Professional Services
Healthcare ops, patient-first
Portals, scheduling, intake, and back-office — HIPAA-ready and built around your specialty.

Operating group
Professional Services
Mapped workflows
05
Data foundation
Owned on Path
Start with the core record
Unify the work that matters first
01 / On Path
Patient portal
02 / On Path
Scheduling & intake
03 / On Path
Care coordination
The reality
What we hear
- 01EHR-adjacent workflows handled in email
- 02Patient communication scattered across portals and SMS
- 03Specialty-specific intake forms cobbled together
Workflows
One record, every workflow
01
Patient portal
02
Scheduling & intake
03
Care coordination
04
Billing follow-up
05
Quality reporting
Adjacent
Also in professional services
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Run searches, candidate pipelines, and client reporting from one source of truth.
Insurance Agencies
Connect submissions, renewals, servicing, and producer workflows around each account.
Professional Services
Centralize project, resource, and financial management into a single system for project-based work.
Own the system behind Healthcare
Unify your operational data and build every workflow on a foundation you control.
