One platform for the work around the visit.
Support patients before, between, and after visits with voice reception, after-hours calls, care gaps, outbound communications, two-way texting, and chart prep. Each workflow connects to your practice and your team.
Administrative workflows, connected from end to end.
Start with the work causing the most pressure today, then add workflows without adding another disconnected inbox for your staff.
Front Desk
Answer incoming calls, help patients schedule or reschedule, capture requests, and route questions to the right person using your practice’s instructions.
Explore Front Desk- Appointment booking and rescheduling
- Messages and refill requests captured for your team
- Handoffs with the context staff need
After Hours
Handle routine calls outside office hours, capture requests for the next business day, and route urgent concerns according to your practice’s escalation rules.
Explore After Hours- Evening, weekend, and holiday call coverage
- Routine scheduling and patient messages
- Escalation to your on-call team
Care Gaps
Reach patients due for preventive visits, screenings, and follow-up care. Turn your practice’s patient lists into outreach, scheduling, and documented outcomes.
Explore Care Gaps- Outreach from practice-defined care gap lists
- Help patients schedule needed visits
- Responses and follow-up tasks recorded for your team
Patient Outreach
Send appointment reminders, confirmations, recall messages, and preparation instructions. Capture responses and keep your team informed of what needs attention.
Explore Patient Outreach- Appointment reminders and confirmations
- Recalls and follow-up campaigns
- Patient responses and outcomes recorded
Two-Way Texting
Support back-and-forth patient conversations by text, from scheduling questions to routine follow-up. Keep the conversation connected to your practice and bring staff in when needed.
Explore Two-Way Texting- Two-way scheduling and routine messages
- Patient preferences and consent respected
- Questions handed to staff with conversation context
Chart Prep
Bring relevant chart information together before the visit, organize the context your team needs, and flag missing information for review. Clinicians stay in charge of clinical decisions.
Explore Chart Prep- Pre-visit summaries of relevant chart information
- Missing information flagged for follow-up
- Organized context for clinician review
Fax Triage
Every inbound fax is read, classified, prioritized, and routed to the right person with a summary attached.
Explore Fax Triage- Urgency identified on every page
- Routed to the right person or queue
- Summary and task created automatically
Coming next.
The same platform and operating model, extended to more of the work surrounding patient care.
Prior Authorization
Payer requirements matched to the order, submissions sent through the appropriate channel, and follow-up tracked until there is an answer.
Explore Prior Authorization
Referrals
Inbound referral packets processed and outbound referrals tracked until the visit happens and the note comes back.
Explore Referrals
RCM & Billing
Clean-claim checks, denial follow-up, resubmission, and patient-balance workflows brought into the same operating system.
Explore RCM & Billing
Physician & Staff Scheduling
Physician and staff schedules coordinated across locations so the front desk always books against the right template.
Explore Physician & Staff Scheduling
What every workflow shares.
Workflows do the work. Three shared layers make sure it is tracked, measured and trusted, whichever workflow produced it.
Task Management
Every workflow and every staff member works from one task queue. Tasks are created, assigned and tracked to completion so nothing falls through the cracks.
Reports & Monitoring
AI isn't perfect. Monitoring and reporting come with every workflow, out of the box, so you know how well the AI and your practice are running.
Trust & Security
HIPAA compliant, encrypted everywhere, patient information never used to train models, and every AI action logged for your review.
Front Desk- After Hours
Care Gaps- Patient Outreach
- Two-Way Texting
- Chart Prep
Fax Triage
Prior Authorization
Referrals
RCM & Billing
Physician & Staff Scheduling
One task queue
Tasks created, assigned and tracked automatically. Worked by your staff and Harmonize together.
Your EHR
Every workflow reads and writes the chart directly. No parallel system.
Every workflow, every channel.
Connect phone calls and two-way texts with the context in your EHR. Patients can respond on the channel that works for them, and your team can follow the conversation.
Works inside a broad set of EHRs, with more being added daily.
Phone
Inbound and outbound calls, any hour.
Text
Two-way SMS with consent handled to carrier standards.
Fax
Inbound faxes read and triaged automatically.
EHR messages
Tasks and notes written where your team already works.
Live in under a week. Nothing new for your staff to learn.
- 01
Connect
We connect to your phone line and your EHR. Nothing to install, no data migration.
- 02
Configure your practice
Your providers, locations, scheduling rules and escalation paths, captured once and shared by every workflow.
- 03
Start with one shift
Most practices go live with the after-hours Front Desk in under a week, then extend to daytime.
- 04
Add workflows as you're ready
Each new workflow reuses what Harmonize already knows about your practice and writes to the same task queue.
Bring your everyday workflows together.
See how Harmonize supports your patients and your team, from the first call to the next visit.