Frequently Asked Questions
Answers to common implementation, integration, security, and workflow questions across the Calvient platform.
solutions
What is Practice Intelligence?
Intelligence (Pro) adds AI classification, extraction, summarization, and **auto-drafts** with guardrails.
Does Intelligence replace staff?
No. It augments your team by automating busywork and surfacing insights, while people stay in control.
What are the prerequisites?
Intelligence builds on Inbox (Core) and Orchestrator (Plus) for reliable data and workflows.
What is Practice Orchestrator?
Orchestrator provides role-based task lists, SLAs, handoffs, and escalations so overdue work is easier to spot and manage.
Do we need Practice Inbox first?
Most customers start with Inbox (Core). Orchestrator (Plus) builds on Inbox for coordinated workflows.
Can we escalate overdue items automatically?
Yes. Time-based rules can reassign or escalate tasks, and managers can review queue health at a glance.
What is Practice Inbox?
Practice Inbox unifies fax and document intake, routes items into the right queue, and helps teams track exceptions in one place.
Does it include AI?
Yes. Inbox includes _AI Assist_ for classification and extraction. Intelligence (Pro) adds deeper automation.
Does it work with our EHR?
Calvient works alongside many ambulatory EHR environments. See [EHRs](/ehrs) or [contact us](/contact).