AI Automation for Primary Care

Custom AI workflows built specifically for primary care: deep integrations with the athenahealth stack, healthcare-grade privacy, and workflows that pay back in weeks, not years.

Workflows for Primary Care

Medical Office Manager · Communication & Outreach

Patient Experience Feedback Loop for Medical Office Managers

AI sends post-visit surveys, flags detractors for same-day outreach, and routes promoters to review sites — reputation and clinical quality move in the same direction.

athenahealth eClinicalWorks NextGen Email
Medical Office Manager · Finance & Accounting

Daily Denial Worklist Triage for Medical Office Managers

AI triages each denial by root cause, recovery likelihood, and appeal deadline — the team works the right denials first and the aged ones don't die quietly.

athenahealth eClinicalWorks NextGen Phreesia Zapier
Medical Office Manager · Reporting & Analytics

Controlled Substance & PDMP Compliance for Medical Office Managers

AI runs PDMP checks on every controlled-substance order, documents the check in athenahealth, flags concerning patterns, and generates compliance reports — audit-ready, every prescription.

athenahealth eClinicalWorks NextGen Google Drive
Medical Office Manager · Operations & Workflow

Infusion Chair & Drug Scheduling for Medical Office Managers

AI schedules infusions against chair capacity in athenahealth, verifies drug stock and PA, and rebalances when patients reschedule — chair utilization climbs and patients stop waiting.

athenahealth eClinicalWorks NextGen Google Drive
Medical Office Manager · Operations & Workflow

Prior Authorization Submission for Medical Office Managers

AI checks payer-specific PA requirements, pulls the chart from athenahealth, submits the PA with clinical justification, and tracks status — turnaround drops from 7 days to under 48 hours.

athenahealth eClinicalWorks NextGen Google Drive
Medical Office Manager · Finance & Accounting

Claim Denial Appeal for Medical Office Managers

AI classifies denials by reason code, drafts the appeal letter with chart-cited clinical support, resubmits with corrected info, and tracks the payer response — appeal capture rate doubles.

athenahealth eClinicalWorks NextGen Phreesia Zapier
Medical Office Manager · Operations & Workflow

New Patient Intake & Chart Prep for Medical Office Managers

AI sends the intake packet via athenahealth, ingests responses, requests records from prior providers via HIE/fax, verifies insurance, and pre-populates the chart — patient arrives and the provider is ready.

athenahealth eClinicalWorks NextGen Phreesia Slack
Medical Office Manager · Communication & Outreach

Referral Management & Loop Closure for Medical Office Managers

AI triages incoming referrals by acuity, schedules them into open slots in athenahealth, and chases outgoing referral loop closure with consulting providers — no referral gets lost.

athenahealth eClinicalWorks NextGen Phreesia Slack

Compare the tools

Custom AI for your primary care practice

The workflows above are starting points. Every primary care operation runs differently — we build what you actually need.