Healthcare
Healthcare staff don't need another portal. They need fewer manual steps between intake, scheduling, documentation, billing, and follow-up. We automate the admin, not the clinical decisions.
Where healthcare admin gets stuck
The hand-offs that steal time from patient care.
- Referrals faxed in, re-keyed, and sometimes missed entirely
- Scheduling bounces across phones, portals, and sticky notes
- Patient intake forms completed three times at three touchpoints
- Insurance and benefits verification done manually before every visit
- Billing reconciliation lags weeks behind the actual work
- Policy questions flood staff inboxes instead of getting a consistent answer
Results That Matter
Real impact from automation solutions delivering measurable business value
Privacy-first architecture for Canadian healthcare
From discovery to a working automation
We automate workflows, not diagnoses
We work with your existing system
Key Features & Benefits
Comprehensive automation solutions designed specifically for your industry
Referral Intake Automation
Extract referral details from faxes, PDFs, and emails into structured records — with completeness checks, patient matching, and triage routing to the right clinician or queue.
- Fax / PDF / email / portal capture
- Automatic patient matching with safety checks
- Completeness and missing-info flags
- Triage routing by specialty and urgency
Appointment Scheduling
Self-service and assisted scheduling with availability across providers, rooms, and equipment — reducing the phone tag that consumes the front desk.
- Provider, room, and equipment availability
- Waitlist offers when slots open
- Pre-visit forms sent automatically
- Sync with EMR scheduling
Patient Form Extraction
Pull patient history, symptoms, and demographics from completed intake forms into your EMR — eliminating re-keying between the form and the chart.
- OCR + structured extraction
- Validation against existing records
- Direct EMR update with audit trail
- Flagged discrepancies for review
Insurance & Benefits Verification
Automated insurance and benefits checks against payer systems with structured results delivered to front-desk and billing — not left for patients to explain at the window.
- Coverage and eligibility checks pre-visit
- Copay and deductible surfaced automatically
- Flags for expired or inactive coverage
- Integration with billing workflow
Patient Follow-Up & Reminders
Appointment reminders, post-visit follow-ups, and care-plan check-ins sent through the channel patients actually use — with responses routed back to the care team.
- SMS, email, and voice channels
- Care-plan based triggers
- Two-way responses back to EMR
- Opt-in and privacy-respecting
Internal Policy Knowledge Assistant
A chatbot grounded in your clinical policies and procedures — giving staff consistent answers to internal process questions without pulling another clinician off the floor.
- Answers only from your approved policy library
- Cites the source document
- Usage logs for admin review
- Refuses when unsure
Automation workflows we build
Reusable patterns we adapt to your specific tools and processes
Referral fax intake
Faxes and PDFs extracted into EMR referrals.
Scheduling assistant
Provider and room availability with waitlist offers.
Intake form extractor
Patient forms pushed to EMR with validation.
Insurance verifier
Coverage checks before the patient arrives.
Follow-up reminders
Two-way patient messaging tied to care plans.
Policy chatbot
Staff-facing answers grounded in clinical policy.
Billing reconciliation
Match payer remittances to claims with exceptions.
Room / equipment scheduling
Shared-resource booking with conflict detection.
Transform Your Challenges Into Opportunities
See how automation solves common industry pain points
Referrals come in by fax and PDF, and sometimes go nowhere
Automated extraction, patient matching, and triage routing with completeness checks
Front desk spends half the day on the phone scheduling
Self-service scheduling with waitlist and reminder automation
Patient data re-keyed at every touchpoint
Form extraction with direct EMR update and validation
Insurance surprises show up at check-in
Pre-visit benefits verification and coverage flags
Staff can't answer routine policy questions consistently
Grounded knowledge assistant on your clinical policy library
The Transformation
See the difference automation makes
Before Automation
- Referrals re-keyed from faxes and PDFs
- Phone tag for scheduling every appointment
- Patient forms completed and re-entered multiple times
- Insurance surprises at check-in
- Billing reconciliation weeks behind
- Policy questions route to whoever's closest
After Automation
- Referrals extracted and routed automatically
- Self-service scheduling with waitlist offers
- Intake pushed to EMR without re-keying
- Coverage verified before the visit
- Billing reconciliation current, not catching up
- Consistent answers from a grounded policy assistant
Systems we connect for healthcare
Clinic and hospital operations run on more than just the EMR.
Don't see your system? If it has an API, a CSV export, or an email inbox, we can probably work with it.
AI with guardrails
We use AI for messy information. We use deterministic automation for actual business execution. Every workflow is controlled, logged, and reviewable.
No Clinical Decisions
AI handles admin intake, extraction, and scheduling. Clinical judgment stays with the care team.
PHIPA-Aligned Hosting
Canadian-hosted infrastructure with private model endpoints for workflows touching PHI.
Audit Trail On PHI
Every access, extraction, and automated action on patient data is logged for compliance review.
Human Approval
Extracted referrals and intake data go to a review queue before updating the chart.
Why Choose Us
Built on expertise, trust, and proven results
Admin, Not Clinical
We automate referral intake, scheduling, documentation, billing, and follow-up. We don't do clinical diagnosis or decisions — that's your team's job.
Privacy-First Architecture
PHIPA / PIPEDA aligned, Canadian-hosted options, private model endpoints for workflows that touch PHI.
Integrates With Your EMR
We work around your existing EMR and practice management — Oscar, Accuro, TELUS PS Suite, Epic, custom systems — not by asking you to switch.
Frequently Asked Questions
Does AI touch any clinical decisions?
No. We automate administrative and operational workflows — referral intake, scheduling, documentation routing, billing, patient communication. Clinical decisions stay entirely with your care team. Nothing we build is regulated as a medical device.
How do you handle PHIPA / PIPEDA and patient privacy?
Deployments that touch PHI use Canadian-hosted infrastructure with private model endpoints. Prompts and patient data stay in controlled environments and never flow to public AI APIs unless explicitly configured. Role-based access and full audit logs are standard.
Can you integrate with Oscar EMR, Accuro, or our existing system?
Yes. We integrate with Oscar, Accuro, TELUS PS Suite, Epic, Cerner, and custom EMRs using APIs, HL7 / FHIR interfaces, or secure file exchange. The EMR stays your system of record — we work around it.
Is the clinic chatbot safe to let staff or patients use?
Our chatbots are strictly grounded in your approved content — clinical policies for staff-facing tools, scheduling and service info for patient-facing ones. They cite the source document for every answer and escalate to human staff when they don't have a grounded response. No generic medical advice.
How long until we see results?
Most healthcare automations are live in 3 to 8 weeks. We typically start with one high-volume workflow — often referral intake or scheduling — so the clinic sees measurable time savings before the next phase begins.
Integrations that power healthcare automation
Software we connect and automate for healthcare teams
Less Admin, More Patient Care
Let's map the administrative bottleneck pulling your care team away from patients and build a privacy-first automation that gives them that time back.