Healthcare runs on documents that arrive in the least convenient formats: a fax here, a portal there, a PDF attached to an email. The clinical work is not the bottleneck the paperwork around it is. We take on the repetitive document work while your staff stays on anything that touches a clinical decision.

Workflows we take on

  • Prior-authorization packets — assembling the clinical notes, codes, and forms each payer wants, and tracking the request until it is approved or denied.
  • Referral intake — capturing inbound referrals from fax and portal, checking they are complete, and getting them into the EHR without a rekey.
  • New-patient intake — turning intake forms and insurance cards into structured records before the first visit.
  • Explanation-of-benefits and claim follow-up — reconciling EOBs against what was billed and flagging the ones that need a person.

Where a human stays in the loop

Nothing clinical is automated. A person reviews anything that affects care, and any prior-auth denial or claim discrepancy is routed to your team with the packet already assembled not left to be rebuilt from scratch.