Inside the platform

From inbox to tasks, with AI in every step.

Every channel lands in one queue, becomes structured work, and moves forward with AI-guided execution. One system for intake, operations, and outcomes.

Platform philosophy

Keep work in one operating context so handoffs are visible and nothing falls between intake, task ownership, and execution.

Inbox Tasks AI Layer

01 · Jump to

Inbox

Every channel lands in one queue with patient context and source history.

02 · Jump to

Tasks

Signals become owned work with due dates, queue status, and clear next actions.

03 · Jump to

AI Layer

AI handles routing, summaries, and launches execution from the same workflow context.

Now Available

Two new AI modules launched for real patient operations

These features are live additions to the platform: an inbound AI phone caller that handles patient conversations and a HIPAA-compliant CalvientGPT workspace for organization-wide AI chat.

New Feature Voice + Inbox

AI Inbound Phone Caller

Configure inbound call agents, assign them to clinic phone numbers, and let them answer patients while routing outcomes straight into Practice Inbox.

Assigned Number

(312) 555-0182 · Calvient Clinic

Patient: "Hello? I need help with my appointment tomorrow."

Cora: "Hi, this is Calvient Clinic. My name is Cora, an AI assistant. How can I help you today?"

Transcript captured Notes drafted Inbox task created

1

Design your own inbound call agent

Set the greeting, voice, operating rules, escalation policy, and post-call actions by clinic or department.

2

Assign agents to real phone numbers

Map one or multiple published numbers to the right AI agent so patients reach the correct workflow immediately.

3

Capture call outcomes in Practice Inbox

Conversation notes, transcript snippets, intent, and next steps are logged back to the same work surface your team already uses.

4

Resolve common requests automatically

Handle appointment questions, pre-visit instructions, basic office information, and guided handoff when staff review is needed.

New Module HIPAA Compliant

CalvientGPT

A secure organizational AI chat workspace where teams can ask operational questions, pull context quickly, and move from insight to execution.

Practice Intelligence

Recent chats

Open slots by provider

Prior auth turnaround

Mission Control

Welcome to Mission Control

Your agents are standing by. What needs to get done?

Pull eligibility for everyone on tomorrow's schedule.

Find all open slots for this week by provider.

Show our average prior auth turnaround time.

Ask anything, or tag an agent with @...

1

HIPAA-compliant AI chat for your organization

Give teams one secure conversational workspace for operations and clinical-adjacent support questions.

2

Mission Control experience with guided starts

Starter prompts help users pull eligibility, search schedule gaps, and inspect workflow performance without a cold start.

3

Linked to your operating workflows

CalvientGPT can be used alongside inbox, queue, scheduling, and reporting views so answers become action quickly.

4

Audit-friendly controls

Recent chats and audit logs stay visible for governance, oversight, and confidence in organizational use.

01 · Front door

Omni-Channel Inbox

Faxes, texts, emails, voicemails, and AI phone messages arrive in one place. Calvient matches work to the right patient/chart, adds context, and routes it into the next step.

Key points · 5

01

All inbound channels in one queue

Fax, text, email, voicemail, and AI phone messages stay together without losing source context.
02

Patient/chart match

The inbox resolves the item to Maria Chen before work begins, then pulls chart context into view.
03

AI summary and extracted context

Referral details, medication, diagnosis, payer, and urgency are summarized directly on the item.
04

Route or assign

Routing rules and owners move the item into the prior auth queue with the right due date.
05

Quick actions from the inbox

Staff can create the task, text the patient, open the payer workflow, or escalate immediately.

02 · Organized work

Tasks & Work Queues

Referrals, prior auths, patient surveys, callbacks, paperwork, and follow-up all become structured work with owners, due dates, status, notes, and next actions.

Key points · 4

01

Saved queue views

Referrals, prior auths, surveys, follow-up, paperwork, and calls each live in dedicated views.
02

Ownership and deadlines

The Maria Chen auth is owned, due today, and visible against queue SLA risk.
03

Activity and notes

Every touchpoint stays on the task timeline, including inbox origin, notes, calls, and texts.
04

Next actions

Launch payer work, send patient outreach, request approval, or escalate without leaving the task.

03 · Work in motion

Launch the next action from the work itself

From a task or inbox item, users and agents can fill forms, use the AI browser, pull chart data into payer portals, place calls, send texts, and move the workflow forward.

04 · Automation surface

Special Agents

Design agents that monitor inboxes, tasks, and schedules, then use Calvient actions to carry out work automatically or escalate exceptions.

Referral Intake Agent Prior Auth Follow-Up Agent Reminder / No-Show Recovery Agent Survey Follow-Up Agent

Key points · 5

01

What starts the agent

This agent wakes up when a prior auth task is created from the inbox or when the payer status is stale.
02

What information it can see

Referral packet, patient context, payer details, task history, and prior outreach are all available in context.
03

What tools it can use

Browser automation, form fill, texting, phone calls, and task updates are granted explicitly.
04

When it asks for review or escalates

Confidence thresholds, denials, and missing data pause the run and send the task back to staff.
05

Where you see results

Every run writes to the task, queue, and reporting layer with a full execution log.

05 · Appointment operations

Schedule & Patient Outreach

Manage upcoming appointments, send reminders, collect pre-visit paperwork, trigger post-visit surveys, and automate follow-up around the visit.

Key points · 4

01

Upcoming appointments

The schedule shows upcoming consults and procedures with readiness states at a glance.
02

Reminder and paperwork status

Reminders, intake forms, and missing documentation live on the appointment row, not in separate tools.
03

Survey and follow-up triggers

Post-visit survey and recovery workflows trigger directly from the visit event.
04

Reschedule and outreach actions

Call, text, or route to staff from the appointment without rebuilding the context.

06 · Connected measurement

Reporting & Analytics

Track inbox volume, queue health, turnaround times, communication outcomes, appointment readiness, and agent activity in one place.

Key points · 5

01

Inbox volume by channel

See fax, text, email, voicemail, and AI call volume in the same reporting surface.
02

Task aging and turnaround

Measure queue health and response time for the same work you saw in the inbox and task views.
03

Communication outcomes

Calls, texts, reminders, and surveys roll up into operational outcome reporting.
04

Appointment readiness

Schedule readiness and paperwork completion map directly back to outreach activity.
05

Agent activity and performance

Runs, interventions, approvals, and exception rates are visible alongside human work.

Final step

See your workflow in Calvient

Bring one real workflow and we'll show the inbox, tasks, actions, agents, schedule, and reporting that support it.

Book a demo See a product walkthrough

Security & Compliance Integrations Use Cases