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Real-world, practical AI automations that help capture missed revenue and increase operational efficiency — purpose-built for your industry.

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Browse AI Automations

Explore our library of pre-built AI workflows for your business.

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115 automations found

Inactive Patient Reactivation (90/180/365 Day)

$199

Tiered campaigns: 90 days (warm), 180 days (cooling), 365 days (cold)

StandardSaves 3-5 hours/week

Tiered campaigns: 90 days (warm), 180 days (cooling), 365 days (cold). Progressively stronger messaging and incentives. AI voice for high-value patients.

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Annual Wellness & Preventive Care Recall

$199

Comprehensive recall: annual physicals, mammograms, colonoscopies, bone density, vaccinations

StandardSaves 3-5 hours/week

Comprehensive recall: annual physicals, mammograms, colonoscopies, bone density, vaccinations. Multi-channel ensures patients don't fall behind.

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Patient Satisfaction Pulse Surveys

$199

Short surveys (3-5 questions) after visits

StandardSaves 3-5 hours/week

Short surveys (3-5 questions) after visits. Negative responses trigger immediate staff alerts. Aggregate data for practice improvement.

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Cancelled Appointment Revenue Recovery

$199

When patient cancels without rebooking, empathetic recovery sequence with flexible options and urgency around health nee

StandardSaves 3-5 hours/week

When patient cancels without rebooking, empathetic recovery sequence with flexible options and urgency around health needs.

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Unscheduled Treatment Plan Follow-Through

$499

Track treatment plan acceptance and completion

ComplexSaves 15-25 hours/week

Track treatment plan acceptance and completion. Automated reminders and encouragement increase treatment acceptance rates.

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Expired Pre-Authorization Recovery

$499

Track pre-authorizations expiring soon, proactively contact patients to schedule before expiration

ComplexSaves 15-25 hours/week

Track pre-authorizations expiring soon, proactively contact patients to schedule before expiration. Prevents lost revenue from wasted authorizations.

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Abandoned Online Booking Recovery

$199

When patient starts booking but doesn't complete, trigger recovery sequence

StandardSaves 3-5 hours/week

When patient starts booking but doesn't complete, trigger recovery sequence. They were interested — help them finish.

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High-Value Patient VIP Retention Program

$499

Identify and nurture high-value patients with VIP treatment: priority scheduling, personal check-ins, loyalty rewards, e

ComplexSaves 15-25 hours/week

Identify and nurture high-value patients with VIP treatment: priority scheduling, personal check-ins, loyalty rewards, early access.

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HIPAA Consent & Communication Preference Manager

$199

Collect HIPAA consent, SMS opt-in, email preferences

StandardSaves 3-5 hours/week

Collect HIPAA consent, SMS opt-in, email preferences. Track dates, renewal requirements, respect preferences across all automations.

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TCPA-Compliant AI Voice Call Authorization

$199

Before any AI outbound call, verify explicit consent

StandardSaves 3-5 hours/week

Before any AI outbound call, verify explicit consent. Track status, prevent non-consented calls, maintain audit logs.

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HIPAA Incident Reporting & Response

$499

Internal workflow: secure reporting, automatic triage, investigation tracking, patient notification if required, complet

ComplexSaves 15-25 hours/week

Internal workflow: secure reporting, automatic triage, investigation tracking, patient notification if required, complete documentation for OCR audit.

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AI Symptom Checker → Appointment Matcher

$499

Website quiz guides patients through symptoms, recommends appointment type and urgency, books with right provider

ComplexSaves 15-25 hours/week

Website quiz guides patients through symptoms, recommends appointment type and urgency, books with right provider. Reduces phone triage load.

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