8 workflow automations purpose-built on top of CareTend — no data leaves your system, no parallel tool for your team to learn.
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.
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 CareTend — uses the native API or agent integration so nothing leaves the system of record.
AI reviews every encounter in CareTend, flags missing specificity, suggests the supported code, and queues physician queries — revenue per encounter climbs and audit risk falls. Purpose-built for teams running CareTend — 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 CareTend — 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 CareTend, and handles the digital payment flow — patient collections climb 40%. Purpose-built for teams running CareTend — 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 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.
