How do you connect to the EHR without ripping out the clinician’s existing workflow?

We build a connection that sits alongside the EHR rather than replacing it. Over FHIR R4 and HL7 v2.x, or through Redox or Health Gorilla where direct access is slow to obtain, we read the chart data an automation needs and write the completed action back into the same EHR staff already use. The goal is fewer clicks in the tools staff already use, with no new system to log into.

Does the AI act on its own, or does a human stay in the loop?

A human stays in the loop by design. The automation drafts the message reply, assembles the prior-auth packet, or proposes the referral, and a staff member or clinician reviews and approves before anything is sent or posted. Every automated step is logged, and anything ambiguous escalates instead of guessing. Automation removes the busywork; the person keeps the decision.

Can you automate prior authorization across different payers?

Yes. We build payer-rule matching so the system knows what each plan requires, auto-assembles the auth packet from chart data, tracks status, and drafts appeals when something is denied. Where a payer supports an electronic prior-auth or eligibility API, via Availity, Change Healthcare, or Waystar, we wire it in; where it’s still fax and portal, we build the tracked queue so nothing gets lost, and we’ll tell you which payers support which path.

What does it take to get listed on Epic App Orchard or Athenahealth Marketplace?

It’s a real process: a security review, an integration agreement, and vendor-specific requirements for each of Epic, Cerner, and Athenahealth. We can’t sign the agreement for you, but we architect the integration to their standards so you clear the review, and we build with the least-privilege scopes and audit logging those programs expect.

How do you keep an inbox-triage system from missing something urgent?

We treat triage as safety-critical: red-flag terms and results escalate immediately rather than sitting in a draft queue, confidence thresholds route uncertain cases to a human, and nothing is auto-sent without review on the workflows that warrant it. The system is tuned to over-escalate rather than under-escalate, and every routing decision is auditable so you can see why a message went where it did.

AI Provider Workflow Automation Development

We build tooling that connects to your EHR and takes admin work off clinicians: smart scheduling, inbox and message triage, prior-authorization automation, and order and referral workflows. HIPAA architected. EHR write-back ready.

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What we build

Inbox & message triage

LLM triage of the patient-message and results inbox: drafting replies, routing to the right staff, and surfacing what actually needs a clinician, with a human sign-off gate.

Smart scheduling & panel management

Visit-type-aware slotting, waitlist backfill on cancellations, no-show risk flags, and recall/gap-in-care outreach that keeps the schedule full without over-booking.

Prior-authorization automation

Payer-rule matching, auto-assembled auth packets, status tracking, and appeal drafting turn a manual fax-and-phone chase into a tracked queue.

Referral & care-coordination workflows

Closed-loop referral tracking, order routing, and follow-up task generation so nothing falls between the sending and receiving provider.

Order entry & charting tools

Pre-populated order sets, structured intake, and task lists that cut the clicks clinicians spend in the chart after hours.

EHR integration that reads and writes chart data

A FHIR / HL7 connection that sits beside Epic, Cerner, and Athenahealth, so automations act on real chart data and post results back where staff already work.

Doctor using a tablet in a clinical environment

Clinical tools that fit into real workflows

Reference architecture

EHR / Practice Data (FHIR, HL7)
Workflow Engine
AI Triage & Drafting
Staff / Clinician Review
Action (schedule, auth, referral, order)
EHR Write-back

A typical provider-workflow automation: chart and practice data flow in over FHIR / HL7, a workflow engine triggers the right task, AI triages and drafts the work (a message reply, an auth packet, a referral), a human reviews and approves, and the completed action writes back to the EHR. Automation removes the busywork; the clinician keeps the decision.

Integrations shipped across 21+ partners.

EHR vendors (FHIR / HL7)

Epic
Cerner / Oracle Health
Athenahealth
eClinicalWorks

Interop & data

FHIR R4
HL7 v2.x
Redox
Health Gorilla

Prior auth & eligibility

Availity
Change Healthcare
Waystar
Surescripts

Scheduling & patient comms (HIPAA tier)

Twilio (HIPAA tier)
Calendly / scheduling APIs
Solutionreach

Workflow & orchestration

Temporal
AWS Step Functions
Event-driven queues

LLM (HIPAA-eligible)

Azure OpenAI
AWS Bedrock
Anthropic via AWS

Which engagement fits

Project Build

For a new workflow product: inbox triage, scheduling, prior auth, and EHR integration. Scoped and shipped as a focused build.

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Embedded Squad

For expanding automation across more workflows and specialties. A dedicated team ships alongside yours as new payer rules, EHRs, and task types are added.

Explore Embedded Squad

Tech Audit

For assessing an existing tool: a 5-day diagnostic of architecture, EHR integration health, human-in-the-loop safeguards, and HIPAA / BAA readiness.

Explore Tech Audit

Compliance & safety posture

Compliance and safety status for AI provider-workflow builds. Status reflects how we engineer the controls into your platform. EHR vendor agreements and clinical determinations stay with your team, integration partners, and counsel.
Standard	Status	What we ship
HIPAA	Compliant	Compliant builds with PHI handling, role-based access controls, encryption in transit and at rest, and audit logging on every automated action, from day one. See /compliance/hipaa.
BAA coverage	Compliant	Every LLM and vendor that touches PHI in the workflow, including triage, drafting, and comms, is HIPAA-eligible and under a Business Associate Agreement. Azure OpenAI, AWS Bedrock, and Anthropic via AWS carry the coverage; anything without a BAA option stays out of the PHI path.
EHR integration agreements	In progress	We build to Epic (App Orchard / Vendor Services), Cerner, and Athenahealth Marketplace requirements, but the vendor listing, security review, and integration agreement are contractual steps that stay with you. We architect so you pass them.
Human-in-the-loop & clinical safety	Compliant	Automation drafts and routes; it does not make the clinical or authorization decision. We build the review-and-approve gate, escalation for anything ambiguous, and the audit trail that shows a human signed off, so the workflow is assistive by design, not autonomous.

Free

HIPAA Stance Builder

A guided walkthrough that maps your workflow tool against HIPAA: PHI flows across triage and comms, BAA coverage over every automation vendor, access controls, and audit logging. It hands you a defensible compliance stance.

Build your HIPAA stance

Medical imaging displays in a clinical setting

Engineered for clinical delivery

Patient data, provider workflow, regulatory guardrails

Clinical systems are measured by uptime and auditability, not marketing slides. We build for the reality of busy practices, compliance deadlines, and the patients who depend on both.

Frequently asked questions

We build a connection that sits alongside the EHR rather than replacing it. Over FHIR R4 and HL7 v2.x, or through Redox or Health Gorilla where direct access is slow to obtain, we read the chart data an automation needs and write the completed action back into the same EHR staff already use. The goal is fewer clicks in the tools staff already use, with no new system to log into.
Yes. We build payer-rule matching so the system knows what each plan requires, auto-assembles the auth packet from chart data, tracks status, and drafts appeals when something is denied. Where a payer supports an electronic prior-auth or eligibility API, via Availity, Change Healthcare, or Waystar, we wire it in; where it’s still fax and portal, we build the tracked queue so nothing gets lost, and we’ll tell you which payers support which path.
We treat triage as safety-critical: red-flag terms and results escalate immediately rather than sitting in a draft queue, confidence thresholds route uncertain cases to a human, and nothing is auto-sent without review on the workflows that warrant it. The system is tuned to over-escalate rather than under-escalate, and every routing decision is auditable so you can see why a message went where it did.

Building an AI provider-workflow product? Schedule a meeting.

We’ve architected inbox triage, scheduling, prior-auth automation, and EHR integration with HIPAA, BAA coverage, and human-in-the-loop review built in from day one. Tell us what you’re building.

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