Features
Revenue Assurance – pre-bill EMR scanning for data, documentation, and coverage risks
Smart Intake – centralizes referrals from fax, email, and portals with auto-extraction
Real-time eligibility verification
Authorization Autopilot – automated prior auth submission, tracking, renewal alerts
Billing Operations – claims-to-cash: payment posting, denial handling, follow-up
Platform Intelligence – real-time unified dashboard for revenue performance
AI digital workers automate manual portal logins and data entry
Auto-extraction of patient data from scanned referrals and faxes
Denial handling with AI-generated appeal letters
Payment mismatch detection and reconciliation
Prior authorization usage tracking and renewal management
Complete AR visibility with bottleneck identification
SOC 2 certified compliance
Integration with EMR and billing systems
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