Every patient.
No missed steps.
No delays.
Referral Received
From hospital, physician, or community provider
- Auto-Captured
↓
Patient Intake & Verification
Insurance, health history, eligibility check
- Streamlined
↓
Scheduling & Assignment
Optimal provider matching and capacity fill
- Optimized
↓
Care Coordination
Team handoffs, visit notes, EHR sync
- Integrated
↓
Follow-Up & Re-Engagement
Automated outreach, recapture former patients
- Automated
↑ 50%
Faster Admissions
↓ 40%
↑ 30%
Improvement in referral conversion
↓ 65%
Shorter Onboarding & Training
Operational Workflows
Built for how your care team actually works
Every workflow in servis.ai is designed around the real-world complexity of care delivery — not generic business software retrofitted for healthcare.
Referral Management
Capture, track, and act on every referral from any source — hospitals, physician groups, community partners, and more. No more lost faxes or inbox chaos.
- Centralized referral inbox from all sources
- Automated status tracking and alerts
- Referral source performance reporting
- Trend alerts when volumes drop
Scheduling & Capacity
Automate and optimize daily scheduling across providers, programs, and locations. Reduce gaps, fill cancellations, and maximize daily patient volume.
- Program-specific scheduling rules
- Real-time capacity visibility across locations
- Automated waitlist and cancellation fill
- Provider schedule coordination
Care Coordination
Keep the whole care team aligned with structured handoffs, visit documentation, and EHR-integrated workflows that ensure nothing is missed between touchpoints.
- Structured handoff protocols between teams
- EHR and EMR integration
- Care continuity tracking across episodes
- Role-based task assignment and visibility
Mobile Care Tools
For care teams working across hospitals, clinics, and community settings. Mobile tools give instant access to tasks, patient updates, and team coordination from anywhere.
- Native iOS and Android apps
- Offline-capable task management
- Real-time notifications and alerts
- AI-assisted documentation on the go
AI Analytics
AI Analyst continuously monitors your operational data — surfacing bottlenecks, flagging declining referral streams, and providing the insights needed to make faster, better decisions.
- Referral trend and conversion analysis
- Scheduling efficiency scoring
- Workflow bottleneck identification
- Automated operational reporting
Operational Workflows
Everything operations needs.
Nothing it doesn't.
EHR & EMR Integration
servis.ai integrates with your existing electronic health record systems or operates as a standalone platform for providers still modernizing their infrastructure.
AI-Powered Automation
Intelligent workflows reduce repetitive administrative tasks — from intake documentation to follow-up scheduling — so your team spends time on care, not paperwork.
HIPAA-Compliant Infrastructure
Secure cloud infrastructure with end-to-end compliance across every workflow — referrals, patient records, and clinical operations all managed within a HIPAA-certified environment.
Patient Onboarding & Re-Engagement
Streamline first-contact through confirmed appointment, including insurance verification, health data collection, and automated re-engagement of former patients.
Inpatient & Outpatient Support
Manage the full continuum — from residential programs to outpatient clinics — within a single platform. Configure workflows by program type and location without building separate systems.
Operational Reporting
Real-time dashboards and automated reports give clinical and operational leadership the visibility they need — from census trends to referral performance and staff utilization.
Referral Network
Grow and protect
your referral pipeline
Patient volume depends on strong, well-managed relationships with referring providers. servis.ai gives you the tools to build, track, and nurture every source in your network.
Structured Referring Provider Database
Automated tracking of referral activity
Alerts for slowing referral streams
Actionable insights to deepen clinical relationships
