You don't need 20 disconnected tools
Calvient replaces a pile of single-purpose tools with one system for intake, follow-up, task ownership, reporting, and AI-assisted workflow execution.
Calvient Mission Interface
Status GreenCalvient keeps the signal, the task, and the outcome in one operating system so automation can move work forward instead of creating more fragments.
01 Inbox
Fax, voicemail, email, and uploads land in one queue instead of turning into hidden work.
02 Task List
03 Reporting + AI
Tracked
Inbound volumeVisible
Auto-route mixImproving
Cycle-time trendLive Agent Network
Calvient deploys specialized agents in your environment to handle repetitive operational work, keep tasks moving, and make every step visible to your team.
Other Active Agents
001 · Inbound Triager
008 · Insurance Checker
005 · Prior Auth Checker
012 · Reminder Agent
Live Agent Profile
009 · Record Compiler
Case Status
Active
Mission Summary
This agent gathers required chart evidence, builds the right records packet, and flags missing items before the case advances.
How This Agent Starts
Skills
Knowledge Sources
Everything in one platform
Calvient is a single platform — not a bundle of integrations. Here is exactly what is included.
Capture inbound and outbound referrals, track completeness, chase missing records, and close the loop on every consult.
Submit, track, and follow up on prior auths. Browser automation handles payer portal checks so your team does not have to.
Run real-time eligibility checks and surface deductible, copay, coinsurance, and in-network status before the visit.
Receive and process ROI requests, assemble record packets, and track delivery — with a full audit trail at every step.
Automatically offer newly opened slots to waitlisted patients via text or phone — filling cancellations without a staff phone call.
Classify inbound faxes automatically, extract key fields, and route each document to the right team and task — without manual triage.
Transcribe and classify inbound voicemails, extract patient intent, and create routed tasks — so nothing sits unactioned in a voicemail box.
Inbound and outbound AI voice agents handle appointment reminders, patient outreach, and call routing — around the clock.
A HIPAA-compliant AI workspace where your team can ask operational questions, summarize documents, and move work faster.
Build rule-based automations that trigger tasks, send messages, escalate cases, or call agents — based on status, timing, or data conditions.
Two-way SMS and secure messaging with patients — for scheduling, follow-up, intake questions, and anything else in between.
Send configurable reminder sequences by SMS, phone, and email — with follow-up logic for no-responses and high-risk appointment types.
Run targeted outreach campaigns to patient lists — for recall, chronic care gaps, preventive visits, or practice announcements.
Send and collect digital intake forms, consent documents, and health histories — before the patient walks in the door.
Generate No Surprises Act–compliant Good Faith Estimates and deliver them to patients before their scheduled service.
Flag coding discrepancies at the document level before they escalate into denials or rework across the revenue cycle.
Evaluate clinical documentation against payer criteria and surface gaps before submission — reducing denials at the source.
All features included — no per-module licensing or add-on fees.
See it in actionEvery team works from the same queue, ownership rules, and outcomes.
Front Office
Reminders, intake paperwork, and follow-ups run in one coordinated workflow, reducing missed handoffs.
Reminder Agent
Sends SMS, phone, and email reminders on the schedule you set.Intake Concierge
Delivers digital paperwork and flags anything missing before the patient arrives.Follow-Up Sentinel
Fires post-visit surveys, no-show outreach, and lost-to-follow notices.Inbound Referral
Insurance verification, scheduling, prior auth, and consult-note tracking in one connected workflow.
Insurance Checker
Confirms eligibility and network status before any work begins.Capacity Matcher
Finds open appointment slots and queues the next step automatically.Referral Closer
Handles prior auth and tracks consult notes back to close the loop.Outbound Referral
Find the right specialist, handle prior auth, send records, and track consult notes back.
Specialist Finder
Locates in-network physicians matched to the service need.Prior Auth Prepper
Checks and completes prior auth requirements before records go out.Consult Note Chaser
Sends records and follows up until consult notes come back.Medical Records
Inbound release requests are read, compiled, and returned with less manual packet assembly.
Request Reader
Parses inbound release requests and identifies what records are needed.Record Compiler
Assembles the chart packet based on the requested scope.Fax Dispatcher
Sends records back with traceable handoff history.Revenue Cycle
Draft denial letters and catch coding issues before they snowball into rework.
Denial Drafter
Generates denial letters with the supporting documentation already attached.Coding Reviewer
Flags coding discrepancies at the document level before they escalate.Rework Router
Routes correction tasks to the right person with the right priority.Leadership
Throughput, SLA risk, and queue health across front office, referrals, records, and revenue cycle.
Performance Analyst
Summarizes volume, completion rates, and turnaround across core workflows.SLA Sentinel
Surfaces queue risk and bottlenecks before SLA targets are missed.Capacity Forecaster
Shows where staffing or process changes will have the biggest impact.Calvient is SOC 2 Type 2 certified, with PHI protection, access governance, and traceable operational activity built into how it is designed and deployed.
Data Protection
Access Governance
Monitoring & Audit
Reliability
This white paper breaks down the methodology, measures, and workflow changes teams used to evaluate inbox automation in real operating environments.
Study period
12 months
The paper follows how teams moved from fragmented intake, follow-up, and routing into a more consistent operational queue.
Pick a workflow to see where delays happen and how Calvient helps address them.
Prior Auths
Every auth becomes a structured job with clear ownership, required attachments, and payer-response tracking.
Where it breaks
What Calvient does
These are a few of the EHRs we support today. If yours is not listed, Calvient can still connect through our integration framework.
eClinicalWorks
NextGen Healthcare
athenahealth
ModMed
Oracle Health (Cerner)
Veradigm
Need a different EHR? We support featured integrations like these and can extend into additional environments when the workflow calls for it.
View All IntegrationsLast updated:
Bring one process. Leave with a launch plan.
Trusted by Modern Teams
Not pilots. Real teams running real healthcare workflows.
Trusted in live healthcare operations
“
Calvient is used in live operational environments, not just demo or pilot settings.
Trusted in live healthcare operations
“
Calvient is used in live operational environments, not just demo or pilot settings.
Trusted in live healthcare operations
“
Calvient is used in live operational environments, not just demo or pilot settings.
Trusted in live healthcare operations
“
Calvient is used in live operational environments, not just demo or pilot settings.
Trusted in live healthcare operations
“
Calvient is used in live operational environments, not just demo or pilot settings.