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Operations automation for Veradigm practices

Calvient works alongside Veradigm to handle the operational layer your EHR was never designed for — referral management, prior authorization follow-up, inbound document intake, and patient outreach for ambulatory and physician group practices.

Listed on Veradigm App Expo Live in under 10 weeks No EHR replacement required

What gets automated

Calvient runs alongside Veradigm

Your team stays in Veradigm for clinical documentation, scheduling, and revenue cycle work. Calvient handles the coordination, follow-up, and intake that surrounds it.

Inbound signals

Referral fax
Prior auth portal
Patient text
Veradigm schedule feed

Referral packet received

Order present · Labs missing

Chase missing records

Prior auth follow-up

Payer portal status stale

Run portal check

Patient appointment prep

Intake forms incomplete

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

What Calvient adds to Veradigm

Veradigm handles clinical documentation, scheduling, revenue cycle management, and practice analytics. 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 arriving by fax or portal, verify clinical completeness, chase missing records and imaging, track consult-note return, and keep every referral visible from intake through scheduling — without manual queue monitoring.

Prior Authorization Follow-Up

Track prior auth submissions across payers, automate portal status checks, flag aging and expiring authorizations, and alert your team before a case stalls — eliminating the daily manual follow-up cycle common in physician group practices.

Inbound Fax & Document Intake

Classify inbound faxes and clinical documents automatically, extract patient identifiers and order details, and route each item to the right team or queue — before anyone has to manually read through the pile.

Appointment Reminders & Readiness

Send configurable reminder sequences, collect digital intake forms, request updated insurance cards, and surface which patients are not ready before the visit — reducing no-shows and eliminating the morning scramble at the front desk.

Patient Outreach & No-Show Recovery

Run recall campaigns, post-visit follow-ups, and no-show recovery sequences with response-aware branching — so patient replies automatically route to scheduling, care gap follow-up, or staff escalation without anyone watching the inbox.

Operational Reporting

Track referral queue depth, prior auth turnaround, inbound fax volume, and team throughput in one reporting surface — so operations leaders see where work is stalling without exporting data from Veradigm or building manual spreadsheets.

How Calvient works with Veradigm

Calvient sits alongside your existing Veradigm environment as an operational layer — not a replacement. Your team keeps working in Veradigm for clinical documentation, scheduling, and revenue cycle tasks while Calvient handles the coordination, follow-up, and intake work that lives outside the chart.

01

Connect to your Veradigm environment

Calvient integrates with your Veradigm instance to pull appointment data, patient context, and order information into its operational layer. The connection is established through Veradigm's API framework without disrupting your existing clinical and revenue cycle 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 coordination work that Veradigm's practice management module was not designed to handle.

03

Outcomes write back to Veradigm

Completed tasks, intake data, and patient readiness updates flow back to the appropriate Veradigm records at defined handoff points — keeping both systems in sync without manual re-entry or duplicate documentation.

From signed contract to live on Calvient

Most Veradigm 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

Veradigm integration setup

Before Calvient can go live, a technical connection to your Veradigm environment needs to be established. This process is managed on the Veradigm side and typically takes around two weeks. Calvient coordinates the requirements and works with your Veradigm representative, but the timeline here depends on Veradigm's provisioning process — it is not something we control.

API credentials provisioned by Veradigm
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 Veradigm

Does Calvient replace Veradigm? +

No. Calvient works alongside Veradigm, not instead of it. Your clinical and billing team stays in Veradigm for documentation, scheduling, and revenue cycle work. Calvient handles the operational workflows that surround the chart — referral coordination, prior authorization follow-up, inbound fax intake, and patient outreach.

What does the Veradigm integration actually do? +

Calvient connects to your Veradigm 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 and faxes to the right patient record, and write completed task outcomes back to Veradigm without manual re-entry.

Which Veradigm workflows does Calvient support, and which practice types benefit most? +

Calvient is commonly used by Veradigm 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. Ambulatory practices and physician groups — including primary care, multispecialty groups, and specialty practices running on Veradigm Practice Management or Veradigm EHR — see the strongest fit, particularly where referral volume and prior auth burden are high.

Is Calvient listed on the Veradigm App Expo? +

Yes. Calvient is listed on the Veradigm App Expo, Veradigm's marketplace of certified third-party applications. This means the integration has been reviewed through Veradigm's Connect program and your Veradigm representative can confirm the listing if needed.

Is Calvient HIPAA compliant when integrated with Veradigm? +

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.

Veradigm Veradigm practices

See Calvient working alongside your Veradigm 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 Veradigm.

See Calvient Run Your Workflow Live

Bring one process. Leave with a launch plan.

Your workflow, live Real handoffs Clear next steps