Smarter Workflows, Empowered Staff
Calyxr Workflow Automation reduces operational drag across your practice. Repetitive work runs automatically, handoffs happen on time — while keeping your team in complete control.
Rule-Based Precision, Built for Care Teams
Calyxr workflows operate on clearly defined rules you set — giving your staff a predictable, controllable co-pilot that executes each step with full transparency and human oversight. Every action is visible, reviewable, and aligned with your processes. Get started faster by leveraging our library of template-based workflows.
Where Medical Workflows Meet Natural Conversation
Combine rule-based reliability with natural language flexibility for medical office workflows.
Natural Language Understanding
Patients respond naturally — "I think I can make it" or "Can we do Tuesday?" — and the system routes them correctly.
Conversational Workflows
Ask questions, understand responses, and adapt the flow based on patient input — all following your logic.
Deterministic Pathways
Every conversation follows pathways tailored to your organization. You control every step.
Human-in-the-Loop
Unclear responses automatically bring in a live staff member — no patient falls through the cracks.
Powerful End-to-End Automation
From pre-visit forms to real-time intake — automating digital patient intake without disrupting your front desk.
Digital Patient Intake Automation
Reduce check-in time by 75%. Eliminate clipboard paperwork.
Pre-visit intake workflows collect medical forms (questionnaires), insurance information, and consent forms digitally before the patient arrives — so they walk in ready for care, not filling out forms in the waiting room.
Intelligent Form Routing
Route different forms based on appointment type and patient history — automatically.
Mobile-First Design
Progress saving across sessions. Patients complete forms on any device, anytime.
Secure Document Capture
Insurance cards and IDs captured via phone camera with HIPAA-compliant encryption.
Automated Reminders
Completion tracking with reminders sent 24 hours before visits. No manual follow-up.
Human Review Checkpoint
Staff verifies critical data before the visit. Full control, zero paperwork.
Complete Patient Journey Automation
Pre-visit → Post-visit → Feedback — all in one automated flow.
Instead of managing pre-visit instructions, post-visit follow-ups, and feedback as separate processes, Calyxr connects them into a single, continuous workflow — with staff stepping in only when human judgment is needed.
Post-Visit Care
Care instructions, medication reminders, and wellness check-ins delivered automatically after every visit.
Smart Feedback
Satisfaction surveys with smart routing — positive → reviews, negative → staff alerts.
Human Escalation
Concern responses and clinical flags route directly to staff — instantly and with full context.
Configurable Workflows That Execute Like Clockwork
From setup to insight — five steps that run automatically so your team doesn't have to.
Define triggers, conditions & actions visually
Workflows fire on events or status changes
Communications & routing run seamlessly
Staff steps in when human touch is needed
Track completion rates & efficiency