Care Moves Fast.
Operations Should Too.
Referrals, staffing, credentials, documentation, supply, billing — servis.ai runs all of it in one connected system, so care in the home stops depending on excel sheets and luck.
+30%
More admissions
3 in 4
Patients from your best payers
5x
More charts reviewed
-75%
Manual triage time
In-home care doesn't break at the bedside.
It breaks in the handoffs.
Referral stalls
A referral lands in an inbox and sits there for three days while the sender calls someone else.
Intake drags
Eligibility is checked by hand, and start-of-care slips from days into weeks.
Coverage slips
A structured way to document training and give reps visibility into physician readiness across their territories.
Visit misfires
Documents connected directly to the relevant patients, cases, physicians, or facilities — no more searching across folders.
Notes pile up
Custom assignment logic connecting physicians, facilities, and cases to the right territory reps for consistent ownership.
Claims deny
Reps can access and update patient, case, and device information in the field, without waiting on an internal update.
None of these are clinical problems. All of them are operational ones — which means all of them are fixable. servis.ai was built to close every link in that chain.
Start where it hurts. Expand when you're ready.
servis.ai replaces the whole stack eventually — but nobody has to swallow it whole.
Most teams go live on one piece, see the result, then keep going.
How servis.ai fixes it
Four steps, at your pace
First
Accept the Right Referrals in Seconds
Fax, portal, phone, or partner — every referral lands in one place, gets triaged, and starts moving the same hour it arrives.
- Pull referrals from hospitals, physicians, and payers into a single queue with no manual re-entry.
- Trigger eligibility and authorization workflows automatically the moment a referral arrives.
- Track every referring partner and see which relationships actually produce admissions.
Second
Get the right clinician to the right door
- Build routes around acuity, geography, and visit length instead of guesswork.
- Fill coverage gaps from live availability and credential status, not a group chat.
- Cut no-shows and windshield time with schedules that update everyone at once.
Third
Keep supply and compliance ahead of the visit
- Track supplies and equipment down to the clinician and the patient, in real time.
- Keep licenses, certifications, and training current with automatic expiration tracking.
- Hold documentation to payer requirements as it's captured, so audits are a non-event.
Fourth
Run the whole operation from one source of truth
- Retire the spreadsheets and point tools that only one person knows how to maintain.
- Connect to your existing EHR or run standalone — servis.ai works either way.
- Let AI surface the bottleneck while it's still a bottleneck, not a quarterly trend line.
Mobile & Field Operations
Built for the field,
not the front office.
Routes that respect the day
Daily routes account for acuity, drive time, and visit length, so the schedule matches what's actually possible.
Documentation at the point of care
Capture notes, measurements, and updates at the point of care. No double entry. No paperwork at the end of the day.
Updates that reach everyone
Schedule changes, patient alerts, and authorization updates pushed directly to field staff — everyone stays aligned even when no one is in the same building.
Supply visibility in the field
Clinicians see what's on hand, what's been used, and what's coming — before they're standing in a living room without it.
Secure by design.
Compliant by default.
PHI encrypted in transit and at rest, role-based access on every record, and a full audit trail on every action
- HIPAA + BAA included
- ISO 27001
- CSA STAR Level 1
- CASA
- GDPR
- EHR / EMR integration
[servis.ai] is the software that I use to manage relationships, track visits, and plan stops while in the field. One of the most appreciated services offered is...
Lisa Fujioka
Revival Health
[servis.ai] is outstanding in terms of customization, service, interface, simplicity and elegance...
I love servis.ai. It has been truly transformational for our Admissions Department — just incredible.
Jake Weld
Mansfield Hall
The most amazing part of this software for us has been the customer service. The team has helped us customize our product to create a format where we can...
[servis.ai] is the software that I use to manage relationships, track visits, and plan stops while in the field. One of the most appreciated services offered is...
Lisa Fujioka
Revival Health
[servis.ai] is outstanding in terms of customization, service, interface, simplicity and elegance...
I love servis.ai. It has been truly transformational for our Admissions Department — just incredible.
Jake Weld
Mansfield Hall
Your workflow, live. No slideware.
Bring the part of your operation that hurts most. We’ll show you what it looks like running inside servis.ai — referrals, scheduling, supply, or all of it.