Untangle Your High-Volume Healthcare Operations
CareOps Workflow Automations target the repetitive, phone-heavy and data-heavy work that burns out staff and clogs patient access — from phone routing and referrals to intake, registration, and RCM follow-up.
The Hidden Work Behind Phone Calls, Intake & Referrals
Most hospitals and clinics have teams spending hours each day on the same repetitive tasks: answering similar questions, chasing down missing information, and updating patients or referring partners. CareOps Workflow Automations are designed to reduce this load — without forcing a rip-and-replace of your core systems.
Front-line staff and call centers handle endless “status check” calls, basic questions, and transfers that could be automated or intelligently routed before a human ever picks up.
Referral details, insurance information, and intake data live across EHRs, sheets, inboxes, and sticky notes — making it hard to track where patients or orders are in the process.
Patient access, scheduling, and billing teams face constant interruptions and manual copying, leading to overtime and turnover before any clinical work even begins.
What CareOps Workflow Automations Can Handle
We build AI-assisted workflows that sit between your patients, partners, and existing systems — capturing clean data, answering routine questions, and routing only the right cases to your teams.
- Phone routing & call triage: direct callers based on intent (triage vs. scheduling vs. billing vs. referrals) before your staff ever picks up.
- Referral intake & status updates: collect missing details, confirm completeness, and keep referring partners updated without manual callbacks.
- Patient intake & registration assistance: pre-collect demographics, insurance, and basic history so staff complete, rather than start, the process.
- RCM & follow-up workflows: automate reminders, simple benefits checks, and status communication on balances, statements, or documentation needs.
- Custom workflows: any high-volume, rules-based process that touches phones, forms, or messaging can be a candidate for a targeted automation.
Every automation is configured around your policies, escalation paths, and compliance requirements — with humans in the loop where it matters.
Operational Outcomes We Design For
Each CareOps deployment is scoped to your volume and workflows, but we design pilots with clear, measurable targets around manual work reduction and patient access.
Target reduction in manual calls, voicemails, and data entry steps for selected workflows, freeing staff to focus on complex or high-value cases.
Better tracking of “where things are” in the process, reducing status-check calls and internal time spent chasing down answers.
Fewer repetitive tasks and interruptions for access, scheduling, and billing teams — improving capacity, morale, and retention over time.
How a CareOps Automation Pilot Works
We keep pilots focused, measurable, and tightly scoped — so you can see value quickly without disrupting existing workflows or systems.
We meet with your operations lead to map out 3–5 high-friction workflows and identify the best 1–3 to target first based on volume and impact.
We design AI-assisted flows, routing logic, and data capture steps around your policies and systems — with clear rules for escalation and human review.
We deploy into a defined slice of your operations, monitor performance, and adjust before you decide whether to expand to additional workflows or sites.
Where CareOps Automations Fit Best
We work with organizations that have enough volume to feel the pain of manual workflows — but need pragmatic, stepwise automation that respects their current systems and staffing.
- Call center and access center workflows
- Referral management and follow-up
- Registration & pre-registration support
- RCM outreach and status communication
- Shared service phone lines and routing
- Centralized intake and scheduling support
- Standardized referral workflows across locations
- Clinical + admin coordination for high-volume services
- High-volume inquiry and appointment lines
- Benefit checks and documentation collection
- Post-visit reminders and follow-up tasks
- Linking front-desk, clinical, and billing workflows
Start with a quick workflow scan, or share a bit about your current operations. Together we’ll identify where automation can give your teams the most relief — without adding another system for them to manage.