Help your receptionists and office staff answer routine questions, draft documentation, prepare prior authorizations, and search internal policies — all through a secure, practice-specific AI workflow that keeps sensitive information private.
Designed for receptionists, office managers, billing staff, and providers. The assistant supports your team, but a human is always in the loop.
Answers common patient questions, prepares intake, drafts follow-ups, routes requests, and supports after-hours lead capture.
Drafts SOAP notes, visit summaries, referral letters, prior authorization packets, and post-visit patient instructions.
Reviews notes for missing documentation, drafts denial appeal language, and highlights claim-risk gaps before submission.
Provides staff policy Q&A, HIPAA training support, incident workflow templates, and vendor/compliance documentation.
Your receptionist answers the phone as usual. The AI assistant works alongside them, providing suggested answers grounded in your practice's approved knowledge.
One tap selects new patient, refill, billing, referral, records, or procedure prep. The AI primes the right workflow.
The assistant retrieves approved policies, insurance acceptance, forms, prep instructions, and visit requirements — with source links.
Staff review a concise, practice-specific script. Nothing is sent or saved until your team approves it.
One click drafts a follow-up task with owner and due date, or a structured call summary for the chart.
Clinical questions or symptoms trigger an approved escalation script — never autonomous medical advice.
Every prompt, source, and approval is logged so you have a defensible record of how the assistant was used.
The assistant has the most impact on the calls that repeat over and over: insurance questions, prep instructions, refills, prior auths, and records.
"Do you take Blue Cross? Do I need a referral? What should I bring?" — answered with your practice's exact policy.
Captures medication, pharmacy, urgency, and last visit, then routes a structured task to the clinical team.
Pulls approved prep for a procedure and drafts patient-friendly language for staff to read or send after review.
Captures payer, member ID, procedure, and referring provider; drafts a prior-auth checklist or billing follow-up.
Symptoms that match practice escalation policy flag a handoff and display the approved triage script.
Walks staff through release workflow, required forms, ID verification, turnaround time, and routing.
The setup fee covers onboarding, knowledge-base loading, workflow configuration, and staff training. Monthly pricing includes hosting, maintenance, monitoring, and support.
Positioned as an administrative and workflow-assistive AI — not autonomous diagnosis or treatment. Built around tenant isolation, source-grounded responses, and full auditability.
Local model inference with encrypted storage and transport. PHI workflows stay inside a controlled environment.
Each practice has its own document index and access controls — no cross-tenant data leakage.
Drafts are clearly labeled. Staff or providers approve every patient-facing or chart-bound output.
Every prompt, source, user, and approval is captured for defensible compliance reporting.
We'll walk through your highest-volume call types and documentation bottlenecks, and show you exactly where a private AI assistant can save hours each week.