Healthcare workflow automation that ends the fax-and-phone tax on your clinical staff.

Prior authorization is a common starting point: manual requests eat staff time across submission, tracking, and denial follow-up. Automation that submits auth requests electronically, tracks status, and escalates denials removes most of that manual work. Insurance eligibility verification is close behind: manual checks before every appointment are expensive and error-prone, and automated checks run at scheduling and again before the appointment catch changes before they become claim denials. Appointment reminders and no-show management are also high-return targets: automated multi-channel reminders (text, email, voice) with a reschedule link cut no-shows with no coordinator time spent.

HIPAA compliance is an architecture decision, not a checkbox. For every healthcare automation system we build, we default to encrypted data storage and transit, role-based access controls that match the clinical workflow, minimum necessary access principles, full audit logging, business associate agreement templates for any third-party integrations, and secure messaging channels that meet the technical safeguard requirements. We scope HIPAA requirements in the discovery phase and deliver a security architecture document as part of every healthcare project. For practices with specific EHR integration requirements, we assess PHI handling across the integration boundary before the build starts.

Yes, in most cases. We integrate with Epic, Cerner, Athenahealth, eClinicalWorks, Kareo, DrChrono, and most EHR systems that expose an HL7 FHIR or proprietary API. The automation layer sits between your EHR and your administrative workflows, it doesn't replace the EHR. Patient data flows into the EHR; admin tasks are handled by the automation system. If your EHR uses a non-standard integration approach, we assess feasibility and scope the integration approach during the discovery phase. We don't make integration promises before we've looked at the API documentation.

Staff adoption can make or break a healthcare technology project. Automation that coordinators find confusing gets abandoned for the old workflow. We build coordinator-facing interfaces that match how the work actually happens: task queues, simple form submissions, status dashboards with no medical jargon. We run user acceptance testing with your actual staff before anything goes live, document the system in plain language, and stay engaged after launch to address friction in real-world use.

Cost depends on the scope and which workflows you are automating. A focused automation covers one workflow, such as prior authorization submission and tracking; a broader system covers scheduling, eligibility, billing, and intake. We lock the price in writing before development starts. A scope change is a change request with a separate price, never a surprise on the final invoice. We provide a fixed-price quote after the discovery phase.

Timing depends on scope and EHR integration complexity. We run demos throughout the build so you see working software, not just at the end.

Clinicians do not want more screens: they are already overloaded. The system succeeds when it is invisible yet effective, removing back-office work without adding clinical burden. Start with high-volume, stable-rule work: insurance eligibility checks, claim status monitoring, payment posting, registration, and referral processing.

Agree the cohort and baseline before the build, then track volume, staff-touch time, response and exception rates, queue age, resolution path, failures, and downstream outcomes. Keep staff capacity separate from booked cash savings, and include implementation and recurring costs in ROI.

Many inbound documents are still faxes, and no tool turns a fax into a correct chart entry by itself. Most of the engineering effort sits in the pipeline around the OCR: document splitting, patient and MRN matching, validation, confidence scoring, human review, EHR write-back. Ask any vendor to show the pipeline, not the OCR demo. RPA is not automatically HIPAA compliant because it is used in healthcare: compliance depends on how the system is designed, configured, secured, operated, and governed.

Yes. HEDIS quality measure reporting for payer value-based contracts and MIPS (Merit-based Incentive Payment System) performance data for CMS both follow the same pattern as the rest of your admin workload: structured data that currently gets assembled by hand under deadline pressure. We build extraction pipelines that pull the required measures from your EHR and claims data, validate against the measure specification, and assemble the submission format automatically on your reporting schedule.