For medical and dental offices
Less time in spreadsheets at the front desk, with patient data handled carefully.
We automate the repeated office work around a practice: reports from scheduling and billing exports, recall lists, and staff account setup and removal.
- Fixed price, quoted up front
- Working on your data before the final payment
- 30 days of fixes included
What we automate
Four tasks the office repeats.
Most of these can be built without us seeing who your patients are.
Schedule reports
By handThe schedule export is opened each morning and someone counts appointments, no-shows and open slots for each provider.
AutomatedA one-page summary per provider is produced on a schedule. It needs only counts, so it is built on an export with patient details removed.
Billing export checks
By handCharges and payments are exported separately and compared line by line to find unbilled visits.
AutomatedThe two exports are matched by visit or claim number. Unbilled visits and unmatched payments are listed for billing staff. Nothing is changed in the billing system.
Recall lists
By handSomeone filters the patient list for people due a visit, removes those already booked, and builds a call list.
AutomatedThe list is built by your rules, with already-booked patients removed. It needs names and phone numbers, so this work is done only under a signed agreement.
Staff onboarding and offboarding
By handNew staff get accounts and access from a checklist. Departing staff lose theirs when someone remembers.
AutomatedThe staff list is compared with the IT accounts each morning. Routine changes are made automatically; anything destructive waits for approval. No patient data is involved.
How patient information is handled
We work either on exports with patient details removed, or under a signed agreement between your office and us. Which one applies is decided before any data is shared. We make no claim that an automation makes an office HIPAA compliant. Compliance remains your office's responsibility, and nothing here is legal advice.
What a first project looks like
One task, one fixed price.
A first project is usually one report that can be built with patient details removed, which keeps data sharing simple.
One export in, one report out
$500 to $900
For example, a daily schedule summary per provider built from one export with patient details removed.
Two exports matched, with an exceptions list
$1,000 to $2,000
For example, charges matched to payments, with a list of unbilled visits and unmatched payments.
Scheduled and monitored, or writing back into a system
$2,000 to $5,000
For example, staff accounts checked against the staff list every morning, with changes applied and an alert if a run fails.
To quote, we ask for one sample of each export and of the finished result, with anything sensitive blanked out. You see it running on your own data before paying the balance, and 30 days of fixes are included. Anything likely to cost more than $5,000 starts with a paid discovery step.
Demonstration
See staff onboarding as a working example.
New hires ready on day one, departing staff locked out on time
A staff list is compared with the IT accounts. New hires are set up, departing staff are closed off, and risky actions wait for a person to approve.
View the morning reportThis is a demonstration built on invented data for a made-up service company, not a medical office. We also offer a Microsoft 365 security checkup, and there is a sample report for an invented dental office.
Questions
Before you ask.
Does this make our office HIPAA compliant?
No, and we do not claim it does. Your compliance obligations stay with your office and its own advisers.
Will you see patient information?
Only if the task requires it and a signed agreement is in place first. Many reports need only counts and dates. For those, remove patient details before sending a sample.
Which practice software does this work with?
Anything that can export a report to Excel or CSV. Dentrix, Eaglesoft, Open Dental and athenahealth are examples of systems offices commonly export from. They are examples only. We have no partnership with, or certification from, any of them.
Can we talk it through first?
Yes. Ask for a call in your message and we will arrange a time. There is no charge for that first conversation.
Get a quote
Tell us the task, not the patients.
Describe what gets done by hand, how often, and in which programs. Please leave patient information out of the message. We reply with whether it can be automated and a fixed price. A free first call is available if you would rather talk it through.