8 workflow automations purpose-built on top of CareTend — no data leaves your system, no parallel tool for your team to learn.
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 CareTend — uses the native API or agent integration so nothing leaves the system of record.
AI checks payer-specific PA requirements, pulls the chart from CareTend, submits the PA with clinical justification, and tracks status — turnaround drops from 7 days to under 48 hours. Purpose-built for teams running CareTend — uses the native API or agent integration so nothing leaves the system of record.
AI runs PDMP checks on every controlled-substance order, documents the check in CareTend, flags concerning patterns, and generates compliance reports — audit-ready, every prescription. Purpose-built for teams running CareTend — uses the native API or agent integration so nothing leaves the system of record.
AI schedules infusions against chair capacity in CareTend, verifies drug stock and PA, and rebalances when patients reschedule — chair utilization climbs and patients stop waiting. Purpose-built for teams running CareTend — uses the native API or agent integration so nothing leaves the system of record.
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 CareTend — uses the native API or agent integration so nothing leaves the system of record.
AI sends the intake packet via CareTend, 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 CareTend — uses the native API or agent integration so nothing leaves the system of record.
AI triages incoming referrals by acuity, schedules them into open slots in CareTend, and chases outgoing referral loop closure with consulting providers — no referral gets lost. Purpose-built for teams running CareTend — uses the native API or agent integration so nothing leaves the system of record.
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 CareTend — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of CareTend for any repetitive process. Tell us what you'd automate.
