Inbound referral packet
Order present · Imaging missing
EHR Integration
Calvient works alongside eClinicalWorks to handle the operational layer your EHR was never designed for — referral management, prior authorization follow-up, inbound document intake, and patient outreach.
What gets automated
Your team stays in eClinicalWorks for clinical work. Calvient handles the coordination, follow-up, and intake that surrounds it.
Inbound signals
Order present · Imaging missing
Payer portal status stale
Paperwork incomplete
eClinicalWorks handles clinical documentation, scheduling, and billing. Calvient handles the operational workflows that run alongside it — the referrals, authorizations, faxes, and patient follow-up that fall between systems.
Capture inbound referral packets from fax and portal, verify completeness, chase missing records, track consult-note return, and keep every referral visible from intake through scheduling.
Track prior auth submissions, automate payer portal status checks, flag aging and expiring authorizations, and keep your team out of the manual follow-up loop for every open case.
Classify inbound faxes and documents automatically, extract patient and order details, and route each item to the right team — before anyone has to manually read through the queue.
Send configurable reminder sequences, collect digital intake forms, request updated insurance, and surface which patients are not ready before the day of the visit — reducing no-shows and front-desk scramble.
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.
Track queue depth, referral turnaround, prior auth aging, and team throughput in one reporting surface — so operations leaders see where work is stalling without pulling data from multiple tools.
Calvient sits alongside your existing eClinicalWorks environment as an operational layer — not a replacement. Your team keeps working in eCW for clinical documentation and scheduling while Calvient handles the coordination, follow-up, and intake tasks that live outside the chart.
01
Calvient integrates with your eClinicalWorks instance to pull appointment data, patient context, and order information into its operational layer without disrupting your existing clinical workflows.
02
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 work.
03
Completed tasks, intake data, and patient readiness updates flow back to the appropriate eClinicalWorks records at defined handoff points — keeping both systems in sync without manual re-entry.
Most eClinicalWorks practices are fully operational in under 10 weeks. The process has two distinct phases with different owners and timelines.
2 weeks
Before Calvient can go live, a technical connection to your eClinicalWorks environment needs to be established. This process is managed on the eClinicalWorks side and typically takes around two weeks. Calvient coordinates the requirements, but the timeline here depends on eCW's process — it is not something we control.
6 – 8 weeks
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 and how quickly your team gets comfortable with the platform — typically six to eight weeks.
No. Calvient works alongside eClinicalWorks, not instead of it. Your clinical team stays in eCW 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.
Calvient connects to your eClinicalWorks 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 eCW without manual re-entry.
Calvient is commonly used by eClinicalWorks 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.
Most practices are operational within a few weeks. Calvient's implementation team handles the integration configuration and works with your staff to map workflows before go-live. The timeline varies based on which workflows you activate first and the complexity of your eCW setup.
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.
eClinicalWorks practices
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 eCW.
Bring one process. Leave with a launch plan.