Integrates with most EMR/EHRs

Automate the patient journey.

A visual workflow builder that connects scheduling, messaging, AI, and billing into patient journeys that run themselves.

Drag. Drop. Automate.

Build multi-step workflows visually – no code, no devs. Drag triggers, actions, conditions, and delays onto a canvas and connect them.

Workflow diagram: missed call trigger on Friday at 1pm, AI Text action, 2-hour wait, then Email action
Workflow diagram showing missed call trigger leading to AI Text action, then 2-hour wait before Email action

Drag. Drop. Automate.

Build multi-step workflows visually – no code, no devs. Drag triggers, actions, conditions, and delays onto a canvas and connect them.

Map the entire patient experience

Ad click
Form
Booking
AI text
Intake forms
Reminder
Thank you
Appointment
Review Request
6 month recall
Ad click
Form
AI text
Booking
Intake forms
Reminder
Appointment
Thank you
Review Request
6 month recall
Reminder
Appointment
Thank you
Review Request
6 month recall

Example Journeys:

New patient acquisition

Ad
Booking
Onboarding

Post-visit follow-up

Visit
Thank you
Review
Recall

Missed call recovery

Missed call
AI text
Booking

Reactivation campaign

12 months inactive
Email
SMS
Book

Referral processing

Referral
AI extraction
Contact
Book

Cancellation save

Cancel
text with reschedule link
AI WORKFLOWS

Workflows that think, not just execute.

Inject AI into any step. AI reads form responses and routes to the right department. AI summarizes calls and triggers follow-ups. AI scores leads and prioritizes callbacks. These adapt based on context.

AI lead scoring & routing
AI call summary triggers
AI form response analysis
AI personalized follow-ups
AI sentiment detection
AI insurance verification
integration

Connect your tools. Automate across systems.

Trigger actions in your EMR, sync with billing, push to Slack, fire webhooks to any API. When a patient books, your EMR updates. When payment is collected, your accounting tool knows.

Cloud icon surrounded by connected symbols for user profile, location, document, chart, and settings
Cloud server icon connected to surrounding icons representing location, patient records, messaging, and building

SMS, email, calls, tasks, AI - all in one workflow.

SMS
Email
AI call
AI text
Staff Task
Phone Call
Form Send
Payment Req
integration

Forms that fill themselves out.

Appointment Reminders

(SMS+Email)

Missed Call Recovery

(AI Text)

Review Request

(Post-Apt)

Patient Reactivation

(6/12 month)

Cancellation Recovery

Birthday Campaigns

See which workflows drive results.

Dashboard metrics showing 1,250 enrolled patients, 1,089 completed (32% increase), $1,250 revenue, and drop-off at step 3
Dashboard metrics showing 1,250 enrolled patients, 1,089 completed with 32% increase, $1,250 revenue, and drop-off at step 3 with 8% decrease

See which workflows drive results.

Your processes should run themselves.