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Operations automation for eClinicalWorks practices

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.

No EHR replacement required Live in under 10 weeks Configurable to your workflows

What gets automated

Calvient runs alongside eCW

Your team stays in eClinicalWorks for clinical work. Calvient handles the coordination, follow-up, and intake that surrounds it.

Inbound signals

Referral fax
Prior auth portal
Patient text
eCW schedule feed

Inbound referral packet

Order present · Imaging missing

Chase missing records

Prior auth follow-up

Payer portal status stale

Run portal check

Patient appointment prep

Paperwork incomplete

Send completion nudge
Referral completeness check Auth status follow-up Appointment readiness

What Calvient adds to eClinicalWorks

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.

Referral Management

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.

Prior Authorization Follow-Up

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.

Inbound Fax & Document Intake

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.

Appointment Reminders & Readiness

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.

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.

Operational Reporting

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.

How Calvient works with eClinicalWorks

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

Connect to your eCW environment

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

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 work.

03

Outcomes write back to eCW

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.

From signed contract to live on Calvient

Most eClinicalWorks 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

eClinicalWorks integration setup

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.

API credentials provisioned by eCW
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 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 eClinicalWorks

Does Calvient replace eClinicalWorks? +

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.

What does the eClinicalWorks integration actually do? +

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.

Which eClinicalWorks workflows does Calvient support? +

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.

How long does it take to go live with Calvient on eClinicalWorks? +

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.

Is Calvient HIPAA compliant when integrated with eClinicalWorks? +

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 eClinicalWorks practices

See Calvient working alongside your eClinicalWorks 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 eCW.

See Calvient Run Your Workflow Live

Bring one process. Leave with a launch plan.

Your workflow, live Real handoffs Clear next steps