AI Automation for athenahealth

88 workflow automations purpose-built on top of athenahealth — no data leaves your system, no parallel tool for your team to learn.

Roles using athenahealth

Cardiology Practice ManagerDermatology Practice ManagerENT Practice ManagerGastroenterology Practice ManagerMedical Office ManagerNeurology Practice ManagerOB-GYN Practice ManagerPain Management Practice ManagerPediatric Practice ManagerUrgent Care ManagerUrology Practice Manager
Cardiology Practice Manager · Reporting & Analytics

HEDIS / Quality Measure Tracking

AI tracks every measure gap in real time from Epic, schedules outreach for overdue patients, and reports attainment monthly — practices hit bonus thresholds instead of missing them. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Cardiology Practice Manager · Operations & Workflow

Surgical Case Scheduling

AI orchestrates the booking across Epic and facility systems, verifies insurance, confirms PA, and secures equipment — time-to-surgery drops and OR utilization climbs. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Cardiology Practice Manager · Communication & Outreach

Patient Recall & Gap Closure

AI identifies overdue patients, sends personalized multi-channel recall, fills open slots from the recall pool, and reports reactivation rate — panel retention climbs measurably. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Cardiology Practice Manager · Communication & Outreach

Telehealth Visit Follow-up

AI drafts post-visit instructions from the encounter, sends them to the patient, places orders in Epic, and schedules the next visit — the care plan actually happens. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Cardiology Practice Manager · Operations & Workflow

Provider Credentialing & Payer Enrollment

AI assembles the CAQH profile, submits payer applications, tracks each status, and escalates stalls — time-to-enrolled drops from 120 days to 60. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Cardiology Practice Manager · Communication & Outreach

Patient Experience Feedback Loop

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. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Cardiology Practice Manager · Finance & Accounting

Daily Denial Worklist Triage

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. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Cardiology Practice Manager · Reporting & Analytics

Controlled Substance & PDMP Compliance

AI runs PDMP checks on every controlled-substance order, documents the check in Epic, flags concerning patterns, and generates compliance reports — audit-ready, every prescription. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Dermatology Practice Manager · Data Entry & Processing

Insurance Eligibility Verification

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 athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Dermatology Practice Manager · Finance & Accounting

Patient Balance Collections

AI segments patient balances by likelihood-to-pay, drafts personalized payment-plan offers from Modernizing Medicine EMA, and handles the digital payment flow — patient collections climb 40%. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Dermatology Practice Manager · Communication & Outreach

Rx Refill Request Processing

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 athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Dermatology Practice Manager · Communication & Outreach

Lab Result Triage & Follow-up

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 athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Dermatology Practice Manager · Reporting & Analytics

HEDIS / Quality Measure Tracking

AI tracks every measure gap in real time from Modernizing Medicine EMA, schedules outreach for overdue patients, and reports attainment monthly — practices hit bonus thresholds instead of missing them. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Dermatology Practice Manager · Operations & Workflow

Surgical Case Scheduling

AI orchestrates the booking across Modernizing Medicine EMA and facility systems, verifies insurance, confirms PA, and secures equipment — time-to-surgery drops and OR utilization climbs. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Dermatology Practice Manager · Communication & Outreach

Patient Recall & Gap Closure

AI identifies overdue patients, sends personalized multi-channel recall, fills open slots from the recall pool, and reports reactivation rate — panel retention climbs measurably. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Dermatology Practice Manager · Communication & Outreach

Telehealth Visit Follow-up

AI drafts post-visit instructions from the encounter, sends them to the patient, places orders in Modernizing Medicine EMA, and schedules the next visit — the care plan actually happens. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Pediatric Practice Manager · Finance & Accounting

Daily Denial Worklist Triage

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. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Pediatric Practice Manager · Reporting & Analytics

Controlled Substance & PDMP Compliance

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. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Pediatric Practice Manager · Operations & Workflow

Infusion Chair & Drug Scheduling

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. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Pediatric Practice Manager · Operations & Workflow

Prior Authorization Submission

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. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Pediatric Practice Manager · Finance & Accounting

Claim Denial Appeal

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. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Pediatric Practice Manager · Operations & Workflow

New Patient Intake & Chart Prep

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. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Pediatric Practice Manager · Communication & Outreach

Referral Management & Loop Closure

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. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Pediatric Practice Manager · Communication & Outreach

No-Show Reduction & Recall

AI sends personalized, channel-optimized reminders (SMS/email/voice) per patient preference, offers reschedule slots, and fills openings from the recall list — no-show rate drops to under 6%. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

OB-GYN Practice Manager · Operations & Workflow

New Patient Intake & Chart Prep

AI sends the intake packet via Epic, ingests responses, requests records from prior providers via HIE/fax, verifies insurance, and pre-populates the chart — patient arrives and the provider is ready. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

OB-GYN Practice Manager · Communication & Outreach

Referral Management & Loop Closure

AI triages incoming referrals by acuity, schedules them into open slots in Epic, and chases outgoing referral loop closure with consulting providers — no referral gets lost. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

OB-GYN Practice Manager · Communication & Outreach

No-Show Reduction & Recall

AI sends personalized, channel-optimized reminders (SMS/email/voice) per patient preference, offers reschedule slots, and fills openings from the recall list — no-show rate drops to under 6%. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

OB-GYN Practice Manager · Data Entry & Processing

Chart Closure & Encounter Documentation

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 athenahealth — uses the native API or agent integration so nothing leaves the system of record.

OB-GYN Practice Manager · Reporting & Analytics

Coding & CDI Quality Check

AI reviews every encounter in Epic, flags missing specificity, suggests the supported code, and queues physician queries — revenue per encounter climbs and audit risk falls. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

OB-GYN Practice Manager · Data Entry & Processing

Insurance Eligibility Verification

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 athenahealth — uses the native API or agent integration so nothing leaves the system of record.

OB-GYN Practice Manager · Finance & Accounting

Patient Balance Collections

AI segments patient balances by likelihood-to-pay, drafts personalized payment-plan offers from Epic, and handles the digital payment flow — patient collections climb 40%. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

OB-GYN Practice Manager · Communication & Outreach

Rx Refill Request Processing

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 athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Neurology Practice Manager · Communication & Outreach

Patient Experience Feedback Loop

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. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Neurology Practice Manager · Finance & Accounting

Daily Denial Worklist Triage

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. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Neurology Practice Manager · Reporting & Analytics

Controlled Substance & PDMP Compliance

AI runs PDMP checks on every controlled-substance order, documents the check in Epic, flags concerning patterns, and generates compliance reports — audit-ready, every prescription. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Neurology Practice Manager · Operations & Workflow

Infusion Chair & Drug Scheduling

AI schedules infusions against chair capacity in Epic, verifies drug stock and PA, and rebalances when patients reschedule — chair utilization climbs and patients stop waiting. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Neurology Practice Manager · Operations & Workflow

Prior Authorization Submission

AI checks payer-specific PA requirements, pulls the chart from Epic, submits the PA with clinical justification, and tracks status — turnaround drops from 7 days to under 48 hours. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Neurology Practice Manager · Finance & Accounting

Claim Denial Appeal

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. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Neurology Practice Manager · Operations & Workflow

New Patient Intake & Chart Prep

AI sends the intake packet via Epic, ingests responses, requests records from prior providers via HIE/fax, verifies insurance, and pre-populates the chart — patient arrives and the provider is ready. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Neurology Practice Manager · Communication & Outreach

Referral Management & Loop Closure

AI triages incoming referrals by acuity, schedules them into open slots in Epic, and chases outgoing referral loop closure with consulting providers — no referral gets lost. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Urology Practice Manager · Operations & Workflow

Provider Credentialing & Payer Enrollment

AI assembles the CAQH profile, submits payer applications, tracks each status, and escalates stalls — time-to-enrolled drops from 120 days to 60. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Urology Practice Manager · Communication & Outreach

Patient Experience Feedback Loop

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. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Urology Practice Manager · Finance & Accounting

Daily Denial Worklist Triage

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. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Urology Practice Manager · Reporting & Analytics

Controlled Substance & PDMP Compliance

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. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Urology Practice Manager · Operations & Workflow

Infusion Chair & Drug Scheduling

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. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Urology Practice Manager · Operations & Workflow

Prior Authorization Submission

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. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Urology Practice Manager · Finance & Accounting

Claim Denial Appeal

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. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Urology Practice Manager · Operations & Workflow

New Patient Intake & Chart Prep

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. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

ENT Practice Manager · Communication & Outreach

Rx Refill Request Processing

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 athenahealth — uses the native API or agent integration so nothing leaves the system of record.

ENT Practice Manager · Communication & Outreach

Lab Result Triage & Follow-up

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 athenahealth — uses the native API or agent integration so nothing leaves the system of record.

ENT Practice Manager · Reporting & Analytics

HEDIS / Quality Measure Tracking

AI tracks every measure gap in real time from athenahealth, schedules outreach for overdue patients, and reports attainment monthly — practices hit bonus thresholds instead of missing them. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

ENT Practice Manager · Operations & Workflow

Surgical Case Scheduling

AI orchestrates the booking across athenahealth and facility systems, verifies insurance, confirms PA, and secures equipment — time-to-surgery drops and OR utilization climbs. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

ENT Practice Manager · Communication & Outreach

Patient Recall & Gap Closure

AI identifies overdue patients, sends personalized multi-channel recall, fills open slots from the recall pool, and reports reactivation rate — panel retention climbs measurably. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

ENT Practice Manager · Communication & Outreach

Telehealth Visit Follow-up

AI drafts post-visit instructions from the encounter, sends them to the patient, places orders in athenahealth, and schedules the next visit — the care plan actually happens. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

ENT Practice Manager · Operations & Workflow

Provider Credentialing & Payer Enrollment

AI assembles the CAQH profile, submits payer applications, tracks each status, and escalates stalls — time-to-enrolled drops from 120 days to 60. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

ENT Practice Manager · Communication & Outreach

Patient Experience Feedback Loop

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. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Gastroenterology Practice Manager · Operations & Workflow

Prior Authorization Submission

AI checks payer-specific PA requirements, pulls the chart from gMed gGastro, submits the PA with clinical justification, and tracks status — turnaround drops from 7 days to under 48 hours. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Gastroenterology Practice Manager · Finance & Accounting

Claim Denial Appeal

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. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Gastroenterology Practice Manager · Operations & Workflow

New Patient Intake & Chart Prep

AI sends the intake packet via gMed gGastro, ingests responses, requests records from prior providers via HIE/fax, verifies insurance, and pre-populates the chart — patient arrives and the provider is ready. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Gastroenterology Practice Manager · Communication & Outreach

Referral Management & Loop Closure

AI triages incoming referrals by acuity, schedules them into open slots in gMed gGastro, and chases outgoing referral loop closure with consulting providers — no referral gets lost. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Gastroenterology Practice Manager · Communication & Outreach

No-Show Reduction & Recall

AI sends personalized, channel-optimized reminders (SMS/email/voice) per patient preference, offers reschedule slots, and fills openings from the recall list — no-show rate drops to under 6%. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Gastroenterology Practice Manager · Data Entry & Processing

Chart Closure & Encounter Documentation

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 athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Gastroenterology Practice Manager · Reporting & Analytics

Coding & CDI Quality Check

AI reviews every encounter in gMed gGastro, flags missing specificity, suggests the supported code, and queues physician queries — revenue per encounter climbs and audit risk falls. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Gastroenterology Practice Manager · Data Entry & Processing

Insurance Eligibility Verification

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 athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Pain Management Practice Manager · Communication & Outreach

Referral Management & Loop Closure

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. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Pain Management Practice Manager · Communication & Outreach

No-Show Reduction & Recall

AI sends personalized, channel-optimized reminders (SMS/email/voice) per patient preference, offers reschedule slots, and fills openings from the recall list — no-show rate drops to under 6%. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Pain Management Practice Manager · Data Entry & Processing

Chart Closure & Encounter Documentation

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 athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Pain Management Practice Manager · Reporting & Analytics

Coding & CDI Quality Check

AI reviews every encounter in athenahealth, flags missing specificity, suggests the supported code, and queues physician queries — revenue per encounter climbs and audit risk falls. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Pain Management Practice Manager · Data Entry & Processing

Insurance Eligibility Verification

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 athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Pain Management Practice Manager · Finance & Accounting

Patient Balance Collections

AI segments patient balances by likelihood-to-pay, drafts personalized payment-plan offers from athenahealth, and handles the digital payment flow — patient collections climb 40%. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Pain Management Practice Manager · Communication & Outreach

Rx Refill Request Processing

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 athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Pain Management Practice Manager · Communication & Outreach

Lab Result Triage & Follow-up

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 athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Medical Office Manager · Communication & Outreach

Patient Experience Feedback Loop

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. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Medical Office Manager · Finance & Accounting

Daily Denial Worklist Triage

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. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Medical Office Manager · Reporting & Analytics

Controlled Substance & PDMP Compliance

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. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Medical Office Manager · Operations & Workflow

Infusion Chair & Drug Scheduling

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. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Medical Office Manager · Operations & Workflow

Prior Authorization Submission

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. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Medical Office Manager · Finance & Accounting

Claim Denial Appeal

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. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Medical Office Manager · Operations & Workflow

New Patient Intake & Chart Prep

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. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Medical Office Manager · Communication & Outreach

Referral Management & Loop Closure

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. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Urgent Care Manager · Finance & Accounting

Claim Denial Appeal

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. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Urgent Care Manager · Operations & Workflow

New Patient Intake & Chart Prep

AI sends the intake packet via DocuTAP, ingests responses, requests records from prior providers via HIE/fax, verifies insurance, and pre-populates the chart — patient arrives and the provider is ready. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Urgent Care Manager · Communication & Outreach

Referral Management & Loop Closure

AI triages incoming referrals by acuity, schedules them into open slots in DocuTAP, and chases outgoing referral loop closure with consulting providers — no referral gets lost. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Urgent Care Manager · Communication & Outreach

No-Show Reduction & Recall

AI sends personalized, channel-optimized reminders (SMS/email/voice) per patient preference, offers reschedule slots, and fills openings from the recall list — no-show rate drops to under 6%. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Urgent Care Manager · Data Entry & Processing

Chart Closure & Encounter Documentation

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 athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Urgent Care Manager · Reporting & Analytics

Coding & CDI Quality Check

AI reviews every encounter in DocuTAP, flags missing specificity, suggests the supported code, and queues physician queries — revenue per encounter climbs and audit risk falls. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Urgent Care Manager · Data Entry & Processing

Insurance Eligibility Verification

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 athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Urgent Care Manager · Finance & Accounting

Patient Balance Collections

AI segments patient balances by likelihood-to-pay, drafts personalized payment-plan offers from DocuTAP, and handles the digital payment flow — patient collections climb 40%. Purpose-built for teams running athenahealth — uses the native API or agent integration so nothing leaves the system of record.

Don't see the workflow you need on athenahealth?

We build custom AI workflows on top of athenahealth for any repetitive process. Tell us what you'd automate.