Capture
Work arrives from any source — inbound fax, referral portal, or document upload. We detect it automatically, store it securely, and assign it to the right queue before anyone has to touch it.
Every lane on the platform runs the same core sequence — capture the work, validate it, and finish it. Safely, consistently, and with a full audit trail from start to finish.
From the moment work arrives to the moment it's done — every step is mapped, tracked, and logged.
Work arrives from any source — inbound fax, referral portal, or document upload. We detect it automatically, store it securely, and assign it to the right queue before anyone has to touch it.
AI reads the document, identifies its type, extracts key fields, and checks for completeness. Missing signatures, date mismatches, and MRN errors are flagged immediately — before they cause downstream delays.
Once validated, the system updates your EMR, creates and assigns tasks, attaches documents, and triggers any needed follow-ups. Human approval is required for sensitive actions. Every step is logged.
Your team approves key actions before they run. The system handles everything around those decisions — so your staff only sees what genuinely needs their judgment.
Submitting orders, updating records, and closing key items always require a deliberate click from your team. Nothing sensitive runs on its own
Sensitive actions are held until a real person reviews and approves. The automation prepares the work — your team makes the call.
Every workflow is configurable. If a step should always require human sign-off, you set it that way. It stays that way.
Each action is timestamped, tied to the person who approved it, and written to the audit log. Nothing is ambiguous after the fact.