Features
Auto-classify licenses, DEAs, malpractice, board certs, sanctions
Field-level extraction with confidence scoring
Predictive alerts for credential expirations
AI-drafted state and payer enrollment applications
Unified visibility dashboard with market/payer/provider filters
Centralized communications with auto-assembled packets
Threaded payer follow-ups with AI-drafted replies
Fee schedule extraction from PDFs, spreadsheets, exports
Code-level rate normalization with utilization weighting
Revenue opportunity analysis with uplift prompts
Auto-generated payer roster files with AI reconciliation
Audit-ready event history per provider
Delegated credentialing with re-credentialing scheduling
Role- and market-based access controls
Reporting and analytics across credentialing and payer work
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