03
/ AUTOMATEA group practice handles hundreds of intake types through one front desk.
A 15-clinician group practice can handle more than 200 intake types through one front desk. Automation routes each one by specialty, insurance, and language, using rules your clinical leadership approves.
15–25 hrs
a week back for admin teams
Who it's for
How it works
Workflow Automation, step by step.
STEP 01
Map
Documents intake and admin workflows, and where time goes.
STEP 02
Route
Matches intakes to clinicians by specialty, language, and insurance panel.
STEP 03
Automate
Runs eligibility checks, paperwork, and reminders across your EHR and CRM.
STEP 04
Report
Shows intake volume, no-shows, and staff hours saved.
Common questions
Questions about Workflow Automation.
Which systems can you automate between? +
Most commonly SimplePractice, TherapyNotes, Jane App, Athenahealth, Epic, eClinicalWorks, and Tebra (formerly Kareo), plus your phone, forms, and CRM. If a system lacks API or webhook access, we tell you during discovery.
Does workflow automation touch clinical documentation? +
No. BHSAI automates administrative workflows such as routing, scheduling, eligibility, reminders, and paperwork. Clinical documentation and clinical decisions stay with your clinicians.
Keep exploring.
Next step
See what this looks like for your practice.
A 30-minute call, no deck. Live in 6 to 10 weeks.