Automation & Insights · Workflow Studio

Your practice runs itself. You just set the rules.

A visual, drag-and-drop builder with 35+ node types, including voice and AI, for reminders, intake routing, follow-ups, and billing triggers. No code required.

35+ node types · voice and AI nodes · no code

See it work

Design the pathway. Keep it auditable.

A visual workflow builder with typed nodes for triggers, actions, conditions, human tasks and AI agents.
Drag typed steps from trigger to human task to AI agent. The pathway stays auditable end to end.

What it does

Automate the busywork.

Visual builder

Drag, drop, and connect triggers, conditions, and actions.

AI and voice nodes

Respond to abnormal labs, escalate on risk, or run a voice IVR.

Templates and batch

Start from a template and run a workflow across many patients at once.

Part of Automation & Insights

A workflow fires on a real clinical event, not a nightly sync, and writes what it does back to the patient's chart.

Explore Automation & Insights

Get started

Automate the busywork.

Start from a template, change the two things that are different about your clinic, and turn it on.