The Enterprise package

The full operating system, from booking to billing.

Everything in Virtual Reception, plus the clinical chart and Scribe AI, claims & revenue cycle, the full patient portal and mobile app, enterprise reporting, and deep bidirectional EHR sync — one platform for multi-site groups, health systems, and ASCs.

Built on Virtual Reception

Everything in Virtual Reception, plus the layers beneath.

The AI front desk — voice agents, digital check-in, insurance & eligibility, automations — is the starting point. Enterprise adds what happens during and after the visit: documentation, orders, claims, and the systems of record behind them. See the Virtual Reception package →

Clinical workflows

The chart writes itself. Clinicians sign off.

Scribe AI turns visit audio into structured notes, extractions and billing-ready charges — on top of a full clinical chart with orders, referrals, lab results, clinical media and eRx.

  • Six note types with cited transcript evidence, in each clinician's style
  • Structured extractions — diagnoses, meds, orders, referrals — with CPT, ICD-10, LOINC & SNOMED lookup
  • Charge & prior-auth preview at sign-off — revenue issues surface before they become denials
  • Care-gap agent — preventive rule packs with AI compliance checks and outreach
Visit → note → order → auth · 1:19 DEMO
Revenue cycle

Cleaner claims out. Denials, worked.

The full claims lifecycle, medical and dental — cleaner submissions, denial and appeal workflows, patient balances and statements, and a durable workqueue that survives staff turnover.

  • Pre-submission scrubbing with safe auto-correction and payer-rule edits
  • Payments post automatically — denials classify and route by how much is recoverable
  • AI-drafted appeals & payer-support packets — staff approve before anything is sent
  • Prior-auth workqueue — checked against live coverage before the work begins
Denial → appeal · 0:20 DEMO
Enterprise-exclusive surfaces

The systems of record behind the front desk.

Patient portal & mobile

A full native app for every patient.

iOS & Android portal with health records, labs, medications, billing, insurance, messaging, telehealth, HealthKit / Health Connect sync, and family account access.

Document automation

Fax, email & DirectTrust intake, automated.

Incoming documents and referrals are captured, classified, and routed — with structured referral scoring, patient matching, secure-booking outreach, and an AI-call fallback when patients don't respond.

Full EHR sync

Chart-plane, both directions.

Beyond scheduling: encounters, medications, observations, diagnostic reports, clinical notes, referrals and orders sync in both directions — including hospital HL7 interfaces.

Reporting & operations

Reporting, audit trails, and a triage console.

Multi-site executive KPIs, the HIPAA audit-log viewer with CSV export, six-month trend dashboards, integration health, and an EHR retry agent that repairs failed sync operations.

Security & compliance

Built to pass your security review.

Every organization's data is isolated, every action is audit-logged, and access is controlled by role. Enterprise contracts add single sign-on, uptime SLAs, and a dedicated infrastructure option.

HIPAA
BAA before any PHI
SOC 2
Ready/in progress
SSO
SAML / OIDC
99.95% SLA
Dedicated infra option
Security architecture · 0:20 DEMO
Compare packages

Virtual Reception vs Enterprise.

Same platform, two packages. Upgrading switches features on — no migration, no re-implementation.

CapabilityVirtual ReceptionEnterprise
Patient access & front desk
Voice agents · SMS & web reception · missed-call recovery✓✓
Online scheduling, custom scheduling rules & waitlist✓✓
Digital check-in, custom intake forms & insurance capture✓✓
RCM-Lite — eligibility automation & front-desk copay collection✓✓
Automation journeys — reminders, no-show rebooking, recall, reputation✓✓
Secure telehealth visits & Clinical Assistant✓✓
Clinical & revenue
Clinical chart, Scribe AI, orders & referrals—✓
eRx e-prescribing—✓
Document automation — fax, email & DirectTrust intake—✓
Claims, denials, appeals & RCM workqueue—✓
Patient balances & statements—✓
Care-gap agent & preventive care AI—✓
Patients & platform
Patient Portal App (iOS / Android)Lite — access & check-inFull — health, billing, store
EHR sync (Athena · Epic · Oracle Health · eCW · NextGen)Scheduling & coverageFull chart, bidirectional
Enterprise reporting & audit-log viewer—✓
SSO (SAML/OIDC) · 99.95% SLA · dedicated infrastructure—✓
Implementation

White-glove, on a 90-day plan.

Health systems run staging and production in parallel, with a phased rollout so each workflow proves itself before the next goes live.

1

Connect

EHR adapters configured, data migration validated, security review completed, BAA in place.

2

Front desk live

Virtual Reception workflows launch first — calls, booking, check-in, eligibility — for fast, visible wins.

3

Clinical & RCM

Scribe AI, orders, and the claims pipeline go live with parallel-run validation against your current process.

4

Roll out & report

Site-by-site rollout with parent–child reporting, training, and a named implementation lead throughout.

See it on your stack.

Bring your EHR, your sites, and your billing setup — we'll map the platform to your organization and scope the rollout.