Specialist referral packet
Auth required · Notes missing
EHR Integration
Operations automation for NextGen Healthcare practices
Calvient works alongside NextGen Healthcare to handle the operational layer your EHR was never designed for — referral management, prior authorization follow-up, inbound document intake, and patient outreach across every specialty and location.
No EHR replacement required
Live in under 10 weeks
Built for multi-specialty workflows
What gets automated
Calvient runs alongside NextGen
Your team stays in NextGen Healthcare for clinical work. Calvient handles the coordination, follow-up, and intake that surrounds it across every department and specialty.
Inbound signals
Referral fax
Prior auth portal
Patient text
NextGen schedule feed
Prior auth check
Payer portal status stale
Patient prep — new visit
Intake forms incomplete
Referral completeness check
Auth status follow-up
Appointment readiness
What Calvient adds to NextGen Healthcare
NextGen Healthcare 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 departments and systems.
Referral Management
Capture inbound referral packets from fax and portal, verify clinical completeness, chase missing specialist notes and imaging, and track every referral from intake through scheduling — across all specialties in your group.
Prior Authorization Follow-Up
Track prior auth submissions across payers and specialty service lines, automate 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 department or specialty team — before anyone has to manually read through the queue.
Appointment Reminders & Readiness
Send configurable reminder sequences tailored by specialty and visit type, 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 across every location.
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 anyone manually monitoring a shared inbox.
Operational Reporting
Track queue depth, referral turnaround, prior auth aging, and team throughput across specialties and locations in one reporting surface — so operations leaders see where work is stalling without pulling data from multiple NextGen modules.
How Calvient works with NextGen Healthcare
Calvient sits alongside your existing NextGen Healthcare environment as an operational layer — not a replacement. Your team keeps working in NextGen for clinical documentation and scheduling while Calvient handles the coordination, follow-up, and intake tasks that live outside the chart.
01
Connect to your NextGen environment
Calvient integrates with your NextGen Healthcare instance — whether NextGen Enterprise or NextGen Office — 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 that spans departments and specialty lines.
03
Outcomes write back to NextGen
Completed tasks, intake data, and patient readiness updates flow back to the appropriate NextGen records at defined handoff points — keeping both systems in sync without manual re-entry across your group.
From signed contract to live on Calvient
Most NextGen Healthcare 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
NextGen Healthcare integration setup
Before Calvient can go live, a technical connection to your NextGen Healthcare environment needs to be established. This process is managed on the NextGen side and typically takes around two weeks. Calvient coordinates the requirements, but the timeline here depends on NextGen's provisioning process — it is not something we control.
API credentials provisioned by NextGen
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 NextGen Healthcare
Does Calvient replace NextGen Healthcare? +
No. Calvient works alongside NextGen Healthcare, not instead of it. Your clinical team stays in NextGen 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 NextGen Healthcare integration actually do? +
Calvient connects to your NextGen Healthcare 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 NextGen without manual re-entry.
Which NextGen Healthcare workflows and specialties does Calvient support? +
Calvient is commonly deployed in NextGen Enterprise environments serving multi-specialty groups, FQHC networks, and ambulatory practices. Supported workflows include referral management across specialty lines, prior authorization tracking and submission, inbound fax and document triage, appointment reminders and digital intake, patient recall and no-show recovery, and cross-location operational reporting. Because NextGen is widely used across specialties such as cardiology, orthopedics, behavioral health, and primary care, Calvient can be configured for the mix of service lines your group runs.
How long does it take to go live with Calvient on NextGen Healthcare? +
Most practices are operational within 10 weeks. The first two weeks involve establishing the NextGen integration — a process managed on NextGen's side that Calvient coordinates but does not control. Calvient's implementation team then configures your workflows, trains staff by role, and goes live with your highest-priority use cases over the following six to eight weeks.
Is Calvient HIPAA compliant when integrated with NextGen Healthcare? +
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.
NextGen Healthcare practices
See Calvient working alongside your NextGen Healthcare 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 NextGen.