You don't need 20 disconnected tools

The Everything App for Healthcare Ops

Calvient replaces a pile of single-purpose tools with one system for intake, follow-up, task ownership, reporting, and AI-assisted workflow execution.

See It in Action Explore Solutions

One system

Fax Intake & Triage Prior Authorization Referral Management Release of Information Appointment Reminders Patient Registration

…and many more workflows, all in one place

Calvient Mission Interface

Status Green

Live Agent Network

Meet Your Agent Squad

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

Inbox Classify

008 · Insurance Checker

Verify Payer Rules

005 · Prior Auth Checker

Rules Tasks

012 · Reminder Agent

SMS Follow-Up

Live Agent Profile

009 · Record Compiler

Status: Active Skills: 4 Knowledge Docs: 9

Case Status

Active

Running in your client environment

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

Comment mention
Practice Inbox assignment
Task assignment

Skills

Browser Actions · RunEst. 10 mins saved
Eligibility · Run CheckEst. 14 mins saved
Inbox Document · File to EHRAuto attach to task

Knowledge Sources

Appointment AuthorizationsPayer-specific task rules
Document Routing RulesService line destinations
HCPCS MappingCode coverage context

Everything in one platform

Every feature your operations team needs

Calvient is a single platform — not a bundle of integrations. Here is exactly what is included.

Referral Management

Capture inbound and outbound referrals, track completeness, chase missing records, and close the loop on every consult.

Prior Authorization Management

Submit, track, and follow up on prior auths. Browser automation handles payer portal checks so your team does not have to.

Insurance Verification & Eligibility

Run real-time eligibility checks and surface deductible, copay, coinsurance, and in-network status before the visit.

Release of Information Management

Receive and process ROI requests, assemble record packets, and track delivery — with a full audit trail at every step.

Scheduling Waitlist

Automatically offer newly opened slots to waitlisted patients via text or phone — filling cancellations without a staff phone call.

AI Fax Inbox

Classify inbound faxes automatically, extract key fields, and route each document to the right team and task — without manual triage.

AI Voicemail Processing

Transcribe and classify inbound voicemails, extract patient intent, and create routed tasks — so nothing sits unactioned in a voicemail box.

AI Phone Agents

Inbound and outbound AI voice agents handle appointment reminders, patient outreach, and call routing — around the clock.

Calvient GPT

A HIPAA-compliant AI workspace where your team can ask operational questions, summarize documents, and move work faster.

Workflow Automation

Build rule-based automations that trigger tasks, send messages, escalate cases, or call agents — based on status, timing, or data conditions.

Patient Communications & Messaging

Two-way SMS and secure messaging with patients — for scheduling, follow-up, intake questions, and anything else in between.

Appointment Reminders

Send configurable reminder sequences by SMS, phone, and email — with follow-up logic for no-responses and high-risk appointment types.

Campaigns

Run targeted outreach campaigns to patient lists — for recall, chronic care gaps, preventive visits, or practice announcements.

Online Forms & Pre-Visit Paperwork

Send and collect digital intake forms, consent documents, and health histories — before the patient walks in the door.

Good Faith Estimates

Generate No Surprises Act–compliant Good Faith Estimates and deliver them to patients before their scheduled service.

AI Coding Review

Flag coding discrepancies at the document level before they escalate into denials or rework across the revenue cycle.

AI Medical Necessity Review

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 action

Built for Every Team

Every team works from the same queue, ownership rules, and outcomes.

Front Office

Every Visit, Handled End to End

Reminders, intake paperwork, and follow-ups run in one coordinated workflow, reducing missed handoffs.

Connected workflow 3 specialist agents

Learn more

01

Reminder Agent
Sends SMS, phone, and email reminders on the schedule you set.
02

Intake Concierge
Delivers digital paperwork and flags anything missing before the patient arrives.
03

Follow-Up Sentinel
Fires post-visit surveys, no-show outreach, and lost-to-follow notices.

Inbound Referral

Intake to Consult, No Gaps

Insurance verification, scheduling, prior auth, and consult-note tracking in one connected workflow.

Connected workflow 3 specialist agents

Learn more

01

Insurance Checker
Confirms eligibility and network status before any work begins.
02

Capacity Matcher
Finds open appointment slots and queues the next step automatically.
03

Referral Closer
Handles prior auth and tracks consult notes back to close the loop.

Outbound Referral

Refer Out Without Losing the Thread

Find the right specialist, handle prior auth, send records, and track consult notes back.

Connected workflow 3 specialist agents

Learn more

01

Specialist Finder
Locates in-network physicians matched to the service need.
02

Prior Auth Prepper
Checks and completes prior auth requirements before records go out.
03

Consult Note Chaser
Sends records and follows up until consult notes come back.

Medical Records

Request In, Records Out

Inbound release requests are read, compiled, and returned with less manual packet assembly.

Connected workflow 3 specialist agents

Learn more

01

Request Reader
Parses inbound release requests and identifies what records are needed.
02

Record Compiler
Assembles the chart packet based on the requested scope.
03

Fax Dispatcher
Sends records back with traceable handoff history.

Revenue Cycle

Denials and Coding, Tightened Up

Draft denial letters and catch coding issues before they snowball into rework.

Connected workflow 3 specialist agents

Learn more

01

Denial Drafter
Generates denial letters with the supporting documentation already attached.
02

Coding Reviewer
Flags coding discrepancies at the document level before they escalate.
03

Rework Router
Routes correction tasks to the right person with the right priority.

Leadership

One View Across Every Workflow

Throughput, SLA risk, and queue health across front office, referrals, records, and revenue cycle.

Connected workflow 3 specialist agents

Learn more

01

Performance Analyst
Summarizes volume, completion rates, and turnaround across core workflows.
02

SLA Sentinel
Surfaces queue risk and bottlenecks before SLA targets are missed.
03

Capacity Forecaster
Shows where staffing or process changes will have the biggest impact.

Security and Governance, Built In

Calvient is SOC 2 Type 2 certified, with PHI protection, access governance, and traceable operational activity built into how it is designed and deployed.

SOC 2 Type 2 Certified Access Controls Audit Trails Encryption In Transit Encryption At Rest Operational Logging Security Reviews Trust Center Details

Data Protection

Encrypted storage and transport
Tenant-level data boundaries
Secure backup and recovery controls

Access Governance

Least-privilege permission model
Team-scoped roles and approvals
Operational access logging

Monitoring & Audit

Action-level event tracking
Traceable agent decision history
Compliance-ready audit exports

Reliability

Automated queue health checks
SLA status visibility
Incident response runbooks

Automate the Manual, Accelerate the Meaningful

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.

Download White Paper Browse all white papers

What Is Your Biggest Bottleneck?

Pick a workflow to see where delays happen and how Calvient helps address them.

Use Cases

Choose the workflow you want to improve first.

Prior Auths

Prior Auths That Don't Stall Out

Every auth becomes a structured job with clear ownership, required attachments, and payer-response tracking.

Learn more

Where it breaks

Chart notes or diagnosis docs missing from packets
Payer rules change and nobody updates the process
No visibility after submission handoff

What Calvient does

Collects required fields before submission
Builds and routes authorization packets automatically
Tracks payer responses with a full timeline

Prior Auth Agent

Collects missing info, prepares submission bundles, and keeps follow-up moving.

Referrals

Referrals That Actually Close the Loop

Intake details, scheduling, prior auth, and consult-note tracking stay in one connected workflow.

Learn more

Where it breaks

Missing docs trigger rework at every handoff
No visibility into downstream scheduling
Consult-note closure is manually chased

What Calvient does

Validates referral details before routing
Assigns owners with deadline checkpoints
Nudges follow-up when SLA risk appears

Referral Agent

Validates referral details, routes work, and drives closed-loop follow-through.

Fax + Paperwork

Faxes Sorted, Routed, and Off Your Desk

Inbound documents are classified, key fields extracted, and routed to the right team with less manual triage.

Learn more

Where it breaks

Critical docs buried in shared inboxes
Manual indexing steals hours every day
No audit trail for document routing

What Calvient does

Classifies documents by workflow type on arrival
Extracts key fields for downstream tasks
Routes to the right team with context attached

Inbox Triage Agent

Turns messy paperwork into structured requests with consistent routing.

No-Shows

Fewer No-Shows, Fewer Empty Slots

Automated reminders across SMS, phone, and email — with follow-up sequences for high-risk appointments.

Learn more

Where it breaks

Reminders sent too late or not at all
Reschedule intent lost in voicemail
No tracking across outreach channels

What Calvient does

Schedules reminders by appointment type
Triggers multichannel outreach sequences
Flags high-risk appointments for proactive follow-up

Reminder Agent

Coordinates reminder workflows and flags risk patterns before slots go unused.

Wait Times

Queues That Move, Not Sit

Auto-assignment, SLA enforcement, and live queue visibility so nothing sits unowned.

Learn more

Where it breaks

Requests sit unassigned after intake
Escalations happen after SLA is already missed
Teams can't see current queue health

What Calvient does

Auto-assigns work by team and queue rules
Triggers escalation before SLA breach
Shows live backlog and turnaround metrics

Queue Agent

Keeps queues moving by resolving verification and routing steps early.

Follow-Up

Fewer Follow-Up Gaps

Clear completion criteria, automated follow-up by status age, and audit-ready closure tracking.

Learn more

Where it breaks

Tasks marked done before actual completion
Open items have no accountable owner
Follow-up relies on memory, not workflow

What Calvient does

Defines explicit done criteria per workflow
Triggers follow-up actions by status age
Generates completion receipts and audit trails

Follow-Up Agent

Tracks open loops, drives outreach cadence, and confirms completion evidence.

Built To Work With Your EHR

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 Integrations

Last updated: May 14, 2026

The Everything App for Healthcare Ops

Meet Your Agent Squad

Trusted by Modern Teams

Every feature your operations team needs

Referral Management

Prior Authorization Management

Insurance Verification & Eligibility

Release of Information Management

Scheduling Waitlist

AI Fax Inbox

AI Voicemail Processing

AI Phone Agents

Calvient GPT

Workflow Automation

Patient Communications & Messaging

Appointment Reminders

Campaigns

Online Forms & Pre-Visit Paperwork

Good Faith Estimates

AI Coding Review

AI Medical Necessity Review

Built for Every Team

Every Visit, Handled End to End

Intake to Consult, No Gaps

Refer Out Without Losing the Thread

Request In, Records Out

Denials and Coding, Tightened Up

One View Across Every Workflow

Security and Governance, Built In

Automate the Manual, Accelerate the Meaningful

What Is Your Biggest Bottleneck?

Prior Auths That Don't Stall Out

Prior Auth Agent

Built To Work With Your EHR

See Calvient Run Your Workflow Live