Eligibility & verification automation
Pre-visit eligibility checks run automatically the night before. Exceptions flagged in the morning huddle. Copay due amounts pushed to the front desk on arrival.
Clinical practices, multi-physician groups, ambulatory care, hospitalist consortiums. The healthcare automations we ship most are eligibility, charge capture, scheduling, and prior auth. HIPAA-aware patterns, data-separation postures you can defend in a compliance review, and Quick Wins that get hours back to the people who actually see patients. We sign BAAs.
Automation in healthcare is the work of taking the back-office workflows that wrap around your EMR — eligibility and verification, charge capture, scheduling and recall, prior auth, patient communication — and running them automatically under HIPAA-aware governance. It is not about replacing clinical judgment; it is about removing the manual handoffs that pull staff away from patients. Done well, healthcare workflow automation gives the front desk and the billing room hours back while keeping PHI inside your tenant and every action audit-logged — the same governed-by-default posture we run for law firms.
Healthcare back offices have the same shape: scheduling, verification, charge capture, claims, follow-up. Each has hours hiding in manual handoffs.
Insurance verification, eligibility checks, prior auth, copay collection, no-show follow-up. The front desk swivels between the EMR, the insurance portal, and a stack of sticky notes.
Providers chart, billers re-enter. Days of float between encounter and claim. Coding errors caught downstream, after the rework cost is sunk.
Clinicians spend an hour on every two hours of patient time documenting. The EMR is the bottleneck, not the medicine.
The most-shipped Quick Wins for healthcare operators. Each one is fixed price, fixed date, scoped from the audit.
Pre-visit eligibility checks run automatically the night before. Exceptions flagged in the morning huddle. Copay due amounts pushed to the front desk on arrival.
Pull provider notes, flag missing codes, pre-validate against payer rules before the claim ships. Cuts denials and tightens the float between visit and claim.
Refill requests, lab questions, scheduling tweaks. Route by triage rules, draft replies with Claude under provider guardrails. PHI never leaves your tenant.
Auto-schedule recall outreach, re-engage no-shows by SMS and email, fill cancellation slots from a waitlist. Front desk stops manually working a spreadsheet.
A dashboard that shows every open auth, its payer, its expected turnaround, and what to do next. Cuts the "where are we on that?" loop.
Claude-backed dictation summarized into your EMR templates, pre-filled with the structured fields. Providers approve, edit, sign. PHI-aware, BAA-signed.
A multi-physician primary care clinic in Raleigh, six providers, was running charge entry on a five-day lag. Billers re-keyed provider notes into the practice management system; denials trickled back two weeks later; rework rates were running 11%.
The audit surfaced three Quick Wins: charge capture from the EMR, payer-rule pre-validation, and a recall-and-no-show workflow. We shipped the first two in nine weeks combined, fixed price.
The denial rate is now under 4%. Charge entry is same-day (in practice, same-hour). The billing team has a real Friday again. The owner, who was working sixty-hour weeks, is not.
The questions we hear most from healthcare operators. For everything else, the general FAQ has more.
The audit is HIPAA-aware from the first call. BAA signed before the shadow day. Math on the page in writing.