01
Intake lands in the chart
A web form creates or updates the patient record before they arrive. The waiting room clipboard goes away.
Healthcare & Practices
Your front desk should be greeting patients, not typing.
Patients fill out the form once. The chart, the insurance check and the billing record follow on their own. We connect your EHR, billing system and the forms, faxes and reminders around them so the front desk can look up from the screen.
2manual handoffs
0automated
Your people are doing the work of connectors.
Carrying data from one system to the next by hand is slow, error-prone and costly, and it isn’t what they’re here for. It’s not a people problem. It’s a plumbing problem.
Where the time goes
The same name and birthdate get typed three times: on a clipboard, into the chart, then into billing. Referrals show up by fax and wait to be printed. Insurance gets checked payer by payer, usually the morning of the visit, when it's too late to do anything about it.
Every handoff costs a few minutes and risks a typo. Add up a week of them and you've lost a person's worth of time, plus the claims that bounce because one field was wrong.
One of our recent projects
Multi-Location Specialty Practice
New patients arrive through a website intake form, athenahealth handles scheduling and billing across all locations.
The website form feeds directly into athenahealth as soon as it's submitted, with the patient record and appointment request already in place before the visit. The front desk reviews a filled-out chart instead of building one from scratch while the patient waits.
A day with and without the busywork
Same people, same tools. The difference is who carries the data.
Without usWith us
7:45
Without usFront desk types yesterday's paper forms into charts.
With usWeb intake forms were already in the charts.
9:00
Without usEligibility is checked payer by payer between phone calls.
With usOvernight checks left a short list of patients to call.
11:30
Without usA referral fax waits on the printer.
With usThe referral created the patient and held a slot.
4:00
Without usVisit codes are exported to billing after a reminder email.
With usSigned charts sent their own codes to billing.
What we take off your plate
02
Eligibility checked overnight
The schedule is final, so the checks run against it. Staff start the day knowing which three patients need a call.
03
Referrals that file themselves
An incoming referral creates the patient and holds a slot. The referring office hears back after the visit without anyone calling.
04
Balances and reminders that go out
Appointment reminders and overdue-balance texts, each with a payment link, on a schedule you set.
05
Charts that bill themselves
Sign off a chart and the codes and visit details go to your billing service. No export, no reminder email.
Tools we connect
Pages for the software we already integrate and automate.
Questions we hear
Will this work with our EHR?
Probably. We've worked with Epic, athenahealth, NextGen, eClinicalWorks, DrChrono, Tebra, AdvancedMD and SimplePractice, mostly through each vendor's API. If yours doesn't offer a usable one, we'll tell you before you spend anything.
What about patient privacy?
It shapes the plan from the first call. We decide up front what data moves, where it's stored and who signs which agreements. If a step shouldn't be automated, we'll say so.
Let's talk
Give your front desk its mornings back
Name the form, fax or report your team handles by hand every day. We'll show you how it could stop.
Let's talk →