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.
What it does
Automate the busywork.
Build the automations your practice needs without a developer.
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 rather than a nightly sync, and whatever it does is written back to the chart with the rest of the patient's history.
Get started
Automate the busywork.
Start from a template, change the two things that are different about your clinic, and turn it on.