EHR & Clinical Operations — Full Service Directory

EHR Directory

Every EHR & Clinical Operations service — fully detailed with features, metrics, what's included, and use cases. Browse by category or search to find exactly what your practice needs.

8
EHR Services
148+
Integrations
24/7
Coverage
100%
HIPAA Compliant
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Showing 8 services

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EHR Integration & Automation Overview

01
TL;DR— The one-sentence version

AI agents that live inside your EHR — handling scheduling, intake, billing, and documentation without replacing your system.

148+
EHR Integrations
24/7
Coverage
3–5 Days
Go-Live Timeline
100%
HIPAA Compliant
Overview

Our EHR automation platform deploys AI agents directly inside your existing EHR environment. Rather than replacing your system, we augment it — automating the repetitive, time-consuming tasks that drain your staff. From patient intake to insurance verification, scheduling to after-hours dispatch, every workflow is handled by trained agents operating within your existing compliance framework.

Key Features

4 features
Native EHR Integration
Core
Agents operate inside your existing EHR — Epic, Athena, eClinicalWorks, Kareo, and 145+ more. No rip-and-replace.
2
AI-Powered Automation
Machine learning models trained on healthcare workflows handle scheduling, intake, billing, and documentation tasks autonomously.
3
HIPAA-First Architecture
BAA signed on every engagement. All data flows through encrypted, compliant pipelines. No PHI leaves your environment without authorization.
4
Rapid Deployment
Most practices go live in 3–5 business days. Our onboarding team handles configuration, testing, and staff training.

What's Included

  • EHR environment audit & integration mapping
  • AI agent configuration & workflow setup
  • Staff onboarding & training sessions
  • BAA execution & compliance documentation
  • Ongoing monitoring & performance reporting
  • Dedicated account manager

Best For

  • Multi-location practices needing unified automation
  • Practices with high administrative overhead
  • Groups transitioning to value-based care models
  • Clinics scaling from 1 to 10+ providers
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Patient Intake

Patient Intake & Registration

02
TL;DR— The one-sentence version

Digital intake that collects everything before the appointment — demographics, insurance, consent, and history — synced directly to your EHR.

95%
Form Completion Rate
0
Manual Data Entry
12 min
Avg. Time Saved Per Patient
99.8%
Data Accuracy
Overview

Manual intake forms create bottlenecks, transcription errors, and frustrated patients. Our digital intake automation sends patients a secure link before their appointment, collecting all required information — demographics, insurance cards, consent forms, medical history, and chief complaint — and writes it directly into your EHR. Front desk staff arrive to a chart that's already complete.

Key Features

6 features
Pre-Visit Digital Forms
Core
Patients receive a branded, mobile-optimized intake link via SMS or email 24–48 hours before their appointment.
2
Direct EHR Write-Back
All collected data maps directly to your EHR fields — no copy-paste, no re-entry, no transcription errors.
3
Insurance Card Capture
Patients photograph their insurance cards; our OCR engine extracts and validates the data against your payer list.
4
Consent & HIPAA Forms
Digital consent forms with legally valid e-signatures, stored in the patient record and audit-ready.
5
Medical History Collection
Structured questionnaires capture medications, allergies, surgical history, and chief complaint in a format your providers can act on.
6
Real-Time Completion Alerts
Staff receive notifications when intake is complete, incomplete, or flagged for follow-up.

What's Included

  • Custom-branded intake portal
  • EHR field mapping & write-back configuration
  • Insurance card OCR & validation
  • Digital consent form library
  • SMS & email delivery automation
  • Completion tracking dashboard

Best For

  • High-volume primary care & specialty practices
  • Practices with paper-heavy intake workflows
  • Multi-specialty groups with varied intake requirements
  • Clinics reducing front-desk staffing costs
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Revenue Cycle

Insurance Verification & Medical Billing

03
TL;DR— The one-sentence version

Real-time eligibility checks against 900+ payers, prior auth management, and denial handling — stopping revenue leakage before it starts.

900+
Payer Connections
98.2%
Clean Claim Rate
72 hrs
Avg. Prior Auth Turnaround
40%
Denial Rate Reduction
Overview

Claim denials and eligibility surprises are the #1 source of revenue leakage in medical practices. Our RCM automation runs real-time eligibility verification before every appointment, manages prior authorization workflows, scrubs claims before submission, and handles denial appeals — so your billing team focuses on exceptions, not routine checks.

Key Features

6 features
Real-Time Eligibility Verification
Core
Automated eligibility checks run 48–72 hours before appointments against 900+ commercial and government payers.
2
Prior Authorization Management
AI-assisted prior auth submissions with status tracking, follow-up automation, and peer-to-peer escalation support.
3
Claim Scrubbing & Submission
Claims are validated against payer-specific rules before submission, catching errors that cause denials before they happen.
4
Denial Management & Appeals
Denied claims are automatically categorized, root-cause analyzed, and queued for appeal with supporting documentation.
5
Patient Responsibility Estimation
Patients receive accurate cost estimates before their visit, reducing billing surprises and improving collection rates.
6
AR Follow-Up Automation
Aging AR is automatically worked based on payer, amount, and denial reason — with escalation rules you define.

What's Included

  • Payer enrollment & credentialing support
  • Real-time eligibility verification setup
  • Prior auth workflow configuration
  • Claim scrubbing rule library
  • Denial management dashboard
  • Monthly RCM performance reporting

Best For

  • Practices with denial rates above 8%
  • Groups managing complex prior auth workflows
  • Specialty practices with high-cost procedures
  • Billing departments overwhelmed by AR aging
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Scheduling

Patient Reminder & Appointment Scheduling

04
TL;DR— The one-sentence version

AI scheduling and multi-channel reminders that cut no-shows by up to 60% and fill cancellations automatically from your waitlist.

60%
No-Show Reduction
94%
Waitlist Fill Rate
3 Channels
SMS, Email & Voice
$180
Avg. Saved Per No-Show
Overview

No-shows cost the average practice $150–$200 per missed appointment. Our scheduling automation sends personalized reminders via SMS, email, and voice — at the right intervals, in the patient's preferred language — and automatically backfills cancellations from a managed waitlist. Your calendar stays full without your staff making a single reminder call.

Key Features

6 features
Multi-Channel Reminders
Core
Automated reminders via SMS, email, and voice calls — with customizable timing (72hr, 48hr, 24hr, 2hr before appointment).
2
Two-Way Confirmation
Patients confirm, cancel, or reschedule directly from the reminder message. Responses sync instantly to your EHR schedule.
3
Waitlist Backfill Automation
When a cancellation occurs, the system automatically contacts the next patient on the waitlist and fills the slot — often within minutes.
4
Online Self-Scheduling
Patients book appointments 24/7 through a branded portal that respects provider availability rules and appointment type constraints.
5
Multilingual Outreach
Reminders sent in the patient's preferred language — English, Spanish, Mandarin, and 40+ additional languages supported.
6
No-Show Pattern Analysis
Identify which patient segments, appointment types, and time slots have the highest no-show rates — and adjust reminder intensity accordingly.

What's Included

  • EHR schedule integration & sync
  • Reminder sequence configuration
  • Waitlist management setup
  • Online scheduling portal
  • Two-way SMS & voice response handling
  • No-show analytics dashboard

Best For

  • Practices with no-show rates above 10%
  • High-demand specialists with long waitlists
  • Multi-lingual patient populations
  • Practices reducing front-desk call volume
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Emergency Dispatch

Emergency Dispatch Coordination

05
TL;DR— The one-sentence version

Every urgent patient call answered, triaged, and routed correctly — 24/7, with trained dispatch protocols and crisis language detection.

100%
Calls Answered
<30 sec
Avg. Answer Time
24/7/365
Coverage
0
Missed Emergencies
Overview

After-hours urgent calls are a liability when mishandled. Our emergency dispatch service ensures every call — day or night — is answered by a trained agent who follows your practice's triage protocols. Crisis language is detected in real time, escalation paths are pre-defined, and every interaction is documented in your EHR. No voicemail. No missed emergencies.

Key Features

6 features
24/7 Live Answer
Core
Every call is answered by a live, HIPAA-trained agent — no voicemail, no automated trees for urgent situations.
2
Triage Protocol Execution
Agents follow your practice-specific triage protocols, escalating to on-call providers based on symptom severity and your defined rules.
3
Crisis Language Detection
AI monitors call transcripts in real time for crisis indicators — suicidal ideation, overdose, chest pain — and triggers immediate escalation.
4
On-Call Provider Routing
Urgent calls are routed to the correct on-call provider based on specialty, time of day, and patient assignment.
5
EHR Documentation
Every dispatch interaction is documented in the patient's EHR record — time, triage outcome, provider notified, and resolution.
6
After-Hours Prescription Requests
Routine after-hours requests (refills, lab results) are handled per your protocols, reducing unnecessary on-call interruptions.

What's Included

  • Custom triage protocol development
  • On-call schedule integration
  • Crisis escalation pathway setup
  • EHR documentation configuration
  • Call recording & quality monitoring
  • Monthly dispatch performance reports

Best For

  • Practices with high after-hours call volume
  • Mental health & behavioral health providers
  • Oncology & high-acuity specialty practices
  • Groups reducing on-call provider burden
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Telehealth

Telehealth Support

06
TL;DR— The one-sentence version

Full telehealth infrastructure — platform setup, patient onboarding, EHR integration, HIPAA-compliant video, and ongoing technical support.

15+
Platform Integrations
98%
Patient Connection Rate
< 2 min
Avg. Patient Onboarding
100%
HIPAA Video Compliant
Overview

Telehealth adoption stalls when the technology is hard to use. We handle the entire telehealth stack — selecting and configuring the right platform for your specialty, integrating it with your EHR, onboarding patients with step-by-step guidance, and providing ongoing technical support so virtual visits run as smoothly as in-person ones.

Key Features

6 features
Platform Selection & Setup
Core
We evaluate and configure the right telehealth platform for your specialty — Doxy.me, Zoom for Healthcare, Teladoc, and 12+ others.
2
EHR Workflow Integration
Telehealth visits appear in your EHR schedule, documentation flows back automatically, and billing codes are applied correctly.
3
Patient Onboarding & Tech Support
Patients receive step-by-step connection guides and have access to live tech support before and during their virtual visit.
4
HIPAA-Compliant Video Infrastructure
All video sessions run through BAA-covered, end-to-end encrypted infrastructure. No consumer-grade video tools.
5
Virtual Waiting Room Management
Patients check in digitally, complete pre-visit intake, and wait in a branded virtual waiting room — providers join when ready.
6
Telehealth Billing Optimization
Correct CPT codes, place-of-service modifiers, and payer-specific telehealth billing rules applied automatically to every virtual visit.

What's Included

  • Telehealth platform evaluation & selection
  • EHR integration & workflow configuration
  • Patient communication & onboarding materials
  • Staff training on virtual visit workflows
  • HIPAA compliance documentation
  • Ongoing technical support & monitoring

Best For

  • Practices launching telehealth for the first time
  • Behavioral health providers expanding virtual care
  • Specialists serving rural or remote patient populations
  • Groups optimizing existing telehealth utilization
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Operations

Medical Operations Support

07
TL;DR— The one-sentence version

Back-office support covering workflow audits, staff training, compliance management, SOP creation, and operational efficiency consulting.

35%
Avg. Efficiency Gain
200+
SOPs Developed
48 hrs
Audit Turnaround
100%
Compliance Rate Post-Audit
Overview

Operational inefficiency is invisible until it becomes a crisis. Our medical operations team conducts deep workflow audits, identifies bottlenecks and compliance gaps, creates standardized operating procedures, and trains your staff — turning a reactive practice into a proactive one. We've worked with practices from solo providers to 50-physician groups.

Key Features

6 features
Workflow Efficiency Audit
Core
A comprehensive review of your front-desk, clinical, and billing workflows — identifying redundancies, bottlenecks, and automation opportunities.
2
SOP Development
Custom standard operating procedures for every critical workflow — intake, scheduling, billing, clinical documentation, and patient communication.
3
Staff Training Programs
Role-specific training sessions covering EHR usage, compliance requirements, patient communication standards, and new workflow procedures.
4
Compliance Gap Analysis
HIPAA, OSHA, and payer-specific compliance requirements reviewed against your current operations — with a prioritized remediation plan.
5
Technology Stack Assessment
Evaluation of your current tools — EHR, billing, scheduling, communication — with recommendations for consolidation or replacement.
6
Ongoing Operations Consulting
Monthly check-ins with your operations consultant to review metrics, address emerging issues, and plan for growth.

What's Included

  • Full workflow audit & documentation
  • Custom SOP library development
  • Staff training curriculum & delivery
  • Compliance gap analysis & remediation plan
  • Technology stack assessment
  • Quarterly operations review sessions

Best For

  • Practices preparing for accreditation or audit
  • Groups onboarding new providers or locations
  • Practices with high staff turnover
  • Clinics experiencing rapid growth
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Call Center

Call Center Services

08
TL;DR— The one-sentence version

HIPAA-trained agents handle every inbound call, scheduling request, and patient follow-up — so your front desk focuses on patients in front of them.

100%
Calls Answered
< 45 sec
Avg. Hold Time
HIPAA
Trained Agents
97%
First-Call Resolution
Overview

Your front desk shouldn't be a call center. Our HIPAA-trained agents handle inbound call volume — scheduling, rescheduling, insurance questions, referral coordination, and general inquiries — so your in-office staff can focus entirely on the patients in front of them. All calls are documented in your EHR and monitored for quality.

Key Features

6 features
Inbound Call Handling
Core
All inbound calls answered by trained agents who know your practice, your providers, and your scheduling rules.
2
Appointment Scheduling & Rescheduling
Agents schedule, reschedule, and cancel appointments directly in your EHR — following your provider-specific availability rules.
3
Insurance & Billing Inquiries
Agents handle common insurance and billing questions, reducing the volume reaching your billing department.
4
Referral Coordination
Incoming referrals are captured, documented, and scheduled — with follow-up to referring providers as needed.
5
After-Hours Coverage
Extended hours and weekend coverage available — patients always reach a live person, not a voicemail.
6
EHR-Integrated Documentation
Every call is documented in the patient's EHR record — reason for call, outcome, and any follow-up actions required.

What's Included

  • Dedicated agent team for your practice
  • EHR scheduling integration
  • Custom call scripts & protocols
  • Quality monitoring & call recording
  • After-hours & weekend coverage options
  • Weekly call volume & resolution reporting

Best For

  • Practices with high inbound call volume
  • Groups with front-desk staffing challenges
  • Multi-location practices needing centralized call handling
  • Practices expanding hours without adding headcount
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HIPAA · GDPR · CCPA Compliant — BAA on Every Engagement

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