Customers use Calvient’s platform to manage a variety of critical workflows. The Practice Inbox handles fax and document workflows like new referrals, prior authorizations, and medical record requests. Task management enables tracking and automation for workflows such as new patient coordination and payer processes, including denials.

The Practice Insights dashboard allows users to create custom reports on billing, appointments, referring providers, and more. Additionally, reminders and registration features streamline patient communications and pre-registration processes. Any of these workflows can be intelligently automated with complex logic using Practice Intelligence.