Less administrative work, without replacing the systems you rely on.

Practice staff spend hours re-typing, chasing and routing information. Catalyst automates those repetitive steps inside your existing practice management, EHR and billing systems.

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Use cases

Where practices put Catalyst to work

Start with the tasks your front desk and billing team repeat every day.

USE CASE 01

New patient intake

Intake forms, insurance cards and referral letters are read and the details entered into your practice management system, with anything missing flagged for follow-up.

FormsExtractValidatePM system

USE CASE 02

Inbound fax and document sorting

Faxes and scanned documents are classified, matched to the right patient and filed or routed, instead of waiting in a shared inbox.

FaxClassifyMatch patientFile / route

USE CASE 03

Referral management

Outgoing and incoming referrals are tracked, with status updates and missing information surfaced before the patient is scheduled.

ReferralTrackCheckNotify

USE CASE 04

Authorization checks

Agents identify visits that need authorization, assemble the supporting information and create the task for your staff to submit.

SchedulePayer rulesAssembleTask

USE CASE 05

Billing and claim follow-up

Rejected or pending claims are reviewed, the likely reason identified and the claim routed to the right person with context attached.

Claim statusClassifyContextWork queue

USE CASE 06

Patient communications

Routine follow-ups, reminders and document requests are triggered from the workflow itself, so nothing depends on someone remembering.

EventDecideMessageLog

Why practices choose this approach

Your systems stay. The busywork goes.

There is no new platform for staff to learn. Catalyst works behind the scenes and hands people only the items that need a person.

No rip-and-replace of your PM, EHR or billing tools
Staff review exceptions instead of processing every item
Clear rules for what agents may and may not do alone
Start small with one workflow and expand from there

How we start

A practical first project

Map one workflow
We pick a single, high-volume workflow with your team and document how the work moves today.
Connect the systems
Catalyst connects to the systems that workflow already touches. Nothing is replaced.
Run with people in the loop
Agents handle the routine path while staff review exceptions and approvals.
Measure and expand
Track time saved and errors avoided, then extend to the next workflow.

Next step

Ready to take repetitive work off your staff?

Tell us which task fills your team's day. We will walk through how Catalyst would handle it.

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