Front DeskPopular
Appointment Scheduler
Books, moves and fills appointments from your waitlist.
Runs whenA patient asks to book, move or cancel
Marketplace
Add a bot.It starts working.
18 templates built for clinics, each with its steps, tools and human checks already set up.
- 18 ready-made bots
- 6 categories
- ~3 min to set up
Front Desk
Patient Intake
Sends intake forms and chases what is missing.
Runs whenA new appointment is booked
Front Desk
Reminders & No-shows
Confirms visits and rebooks the ones that slip.
Runs whenEvery morning at 7:00
Clinical NotesPopular
Visit Prep
A one-page brief for every patient, before you walk in.
Runs whenThe evening before each clinic day
Clinical NotesPopular
Clinical Scribe
Turns the visit conversation into a draft note.
Runs whenThe doctor starts a visit recording
Clinical Notes
Lab Results Summarizer
Sorts new results and flags the ones that matter.
Runs whenA new result arrives in the chart
Patient Follow-upPopular
Patient Follow-up
Checks in after each visit and escalates red flags.
Runs whenA visit is closed in the chart
Patient Follow-up
Care Plan Coach
Keeps patients on their meds and care plan.
Runs whenA care plan is signed
Patient Follow-up
Post-op Check-in
Daily recovery check-ins after surgery.
Runs whenA procedure is marked complete
Billing & InsurancePopular
Insurance Verifier
Checks coverage before the patient arrives.
Runs whenTwo days before each visit
Billing & Insurance
Prior Authorization
Builds the prior auth packet and tracks it to approval.
Runs whenAn order needs prior authorization
Billing & Insurance
Claim Scrubber
Catches coding errors before claims go out.
Runs whenClaims are ready to submit
Referrals & CarePopular
Referral Coordinator
Sends referrals and tracks them until the visit happens.
Runs whenA referral order is signed
Referrals & Care
Records Request
Collects outside records before the visit.
Runs whenA new patient lists past providers
Referrals & Care
Discharge Assistant
Plain-language discharge plans and a clean handoff.
Runs whenA discharge order is placed
Practice OpsPopular
Inbox Triage
Sorts the shared inbox and routes every message.
Runs whenA new message lands in the shared inbox
Practice Ops
Daily Huddle Brief
A two-minute morning summary for the whole team.
Runs whenEvery clinic morning at 7:30
Practice Ops
Shift Coverage
Finds cover when someone calls in sick.
Runs whenA shift becomes open