From billing and case entry to task assignment and doctor communication, our automation engine lets you define rules once and let the system handle the rest — reducing errors, saving hours, and keeping your lab running at full speed.
Automate your entire billing pipeline — from rate calculation and discount application to invoice generation and statement delivery. Pricing rules are applied automatically based on doctor agreements, product types, and account tiers, so your front office spends less time on spreadsheets and more time on cases.
Keep your doctor relationships healthy without the overhead. Automatically trigger follow-ups when a doctor hasn't sent cases in a while, notify account managers when high-value accounts change ordering patterns, and route new doctor onboarding through a structured workflow so nothing gets missed.
Set up rules that handle the busywork of case management. Automatically assign production templates when products are added, update case status based on task completion, apply hold reasons when information is missing, and trigger notifications to doctors when cases ship — all without a single click from your team.
Automate task assignment, sequencing, and escalation so your production floor runs itself. Tasks auto-assign to available technicians based on workstation rules, predecessor tasks trigger the next step on completion, and overdue tasks escalate to managers — keeping every case on track from start to ship.
Automatically route incoming emails and messages to the right inbox based on sender, subject, or linked case. Set up auto-replies for after-hours inquiries, escalate unanswered conversations after a set period, and notify the assigned team member when a doctor responds — so no message sits unread.
