AI agents for healthcare practices

AI Agents That Automate Your Entire Clinical Workflow

Automate documentation, referrals, patient outreach and payer benchmarking with modular AI agents that deploy individually or as a suite.

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Chartavox

AI-powered clinical note generation with real-time code verification

Turn transcripts and meeting recordings into complete clinical notes, including DAP, BIRP, and SOAP, with built-in ICD-10, RxNorm, and LOINC verification, AI editing tools, and Teams meeting capture.

Chartavox · Meeting → SOAP Note<60 SEC

“uh so 58 year old male, chest tightness on exertion, three weeks, uncontrolled diabetes, needs urgent eval…”

↓

HPI

58 y/o male, 3 weeks exertional chest tightness. Uncontrolled DM2.

PLAN

EKG, troponins, endocrinology referral within 2 weeks.

99%

Formatting accuracy

Trusted & compliant

HIPAA Compliant

SOC 2 Type II controls^*

Zero Data Retention

BAA Support

Encrypted in Transit & at Rest

HIPAA Compliant

SOC 2 Type II controls^*

Zero Data Retention

BAA Support

Encrypted in Transit & at Rest

HIPAA Compliant

SOC 2 Type II controls^*

Zero Data Retention

BAA Support

Encrypted in Transit & at Rest

HIPAA Compliant

SOC 2 Type II controls^*

Zero Data Retention

BAA Support

Encrypted in Transit & at Rest

HIPAA Compliant

SOC 2 Type II controls^*

Zero Data Retention

BAA Support

Encrypted in Transit & at Rest

HIPAA Compliant

SOC 2 Type II controls^*

Zero Data Retention

BAA Support

Encrypted in Transit & at Rest

Security

Security First, By Design

Compliance isn't a checkbox for us. It's the foundation every agent runs on, backed by the practices that keep it that way.

Access ControlsMulti-factor authentication and role-based access, so only the right people can get access.

Continuous Security TestingRegular security audits, penetration testing, and vulnerability assessments.

Incident Response & RecoveryComprehensive incident response and disaster recovery plans, in place before you need them.

* Controls applied within your dedicated environment.

The Suite

Explore the Echopad Suite

AI built for every part of the care journey, from the first note to the last follow-up.

Now Showing

Chartavox

Formats transcripts into SOAP, DAP, or BIRP notes and verifies clinical codes.

On the Roadmap

AI Medical Assistant

Will prepare structured chart fields from patient visits.

AI Receptionist

Handles calls, scheduling, and patient inquiries, 24/7.

AI Admin Assistant

Automates forms, emails, and scheduling tasks.

AI Patient Reminders

Automated reminders that cut no-shows and boost care compliance.

Platform

Everything your practice needs, in one connected platform

Real outcomes across documentation, referrals, patient engagement, revenue, and security, all from the same suite.

Documentation & Charting

Draft clinical documentation for clinician review
99% transcription accuracy, with ICD-10/CPT/LOINC coding built in
8 built-in note templates, plus a custom builder

EHR & Integrations

EHR systems: Epic, Cerner, athenahealth, MEDITECH, Kipu, Valant, AdvancedMD, eClinicalWorks. Native connector availability varies: Epic FHIR is catalog-listed; AdvancedMD defaults to mock mode. Confirm production availability for your deployment; other systems may require copy/export or roadmap work.
AI Scribe can auto-paste reviewed text into the active EHR window; Chartavox copies or exports reviewed notes. Neither is a native EHR connection.
Rollout timing depends on workflow scope, access, and configuration. Agree the schedule with our team.

Referrals & Care Coordination

Track referrals through intake and follow-up
Coordinate follow-up from a shared referral queue
Configured Epic FHIR connectors can ingest referrals

Patient Engagement

Two-way texting with automatic consent handling (STOP/START/HELP)
Send appointment reminders and track responses
Only real exceptions get routed to staff, everything else resolves itself

Revenue Intelligence

Insights payer data: UHC, Cigna, BCBS, Centene, Oscar, Kaiser. Confirm state, data, and account coverage with our team.
Flags underpaid CPT codes automatically
Compare negotiated rates by code

Security & Compliance

HIPAA-compliant workflows and signed BAAs. SOC 2 Type II controls — Controls applied within your dedicated environment.
AES-256 encryption, multi-factor access control
Regular penetration testing, incident response plans in place

The integrations we do

EHR workflows and Insights payer data are listed separately below. Confirm native connector availability and state, data, and account coverage with our team.

EHR systems

Insights payer data

EHR workflows

Epic FHIR is catalog-listed. The other EHR names identify workflow or roadmap targets; confirm native connector availability for your deployment.

Connector availability

AdvancedMD is mock by default. Confirm production configuration and credentials with our team.

Payer rate data

Negotiated rates from public Machine-Readable Files, benchmarked CPT by CPT in Echopad Insights.

Logos are the property of their respective owners and are shown to identify EHR systems and payer data sources. Logos do not imply a live connection or universal data coverage.

Testimonials

What our customers say

OpenInlet

Before OpenInlet, we had no easy way to see which referrals were stuck. Now our team can spot issues in seconds and patients stop falling through the cracks.

Echopad Insights

Our billing team spotted several underpriced contracts within the first month. The payer benchmarking data is something we never had access to before.

Chartavox

Formatting notes used to take our staff 20 minutes per patient. Now it's done in under a minute and the output is cleaner than what we were producing manually.

See Echopad in action

Ready to see Echopad in action?

Book a quick walkthrough and leave with a clear automation plan.

A 15-minute walkthrough on your specialty and EHR, with no obligation and no slide deck.