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If a patient cancels twice, text them a reschedule link

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Build ten different workflows before lunch

Chat the steps once. Clara ships each as live, HIPAA-safe code in minutes.

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outbound
phone call
insurance

Hello, this is Clara calling from
Best Home Care. May I speak with Tina?

Email updates
Latest threads
Send SMS
Assigned Caregiver
First visited
1 week ago
Assigned to Doris
2 weeks ago
Send Email
1 minute ago
Hey, this is Clara from Best Home Care.
We need you to re-submit your timesheet from the Feb 4th visit, we’re missing the patient’s signature.
Tickets
Follow up with Payor 
regarding required docs
Assigned to AI agent: CSR agent
Open
Call
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Good morning. I'm Clara.
How can I assist you today?

00:00

Hey, thank you for calling Best Home Care. This is Clara speaking. How can I help you today?

Call Recording
00:00 00:00
1 minute ago
Hey, this is Clara from Best Home Care.
We need you to re-submit your timesheet from the Feb 4th visit, we’re missing the patient’s signature.
00:00

Hey Tina, this is Clara from Best Home Care, just calling to let you know that your caregiver will be out next week and we’ve assigned someone to cover for her.

Call Recording
00:00 00:00
High Churn Risk

Caregiver Jane Doe (PCA, ID: 001234) is at high risk of churning due to significant pay discrepancies. Review payroll records and follow up immediately.

1 minute ago
Hey, this is Clara from Best Home Care.
Your flu shot is expiring next month, meaning you'll be out of compliance.
Let's find you a slot so you can it done beforehand?
00:00

Hey, this is Sarah from Best Home Care. I understand your mother may be in need of home care services. Is now a good time to talk?

Call Recording
00:00 00:00
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New
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Pending Approval
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Orientation
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Active
05
On Hold
06
Dropped Off
Preauthorization Request Follow-up
Clara Health Logo
Clara <office@americaresbestdoctor.com>
Yesterday

Hey team,

I'm following up on the pre-authorization request for patient Jane Doe (MRN: 001234). Our system indicates the request is still pending, and we recently updated her care plan with new interaction notes.

Could you please confirm the current status and advise if any additional documentation is needed?

Many thanks,
Clara from America's Best Doctor

Customizable to fit your business

Multi Channel

inbound
phone call
sms
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email

Context Aware

Visit #13
1 week ago
Visit #12
2 weeks ago

Ticketing System

Check payment status
for Tal Hoffman
Assigned to AI agent: CSR agent
Resolved

Reliability Assurance

18/18 tested passed
When
Asked about clock verification
Integration
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Multi Lingual

Languages: English
I’ll contact you right away to avoid any delays with your appointment.

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Integrate with your existing tools

EMR systems
  • Epic Systems
  • dr chrono
  • eClinicalWorks
  • Athenahealth
  • AdvancedMD
  • Practice Fusion
  • Praxis EMR
  • HHAeXchange
  • MEDITECH
pBX/VOIP software
  • Twilio
  • Five9
  • RingCentral
  • Intermedia
  • 3CX
  • Bicom
  • Vonage
  • Dialpad
  • CallRail
CRM SOFTWARE
  • Salesforce
  • Zoho CRM
  • Hubspot
  • Microsoft Dynamics
  • Pipedrive
  • Monday CRM
  • Freshworks

Frequently asked questions

How fast can we go live?

Your first workflow can be up-and-running in minutes. Most teams spin up several more the same day.

What can Clara build for us?

If you can describe it in chat, Clara can probably ship it. A few popular examples:

  • AI scribe that writes SOAP notes right into the chart
  • AI phone assistant that calls payors for prior-auth status
  • Intake form triage that tags red-flag answers and alerts staff
  • Automatic billing follow-ups when claims stall
  • Shift-reminder texts and no-show rescheduling

What if an integration is missing?

Tell us! Our team builds new integrations free of charge, on-demand.

Need more than the chat builder?

Tap our AI Experts Network. Vetted builders can design, refine, or maintain workflows on demand.

Do we need engineers on our side?

No. You describe the task; Clara writes, tests, and deploys the code.

How do we pay?

Simple subscription tiers based on run volume. Pick a plan with the monthly run allowance you need; upgrade or top-up anytime.

How does Clara Health handle data governance?

Your data is never used to train models or shared with other organizations. We protect it with encryption, strict access controls, and industry-standard security practices to keep it safe and compliant. Clara Health is fully HIPAA compliant, ensuring that all data handling meets healthcare privacy and security standards.

Scale and thrive with Clara Health today

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