8 workflow automations purpose-built on top of Alma — no data leaves your system, no parallel tool for your team to learn.
AI drafts the encounter note from the visit audio and prior chart, populates orders and billing codes, and queues it for provider sign-off — charts close same-day, every day. Purpose-built for teams running Alma — uses the native API or agent integration so nothing leaves the system of record.
AI reviews every encounter in SimplePractice, flags missing specificity, suggests the supported code, and queues physician queries — revenue per encounter climbs and audit risk falls. Purpose-built for teams running Alma — uses the native API or agent integration so nothing leaves the system of record.
AI runs eligibility 72 hours before every appointment, flags inactive or changed coverage, and triggers patient outreach for new info — write-offs from bad eligibility drop 85%. Purpose-built for teams running Alma — uses the native API or agent integration so nothing leaves the system of record.
AI segments patient balances by likelihood-to-pay, drafts personalized payment-plan offers from SimplePractice, and handles the digital payment flow — patient collections climb 40%. Purpose-built for teams running Alma — uses the native API or agent integration so nothing leaves the system of record.
AI classifies each refill request against protocol, auto-approves routine refills with provider sign-off, and escalates anything requiring clinical judgment — nurse hours return to clinical work. Purpose-built for teams running Alma — uses the native API or agent integration so nothing leaves the system of record.
AI triages each result against the ordering context, queues abnormals for provider review, drafts patient communication, and books follow-up when indicated — no abnormal result sits more than 24 hours. Purpose-built for teams running Alma — uses the native API or agent integration so nothing leaves the system of record.
AI tracks every measure gap in real time from SimplePractice, schedules outreach for overdue patients, and reports attainment monthly — practices hit bonus thresholds instead of missing them. Purpose-built for teams running Alma — uses the native API or agent integration so nothing leaves the system of record.
AI orchestrates the booking across SimplePractice and facility systems, verifies insurance, confirms PA, and secures equipment — time-to-surgery drops and OR utilization climbs. Purpose-built for teams running Alma — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of Alma for any repetitive process. Tell us what you'd automate.
