Add-on services

Take more off your front desk.

The same platform that runs your billing also handles the other work that comes after the visit. Add any of these services to your billing engagement.

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Work & school note writer

Patients request a work or school note, or an extension of one, online. A provider, or a nurse where you delegate it, reviews and e-signs it. The patient receives a secure link that expires, and every view is logged. Extensions are linked to the original note.

  • No more phone calls for notes
  • Provider sign-off on every note
  • Tamper-evident, auditable delivery
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Medical records release

We take in records requests from patients, attorneys, employers and other providers. Each request is tracked from intake to delivery, fulfilled with the right documents, and delivered through secure links with a full audit trail.

  • One queue for every request
  • Fees invoiced and collected where allowed
  • Status visible to the requester
☎

AI phone agent

A HIPAA-covered AI voice agent answers your billing and records lines 24/7. It takes payments, explains balances, and passes calls to a person when one is needed. Every call is recorded and filed in the patient’s conversation.

  • No missed calls after hours
  • Shorter hold times during the day
  • A full transcript of every call
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After-visit support line

A dedicated number patients can call or text with questions after their visit. AI answers the routine questions and sends anything clinical to your staff, with the context already attached.

  • Fewer callbacks for your front desk
  • Patients feel looked after
  • Clinical questions routed to the right person
✓

Clinical oversight & chart review

For practices with supervised providers, we provide supervising-physician chart review. It covers seeded random sampling, written feedback, and e-signed attestations from both the reviewer and the provider, all documented for your delegation agreements.

  • Review percentages set by state and license type
  • Each sample records how many charts it was drawn from
  • An audit-ready record of every review
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Practice Insights dashboard

A live dashboard for owners and administrators showing collections, outstanding balances, patient inquiries, and staff and AI activity across every location.

  • Live, not monthly
  • Broken out by location
  • Shareable with partners
⎙

Fax & document hub

Inbound fax is captured digitally, filed, and stored encrypted alongside the rest of the patient’s documents. Outbound documents go out by secure link instead of an unsecured email attachment.

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Unified patient messaging

Text, email and voicemail for every patient in one conversation, shared across your team. Nothing gets lost when someone is out.