Your clinical staff spends 40% of their day on admin. That ends here.

Multi-channel appointment scheduling with real-time availability across providers, locations, and appointment types, configurable rules for minimum lead time, provider-patient matching, appointment duration by visit type, and double-booking prevention. Patients schedule via web portal, patient app, or SMS; the system writes to your scheduling platform (Epic, Athena, Kareo, or custom) without coordinator involvement for routine appointment types. Automated confirmation, reminder, and reschedule sequences sent via text, email, or automated voice call at configurable intervals (48 hours, 24 hours, 2 hours before appointment), reducing no-show rates by 25-40% in practices we've worked with. Waitlist automation fills cancellations within minutes: when a slot opens, the system notifies the waitlist in priority order and books the first patient who confirms, without coordinator phone calls. Coordinator phone time redirects from scheduling to complex patient communication.

Prior authorization is one of the highest-cost administrative burdens in healthcare: an average of 45 minutes of staff time per auth request, multiplied across hundreds of procedures per month. We automate the submission workflow: auth requests assembled from the EHR encounter data, submitted electronically to the payer via EDI 278 transaction or payer portal API, with status tracked automatically and follow-up triggered when a response hasn't arrived within the payer's committed turnaround time. Approved authorizations are logged against the patient's appointment with the authorization number, validity period, and approved service codes. Expiration tracking prevents services from being rendered against expired authorizations, a common source of claim denials. Denial management routes denied auths to the appropriate staff member for peer-to-peer review or appeal with the denial reason and supporting documentation pre-assembled.

The CMS interoperability rules mandate support for the CRD (Coverage Requirements Discovery), DTR (Documentation Templates and Rules), and PAS (Prior Authorization Support) workflows defined in the Da Vinci FHIR implementation guides. We implement these using CDS Hooks for CRD, the EHR fires a hook at order entry and the CDS service responds with real-time coverage requirement data before the order is signed, reducing the number of auths submitted without required documentation by 60 to 80 percent. DTR automates pre-population of the payer's questionnaire from structured EHR data (Epic FHIR R4 or Cerner SMART on FHIR), so staff review and attest rather than fill in clinical detail from scratch. For payers not yet supporting the FHIR-based PAS workflow, the automation falls back to EDI 278 or payer-specific portal APIs. NLP applied to clinical notes via AWS Comprehend Medical or Google Healthcare NLP API extracts supporting documentation, diagnosis codes, procedure codes, clinical findings, and attaches it to the auth request automatically, reducing the documentation prep burden per request from 15 minutes to under 2 minutes.

Automated eligibility verification runs at two checkpoints where it actually prevents problems: at scheduling (confirming the patient has coverage before the appointment is booked) and again 24-48 hours before the appointment (catching coverage changes that occurred between booking and visit). EDI 270/271 transactions query payer systems directly or through a clearinghouse (Availity, Change Healthcare) for real-time benefit and coverage information: active coverage confirmation, deductible and out-of-pocket balances, copay and coinsurance amounts by service type, and coordination of benefits flags. Coverage gaps, inactive policies, and benefit limit exhaustions are flagged before the patient arrives and surfaced to your billing team, so the practice can collect the patient's portion at time of service rather than discovering the denial 30-45 days later when the claim is rejected.

Claims generated directly from encounter documentation in your EHR, ICD-10 diagnosis codes, CPT procedure codes, place of service, rendering provider NPI, checked against payer-specific rules before submission. Pre-submission validation catches the common denial triggers: mismatched diagnosis and procedure code combinations, missing modifiers required by specific payers, authorization number absent for procedures requiring prior auth, and NPI numbers not enrolled with the payer. Clean claims submit electronically via EDI 837 through your clearinghouse. Denial tracking categorizes every denial by root cause: eligibility issues, coding errors, bundling disputes, missing documentation, and authorization gaps, giving your revenue cycle team the data to fix upstream problems rather than appealing each denial individually. ERA (835) posting automates payment posting and identifies variances between expected and paid amounts for follow-up.

Digital patient intake forms completed on a secure HIPAA-compliant patient portal before the appointment, eliminating the paper clipboard that consumes 15-20 minutes of arrival time and requires staff data entry afterward. Forms cover demographics, insurance information with card photo upload, medical history, current medications, allergies, reason for visit, and consent documents, pre-populated with data already on file for returning patients so they only confirm or update rather than re-entering everything. Completed form data flows directly into the relevant fields in your EHR or practice management system via HL7 FHIR API or HL7 v2 messages, eliminating double entry. Front desk time per new patient visit drops by 10-15 minutes. Coordinators verify arrival and answer clinical questions rather than typing demographic data.

Outbound referral management: referral letters generated from clinical note templates with the relevant clinical summary populated automatically, transmitted electronically to the receiving provider or specialist, with delivery confirmation and acknowledgment tracking. Follow-up triggers fire when the specialist hasn't confirmed receipt within a defined window. Referral status (accepted, scheduled, completed, declined) tracked back into the referring provider's system so care coordination has visibility without phone tag. Provider credentialing management tracks every staff member's license expiration dates, DEA registration renewals, board certification cycles, malpractice policy terms, and hospital privilege renewals, with automated reminders at 90, 60, and 30 days before expiration and escalation to the compliance officer if an action isn't taken. Nothing lapses because the calendar reminder was missed or the staff member was on leave when the renewal fell due.

For referral transmission, we integrate with Direct Secure Messaging (DirectTrust accredited HISP) as the primary channel for point-to-point clinical communication, replacing fax for specialist networks that support it, with fax fallback for those that do not. HL7 v2 REF_I12 messages carry referral data to specialist EHRs that accept HL7 feeds, and FHIR R4 ServiceRequest resources are used for Epic-to-Epic referrals within health system networks. Referral loop closure, confirming that the specialist visit occurred and notes were returned, is tracked via FHIR R4 DiagnosticReport or DocumentReference resources received from the specialist's system. For credentialing, primary source verification against NPDB (National Practitioner Data Bank), state licensing boards, DEA NTIS, and ABMS (American Board of Medical Specialties) is triggered automatically at initial credentialing and at each re-credentialing cycle, with results stored as a structured credentialing record rather than a folder of PDFs. NCQA credentialing standards require evidence of primary source verification for each element, the automation produces a traceable record for every required check.