is done. Across the work that removed roughly 13,500 hours and saved about $450,000. Healthcare and wellness teams carry the same load in intake and records.
Healthcare & Wellness
Tell us where patients fall through the gaps.
Bring your intake process, your scheduling handoff, or the step where staff is spending the most time on coordination. We will show you what automation looks like in your workflow.
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