Automations
Engines that run the practice. AI that builds them.
One runtime powers client journeys, board moves, and clinical and billing rules. Optional AI drafts the journey in plain language, or you build every step yourself.
Choose a Path
Build a workflow in natural language
Tell our automations how you want the practice to run in natural language and it will build the workflow for you to approve.
What it changes
Less chasing, fewer missed fees
Stop chasing clients
Reminders, recalls and chase journeys run across email, SMS, WhatsApp and the portal so the team is not chasing by hand.
Boards that move themselves
Active Cases and Day Board cards follow check-in, rooms, discharge and visit status — the same events already on the record.
Less admin at checkout
Draft invoice lines, patient status and discharge prompts follow the consult, so checkout matches the work that happened.
See the engines on a walkthrough
We will show a reminder journey, a board that moves on check-in, and how charges land on the draft invoice.
Or go straight to Automation Engines.