Workflow library

Every admin task, completed end-to-end.

Confido Health does not just answer the call. It runs the whole workflow, from scheduling to refills to collections, and writes every outcome back into the systems you already use.
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12+

Workflows

40+

Integrations

95%

Workflow success

Trusted by 1500+ dental and healthcare sites nationwide

The workflow library

Find the workflow built for your healthcare operations.

Filter by where it runs across your front, mid, and back office.
Scheduling & Access

Appointment Management

New scheduling, rescheduling, confirmations, reminders, no-show
follow-ups, and waitlist backfills across
every provider and location.
Inbound + Outbound
60% fewer cancellations
See it in action β†’
Scheduling & Access

Patient Intake

New-patient registration, insurance capture, and reason-for-visit collected before the visit, with outreach to close any gaps on file.
Inbound + Outbound
10 to 15 minutes saved per new patient
See it in action β†’
Scheduling & Access

Emergency Support

Urgent symptom triage, after-hours call handling, and warm transfer to on-call staff, with follow-up once the concern is resolved.
Inbound + Outbound
No after-hours urgent call goes unanswered
See it in action β†’
Revenue Cycle

Payment Management

Balance questions, copay and deductible collection, payment plans, and
outstanding-balance outreach with
Text-to-Pay confirmation.
Inbound + Outbound
3x growth in monthly collections
See it in action β†’
Revenue Cycle

Insurance Verification

Real-time eligibility, copay, and deductible checks through your clearinghouse, written back to the patient chart before the visit.
Automated
10 to 15 min per patient, down to near zero
See it in action β†’
Revenue Cycle

Prior Authorization

Submission through payer and IPA portals, denial handling and resubmission, and renewal reminders, tracked to approval.
Automated
PA turnaround from 5 to 14 days to 2 to 4 hours
See it in action β†’
Revenue Cycle

Payer Intelligence

Contract-to-payment reconciliation that flags payers paying below contracted rates and targets renegotiation and claim recovery.
Analytics
10%+ cash flow increase within 6 months
See it in action β†’
Revenue Cycle

Denial Management

Denial classification, payer outreach, appeal submission, and corrected-claim resubmission, tracked through to resolution.
Automated
Up to 54% of denied claims recovered
See it in action β†’
Patient Care

Prescription Refills

Refill intake, eligibility confirmation, and clinical escalation, with pharmacy follow-up and patient notifications on approval.
Inbound
70% of refill interactions handled by AI
See it in action β†’
Patient Care

Referral Management

Referral intake by fax or phone, provider matching, specialist scheduling, and loop-closing follow-ups with referring providers.
Inbound + Outbound
40% less referral revenue leakage
See it in action β†’
Patient Care

Patient Recall

Preventive care and annual-visit recalls, missed-care follow-ups, and chronic-condition outreach that rebook in the same call.
Outbound
50% fewer missed appointments
See it in action β†’
Patient Care

Patient Reactivation

Outreach to lapsed patients and unfinished treatment plans, with insurance reconfirmation and the first return appointment booked.
Outbound
$40K+/month in recovered revenue
See it in action β†’
Document Processing

Fax Processing

Inbound fax classification, patient matching, and structured data extraction filed to the right chart, with follow-up for missing detail.
Document
80% less manual document work
See it in action β†’
Scheduling & Access

Appointment Management

New scheduling, rescheduling, confirmations, reminders, no-show follow-ups, and waitlist backfills across every provider and location.
Inbound + Outbound
60% fewer cancellations
See it in action β†’
Scheduling & Access

Patient Intake

New-patient registration, insurance capture, and reason-for-visit collected before the visit, with outreach to close any gaps on file.
Inbound + Outbound
10 to 15 minutes saved per new patient
See it in action β†’
Scheduling & Access

Emergency Support

Urgent symptom triage, after-hours call handling, and warm transfer to on-call staff, with follow-up once the concern is resolved.
Inbound + Outbound
No after-hours urgent call goes unanswered
See it in action β†’
Revenue Cycle

Payment Management

Balance questions, copay and deductible collection, payment plans, and outstanding-balance outreach with Text-to-Pay confirmation.
Inbound + Outbound
3x growth in monthly collections
See it in action β†’
Revenue Cycle

Insurance Verification

Real-time eligibility, copay, and deductible checks through your clearinghouse, written back to the patient chart before the visit.
Automated
10 to 15 min per patient, down to near zero
See it in action β†’
Revenue Cycle

Prior Authorization

Submission through payer and IPA portals, denial handling and resubmission, and renewal reminders, tracked to approval.
Automated
PA turnaround from 5 to 14 days to 2 to 4 hours
See it in action β†’
Revenue Cycle

Payer Intelligence

Contract-to-payment reconciliation that flags payers paying below contracted rates and targets renegotiation and claim recovery.
Analytics
10%+ cash flow increase within 6 months
See it in action β†’
Revenue Cycle

Denial Management

Denial classification, payer outreach, appeal submission, and corrected-claim resubmission, tracked through to resolution.
Automated
Up to 54% of denied claims recovered
See it in action β†’
Patient Care

Prescription Refills

Refill intake, eligibility confirmation, and clinical escalation, with pharmacy follow-up and patient notifications on approval.
Inbound
70% of refill interactions handled by AI
See it in action β†’
Patient Care

Referral Management

Referral intake by fax or phone, provider matching, specialist scheduling, and loop-closing follow-ups with referring providers.
Inbound + Outbound
40% less referral revenue leakage
See it in action β†’
Patient Care

Patient Recall

Preventive care and annual-visit recalls, missed-care follow-ups, and chronic-condition outreach that rebook in the same call.
Outbound
50% fewer missed appointments
See it in action β†’
Patient Care

Patient Reactivation

Outreach to lapsed patients and unfinished treatment plans, with insurance reconfirmation and the first return appointment booked.
Outbound
$40K+/month in recovered revenue
See it in action β†’
Document Processing

Fax Processing

Inbound fax classification, patient matching, and structured data extraction filed to the right chart, with follow-up for missing detail.
Document
80% less manual document work
See it in action β†’
Works inside your stack

Every workflow writes back into the systems you already run.

Confido Health connects to your EHR, PMS, and phone system through modern APIs and system-level connectors. Your workflows stay the same. They just run faster.
40+ live integrations across EHR, PMS, and telephony.
Explore all integrations
Enterprise-grade by default

Healthcare-grade security, built in.

Confido Health meets the bar enterprise healthcare requires, and goes live without a rip-and-replace.

HIPAA compliant

Patient data handled to HIPAA standards across every workflow and integration.

SOC 2 Type II

Independently audited controls for security, availability, and confidentiality.

Live in 4 to 6 weeks

Confido Health connects to your stack and goes live without a rip-and-replace.

ROI in 60 to 90 days

Measurable impact on capacity, access, and revenue within the first quarter.
Questions, answered

What healthcare teams ask first.

Will it work across all of our locations?
Yes. Confido Health answers on your existing phone lines across every location, routing and booking by provider, office, and schedule, with rules configured per site.
Does it integrate with our EHR and PMS?
Yes. Confido Health connects with 40+ medical, dental, specialty, and telephony systems, reading and writing directly inside your EHR and PMS so every completed task is reflected in your source of truth.
What happens when a call needs a human?
The AI Voice Assistant transfers the call warmly to your staff with full context, so patients never repeat themselves. Your team stays in control of every escalation path.
Is Confido Health HIPAA compliant?
Yes. Confido Health is HIPAA compliant and SOC 2 Type II certified, with enterprise-grade safeguards for patient data at every step.

See it answer a call in 30 minutes.

Bring a workflow that eats your staff time. We will walk you through how Confido Health completes it, step by step.
Book a demo