Automate every step of the
patient journey

Automate key workflows from the moment results and referrals come in, through appointment scheduling, task creation, and more—streamlining every step of the patient journey.

75%
Intake and registration forms completed digitally
50%
Patient self scheduling rate across all channels
50%
Reduction in clinic wait-time
80%
Patient / Referring Physician Engagement Rate

How it works

EMR-Triggered Automations

Automatically initiates patient outreach based on real-time EMR actions like new appointments or status changes.

Targeted Filters and Controls

Use precise filters and custom controls to tailor interactions according to patient type, appointment needs, and care plans.

Multi-Channel Patient Messaging

Engages patients via SMS, email, and HL7, ensuring they stay informed on their preferred channels.

Automated Campaigns for Ongoing Care

Manage preventive and follow-up care with targeted, automated campaigns that keep patients on track.

Secure, EMR-Integrated Smart Forms

Collect essential patient information ahead of visits with secure, password-free forms linked to your EMR.

Features

  • EMR Task Automation

    Automates routine EMR tasks such as lab follow-ups, recalls, and other recurring workflows. This reduces manual workload, ensures timely action, and minimizes missed tasks within clinical operations.

  • Complex Appt Reminder Workflows

    Outreach Agent delivers SMS, email, and phone reminders with advanced customization options. Tailor reminders by appointment status, type, reason, physician, or location.

  • Scheduling & Follow-up Campaigns

    Enable targeted outreach for scheduling follow-ups or re-engagement campaigns. Automate reminders and confirmations for recurring visits or high-priority care plans, ensuring patients remain engaged and clinics optimize schedules.

  • Referral Intake & Scheduling Pathways

    Streamline the entire referral pathway, from acknowledgment to scheduling. Automatically notify patients and providers when referrals are received, send intake forms ahead of appointments, and update stakeholders when schedules are confirmed - minimizing the need for follow-up calls.

  • Document or Inbox based notifications

    Trigger automated notifications based on incoming faxes or documents. Ensure critical updates, like new referrals or urgent results are immediately communicated to the appropriate patients or providers.

  • Pre and post appointment forms

    Automate the collection of intake and consent forms before appointments and feedback or follow-up forms afterward. Seamlessly integrate data capture into clinic workflows, reducing paperwork and ensuring compliance.

  • Payment capture workflows

    Enable automated payment workflows before or after appointments. Simplify co-pay or outstanding balance collection and ensure financial processes are seamlessly tied to patient appointments.

  • Family Doctor & Walk-In Scheduling

    Balances scheduled and walk-in appointments through flexible automation, adapting to clinic demands seamlessly.

  • Last minute schedule updates

    Notify patients quickly about provider unavailability or last-minute changes. Automate rescheduling workflows to reduce cancellations and maintain clinic efficiency.

  • Self Check-In, Virtual Waiting Room, & Wayfinding

    Allows patients to self-check in, view real-time wait times, and access location guidance, reducing admin involvement in these steps.

Case studies

  • Mia Ochea

    Systems Program Coordinator, TRIO Fertility

    "Phelix has definitely helped alleviate our admin work by automating processes like follow-ups and form tracking. It cut our manual work by half, making a huge difference for both staff and patients."

    Read full story

    100%

    Intake and registration forms completed digitally

    50%

    Admin time saved

    75%

    Conversion rate of patient follow-up campaigns