Healthcare
Automation and Analytics in Healthcare
Records, authorizations, claims and session notes automated for US practices, with PHI handled properly.
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Tell us what you need. A consultant replies within one working day.
01
Healthcare workflow automation for US practices
Therapy clinics, ABA providers, behavioral health practices and claims consultants lose hours every week to the same work: sorting records, chasing authorizations, re-keying session notes and working denied claims. None of it needs a new EHR. It needs the systems you already have to work together.
We build that layer for US practices: medical records that file themselves, authorizations tracked against hours used, session notes that turn into billing-ready documents, and reporting the whole practice trusts. Everything is built inside tools that can carry protected health information under a Business Associate Agreement, and tested only on de-identified data.
02
What we automate for practices
Medical records organization
Records arriving in a shared folder are read, renamed by condition, provider or date, and filed, with anything uncertain held for a person to check.
- Runs on demand or on a schedule
- Consistent names across every client
- A review queue, not silent guesses
Prior authorizations
Every authorization tracked against the hours actually delivered, with renewals started before the authorization lapses.
- Hours used against hours approved
- Expiry alerts 30 and 14 days out
- Requests and approvals in one place
Claims and denials
Claim status followed from submission to payment, with denials sorted by reason so the fixable ones get fixed first.
- Denial reasons captured per claim
- Resubmission linked to the fix
- Aged receivables at a glance
Session notes and caseloads
Clinicians log sessions against the right authorization, and each sees only their own caseload.
- Row-level access by clinician
- Required fields before a note saves
- Monthly and quarterly hour goals
Clinical documents
Treatment plans, quarterly reports and discharge summaries generated from the record instead of assembled by hand.
- Templates your clinicians approve
- Filled from structured data
- Stored with the client record
Practice reporting
Utilization, authorization coverage, claims and clinician hours on one dashboard for the practice owner.
- Refreshed automatically
- Drill down to the client or claim
- Numbers that match billing
03
How we handle protected health information
04
How an engagement runs
Map one workflow end to end
We start with the process costing the most hours: records, authorizations or claims. One call, and a written map of where the time goes.
Agree the data rules
Where PHI lives, who can see it, and what the BAA covers, settled before any build starts.
Build on de-identified data
A working version tested on synthetic records, then reviewed with the staff who will run it.
Go live and hand over
Switched on in your environment, documented, and owned by you. Support continues if you want it.
05
Questions practices ask us
Is this HIPAA compliant?
Do we have to replace our EHR or practice management system?
Which practices do you work with?
How quickly can something be running?
Tell us which workflow costs your practice the most
Records, authorizations, claims or session notes: describe how it works today and we will come back with what automating it takes.
A reply from a consultant, usually within one working day. Please do not include any patient information.
Healthcare Practice Automation
Everything we have on healthcare workflow automation
Automation for US healthcare practices and claims teams: medical records, authorizations, claims, session notes and reporting, handled with PHI in mind.
Services
Case Study: An ABA Practice Management System for PTC
Metric Before After Submission errors High Significantly reduced Time clinicians spent entering data 10-15 mins/day < 3 mins/day Admin review effort Heavy Lightweight & structured...
ABA Data Collection Software, Built Around Your Clinic
Custom ABA data collection software for BCBAs and RBTs: session data on any device, automatic graphs, notes and authorizations in one system your clinic owns.
ABA Data Sheets and BCBA Trackers
Free ABA data sheets plus BCBA trackers that calculate and graph: ABC, frequency, duration, latency, token boards, fieldwork, RBT competency, FBA and BIP.
ABA Practice Management, Built Around Your Clinic
Custom ABA practice management software: session notes against authorized hours, BSPs, quarterly reports and billing cycles, built around your clinic.
ABA Practice Tracker for Authorizations, RBT Supervision and KPIs
RBT supervision tracker and ABA practice tracker for Excel and Google Sheets: monthly 5% supervision checks, authorization units, burn rate and clinic KPIs.
ABC Chart and ABC Data Sheet: Antecedent, Behavior, Consequence
An ABC chart records the antecedent, behavior and consequence of each incident. Free printable ABC chart PDF, filled-in examples and how to analyze ABC data.
BCBA Hours Tracker for Fieldwork and Supervision
BCBA hours tracker for Excel and Google Sheets: log fieldwork daily and check supervision %, contacts, observation and monthly hour limits before month end.
BCBA Supervision Tracking for Supervisors and Trainees
Track BCBA fieldwork and RBT supervision hours, monthly percentages, contacts and observations for every trainee, with a ready tracker or a custom system.
Printable Behavior Chart, Behavior Log and Tracking Sheet
Free printable behavior chart for kids at home and school, plus a behavior log and tracking sheet with frequency, duration and latency formulas and graphs.
BIP and FBA Templates with Examples and a Competing Behavior Pathway
Editable BIP and FBA templates in Word and PDF, with a worked FBA-to-BIP example, a competing behavior pathway and hypothesis statements for each function.
Medical Records Organization and Indexing, Automated
Automate medical records organization: PDFs read, renamed by condition or provider, and filed into the right folders, with PHI kept in your BAA-covered drive.
Prior Authorization and Claims Automation for Practices
Prior authorization and claims automation for US practices: authorizations tracked against hours used, renewal alerts, and denials worked by reason.
RBT Initial Competency Assessment Tracker and Checklist
How the RBT competency assessment works under the 2026 BACB rules: who can assess, steps, timing and re-assessment, plus a free printable progress checklist.
Social Media Marketing for Clinics and Doctors, Accurate, Steady and Approved by Your Clinicians
Social media marketing for clinics and doctors from $200 a month: treatment explainers, reels and Google posts, clinician approved. First 7 posts free.
Token Board Template, Reward Chart and Token Economy Kit
Free printable token board template, plus how to set up a token economy, choose rewards by age, use a first-then board and thin tokens step by step.
Guides and articles
Dental Appointment Reminders That Cut No-Shows and Fill the Chair
Automated dental appointment reminders over WhatsApp and SMS that confirm visits, fill recall gaps and cut no-shows, using the tools your clinic already runs.
Link EMR/EHR Data with Insurance Claims Through Automation
Link EMR/EHR Data with Insurance Claims Through Automation Healthcare providers and insurers often face the challenge of fragmented data. While Electronic Medical Records (EMR) and Electronic...