AI workflows for physician practices and clinics.

Doctor-led practices and outpatient clinics that see patients by appointment.

Who does this work

  • Practice manager
  • Physician owner
  • Front office manager

8 workflow templates ready to adapt, and 18 workflows identified.

Updated

Request this workflowBook a fit call
Examples of the workflows identified
  1. Compare a patient statement with the explanation of benefits
  2. Confirm the next day's appointments against customer replies
  3. Prepare a brief before a key customer or partner conversation
  4. Prepare the prior-authorization follow-up list
  5. Prepare the replenishment order

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Compare a patient statement with the explanation of benefitsPatient balances depend on payer adjudication shown on the explanation of benefits.Workflow templateConfirm the next day's appointments against customer repliesRuns on the practice's appointment export and approved scripts, keeps health questions for clinical staff, and also lists the day's no-shows.Workflow templatePrepare a brief before a key customer or partner conversationA medical practice and the offices that refer patients to it.Workflow templatePrepare the prior-authorization follow-up listInsurance payers must approve procedures before they are performed.Workflow templatePrepare the replenishment orderSets par levels per exam room and adds expiry checks on medical-surgical lots before the order goes in.Workflow templateTrack cases at an outside labCases are dental restorations whose lab due date must beat the patient's seating appointment.Workflow templateTrack provider credentialingClinician licences and payer enrolments must be current before the clinician can see patients.Workflow templateWork the insurance claim denial listPayer denial codes, appeal deadlines and coder review drive each item.Workflow template
Assemble a prior authorization review packetPayers require clinical and referral documentation before a service is approved for payment.Illustrative · not built yet
Build the interview plan and scorecardReceptionist and scheduling roles tested with front-desk administrative scenarios.Illustrative · not built yet
Check a new intake is complete and hand it onChecks a referral's records before scheduling and raises questions for the referring office.Illustrative · not built yet
Check a request for personal records before it is routedThe request is for patient records, so the check centres on the supplied authorization, the named recipient and the scope of records asked for.Illustrative · not built yet
Show all 18 workflows
Find the themes in customer feedbackPatient comments must be de-identified, and themes cover access, communication and billing.Illustrative · not built yet
Follow up a missed appointmentWorks from patient callback notes and contact preferences.Illustrative · not built yet
Plan a new employee's onboardingFront-desk staff learn the practice's patient handling routines, exceptions and handoffs.Illustrative · not built yet
Prepare a client invoice from approved work and its backupDocumented encounters, procedures and supplies are compared with posted charges so nothing is missed or duplicated before claims go out.Illustrative · not built yet
Review user access against current rolesAccess to patient records must match the new clinical or administrative role.Illustrative · not built yet
Turn a resolved case or repeated question into a help articleAdministrative patient questions about parking, portal access and appointments.Illustrative · not built yet

Workflow templates

Patient statement and explanation of benefits comparisonA billing specialist answering a patient’s question gets the statement and the insurer’s explanation of benefits compared line by line by service date, every unmatched amount traced to its page, and a plain-language reply drafted for approval. Nothing on the account changes.Workflow templateAppointment confirmation and no-show follow-upThe front desk gets tomorrow’s bookings from the appointment export with the practice’s approved script or message filled in for each, every reply recorded once staff have called, and today’s no-shows with open slots to offer them. Staff make every call and every diary change.Workflow templateReferring practice meeting briefBefore meeting a referring office that has raised handoff problems, the practice liaison gets one brief: what was promised to that office and whether each promise was kept, the questions its staff keep asking, counted by topic, and a proposed agenda. Counts only, no patient detail; the liaison decides.Workflow templatePrior-authorization follow-up listEach morning the referral coordinator gets one list from the practice’s own spreadsheet: which authorization requests to chase today, which procedures are booked without an approval, what the payer is waiting on, and what the list is missing. A person makes every call.Workflow templateClinic supply par levels and expiry checkFrom the clinic's own stock-count and usage exports, the person who orders supplies gets a par level and reorder point for every item in every room, what is below par, what will expire before it is used, and a draft order. Medical-surgical and office supplies only; a person approves every order.Workflow templateDental lab case trackerThe office coordinator keeps one tracker of every case at an outside dental lab: when it went, the lab's due date against the patient's seating, which cases are overdue or due back too late, each remake with its stated reason, and each lab's on-time record for the quarter. A person calls every lab.Workflow templateProvider credentialing and re-credentialing trackerThe credentialing coordinator keeps one tracker per clinician: each licence, registration, certification, insurance policy and payer enrolment, where it was verified, when it falls due, the day its renewal should start, and which files are not yet complete. A person contacts every board and payer.Workflow templateClaim denial work listThe billing coordinator gets every denied claim from the practice’s remittance export on one work list, sorted by kind of denial, appeal deadline and amount, with the paperwork each one needs and a short summary of where denials keep starting. Staff decide every appeal.Workflow template

Request this workflow

Tell us the work you need and the team that does it, and we build the workflow with you from your own procedures.

Request this workflowStart your plan

Where to go next

All of healthcareEvery area of the industry, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

Other kinds of business in this industry