Move intake and referrals forward.
Spot missing forms and records before the visit. Give staff a clear next step instead of another inbox to search.
AI AUTOMATION FOR HEALTHCARE
Healthcare automation.
More time for patients.
Flexsible builds healthcare workflow automation for clinics that need to connect patient intake, referrals, insurance follow-up, and calls without replacing their existing systems.
Creators of Clara, in use at StatCare Pulmonary & Sleep.
Hear a clinic front-desk call.
Appointment request ยท Recorded example
Read transcript
Nora: Thanks for calling. How can I help?
Caller: I need to move my appointment to Wednesday afternoon.
Nora: I can take that request. I will send it to the scheduling team, and they will confirm the new time.
Less repeat entry.Keep intake details together
Fewer loose ends.Give each follow-up an owner
The same team.Find capacity before hiring
HEALTHCARE WORKFLOW AUTOMATION
Clear the work that holds up care.
Know what is holding up insurance work.
Keep verification and prior authorization tasks with an owner and next action. Staff review exceptions without restarting the search.
Stop rebuilding the patient story.
Connect conversations, appointment requests, and staff follow-up. Administrators can see pending work and where the team needs help.
Your existing systems stay. Your staff stay in control.
We confirm compatibility and human review before connecting anything.
FROM REQUEST TO RESPONSIBILITY
Inquiry
A specialty referral arrives without the supporting records.
Context
The worklist shows the missing records alongside the referral.
Next action
A named staff member follows up for records and reviews the referral before scheduling.
WHAT WE HAVE BUILT
Built here. Used at StatCare.
Clara is our in-house clinic operations platform, in use at StatCare Pulmonary & Sleep. Patient conversations, intake, insurance work, and staff follow-up stay connected.
See the worklists and the approach to finding more capacity before adding staff.
Explore the Clara clinic workflow case studyBEFORE WE BUILD
Clinic workflow FAQs.
What happens when a referral is missing records?
Flag what is missing and assign the referral to a staff member for follow-up. The request stays pending until your team reviews it, so missing records do not look like a referral ready to schedule.
Does Clara approve prior authorizations?
No. Clara helps staff track verification requirements, pending work, and next steps. Your team reviews exceptions and makes decisions; a payer still determines approval.
Can we keep our existing EHR or practice software?
Yes. We check what can be read or written back to your exact system before promising a connection. Test an incomplete referral: confirm where it lands, who owns it, and what staff must approve before the chart changes.
How would patient information be handled?
Keep personal or patient details out of this conversation. Before a live workflow, we agree on data access, retention, consent, and any required agreements, including a BAA where applicable.
What stays with our staff?
Clinical decisions, approvals, and exceptions stay with your team. We define review and escalation steps before launch. This conversation does not book appointments or provide medical advice.
Is this more than an AI medical answering service?
Yes. A phone agent can cover routine calls, but we also build patient intake automation, referral tracking, insurance worklists, and custom software. Start with the workflow costing your team the most time.
What does healthcare automation cost?
We scope one workflow, check your systems, and quote setup and ongoing costs before work starts. To judge value, compare staff hours per intake, completed follow-ups, and operating costs against your baseline. Returned time is capacity, not automatic payroll savings.
LET'S LOOK AT YOUR WORKLOAD
More patient work.
Not another admin hire.
Bring one recurring bottleneck. On the call, we'll identify a first workflow, the systems involved, and how to measure time returned to your team.