Workflow Automation
Workflow Automation
Access and Act on intake data instantly,
wherever it arrives



Fax PDFs, portal messages, call notes converted into structured fields, routed tasks, and EMR-ready updates with safe exception handling.
Fax PDFs, portal messages, call notes converted into structured fields, routed tasks, and EMR-ready updates with safe exception handling.
Fax PDFs, portal messages, call notes converted into structured fields, routed tasks, and EMR-ready updates with safe exception handling.
24 / 7
24 / 7
Patient outreach & scheduling coverage
Patient outreach & scheduling coverage
100%
100%
Logged agent actions
Logged agent actions




From fax to structured intake
Fax & document automation
Classify and extract referral packets, demographics, insurance details, and visit context into structured data.
Validation & routing
Detect missing info, flag exceptions, and route tasks to the right team—without manual re-entry.


From fax to structured intake
Fax & document automation
Classify and extract referral packets, demographics, insurance details, and visit context into structured data.
Validation & routing
Detect missing info, flag exceptions, and route tasks to the right team—without manual re-entry.


From fax to structured intake
Fax & document automation
Classify and extract referral packets, demographics, insurance details, and visit context into structured data.
Validation & routing
Detect missing info, flag exceptions, and route tasks to the right team—without manual re-entry.


Scheduling and patient access agents
Appointment automation
Book, reschedule, cancel, and send reminders across voice/chat—configured to your clinic workflows.
Safe escalation
Human-in-the-loop handoffs for edge cases with full context, logs, and auditability.


Scheduling and patient access agents
Appointment automation
Book, reschedule, cancel, and send reminders across voice/chat—configured to your clinic workflows.
Safe escalation
Human-in-the-loop handoffs for edge cases with full context, logs, and auditability.


Scheduling and patient access agents
Appointment automation
Book, reschedule, cancel, and send reminders across voice/chat—configured to your clinic workflows.
Safe escalation
Human-in-the-loop handoffs for edge cases with full context, logs, and auditability.


Revenue ops & non-clinical automation
Eligibility workflows
Automate eligibility checks, follow-ups, and documentation prompts to reduce operational delays.
Operational task orchestration
Coordinate work across front desk, referrals, and billing teams with clear queues and exception handling.


Revenue ops & non-clinical automation
Eligibility workflows
Automate eligibility checks, follow-ups, and documentation prompts to reduce operational delays.
Operational task orchestration
Coordinate work across front desk, referrals, and billing teams with clear queues and exception handling.


Revenue ops & non-clinical automation
Eligibility workflows
Automate eligibility checks, follow-ups, and documentation prompts to reduce operational delays.
Operational task orchestration
Coordinate work across front desk, referrals, and billing teams with clear queues and exception handling.


"What used to take hours is now handled in minutes—our intake and scheduling workflows are finally predictable."
Dylan Yasin Gyasi
CEO | Nextvise AI
"What used to take hours is now handled in minutes—our intake and scheduling workflows are finally predictable."
Dylan Yasin Gyasi
CEO | Nextvise AI
"What used to take hours is now handled in minutes—our intake and scheduling workflows are finally predictable."
Dylan Yasin Gyasi
CEO | Nextvise AI
What we deliver
What we deliver
What we deliver
From referral bottlenecks to revenue ops, we help teams move faster with
less manual work

Custom healthcare LLM systems
Healthcare-grade RAG + fine-tuning for summarization, extraction, and ops assistants with HIPAA-aligned deployment.

Custom healthcare LLM systems
Healthcare-grade RAG + fine-tuning for summarization, extraction, and ops assistants with HIPAA-aligned deployment.

Custom healthcare LLM systems
Healthcare-grade RAG + fine-tuning for summarization, extraction, and ops assistants with HIPAA-aligned deployment.

Voice & chat agents for scheduling
Automate booking and outreach with safe escalation rules and team handoffs when exceptions occur.

Voice & chat agents for scheduling
Automate booking and outreach with safe escalation rules and team handoffs when exceptions occur.

Voice & chat agents for scheduling
Automate booking and outreach with safe escalation rules and team handoffs when exceptions occur.

EMR integrations
Plug into existing systems using proven integration approaches—minimal disruption to operations.

EMR integrations
Plug into existing systems using proven integration approaches—minimal disruption to operations.

EMR integrations
Plug into existing systems using proven integration approaches—minimal disruption to operations.
HIPAA-ready delivery built for enterprise
Encryption, audit logs, role-based access, PHI minimization, and human-in-the-loop controls.










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Your Journey to Smarter Healthcare Starts Here



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Your Journey to Smarter Healthcare Starts Here



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Your Journey to Smarter Healthcare Starts Here












