integrations

Plugs into what you already use.

Your EHR, your insurance portals, your phone system. We hold the credentials and run the integrations. You don’t change a thing.

your ehr

EHRs

Bidirectional and live. We pull schedules, run verifications, write back appointments and PDFs — all without anyone on your team logging in.

  • Revolution EHR

    Full integration · schedule pull, appointment writeback, insurance PDF upload, valid/invalid marking

  • Crystal PM

    Full integration · schedule pull, appointment writeback, insurance PDF upload

Using a different EHR? Talk to us — we add new EHRs based on customer demand, usually faster than you’d expect.

vision plans

Vision insurance

We log into each vision portal every night and verify benefits for every patient on tomorrow’s schedule. Unlimited checks — no per-verification fee.

  • VSP
  • EyeMed
  • Davis Vision
  • Spectera
  • March Vision
  • Superior Vision
  • UnitedHealthcare Vision
  • VBA
  • [add as needed]

medical payers

Medical insurance

Medical eligibility runs through Stedi’s clearinghouse network — real-time, clearinghouse-grade checks for every patient.

  • Medicare
  • UnitedHealthcare
  • Aetna
  • Cigna
  • Blue Cross Blue Shield
  • Humana
  • Anthem
  • Kaiser Permanente
  • [add as needed]

your phones

Keep your phone system

We’re not a phone company — we augment yours. We plug in beside your existing setup. No rip-and-replace, no new hardware.

  • Call forwarding to AI

    Forward overflow, after-hours, or all calls to your AI number

  • Transfer trees & routing

    Warm transfers land with the right person, already briefed

  • After-hours fallback

    The AI works the 16 hours a human can’t

  • Voicemail handoff

    Missed calls become instant SMS conversations

You don’t touch a SIP trunk. Promise.

the rest of the stack

Voice, SMS & ops tools

  • Retell AI

    Voice agents handling inbound and outbound calls

  • 10DLC SMS

    Compliant SMS — we register your campaign and provision numbers (or port your existing one)

  • Weave

    Call recordings and SMS history, for clinics already on it

  • Chanty

    HIPAA-compliant group chat — how we work with you every day

Don’t see yours?

Tell us what EHR or insurance you use. We add integrations based on customer demand — usually faster than you’d expect.

HIPAA-compliantBAA providedyour data stays in your systems