AI Automation for eClinicalWorks

16 workflow automations purpose-built on top of eClinicalWorks — no data leaves your system, no parallel tool for your team to learn.

Roles using eClinicalWorks

Medical Office ManagerOB-GYN Practice Manager
OB-GYN Practice Manager · Operations & Workflow

New Patient Intake & Chart Prep

AI sends the intake packet via Epic, ingests responses, requests records from prior providers via HIE/fax, verifies insurance, and pre-populates the chart — patient arrives and the provider is ready. Purpose-built for teams running eClinicalWorks — uses the native API or agent integration so nothing leaves the system of record.

OB-GYN Practice Manager · Communication & Outreach

No-Show Reduction & Recall

AI sends personalized, channel-optimized reminders (SMS/email/voice) per patient preference, offers reschedule slots, and fills openings from the recall list — no-show rate drops to under 6%. Purpose-built for teams running eClinicalWorks — uses the native API or agent integration so nothing leaves the system of record.

OB-GYN Practice Manager · Communication & Outreach

Lab Result Triage & Follow-up

AI triages each result against the ordering context, queues abnormals for provider review, drafts patient communication, and books follow-up when indicated — no abnormal result sits more than 24 hours. Purpose-built for teams running eClinicalWorks — uses the native API or agent integration so nothing leaves the system of record.

OB-GYN Practice Manager · Operations & Workflow

Surgical Case Scheduling

AI orchestrates the booking across Epic and facility systems, verifies insurance, confirms PA, and secures equipment — time-to-surgery drops and OR utilization climbs. Purpose-built for teams running eClinicalWorks — uses the native API or agent integration so nothing leaves the system of record.

OB-GYN Practice Manager · Communication & Outreach

Patient Recall & Gap Closure

AI identifies overdue patients, sends personalized multi-channel recall, fills open slots from the recall pool, and reports reactivation rate — panel retention climbs measurably. Purpose-built for teams running eClinicalWorks — uses the native API or agent integration so nothing leaves the system of record.

OB-GYN Practice Manager · Communication & Outreach

Telehealth Visit Follow-up

AI drafts post-visit instructions from the encounter, sends them to the patient, places orders in Epic, and schedules the next visit — the care plan actually happens. Purpose-built for teams running eClinicalWorks — uses the native API or agent integration so nothing leaves the system of record.

OB-GYN Practice Manager · Operations & Workflow

Provider Credentialing & Payer Enrollment

AI assembles the CAQH profile, submits payer applications, tracks each status, and escalates stalls — time-to-enrolled drops from 120 days to 60. Purpose-built for teams running eClinicalWorks — uses the native API or agent integration so nothing leaves the system of record.

OB-GYN Practice Manager · Communication & Outreach

Patient Experience Feedback Loop

AI sends post-visit surveys, flags detractors for same-day outreach, and routes promoters to review sites — reputation and clinical quality move in the same direction. Purpose-built for teams running eClinicalWorks — uses the native API or agent integration so nothing leaves the system of record.

Medical Office Manager · Operations & Workflow

New Patient Intake & Chart Prep

AI sends the intake packet via athenahealth, ingests responses, requests records from prior providers via HIE/fax, verifies insurance, and pre-populates the chart — patient arrives and the provider is ready. Purpose-built for teams running eClinicalWorks — uses the native API or agent integration so nothing leaves the system of record.

Medical Office Manager · Data Entry & Processing

Chart Closure & Encounter Documentation

AI drafts the encounter note from the visit audio and prior chart, populates orders and billing codes, and queues it for provider sign-off — charts close same-day, every day. Purpose-built for teams running eClinicalWorks — uses the native API or agent integration so nothing leaves the system of record.

Medical Office Manager · Communication & Outreach

No-Show Reduction & Recall

AI sends personalized, channel-optimized reminders (SMS/email/voice) per patient preference, offers reschedule slots, and fills openings from the recall list — no-show rate drops to under 6%. Purpose-built for teams running eClinicalWorks — uses the native API or agent integration so nothing leaves the system of record.

Medical Office Manager · Finance & Accounting

Patient Balance Collections

AI segments patient balances by likelihood-to-pay, drafts personalized payment-plan offers from athenahealth, and handles the digital payment flow — patient collections climb 40%. Purpose-built for teams running eClinicalWorks — uses the native API or agent integration so nothing leaves the system of record.

Medical Office Manager · Communication & Outreach

Rx Refill Request Processing

AI classifies each refill request against protocol, auto-approves routine refills with provider sign-off, and escalates anything requiring clinical judgment — nurse hours return to clinical work. Purpose-built for teams running eClinicalWorks — uses the native API or agent integration so nothing leaves the system of record.

Medical Office Manager · Communication & Outreach

Lab Result Triage & Follow-up

AI triages each result against the ordering context, queues abnormals for provider review, drafts patient communication, and books follow-up when indicated — no abnormal result sits more than 24 hours. Purpose-built for teams running eClinicalWorks — uses the native API or agent integration so nothing leaves the system of record.

Medical Office Manager · Reporting & Analytics

HEDIS / Quality Measure Tracking

AI tracks every measure gap in real time from athenahealth, schedules outreach for overdue patients, and reports attainment monthly — practices hit bonus thresholds instead of missing them. Purpose-built for teams running eClinicalWorks — uses the native API or agent integration so nothing leaves the system of record.

Medical Office Manager · Operations & Workflow

Surgical Case Scheduling

AI orchestrates the booking across athenahealth and facility systems, verifies insurance, confirms PA, and secures equipment — time-to-surgery drops and OR utilization climbs. Purpose-built for teams running eClinicalWorks — uses the native API or agent integration so nothing leaves the system of record.

Don't see the workflow you need on eClinicalWorks?

We build custom AI workflows on top of eClinicalWorks for any repetitive process. Tell us what you'd automate.