More work will be done by software and AI agents. But they can only do that work if they can find the right information, use it, and update the systems involved.
We organize your data and connect your systems, so your people, your applications and your automations have the information they need.
AI models and automation tools keep getting better. But if your data is spread across systems that don’t talk to each other, full of inconsistencies or hard to get to, even the best tool can only do so much.
Getting your data organized solves problems today and makes it easier to automate more work later.
And you shouldn’t have to rebuild your data setup every time you add an application or an AI agent.
An automation acts on the data it finds. If it finds the wrong patient, an outdated status or a duplicate record, it makes the same mistake every time it runs.
That’s why we build these checks into our integrations.
We match records by ID, such as a member ID, claim number or accession number, not by name alone. Two patients can have the same name.
When two systems disagree, we agree with you on which system is correct for each piece of information.
A claim that was submitted hasn’t necessarily been accepted. The automation records what actually happened.
If a step has to run again, the automation first checks what already went through.
When information is missing or doesn’t match, the automation sends the case to a person instead of filling in a guess.
We record the source and the time, so you know how current the information is.
We bring data from different systems into one place, keep the history, and make it available for analysis and to authorized applications, automations and people.
We move data between platforms, remove duplicates, standardize formats, and make sure records are accurate and consistent.
We connect EHRs, billing platforms, CRMs and databases through APIs, or through automation when there is no API.
We keep information up to date between systems and make it available to dashboards, applications and AI agents, with access controls.
We use whatever each system supports. Most integrations combine several of these methods.
For example, one automation can look up a claim through an API, upload a document in a payer portal and write the result back to the billing system.
The patient’s details are in the EHR. The clinical documents are stored somewhere else. The insurance has to be checked with the payer. And the answer has to go back into the EHR.
Without connections between those systems, someone on your team collects it all by hand.
With them, an automation or an AI agent can collect the information, send the request and update the systems. Your staff handles the cases that need their attention.
The same data can also be used for reporting, other automations and future applications.
We find out where your data lives, how it’s structured, who needs it, and where it’s missing or duplicated.
We work out whether you need a data lake, a warehouse, a migration, new integrations, or just better access to the systems you have. Then we build that.
We test the connections, check the data, set up access controls, and make sure your applications and automations can rely on it.
Your data stays in your systems. In most cases, the automation runs on a machine you own, and we sign a BAA before we see any patient data.
Docplanner · EHR integration
Clinics using Docplanner’s booking app often kept their old EHRs, and some of those are hard to connect. We built the integrations that move patient and appointment data between those EHRs and the app, in Spain, Italy, Brazil and Poland.
Laboratories · XiFin and payer portals
Many labs bill in XiFin, but much of the follow-up happens in payer portals. Our automations start from an account in XiFin, get what they need from the payer portal, submit the request or upload the missing records, and write the result back to XiFin.
Show us where your data lives and what you want to do with it. We’ll tell you what needs to be organized, connected or migrated.
Show me where your data starts and where it needs to go. I’ll tell you how we’d connect it, what it would cost, and whether it’s worth doing.
Karl