Healthcare Providers

A Turnkey Solution for
Healthcare Providers.

Free processes

Free AI automations

Processes are the backbone of every company. The better your processes, the better your company performs. Your ProcessPlan account comes set up with the processes a healthcare provider runs every day, from registering a new patient to onboarding the next new hire.

The setup is free for companies with ten or more users in their ProcessPlan account. Smaller companies qualify too when they are part of a larger network or peer group. Your company pays only for its own ProcessPlan account.

What Comes With Your Account

The Processes That Run a Healthcare Provider.

Every step goes to the right person or AI Employee, and every handoff, approval and deadline is tracked.

Patient Intake and Scheduling

  • New patient registration and intake forms
  • Insurance eligibility checks
  • Referral intake and tracking
  • Prior authorizations
  • Appointment reminders and no-show follow-up

Care Coordination

  • Lab and imaging result follow-up
  • Prescription refill requests
  • Patient messages and callbacks
  • Care plan reviews
  • Discharge and transition-of-care follow-up

Billing

  • Charge entry review
  • Claim denials and resubmissions
  • Payment posting
  • Patient statements and payment plans

Compliance and Quality

  • Incident reports
  • Policy acknowledgements
  • Credentialing and license renewals
  • Equipment checks and maintenance
  • Patient complaints and feedback

People and Access

  • New hire onboarding
  • Contractor and agency staff onboarding
  • Student and job shadow onboarding
  • Remote user access setup
  • Position, department and hours changes
  • Employee name and address changes
  • Benefits enrollment and changes
  • Badge requests
  • Terminations, including students and volunteers

Every process on this list comes with your account, free. If your office needs a process that is not on the list, our team builds it free.

See the medical practice jobs and the senior living and home care jobs we automate.

What Else Is Included

More Than a List of Processes.

AI Employees

AI Employees work on computer screens, in your practice management, billing and payer portals, so there is nothing to integrate.

AI Strategist

Pretrained for your industry, managing your processes and making them better.
Learn more about the AI Strategist.

Managed Automations

Our team keeps every automation running, even when your software changes, so there is nothing for your company to maintain.

Ongoing Process Improvement

AI and our team keep improving every process, and each improvement reaches your company for you to approve.

Process Documentation

Every process comes with a diagram and its documentation, kept current as the process improves.

Your Processes Stay Yours

Every process is yours to change to fit the way your office works, and your records stay in your own account.

Get Your Turnkey Setup

Book a call. Tell us how your office works and which software you use. We will walk you through the processes your account comes with and any others our team will build free.