Features
One-click data updates from Excel to Word
Automate 100% of document design
Use variables for numbers, phrases, words
Conditional logic for document sections
Automatic insertion of tables, charts, numbers
Batch process hundreds of documents
Consistent branding across templates
Centralized repository for templates and T&Cs
Output to PDF, JPG, PNG, EMF
Unlimited screen-to-screen support (WebEx/Zoom/Teams)
Customizable installer per client needs
AI Agents for automated workflow execution
Flow Builder low-code automation design tool
Sidekick natural language AI assistant
Flow AI in-platform automation assistant
Voice AI for patient communications
Automated copay estimation with RTE verification
Care gap outreach and self-scheduling
Automated referral management and leakage reduction
Automated appeal letter generation
Real-time eligibility verification
Patient intake and registration automation
Order transcription automation
Denial prevention workflows
Pre-procedure instructions via Voice AI Agent
