Product deep dive

Four headline workflows. One stack.

A guided tour of the workflows teams usually evaluate first — followed by the broader shipped surface across portal, telehealth, commerce, engagement, integrations, and operations.

01 Voice Agent 02 Digital Check-in 03 Scribe AI 04 Claim Management & RCM
01 · Voice Agent

An AI front desk for every patient call.

AI front desk for calls, scheduling, patient lookup, reminders, payment links, callbacks, and transfers. Picks up on the first ring, handles the routine stuff end-to-end, and only escalates when it should.

12
Callable
tools
24/7
Always-on
coverage
<1s
Median
pickup
Full call: book → confirm → pay · 1:03DEMO
In a sentence

Your phones, on auto-pilot — but with full context, identity verification, and a clean handoff to staff when judgment is needed.

"It's the staff member that never calls in sick — and never forgets to confirm."

— Practice manager, multi-site clinic
What it does
Answers routine calls
Handles appointment requests, address & hours questions, and balance inquiries — in natural conversation, 24/7.
CORE
Books, confirms, cancels
Reads live availability across providers and locations. Reschedules and cancels with policy-aware rules. Sends a confirmation SMS automatically.
SCHEDULING
Patient lookup & verification
Identifies callers by phone, DOB, or member ID. Sensitive actions are gated by SMS-OTP — verified server-side, not by prompt.
IDENTITY
Payment links
Texts a Stripe-hosted link for outstanding balances or copays before a visit. Receipts post back automatically.
PAYMENTS
Reminders & callbacks
Schedules a callback when a human is needed and the queue is full. Outbound reminder calls for high-value visits.
FOLLOW-UP
Staff escalation
SIP REFER transfer to the right department with full transcript, intent summary, and detected actions handed off.
HANDOFF
How a call flows
01

Answer

Agent picks up, greets in your practice's voice, asks how it can help.

02

Verify

If the action is sensitive, an OTP is texted and verified before continuing.

03

Resolve

Calls the right tools — find slots, book, charge, look up balance — to complete the request.

04

Confirm

Sends an SMS confirmation, logs the transcript, and closes the loop or transfers.

Plugs into
02 · Digital Check-in

One flow for everything before the visit.

One patient flow for demographics, consent, insurance, intake forms, and copay collection — all completed before the visit. A single secure link, resumable on any device, that drops clean data straight into the chart.

5
Step types
built-in
71%
Avg. patient
completion
1.4s
Eligibility
response
Patient self check-in · 0:32DEMO
In a sentence

The waiting-room clipboard, replaced by a guided phone flow that ends with a paid copay and a verified plan.

"Patients walk in and we just say hi. The work is already done."

— Front-desk lead, urgent care
What it does
Secure pre-visit links
One-time tokenized URL, sent the moment a visit is booked. Resumable on any device with no password.
ACCESS
Insurance & intake capture
Photo capture of front/back of insurance card with OCR. Live eligibility check via Clearinghouse. Custom intake forms per visit type.
DATA
Consent & demographic review
Patient confirms or corrects existing data. Audit-ready signatures on consent and HIPAA notices, attached to the chart.
COMPLIANCE
Copay / payment collection
Stripe PaymentSheet with Apple Pay and Google Pay. Receipts auto-attached. Copays and outstanding balances collected in the same flow.
PAYMENTS
Conditional steps
Step DSL means new-patient, follow-up, surgical, and telehealth visits each get the right flow — without one-off form trees.
CONFIG
Front-desk console
Staff see who's complete, who's stuck, and what's still missing — and can resend the link with one click.
STAFF
How a check-in flows
01

Send

Booking triggers an SMS link 24h before the visit, and again 2h before.

02

Capture

Patient confirms demographics, signs consents, photographs insurance, completes intake.

03

Verify

Eligibility check runs in the background. Discrepancies surface to staff.

04

Pay

Copay collected. Patient walks in already checked in — front desk just greets.

Plugs into
03 · Scribe AI

Visit audio in. Notes, codes & charges out.

Clinical documentation that turns visit audio into structured notes, diagnoses, procedures, orders, referrals, and billing-ready charge previews — so clinicians sign off, not retype.

6
Note
types
4
Code
vocabularies
~12m
Saved per
encounter
Encounter → note → order · 1:19DEMO
In a sentence

Listens to the visit, drafts the SOAP note with cited evidence, and stages a charge that's ready to drop.

"I'm leaving on time. That's the headline."

— Family medicine physician
What it does
SOAP and visit notes
Six note types: progress, SOAP, visit summary, procedure, consult, discharge. Templates honor each clinician's style.
NOTES
Clinical extractions
Structured pull of diagnoses, medications, orders, referrals, and allergies — every value linked back to its evidence in the transcript.
STRUCTURED
Code lookup support
Tool-calling pipeline searches CPT, ICD-10, LOINC, and SNOMED on demand and resolves ambiguity in real time.
CODING
Charge preview
Fee schedule enriches extracted procedures so clinicians see the charge — and any modifier issues — at sign-off.
REVENUE
Prior-auth previews
Advisory PA check on extracted orders and referrals. Surfaces likely PA needs before they hit a denial later.
PA
Ambient capture
In-room or telehealth audio with consent banners. Audio retained per your retention policy, never used for training.
PRIVACY
How a visit flows
01

Listen

Visit audio is recorded during the encounter and transcribed by Whisper.

02

Draft

LLM writes the note in the clinician's chosen template, with cited transcript spans.

03

Extract

Tool calls map dx/rx/orders to codes, and stage a charge against your fee schedule.

04

Sign

Clinician reviews, edits, signs. Charge posts and PA preview routes to billing.

Plugs into
04 · Claim Management & Revenue Automation

Cleaner claims, worked denials, fewer write-offs.

Prepare cleaner claims, manage denials, generate payer-support documentation, and keep billing work moving through a durable RCM workqueue — so revenue doesn't sit on someone's desk.

98%
First-pass
clean rate
11
Claim
statuses
1
Workqueue
per biller
Denial → appeal · 0:20DEMO
In a sentence

The work that used to live in spreadsheets and sticky notes — now in a queue that survives staff turnover and tracks every dollar.

"We finally know what's stuck and why. That alone changed our cash."

— Revenue cycle director
What it does
Claim prep & validation
837P and 837D generation with pre-submission scrubbing — modifier, NDC, place-of-service, and policy edits surfaced before submission.
CLEAN
Denial classification
277CA and 835 ingestion. Denials auto-categorized, routed, and prioritized by recoverable amount and SLA.
DENIALS
Appeal workflows
Templated appeal letters drafted with the underlying note, codes, and policy citations. Tracked through final adjudication.
APPEALS
Supporting documentation packets
Attaches X12 275 packets — chart notes, op reports, operative photos — to satisfy payer requests in a single click.
DOCS
Prior auth, eligibility, financial clearance
X12 270/271 eligibility, 278 PA submission, and a financial clearance command center that consolidates the day's bookings.
CLEARANCE
Durable workqueue
Every claim has an owner, a state, and a next action. Worklists survive staff turnover and integrate with your existing billing team.
QUEUE
How a claim flows
01

Prep

Scrubbed against payer rules. Edits surfaced before the claim leaves your tenant.

02

Submit

837P/837D drops to clearinghouse. Acknowledgments tracked at every hop.

03

Adjudicate

277CA & 835 land. Payments post. Denials route into the workqueue.

04

Recover

Appeals drafted. 275 packets attached. Followed through to final adjudication.

Plugs into
Broader shipped surface

The core four are the demo path. The platform goes wider.

TyHealth also ships the patient, vertical, growth, and operations layers practices need once the first workflow is live.

Patient access

Booking, requests, waitlist, and status links.

Public booking, appointment requests, request queues, smart waitlist auto-match, callback requests, dental request scheduling, and ASC surgery request intake.

Portal & mobile

Native patient app plus family context.

iOS/Android portal with appointments, billing, insurance, messaging, requests, health data, inbox, HealthKit/Health Connect sync, push, and multi-patient context.

Telehealth

Video visits tied to the encounter.

Daily.co sessions, invite delivery, consent gate, provider waiting and recording controls, native mobile calls, transcript webhooks, and post-call Scribe automation.

Commerce & MedSpa

Pay first, then schedule.

Catalog, cart, checkout, Stripe Tax, subscriptions, shipping addresses, fulfillment, mobile storefront, and queues for paid services that still need scheduling.

Clinical operations

Beyond notes: orders, referrals, docs, and media.

Lab, imaging, and procedure orders; referral loop closure; lab result review; clinical media; incoming document intake across fax, email, upload, and DirectTrust.

Engagement

Campaigns, reviews, reminders, and care gaps.

Outreach campaigns, preventive rule packs, AI reminder rules, post-visit surveys, patient reviews, communication preferences, SMS consent automation, and policy-aware sends.

Admin & operations

Controls for multi-site healthcare teams.

Parent-child org reporting, onboarding, provider and location management, payer directory, universal inbox, audit logs, operations console, RBAC, and platform-admin support.

Integrations

Runs with the stack clinics already use.

AthenaHealth, Epic, Cerner, Stedi, Availity, Stripe, Twilio, Daily.co, e-Prescription, OpenAI, HealthKit, Health Connect, and background workers for sync and retry flows.

See it on your data.

30 minutes with our clinical product team. We'll walk through the products that fit your stack and your workflows.