Status before every call
The agent checks where the request stands before it dials. Each call asks about what's still missing.
eClinicalWorks
Orvera + eClinicalWorks Integration
Orvera AI connects to eClinicalWorks, so its agents can work records requests with the current status in hand. The agent verifies the request on file before calling the practice. When something needs a person, it goes to your team with a full summary.
eClinicalWorks
Orvera AIHow it fits
Does Orvera integrate with eClinicalWorks?
Yes. Orvera AI works with eClinicalWorks and with the case and contact center tools you already run beside it. Practices on eClinicalWorks hear from a lot of requesters in a week. Our agent confirms the request on file first, so the person who answers knows right away which patient and which records it's about. The agent sticks to the steps your team approved, and we build and deploy the connection.
Built in
- HIPAA compliant
- SOC 2 Type II certified
- encrypted data transmission
What you get
What does the Orvera and eClinicalWorks integration do?
Questions in your order
Each follow-up runs on your team's script, from naming the request to getting a delivery date.
Every contact logged
Who the agent spoke with, what they said and the date they promised all go back on the request after the call.
HIPAA-compliant handling
Orvera AI is HIPAA compliant and SOC 2 Type II certified. Access is role-based, and data is encrypted in transit.
End to end
How is the Orvera and eClinicalWorks integration set up?
- Step 01
Interaction initiated
A follow-up comes due on an open request, or a facility calls back about one.
- Step 02
Workflow execution
The agent follows the steps your team approved for that type of request.
- Step 03
Context applied
Before and during the call, it reads the request status and patient match details from eClinicalWorks.
- Step 04
System updated
The contact, the facility's answer and any promised date get logged back to the request.
- Step 05
Action triggered
If a request needs a person, say a dispute or a missing authorization, it goes to your team with the full summary.
In practice
Built for records follow-up at volume
Request follow-up calls
The agent verifies the request on file before calling the practice. Every call it makes shows up on the request.
Handoff and escalation
Disputes and odd cases go to the person you chose, along with notes from every earlier call.
Steady follow-up
Follow-ups go out on schedule on every open request. Your team keeps its time for the hard cases.
Post-call updates
When the call ends, the request gets updated and the next follow-up goes on the calendar.
Capabilities
What your team gets with Orvera and eClinicalWorks
Outbound and inbound calls
The agent makes the follow-up calls, and when a facility calls back, it picks that up too.
Agent Assist on live calls
When a person takes the call, Orvera AI Agent Assist puts the eClinicalWorks details and the next step on their screen.
Conversation summaries
Each conversation gets a short summary your team can read in a few seconds.
AI Quality Management
Every conversation gets scored against your quality checklist, whether the AI or a person handled it.
Reporting on every interaction
Contact reasons, outcomes and handoffs sit in one report, so you can see what's behind your volume.
eClinicalWorks
What outcomes does the eClinicalWorks integration deliver?
- Every follow-up starts from current status
- Your team spends its time on the exceptions
- Handoffs carry the whole history
- Follow-ups stay on schedule
- A full log of every custodian contact
Related
Related Integrations
How do you get started with Orvera and eClinicalWorks?
We start with your eClinicalWorks setup and the requests your team follows up on most. Then we design the workflows, build them and deploy them. Full deployment lands in 3 to 6 weeks, and we keep running the agents after they go live.