Keep your systems. Connect the first workflow in four days.

Sarah works around the practice’s phone number, schedule, rules, and record system. Full practice go-live is a separate release.

Integrations, live

First approved workflow

01

Map

Fields, rules, owner, stop conditions

02

Connect

Smallest read and write path

03

Test

Happy path, exception, duplicates

04

Review

Evidence, release, rollback

Practice keeps its phone, calendar, rules, and EHR.Rollback included

A connection includes a way back.

Every release needs a test case, owner, evidence, duplicate guard, and rollback. Full practice go-live remains a separate two-week process.

Follow the source through the work.

Each row is an inspectable state, not a promise floating above the product.

  1. Day one

    Map the workflow.

    Name the request, system owner, fields, permissions, and stop conditions.

    01
  2. Day two

    Connect the smallest path.

    Read and write with synthetic data before live records move.

    02
  3. Day three

    Test both outcomes.

    Run the happy path, exception path, duplicate protection, and audit receipt.

    03
  4. Day four

    Review the evidence.

    The practice checks the receipt and prepares the controlled release.

    04

The practice keeps what already works.

The phone number, calendar, scheduling rules, EHR, practice name, voice, and human approval points stay in place.

Human review stays visible

Bring us the work that keeps coming back.

Start with the workflow your team dreads seeing again. We’ll map where Sarah works and where your staff steps in.