# Calvient Calvient is a healthcare operations platform for intake, routing, work queues, automation, and reporting. - Website: https://calvient.com - Platform: https://calvient.com/platform - Contact: https://calvient.com/contact - Last updated: 2026-09-05 This file is a machine-readable summary of the current public website. For the shorter version, see https://calvient.com/llms.txt --- # Platform Overview The public site positions Calvient as one operational layer for healthcare work that is often scattered across inboxes, spreadsheets, EHR tasks, and outside portals. Public platform themes: - Centralized intake for inbound work such as documents, referrals, forms, and messages - Owned queues and tasks with routing, follow-up, escalation, and activity history - Automation that can assist with browser, phone, fax, text, and form-based steps - Reporting across backlog, turnaround, exceptions, and workflow health Key pages: - Platform: https://calvient.com/platform - EHR environments: https://calvient.com/ehrs - Customer trust: https://calvient.com/customer-trust --- # Use Cases Current public use cases: - **Intake & Triage**: Capture inbound work from fax, email, forms, and other channels, classify it, and route it to the right team and queue. https://calvient.com/use-cases/intake-and-triage Q: What types of documents and channels does Calvient capture for intake? A: Calvient captures inbound work from fax, email attachments, uploaded documents, and digital form submissions. Common document types include referral packets, records requests, payer letters, lab results, and authorization documents. All arrivals land in one intake queue regardless of source. Q: How does Calvient classify documents it receives? A: Calvient uses AI to identify the likely document type, workflow category, urgency signals, and sender context before a staff member opens the item. This means the team sees what something is and where it belongs before they have to read through it manually. Q: What happens when an intake item arrives with missing or incomplete information? A: Calvient flags the gap, logs what is missing, and routes the item to the appropriate queue with the deficiency already noted. It can also trigger outreach to the sending party to request what is needed, and the case reopens automatically when new documents arrive. Q: Can routing rules be customized for different document types or sources? A: Yes. Routing logic can be configured by document type, sender, urgency level, payer, or keyword patterns. High-confidence items can be routed or even auto-closed without manual review, while exceptions are surfaced for staff attention. Q: How quickly does Calvient process an inbound document after it arrives? A: Classification and routing happen automatically at intake, so items are visible and assigned before a staff member would otherwise have had time to open the fax or email. Exact processing time depends on document complexity and configuration, but the goal is to eliminate the queue of unread, unsorted items entirely. - **Referral Management**: Centralize inbound and outbound referral work, track status, request missing information, and move patients forward. https://calvient.com/use-cases/referral-management Q: How does referral intake automation work for a high-volume specialty clinic? A: Referral intake automation captures every inbound referral — fax, portal, or direct message — into a tracked queue, validates completeness against required clinical and demographic fields, triggers outreach for anything missing, and routes each referral by specialty, urgency, or payer. At high volume the practical difference is that staff stop touching clean referrals entirely and only see the exceptions. Q: What information does Calvient check when verifying insurance for an inbound referral? A: Calvient checks eligibility, plan type, and whether the referring and receiving providers are in-network. It flags coverage gaps or plan mismatches before the patient is scheduled so the team has time to resolve issues rather than discovering them at the visit. Q: How does Calvient handle referrals that arrive with missing documentation? A: Calvient identifies what is missing, logs the gap, and routes the referral to the appropriate queue with a clear status. It can also trigger outreach to the referring office to collect what is needed without requiring staff to manually track each open item. Q: Can Calvient route referrals to different queues based on specialty or urgency? A: Yes. Routing rules can be defined by specialty, referral source, payer, urgency designation, or a combination of factors. Queue assignments update automatically as referral details are filled in. Q: How does the consult note tracking work after the patient is seen? A: Calvient monitors for the incoming consult note and flags referrals where the note has not arrived within the expected window. Staff see outstanding notes in a dedicated queue rather than relying on memory or manual follow-up. Q: Can Calvient track the status of a referral end to end? A: Yes. Calvient maintains a status record for each referral from initial intake through scheduling, records exchange, and consult note return. Leadership can see where referrals are stalling across the full workflow. - **Prior Auth & Payer Ops**: Handle benefits checks, prior auth submissions, payer portal submissions, status follow-up, and renewals. https://calvient.com/use-cases/prior-auth-and-payer-ops Q: Does Calvient verify the patient deductible and out-of-pocket maximum before the visit? A: Yes. Calvient runs real-time eligibility and benefits verification to confirm in-network status, remaining deductible, copay and coinsurance amounts, and out-of-pocket maximum exposure. The values surface in the work queue so staff and patients can resolve cost-share questions before the appointment instead of at check-in. Q: Can Calvient help with Good Faith Estimate compliance under the No Surprises Act? A: Calvient surfaces the inputs required to issue a Good Faith Estimate — CPT and HCPCS codes, place of service, in-network status, patient cost share, and deductible status — and flags scheduled services where a Good Faith Estimate is required under the No Surprises Act. Staff approve and deliver the estimate through your existing patient communication workflow. Q: How does Calvient handle copay and coinsurance lookup for inbound referrals? A: When an inbound referral arrives, Calvient queries the patient's payer in real time for eligibility, in-network status, copay, coinsurance, deductible remaining, and any prior-auth requirements. Coverage mismatches and unmet patient responsibility are flagged before the referral is scheduled so the team can reach out with accurate cost expectations. Q: Can Calvient draft appeal letters automatically? A: Yes. Calvient drafts appeal letters using denial reason codes, clinical documentation, and payer-specific requirements. Staff review and approve the draft before submission rather than writing each letter from a blank page. Q: How does rework get routed after a denial is identified? A: Calvient assigns denied claims to the appropriate team or individual based on denial type, payer, or dollar threshold. Routing rules are configured during implementation and can be adjusted as volume patterns change. Q: Does Calvient replace our billing team or support them? A: Calvient supports the billing team by handling the repetitive, high-volume parts of denial management and rework routing. Staff focus on decisions, exceptions, and payer escalations rather than administrative triage. - **Scheduling & Patient Readiness**: Prepare patients before visits with reminders, paperwork, insurance updates, and appointment coordination. https://calvient.com/use-cases/scheduling-and-patient-readiness Q: Does Calvient surface patient financial responsibility — deductible, copay, and coinsurance — before the appointment? A: Yes. Calvient runs real-time eligibility and benefits verification when an appointment is scheduled or re-verified, returning in-network status, remaining deductible, copay, coinsurance, and out-of-pocket maximum exposure. Staff can resolve cost-share questions and outreach to the patient before the visit instead of at check-in. Q: Can Calvient help deliver a Good Faith Estimate under the No Surprises Act? A: Calvient surfaces the inputs needed to produce a Good Faith Estimate — CPT and HCPCS codes, place of service, in-network status, deductible status, and patient cost share — and flags scheduled services where a Good Faith Estimate is required under the No Surprises Act. Staff approve and issue the estimate through your existing patient communication workflow. Q: How far in advance are reminders sent? A: Timing is configurable per practice. Most teams send an initial reminder 72 hours out and a follow-up 24 hours before the appointment. Calvient handles the sequencing automatically so staff do not need to manually track who has and has not responded. Q: Can intake forms be customized per appointment type or provider? A: Yes. Form content and routing can vary by appointment type, department, or provider preference. Changes to form structure are handled during implementation and can be updated as workflows evolve. Q: What happens if a patient doesn't respond to a reminder? A: Calvient can escalate unresponsive patients to a staff queue for manual follow-up, flag them in the schedule, or trigger an additional outreach attempt depending on how the workflow is configured. Q: Does Calvient handle post-visit follow-up for specific visit types like annual wellness or chronic care? A: Yes. Follow-up workflows can be scoped to visit type, diagnosis category, or provider. This is commonly used for chronic care management, post-procedure check-ins, and preventive care gaps. Q: How does digital intake connect to our EHR? A: Calvient writes intake data back to the patient record in the EHR so staff are not manually re-entering information. Supported EHRs include eClinicalWorks, athenahealth, NextGen, ModMed, and others. Exact field mapping is confirmed during implementation. - **Patient Outreach & Follow-Up**: Run reminders, recalls, surveys, no-show recovery, and other patient communication workflows. https://calvient.com/use-cases/patient-outreach-and-follow-up Q: What types of patient outreach workflows does Calvient support? A: Calvient handles appointment reminders, no-show recovery, and post-visit surveys with additional workflows configurable as needed. Each workflow type can be triggered by a specific event or schedule rather than requiring manual campaign setup each time. Q: How does Calvient handle patients who don't respond to outreach? A: Non-response can trigger an escalation path, such as an additional message attempt, a different channel, or a staff queue task for live follow-up. The escalation logic is configurable so teams are not manually tracking who has and has not replied. Q: Can Calvient branch based on how a patient responds to a message? A: Yes. Calvient interprets patient replies and routes them down the appropriate next step. A patient who says they need to reschedule can be routed to the access team, while a low survey score triggers a staff follow-up task. Responses become actions rather than inbox noise. Q: How does post-visit survey follow-up work? A: Surveys can be configured to send automatically after a visit based on timing and visit type. When survey collection is active, Calvient can monitor responses and flag low scores for staff follow-up. Cases that need attention can be routed to a task queue with the survey response attached so staff have context before they reach out. Q: Does Calvient support recall campaigns for specific patient populations? A: Yes. Recall workflows can be scoped to patient cohorts based on visit history, care gap criteria, or time-based follow-up windows. Calvient runs the outreach cadence, interprets responses, and routes patients who are ready to schedule forward to the access team. - **Medical Records & Release of Information**: Receive, validate, retrieve, and send medical records and release-related documents. https://calvient.com/use-cases/medical-records-and-release-of-information Q: What types of release requests can Calvient process? A: Calvient handles requests from patients, attorneys, insurance carriers, and other providers. Common request types include continuity of care, legal and disability, insurance audits, and subpoenas. Request type determines routing and handling rules. Q: How does Calvient handle requests that arrive by fax? A: Incoming faxes are parsed automatically to identify the requester, patient, and scope of the request. Calvient classifies and queues them without requiring staff to manually read and sort each one. Q: What is included in the audit trail for each records release? A: Each release is logged with the request date, requester identity, authorization status, documents included, dispatch method, and delivery confirmation. The audit trail is available for compliance review without manual reconstruction. Q: How long does it take Calvient to process a records request? A: Processing time depends on chart complexity and whether authorization is required. Because requests are parsed, classified, and queued the moment they arrive — instead of waiting for staff to read and sort them — the manual steps in assembly and dispatch shrink to review and approval, which is where most cycle-time reduction comes from. Q: Does Calvient handle requests that require authorization from the patient? A: Yes. Calvient identifies which requests require a signed patient authorization, flags those that are missing it, and holds the release until the authorization is in hand. This prevents inadvertent disclosure and keeps the team compliant. - **Operational Visibility & Reporting**: Show queue health, backlog, turnaround time, productivity, and automation/reporting metrics. https://calvient.com/use-cases/operational-visibility-and-reporting Q: What metrics does Calvient surface for operational leadership? A: Calvient tracks volume, cycle time, queue depth, and completion rates across workflows such as referrals, prior authorizations, and records. Leaders see where work is moving and where it is stalling without needing to pull reports from multiple systems. Q: How does SLA monitoring work and what triggers an alert? A: Calvient tracks time elapsed for each work item against configured SLA thresholds. When an item approaches or exceeds its threshold, it is flagged in the leadership view and can trigger escalation to a manager queue. Q: How is performance data presented, and who has access to it? A: Performance data is presented in Calvient's operational dashboard. Access is role-based, so leaders see aggregate views while team leads can see queue-level detail. Specific access configurations are set during implementation. Q: Can reports be exported or integrated into existing dashboards? A: Calvient supports data export for use in external reporting tools. Integration with existing dashboards depends on the tooling in use and is scoped during implementation. --- # Problems Addressed - **Tedious Prior Authorizations Are Delaying Care!**: Prior authorizations are a necessary but cumbersome part of the healthcare reimbursement process. Let Calvient help reduce that burden! https://calvient.com/problems/prior-authorizations - **Our Referral Turnaround Time is Too Long!**: Patients need their care. A responsive referral turnaround time is crucial to patient safety and your clinic's stellar reputation with both patients and referring providers alike! https://calvient.com/problems/referral-turnaround - **Too Many Faxes - Not Enough Time!**: Receive faxes and other documents into a unified inbox, so nothing gets overlooked. https://calvient.com/problems/too-many-faxes - **My no-show and cancellation rates are too high!**: Missed appointments can result in significant revenue loss. Calvient's proactive scheduling features send automated reminders and offer easy rescheduling options to reduce no-shows and cancellations. https://calvient.com/problems/no-shows - **We have way too many unused schedule slots!**: Maximizing resources is crucial for profitability and patient care. Calvient's analytics tools help you identify underutilized services, allowing you to optimize scheduling and resource allocation effectively. https://calvient.com/problems/utilization - **Our patients spend too long in the waiting room!**: Lengthy wait times impact patient satisfaction and retention. Calvient's patient flow management solutions help streamline check-ins and optimize provider schedules, reducing waiting periods. https://calvient.com/problems/wait-times - **My patients are often lost to follow-up!**: Lapses in patient follow-up can lead to decreased engagement and missed treatment opportunities. Calvient automates reminders and outreach, ensuring patients stay on track with their care plans and follow-ups. https://calvient.com/problems/loss-to-follow-up - **Our Google star rating is too low!**: Online ratings directly affect patient acquisition and retention. Calvient's patient feedback tools make it easier to gather positive reviews and address concerns promptly, boosting your online reputation. https://calvient.com/problems/low-google-star-rating - **Our patient communication is ineffective!**: Miscommunication or lack of timely responses can harm patient relationships. Calvient's secure messaging and engagement tools make it easy to connect with patients promptly, ensuring clarity and satisfaction. https://calvient.com/problems/ineffective-patient-communication - **Unpaid balances are hurting our cash flow!**: Slow payment cycles can cripple cash flow and hinder growth. Calvient's automated billing solutions accelerate collections, reduce unpaid balances, and improve overall financial health. https://calvient.com/problems/unpaid-balances --- # Who We Serve - Specialty practices: https://calvient.com/who-we-serve/specialties - Primary care: https://calvient.com/who-we-serve/primary-care - FQHCs: https://calvient.com/who-we-serve/fqhcs - Hospitals and health systems: https://calvient.com/who-we-serve/hospitals-health-systems - Service providers: https://calvient.com/who-we-serve/service-providers Published specialty pages: - **Allergy & Immunology**: Built for allergy and immunology clinics managing biologic authorizations, infusion readiness, and high-volume referral intake. https://calvient.com/who-we-serve/specialties/allergy - **Behavioral Health**: Designed for behavioral health teams managing referral triage, level-of-care authorizations, and continuity workflows across outpatient programs. https://calvient.com/who-we-serve/specialties/behavioral-health - **Cardiology**: Purpose-built for cardiology teams balancing urgent referrals, diagnostic coordination, and high-volume authorization workflows. https://calvient.com/who-we-serve/specialties/cardiology - **Dermatology**: Built for dermatology clinics managing biologic access, referral growth, and treatment continuity across medical and procedural workflows. https://calvient.com/who-we-serve/specialties/dermatology - **Gastroenterology**: Tailored for GI teams managing infusion authorizations, referral-heavy intake, and time-sensitive coordination across diagnostic and treatment workflows. https://calvient.com/who-we-serve/specialties/gi - **Infectious Disease**: Built for ID clinics coordinating urgent referrals, outpatient antimicrobial workflows, and authorization-dependent treatment access. https://calvient.com/who-we-serve/specialties/infectious-disease - **Neurology**: Designed for neurology practices managing complex authorizations, referral volume, and therapy readiness across infusion and procedural workflows. https://calvient.com/who-we-serve/specialties/neurology - **Oncology**: Built for oncology teams where authorization delays, referral gaps, and infusion coordination directly affect time-to-treatment. https://calvient.com/who-we-serve/specialties/oncology - **Pulmonology**: Purpose-built for pulmonology clinics balancing referral velocity, therapy authorization complexity, and longitudinal follow-up workflows. https://calvient.com/who-we-serve/specialties/pulmonology - **Rheumatology**: Built for rheumatology teams coordinating biologic authorizations, infusion readiness, and referral workflows across chronic care populations. https://calvient.com/who-we-serve/specialties/rheumatology --- # Resources - Blog: https://calvient.com/resources/blog - Webinars and videos: https://calvient.com/resources/webinars-videos - White papers: https://calvient.com/resources/white-papers Selected white papers: - **Measuring the Impact of Communication Channel on No-Show Rate**: Learn how different communication channels impact no-show rates in healthcare, and discover strategies to reduce cancellations and enhance patient attendance. https://calvient.com/resources/white-papers/measuring-the-impact-of-communication-channel-on-no-show-rate - **Reclaiming Time and Sanity in Healthcare Operations**: Read a 12-month operational review of Practice Inbox across two practices, including methodology, workflow changes, and the measures teams tracked during rollout. https://calvient.com/resources/white-papers/reclaiming-time-and-sanity-in-healthcare-operations Recent blog posts: - **New ABN Form, Same Old Scramble? How to Fix Your Medicare ABN Workflow**: The new Medicare ABN form (CMS-R-131) is mandatory in 2026, but the form was never the hard part. Fix the ABN workflow and stop eating preventable denials. https://calvient.com/resources/blog/medicare-abn-fix - **Good Faith Estimates for FQHCs**: At most practices, a Good Faith Estimate is a fee schedule lookup. At a health center, it isn't. Who owns the GFE at your health center? https://calvient.com/resources/blog/good-faith-estimates-calvient - **From 40,000 to 67,000 Documents a Month: How One Healthcare Organization Built Capacity for Growth**: Within 90 days of implementing Calvient, one healthcare organization dramatically reduced document handling time, increased touchless processing, and created the capacity to manage substantially more work with its existing team. https://calvient.com/resources/blog/from-40000-to-67000-documents-healthcare-growth - **Engagement Automation vs Admin Automation: Why Choose?**: Why choose between engaging patients and improving operational efficiency when you can do both? A unified AI orchestration platform can bridge the gap, bringing patient-facing communications and administrative workflows together under one roof. https://calvient.com/resources/blog/engagement-vs-admin-automation - **Centralized Referral Management Software: Closing the Loop With Confidence**: A referral is not just a document. It is the start of a patient access workflow that needs clear ownership, timely follow-up, and end-to-end visibility. Calvient helps turn referral work into structured, trackable action. https://calvient.com/resources/blog/centralized-referral-management Selected webinars and videos: - **Activate Your Agents: Calvient Horizon Spring 2026**: Healthcare doesn't need 20 AI apps solving different problems. It needs one app solving 20 problems. Meet your new all-in-one AI workforce. https://calvient.com/resources/webinars-videos/activate-your-agents-calvient-horizon-spring-2026 - **WEBINAR: Calvient Horizon Winter 2025**: Calvient Horizon Winter 2025 highlights our latest features as well as new partnerships unlocking new capabilities for our platform. Watch the webinar for a comprehensive overview. https://calvient.com/resources/webinars-videos/calvient-horizon-winter-2025 - **The Hidden Inefficiencies of Fax**: Faxes often create inefficiencies in healthcare, complicating processes with duplicates and mistakes. Practice Inbox by Calvient revolutionizes this by automatically flagging duplicate faxes and organizing them within the electronic health record (EHR). It allows users to split faxes containing multiple patients with ease and manage issues like upside-down pages or blank cover sheets effortlessly. Additionally, it streamlines the signing of forms and enables quick replies, similar to email. With powerful AI, it automates hours of manual work, empowering users to take control of their fax management. https://calvient.com/resources/webinars-videos/the-hidden-inefficiencies-of-fax - **How Calvient Helps Our Practice with Referrals**: Calvient's system reads our faxes automatically. It instantly identifies the patient, determines the document type, and even sends it directly to our EHR. No manual sorting. No guesswork. But here's where it gets really smart: if the referral is missing something—like insurance details or a diagnosis—Calvient doesn't just flag it. It automatically replies to the sender, letting them know what's needed. https://calvient.com/resources/webinars-videos/how-calvient-helps-our-practice-with-referrals - **WEBINAR: Calvient launches Practice Intelligence!**: At Calvient, we're tirelessly helping healthcare staff wrangle all of their many tasks. But our style is to work smarter, not harder. We're excited to introduce a trailblazing new solution that will become your go-to platform for patient care coordination and clinic operations. And it will do so by earning your trust as a tool that actually lightens the load. From simplified workflows to seamless EHR integration, it's more than just software—it's a smarter way to work. https://calvient.com/resources/webinars-videos/webinar-calvient-launched-practice-intelligence --- # Partnerships, Marketplaces, And Third-Party Recognition External references that help describe Calvient's entity, affiliations, and product context. Useful as discovery context for AI systems building an entity profile of Calvient. - Medical Group Management Association (MGMA) vendor profile: https://www.mgma.com/vendors/calvient - Elion Health product directory listing: https://elion.health/products/calvient - Elion Health prior authorization category listing that includes Calvient: https://elion.health/categories/prior-authorization/products - Veradigm App Expo listing for Channels by Calvient: https://expo.veradigm.com/Apps/Details/Channels - ModMed synapSYS Marketplace listing: https://modmed.my.site.com/synapsysmarketplace/s/partner-app/a9YVV0000000AU12AM/calvient - Stedi spotlight interview with Jonathan Minson, co-founder and CEO of Calvient: https://www.stedi.com/blog/spotlight-jonathan-minson-calvient - American Rheumatology Network practice solutions page: https://americanrheum.com/practice-solutions/ - Ikonopedia and Calvient partnership announcement (PRNewswire): https://www.prnewswire.com/news-releases/ikonopedia-partners-with-calvient-to-continue-to-ensure-no-woman-falls-through-the-cracks-of-healthcare-302738055.html - Crunchbase: https://www.crunchbase.com/organization/calvient - LinkedIn: https://www.linkedin.com/company/calvient/ --- # Trust, Privacy, And Terms - Customer trust: https://calvient.com/customer-trust - Privacy policy: https://calvient.com/privacy-policy - Terms of use: https://calvient.com/terms-of-use The public site describes Calvient's trust posture in general terms and points visitors to the Trust Center for current supporting details. Specific legal commitments, security documentation, and implementation details should be confirmed directly with Calvient. --- # Contact - Request a demo: https://calvient.com/contact - Email: contact@calvient.com - Company page: https://calvient.com/company