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Health

Automation for medical practices.

Front-desk load, referral leakage and prior authorisation are where practice capacity quietly disappears. A Convoy CIS runs the administrative track so clinical staff are not doing clerical work.

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01 / The friction

What we map first.

Before anything gets built, we go and look. These are the patterns we expect to find in a medical practices operation. The recon confirms which ones are actually costing you, and which are fine as they are.

  • Intake paperwork completed on arrival instead of before it
  • Referrals sent and never followed up
  • Prior authorisations tracked on paper with no view of what is pending
  • No-shows and recalls handled ad hoc
  • Claim denials worked late, if at all

Any system touching patient data is scoped for HIPAA at the recon stage, and the system is deployed in the practice's own environment.

02 / The build

What a CIS would run.

Scoped and priced from the recon, deployed in your environment, owned by you. A human stays in command of every judgement call.

01

Pre-visit intake

Forms, insurance and history collected before the appointment.

02

Referral tracking

Every referral tracked to its outcome rather than assumed.

03

Authorisation tracking

Pending authorisations visible with the next action named.

04

Recall & denials

Recalls scheduled and denied claims surfaced for rework.

03 / The dashboard

This is how your board could look.

A command view built for Medical Practices. Click an agent to see what it owns, switch a unit on, or add a panel. Nothing here is real data.

Command

Medical Practices
As of --:--:-- Illustrative
Panels
Open items 18 awaiting action +12
Cleared today 42 no human touch -4
Needs command 3 escalated to you +3
Automated 94 % of steps, no human +8

Role agents

1 needs command

Activity

streaming
06:41 INTAKE New records captured and routed to the right owner.
06:38 DOCS Documents generated from one source record.
06:35 FOLLOW-UP Overdue items surfaced with outreach drafted.

Illustrative only. Every figure here is invented to show the shape of the board. Convoy has no shipped builds yet and does not present demo numbers as client results.

04 / Wired into

Your tools stay your tools.

A CIS integrates rather than replaces. These are the systems we would expect to wire into here. If yours is not listed, it is almost certainly still workable.

Athenahealth eClinicalWorks Microsoft 365 Twilio Stripe

See the full connector list →

05 / Deploy

Start with a recon.

We study your real operation before writing a single line. Tell us how you move, and we will map where a CIS earns its place.

No cost. No obligation. We will tell you if a CIS does not earn its place.

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We use this only to prepare your recon. We do not sell or share it.