Second AutomationSecond Automation

Practice Workflow Features

Built for the day-to-day reality of scheduling, insurance readiness, policy enforcement, and follow-up.

Automated Checks

Near Real-Time Policy Checks Across PMS and EHR

Pracauto monitors data changes and reruns your rules automatically so issues are caught before they impact the patient or billing.

How it works

  • Monitors PMS and EHR updates continuously.
  • Runs configured policy rules on each change in near real-time.
  • Sends high-priority issues as email notifications immediately.

Workflow

  • Connect systems and map insurance behavior.
  • Define rules manually or with AI-assisted rule writing.
  • Review exceptions and resolve before service day.

Problems solved

  • Confident insurance identification before patient arrival.
  • No more avoidable scheduling conflicts from spacing-rule misses.
  • Consistent policy execution across every front-desk team member.
Prior Auths Workflow

Detect, Prioritize, and Track Authorizations

Pracauto flags appointments where required authorizations are missing and helps your team resolve them in order of urgency.

How it works

  • Checks scheduled procedures/drugs against payer requirements.
  • Detects missing or invalid prior auth records.
  • Tracks statuses from new through completed.

Workflow

  • Auto-create work items when gaps are found.
  • Prioritize by service date and urgency.
  • Use notes, refresh, and status updates to manage follow-up.

Problems solved

  • No more day-of-service slowdowns from missing prior authorizations.
  • Clear task ownership and accountability for every open prior auth.
  • Early detection of payer requirement mismatches while there is still time to act.
PCP Referrals Workflow

Keep Referral Follow-Up Moving

Pracauto runs HIPAA-compliant fax workflows with scheduled follow-up checks so referral status stays current and visible.

How it works

  • Identifies patient appointments that need PCP referrals.
  • Sends and tracks HIPAA-compliant fax communications to PCPs.
  • Runs daily status checks on insurance portals.

Workflow

  • Advance records through referral lifecycle statuses.
  • Capture notes and communication history in one place.
  • When approval detected, automatically attaches referral proof PDFs to PMS records.

Problems solved

  • No more stalled referral follow-up hidden in manual queues.
  • Shared, visible status tracking without cross-team chasing.
  • Referral documentation ready before time of service.
AI Rule Writer

Turn Policy Language into Working Rules

Describe your policy in plain language, let Pracauto ask clarifying questions, and generate commented rule logic your team can edit directly.

How it works

  • Start with a conversational prompt about scheduling or insurance policy.
  • AI asks follow-up questions where policy details are unclear.
  • AI generates readable, commented rules for direct review and edits.

Workflow

  • Draft rule from policy statement.
  • Review examples and adjust conditions.
  • Test the rule against your existing patients and appointments in a safe sandbox.

Problems solved

  • Faster rule creation and iteration from policy to production.
  • Aligned policy interpretation across teams and roles.
  • No more waiting on 3rd-party IT for routine rule updates.
Calendar Highlights

See Upcoming Risk Across the Schedule

Surface appointments that need attention before service day so teams can resolve issues in the right order.

How it works

  • Combines rule findings with appointment timelines.
  • Highlights visits with referral, prior auth, or policy issues.
  • Supports proactive review before patients arrive.

Workflow

  • Review upcoming days/weeks for flagged appointments.
  • Prioritize by service date and issue severity.
  • Resolve findings and confirm readiness.

Problems solved

  • Fewer last-minute schedule disruptions.
  • Resolve issues in the right time window.
  • Reduce purely reactive day-of-service follow-up.
Reporting

On-Demand Visibility for Continuous Improvement

Reporting is available when you need to assess progress and identify where workflows should be tightened.

How it works

  • View reports in the web dashboard on demand.
  • Track issues fixed, new errors by day, and first-pass success rate.
  • Monitor errors by rule and average resolution time.

Workflow

  • Review trend lines regularly.
  • Identify bottlenecks and update policy rules.
  • Use outcomes to guide process decisions.

Problems solved

  • Clear visibility into workflow impact and outcomes.
  • Confident prioritization of the next improvement opportunity.
  • Measurable quality progress tracked over time.

EHR Coverage

Built for NexTech. Scalable for You.

Pracauto is built to be EHR-agnostic. We currently provide full-suite automation for NexTech Practice+ users, and our deployment team specializes in rapid development for any PMS/EHR.

Using a Different System?

We are actively selecting Founding Partners on Athena, eClinicalWorks, Epic, Modernizing Medicine, and other systems to build custom integrations at no additional cost.

Fast Integration Delivery

If you do not see your system, we will build the bridge for you. Most custom integrations are live in under 60 days.

Ask About Your EHR

Want a Walkthrough for Your Practice?

We will review your current workflows and show where automation can reduce delays, denials, and manual rework.

Get a Workflow Review