Twelve integrated products that work together seamlessly. No third-party add-ons. No data silos. Every module shares the same patient chart, the same billing engine, and the same clinical intelligence.
Intelligent Billing Suite
Auto-coded claims, denial workflows, eligibility checks, and revenue dashboards
Complete revenue cycle management from encounter to payment — with AI-powered code analysis, claim auditing, and denial management built in.
- Auto-Coder: AI CPT suggestion engine from encounter data
- Deterministic E/M leveling on the AMA 2023 guidelines — office, consults, hospital & observation, ED, nursing facility, and home visits
- Prolonged-services and legacy 1995/97 audit methodologies included
- Claim Builder with 837P generation and submission
- Pre-submission claim scrubber with NCCI edits and modifier validation
- Real-time eligibility verification (270/271)
- ERA/835 payment posting, reconciliation, and variance tracking
- Denial management with appeal drafting and deadline tracking
- A/R aging, revenue dashboards, and charge-capture reconciliation
- Patient statements and card-on-file payments
- Encounter Auditor and Claim Auditor tools
- Specialty fee schedules (RTM, RPM, CCM, sleep, E/M, surgery)
- RHC / FQHC encounter-rate billing support
Remote Monitoring & Care Management
Daily patient check-ins, device-data ingest, and automated RTM / RPM / CCM billing
Full RTM, RPM, and chronic care management with automated daily check-ins, AI-powered patient coaching, data-day tracking, and auto-generated billing claims.
- Automated SMS check-ins personalized by diagnosis and program
- Eight monitoring programs — PAP, CBT-I, oral appliance, Inspire, ADHD, behavioral health, RPM, and wellness
- AI clinical coaching engine with safety escalation
- Real-time data day tracking toward 16-day billing threshold
- Automated RTM billing claim generation (98975–98981)
- Chronic Care Management (CCM) time tracking and enrollment
- Device data ingest, including CPAP compliance downloads
- Provider alert system for crisis and non-compliance
- Risk-tiered coaching and patient engagement analytics
DME Order Management
Device tracking, compliance monitoring, resupply scheduling, and prior authorization
Streamlined durable medical equipment ordering, tracking, and compliance documentation — built for sleep medicine CPAP/BiPAP workflows and beyond.
- CPAP/BiPAP/ASV equipment ordering and tracking
- Physician order PDF generation with clinical documentation
- Insurance prior authorization workflow
- Equipment compliance tracking and resupply scheduling
- Vendor integration and delivery status monitoring
- DME-specific billing code management
Referrals & Practice Growth CRM
Referral capture, automated intake, and a full growth CRM for your referring-provider network
End-to-end referral tracking from initial order through specialist visit and report return — plus the CRM your liaison team needs to build and measure the referral network that feeds it.
- Inbound and outbound referral tracking with close-the-loop documentation
- Referral-source directory and shared referring-provider bank
- Lead and access queue with journey timestamps and barrier tracking
- Territory and office grid for field liaison coverage
- Task calendar, activity logging, and automated follow-up cadence
- PHI-free field-rep portal for reps in the field
- Convert a lead straight into a chart — no re-keying
- Referral letter generation and growth analytics
AI Voice Agent
An AI receptionist that answers, schedules, and follows up — by phone, in a natural voice
A conversational AI voice agent for inbound and outbound calls — it books appointments, triages callers, and follows up on referrals, then writes a summary and outcome straight to the chart.
- Inbound AI receptionist with live call triage and routing
- Outbound scheduling and post-referral onboarding calls
- Real-time speech-to-text and natural voice responses
- Books appointments directly against your live calendar
- Automatic call transcript, summary, and outcome to chart
- TCPA consent gating and opt-out handling built in
AI SMS Triage
AI-powered patient texting that answers questions, triages symptoms, and escalates emergencies
A two-way SMS assistant that identifies the patient, answers common questions, and coaches between visits — with safety-keyword detection that escalates urgent issues to your team instantly.
- Conversational AI replies grounded in the patient's chart
- Automatic patient identification by phone or name + DOB
- Safety-keyword detection with immediate clinical escalation
- Provider alerts and hand-off for anything urgent
- Full conversation logging to the patient record
- TCPA / 10DLC consent and STOP opt-out compliance
Language Access
ASL companion, live in-visit interpreting, and translation across 76 languages
Meet Section 1557 language-access obligations with a patient-facing module that translates intake, instructions, and reminders, runs a live interpreter inside the visit, and supports Deaf and Hard-of-Hearing patients.
- ASL avatar companion for intake, discharge, meds, and reminders
- Live clinical interpreter running inside the encounter
- Spoken & written translation across 76 languages
- Translated intake questions with answers written back in English
- Patient speech bridged to English for the chart, with back-translation checks
- Multilingual after-visit summaries and patient handouts
- Captioned clip library and front-desk phrase library
- Section 1557 AI-aid disclosure on every screen
Practice Finance & HR
HR, Payroll, Compliance & Accounting — All in One
The complete back-office platform for healthcare practices. Manage your team, stay audit-ready, run payroll, and keep your books — without juggling separate systems.
- Human Resources — Digital onboarding, PTO tracking, performance reviews, employee document vault, and org chart
- Payroll — Salary & hourly pay runs, direct deposit, tax filing (W-2, 1099, 941), benefits deductions, and multi-location support
- Compliance — HIPAA training tracking, OSHA logs, license & certification alerts, OIG/SAM screening, and incident reporting
- Accounting & Bookkeeping — Chart of accounts, general ledger, journal entries, financial statements, and revenue analytics
- Compliance calendar with automated deadline alerts
- Employee handbook distribution with e-signature acknowledgment
- COBRA, FMLA, and garnishment management
- Real-time financial dashboards and custom report builder
AI Clinical Documentation
AI scribe that writes your note — live transcription, structured output, and one-click filing to the chart
An ambient AI scribe built into the encounter, not bolted alongside it. It listens, drafts a structured note in your specialty's format, and files straight to the chart — no copy-paste, and audio is never stored.
- Live ambient transcription on desktop, tablet, and phone
- Purpose-built note templates across all 42 specialties
- Problem-oriented A&P — diagnosis, assessment, and plan per problem
- ROS and physical exam sections on every template
- Medication reconciliation: continued, started, stopped, changed, held
- E/M coding on the current AMA 2023 guidelines — MDM or total time, with telehealth modifiers
- Order extraction, differentials, and omission checks
- Files directly to the chart with provider review and edit tracking
- Audio is never stored — transcription only
Telehealth & Virtual Visits
Video visits that run inside the chart — not in a separate tab
Launch a virtual visit from the schedule and work the encounter side by side with the video: chart, note, orders, and the AI scribe all on one screen.
- Browser-based video visits — no download for the patient
- Side-by-side workspace: video, chart, and note on one screen
- Ambient AI scribe captures the virtual encounter
- Automatic telehealth detection and place-of-service modifiers
- SMS visit links with waiting-room check-in
- Live interpreter can join the visit for LEP and Deaf patients
- Rural and originating-site telehealth workflows
Patient Engagement & Intake
Online booking, digital intake, e-signature, and a patient portal that fills the chart for you
Patients book, register, complete their history, sign consents, and pay — before they walk in. Everything they submit lands in the chart as structured data, not a PDF someone has to retype.
- Per-practice online booking and appointment reminders
- 155 intake and questionnaire forms across every specialty
- Validated instruments — PHQ-9, GAD-7, ISI, Epworth, and more
- SMS and email intake invitations with automated follow-up
- E-signature consents, agreements, and Good Faith Estimates
- Secure patient portal with two-factor authentication
- Walk-in and in-office check-in flows
- Patient statements and online payment
Fax & Document Intake
Digital fax with OCR that reads the page and files it to the right chart
Healthcare still runs on fax. Inbound faxes arrive in a shared inbox, get read by OCR, and file to the patient chart — referrals, sleep studies, records requests, and orders included.
- Inbound and outbound fax without a fax machine
- OCR text extraction and document classification
- Shared practice inbox with assignment and status tracking
- One-click file-to-chart with document typing
- Inbound referrals convert straight into charts
- Fax-to-voice follow-up on incoming referrals
- Full audit trail on every document received and sent
Also included, at no extra charge
These aren't upsells or partner integrations — they ship with the platform and share the same chart, the same audit log, and the same permissions model.
Interoperability
US Core R4 FHIR API, SMART on FHIR app launch, and C-CDA import
Prior Authorization
Auth detection, clinical packet assembly, and status tracking
Quality & Care Gaps
MIPS and HEDIS capture with population care-gap scanning
Clinical Research
Protocols, CRF library, staff binder, and a participant portal
Provider Credentialing
CAQH import, payer enrollment, license and expiry alerts
Supervising Cosign
Cosignature queues for supervised and incident-to visits
Multi-Location
Departments, locations, and per-site scheduling and billing
Membership & Retail
Cash-pay memberships, product sales, and inventory
Personal Injury
Letters of protection, attorney tracking, and lien billing
HIPAA & Audit
Compliance dashboard, full audit log, and access reporting
Secure Messaging
Internal mail, team chat, staff messages, and patient messaging
Support & Training
In-app tickets, knowledge base, and a staff training program
Human Resources
Hire to retire
Payroll
2-click payroll runs
Compliance
Always audit-ready
Accounting
Books & financials
Applications
Education to disclosures
Document Vault
Licenses & certs
Payer Enrollment
Network tracking
Compliance
Audit-ready always
Live Recording
Real-time transcription
AI Notes
AI-powered generation
Auto-Coding
ICD-10 & CPT suggestions
42 Specialties
Purpose-built templates