Specialist referral packet
Order present · Records missing
EHR Integration
Operations automation for Altera Digital Health practices
Calvient works alongside TouchWorks to handle the operational layer your EHR was never designed for — referral coordination across specialties, prior authorization follow-up, inbound document intake, and patient outreach at scale.
No EHR replacement required
Built for multi-specialty workflows
Live in under 10 weeks
What gets automated
Calvient runs alongside TouchWorks
Your team stays in TouchWorks for clinical documentation and scheduling. Calvient handles the coordination, follow-up, and intake that surrounds it across every specialty.
Inbound signals
Referral fax
Prior auth portal
Patient text
TouchWorks schedule feed
Prior auth status check
Payer portal status stale
Pre-visit prep sequence
Intake forms incomplete
Referral completeness check
Auth status follow-up
Appointment readiness
What Calvient adds to Altera Digital Health
TouchWorks handles clinical documentation, scheduling, and billing across your specialties. Calvient handles the operational workflows that run alongside it — the referrals, authorizations, faxes, and patient follow-up that fall between systems and between departments.
Referral Management
Capture inbound referral packets from fax and portal, verify completeness across specialties, chase missing records and imaging, track consult-note return, and keep every referral visible from intake through scheduling — even across a large multi-specialty group.
Prior Authorization Follow-Up
Track prior auth submissions across payers and specialties, automate payer portal status checks, flag aging and expiring authorizations, and keep your team out of the manual follow-up loop — whether you have one location or twenty.
Inbound Fax & Document Intake
Classify inbound faxes and documents automatically, extract patient and order details, and route each item to the right department or provider — before anyone has to manually read through a shared fax queue shared across specialties.
Appointment Reminders & Readiness
Send configurable reminder sequences by specialty, collect digital intake forms, request updated insurance, and surface which patients are not ready before the visit — reducing no-shows and front-desk scramble across a high-volume schedule.
Patient Outreach & No-Show Recovery
Run recall campaigns, post-visit surveys, and no-show recovery sequences with response-aware branching — so patient replies automatically route to scheduling, follow-up, or staff escalation without manual triage.
Operational Reporting
Track queue depth, referral turnaround by specialty, prior auth aging, and team throughput in one reporting surface — so operations leaders see where work is stalling across departments without pulling data from multiple tools.
How Calvient works with Altera Digital Health
Calvient sits alongside your existing TouchWorks environment as an operational layer — not a replacement. Your team keeps working in TouchWorks for clinical documentation and scheduling while Calvient handles the coordination, follow-up, and intake tasks that live outside the chart.
01
Connect to your TouchWorks environment
Calvient integrates with your Altera Digital Health TouchWorks instance to pull appointment data, patient context, and order information into its operational layer — without disrupting clinical workflows or requiring changes to how your providers use the EHR.
02
Work runs in Calvient's operational layer
Referrals, prior auths, inbound faxes, and patient outreach are managed in Calvient's queue and task system — giving your operations team a purpose-built workspace for non-clinical coordination across every department and specialty.
03
Outcomes write back to TouchWorks
Completed tasks, intake data, and patient readiness updates flow back to the appropriate TouchWorks records at defined handoff points — keeping both systems in sync without manual re-entry by your staff.
From signed contract to live on Calvient
Most Altera Digital Health practices are fully operational in under 10 weeks. The process has two distinct phases with different owners and timelines.
2 weeks
6 – 8 weeks
1
2 weeks
Altera Digital Health integration setup
Before Calvient can go live, a technical connection to your TouchWorks environment needs to be established. This process is managed on the Altera side and typically takes around two weeks. Calvient coordinates the requirements, but the timeline here depends on Altera's process — it is not something we control.
API credentials provisioned by Altera
Data access scopes confirmed
Test environment validated
2
6 – 8 weeks
Calvient platform implementation
Once the integration is active, Calvient's implementation team configures your workflows, trains your staff, and goes live with your highest-priority use cases. The exact timeline depends on how much workflow customization is needed across your specialties and how quickly your team gets comfortable with the platform — typically six to eight weeks.
Workflow configuration and queue setup
Staff training by role and department
Go-live with your first active workflow
Common questions about Calvient and Altera Digital Health
Does Calvient replace Altera Digital Health TouchWorks? +
No. Calvient works alongside TouchWorks, not instead of it. Your clinical team stays in TouchWorks for documentation, scheduling, and billing. Calvient handles the operational workflows that surround the chart — referral coordination, prior authorization follow-up, inbound fax intake, and patient outreach across every department.
What does the Altera Digital Health integration actually do? +
Calvient connects to your TouchWorks environment to pull appointment schedules, patient demographics, and relevant clinical context. This allows Calvient to trigger readiness workflows based on upcoming visits, match inbound documents to the right patient record, and write completed task outcomes back to TouchWorks without manual re-entry.
Which TouchWorks workflows does Calvient support, and which specialties? +
Calvient is commonly used by TouchWorks practices for referral management, prior authorization tracking and submission, inbound fax and document triage, appointment reminders and digital intake, patient recall and no-show recovery, and operational reporting across all of these queues. Because TouchWorks serves large multi-specialty groups, Calvient is configured to handle specialty-specific referral workflows — including cross-specialty handoffs where one department refers internally to another — and can segment queues, reporting, and outreach sequences by specialty or department.
How long does it take to go live with Calvient on Altera Digital Health? +
Most practices are operational within a few weeks of the integration being established. Calvient's implementation team handles the workflow configuration and works with your staff to map processes before go-live. The timeline varies based on which workflows you activate first and the complexity of your TouchWorks setup across locations and specialties.
Is Calvient HIPAA compliant when integrated with Altera Digital Health? +
Yes. Calvient is HIPAA compliant with encrypted data in transit and at rest, tenant-level data isolation, role-based access controls, and a full audit log. A Business Associate Agreement is included with every customer agreement.
Altera Digital Health practices
See Calvient working alongside your TouchWorks environment
Bring one real referral, prior auth, or intake process and we'll show how our platform and agents handle it from start to finish — without changing how your team uses TouchWorks.