Features
Automated denial detection and dashboard
Smart denial prioritization by financial impact and win probability
Auto-generation of appeal packets with policy references
Policy-aware decision making (Medicare LCDs, payer contracts)
One-click submission to payer portals (UnitedHealthcare, Availity, etc.)
Real-time submission tracking and status monitoring
Customizable resolution logic and agent rules
Deep denial and revenue analytics (overturn rate, revenue recovered, avg time)
Integration with major EHRs (Epic, Cerner, etc.)
Integration with major payer portals
Multi-insurance support (20+ payers)
Confidence scoring for generated appeals
Auto-tracking of submitted appeals
Denial queue with priority sorting
Customizable appeal templates
AI meeting preparation with deep research and battle cards (Evan)
CRM auto-updates via plain English commands (Atlas, coming soon)
Account monitoring with stakeholder and org change alerts (Nico, coming soon)
LinkedIn network analysis for warm lead generation (Iris, coming soon)
Lookalike customer discovery (Nova, coming soon)
Custom AI workers tailored to specific workflows
Secure isolated environment, no data training
Integration with CRM, email, calendar, call recorders
Slack and email notifications for AI worker outputs
Org chart mapping and stakeholder identification
Pipeline analytics and field updates
Record cleaning and standardization
Multi-agent system for task planning and execution (Z1 Engine)
Schema-level accuracy for enterprise workflows
