Referral packet received
Order present · Labs missing
EHR Integration
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.
What gets automated
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
Order present · Labs missing
Payer portal status stale
Intake forms incomplete
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.
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.
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.
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.
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.
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.
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.
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
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
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
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.
Most Veradigm 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 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.
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 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.
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.
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.
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.
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 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 Veradigm.
Bring one process. Leave with a launch plan.