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Built by a Physician. For the Practices Other Consultants Don't Understand.

Medical and dental practices, healthcare-services companies, and medical device sales organizations run operations that off-the-shelf software was never designed for. Autologix is led by an MD who builds the automation systems that finally fit. Patient intake, billing reconciliation, scheduling, recall reminders, commissions, compliance — connected and running on autopilot.

Medical practice operations and automation

Your Practice Is Held Together by Manual Processes That Quietly Eat Your Margin

Most medical and dental practices, healthcare-services firms, and medical device sales companies operate inside a patchwork of clinical software, billing platforms, scheduling tools, and email — none of which talk to each other. The cost is hidden in the hours your team spends rekeying data, reconciling reports, chasing missing information, and recovering from preventable errors.

Every hour your front desk spends manually verifying insurance, every hour your billing team spends reconciling claims, every hour your reps spend on commission spreadsheets — that's an hour not spent on patient care, on revenue-generating work, or on growth. The tools to fix this exist. They just need to be connected, configured, and put to work for your specific operation.

Autologix is led by a physician. We understand the clinical environment, the regulatory weight, and the operational complexity in a way generic automation consultants don't.

Streamlined practice operations

Practices and Healthcare Businesses We Work With

If your operation involves clinical workflows, regulatory complexity, or the unique cadence of healthcare — we speak the language. Our founder is an MD; we don't have to learn the territory from scratch.

Medical Practices

Solo and group physician practices, specialty clinics, surgery centers, urgent care, and concierge medicine. Patient intake, scheduling, recall, billing reconciliation, prior authorization workflows, and reporting.

Dental Practices

General dentistry, specialty practices (endo, perio, ortho, oral surgery), and DSOs. Patient communication, recall automation, treatment plan delivery, insurance verification, and revenue cycle automation.

Medical Device & Healthcare Sales

Medical device distributors, surgical equipment companies, and healthcare-supply organizations. Commission engines, order management, CRM, expense automation, sales reporting, and compliance.

Healthcare Services Firms

Medical billing companies, physical therapy chains, mental health practices, home health, and healthcare consulting firms. Operations integration, client onboarding, time tracking, and reporting.

End-to-End Solutions for Medical Practice Operations

We don't sell software. We assess your operation, identify the highest-impact automation opportunities, and build integrated systems around the tools that fit your practice.

Patient Intake & Scheduling Automation

The first interaction with a patient sets the tone for the entire relationship. Manual intake forms, missed insurance verifications, and scheduling errors cost practices time, money, and patient satisfaction. We connect intake forms, calendar systems, EHR/practice management software, and insurance verification into a clean handoff.

What We Build

  • Online intake forms that flow directly into your practice management system
  • Automated insurance eligibility verification before the appointment
  • Smart scheduling with provider, room, and equipment constraints
  • Automated appointment reminders (SMS, email, voice) with confirmation tracking
  • Reschedule and cancellation workflows that fill gaps automatically
  • New patient welcome sequences and pre-visit instructions

Recall & Patient Re-Engagement

Most practices lose 20–40% of patients who should be returning for routine visits, recalls, or follow-up care simply because there's no system to bring them back. We build automated recall systems that re-engage patients with the right message at the right time — and recapture revenue that's currently walking out the door.

What We Build

  • Automated recall reminders based on visit type, treatment plan, or condition
  • Lapsed-patient re-engagement campaigns (90-day, 6-month, 1-year touchpoints)
  • Treatment plan follow-up sequences for patients who haven't scheduled
  • Birthday, anniversary, and milestone communications that build loyalty
  • Multi-channel outreach (email, text, call) with response tracking
  • Recall performance dashboards showing recapture rates and revenue impact

Billing & Revenue Cycle Automation

Revenue cycle is where most practices leak the most money — denied claims that never get reworked, statements that go out late, balances that age into write-offs, insurance reconciliation that doesn't tie back to actual deposits. We build the workflows that catch the leaks.

What We Build

  • Automated claim status tracking and denial workflow routing
  • Statement generation and patient payment reminder sequences
  • Insurance ERA reconciliation tied to actual deposits
  • Aging reports with auto-escalation to collections workflows
  • Patient payment plans with automated installment processing
  • Real-time revenue cycle dashboards (DSO, denial rate, A/R aging)

Commission Tracking (Medical Device & Sales)

Complex commission structures — split commissions, tiered rates, GPO pricing, quarterly adjustments — are the norm in medical device sales. Most companies still calculate commissions in spreadsheets, creating errors, disputes, and hours of overhead every pay cycle. We replace that with automated calculation tied to actual order data.

What We Build

  • Automated commission calculation engines tied to order data
  • Multi-tier and split commission logic (rep, manager, territory overlays)
  • GPO and contract pricing integration for accurate margin tracking
  • Real-time commission dashboards for reps and management
  • Automated commission statements and payment reports
  • Historical commission audit trails for dispute resolution

CRM & Referral Source Management

Referring physicians, surgical schedulers, hospital purchasing, and healthcare procurement decision-makers are the lifelines of healthcare-adjacent businesses. Those relationships, contact histories, preferences, and follow-up commitments need to live in a system, not in someone's memory or personal phone.

What We Build

  • CRM setup customized for healthcare workflows (referrals, providers, payors)
  • Territory and account management with hierarchical facility mapping
  • Automated follow-up sequences and task reminders
  • Referral source tracking with attribution and revenue analysis
  • Pipeline tracking with stage-based forecasting
  • Integration with email, calendar, and order management systems

Expense Reporting & Reimbursement

Field reps, traveling clinicians, and consulting staff drive thousands of miles a month and accumulate expenses that need to be documented, approved, and reimbursed. Paper receipts and email chains shouldn't still be the workflow. We build mobile-first capture and approval systems.

What We Build

  • Mobile expense capture (photo receipt, auto-categorize, submit)
  • Automated mileage tracking and IRS-compliant logging
  • Approval workflows by manager, territory, or expense type
  • Policy enforcement (per diem limits, category caps, flagging)
  • Direct integration with accounting and payroll systems
  • Real-time expense dashboards for management visibility

Reporting & Performance Analytics

Knowing what's happening in your practice — production by provider, collections by payor, no-show rates by appointment type, commissions by rep — in real time, not at month-end, changes how you manage the business. We connect the data sources and build the dashboards.

What We Build

  • Automated production and collections reports by provider, payor, location
  • Pipeline and forecast dashboards with real-time data
  • Year-over-year and period-over-period comparison views
  • Service mix analysis and margin reporting
  • Provider and rep performance scorecards
  • Executive summary reports (automated daily, weekly, or monthly)

Compliance & Documentation

Healthcare operates in a heavily regulated environment. HIPAA, Sunshine Act reporting, AdvaMed, FDA requirements, state licensure, credentialing — compliance isn't optional, and manual tracking is a liability. We build the systems that keep documentation audit-ready.

What We Build

  • Sunshine Act / Open Payments tracking and reporting
  • AdvaMed-compliant meal and gift tracking
  • Credentialing and facility access management
  • Provider license and certification tracking with renewal alerts
  • Automated compliance reporting for audit readiness
  • Document management with retention policies

Where AI Changes the Game

Beyond basic automation, AI creates opportunities for medical practices and healthcare-adjacent businesses to work smarter, not just faster.

Predictive Patient & Sales Analytics

AI models that analyze historical visit patterns, payor mix, and seasonal trends to forecast demand, identify at-risk patients before they lapse, and surface opportunities your team might miss in the noise.

Intelligent Document Processing

AI that reads incoming faxes, prior auths, lab results, vendor invoices, and contract documents — extracting the relevant data and routing it into your systems automatically. No more manual data entry from PDFs.

Smart Follow-Up Prioritization

AI that analyzes engagement, recency, and value to recommend which patients, leads, or accounts your team should prioritize today — ensuring your limited bandwidth focuses on the highest-impact work.

Automated Reporting & Insights

AI-generated executive summaries that digest your operational data into plain-language briefings — delivered to your inbox daily or weekly, without anyone having to build a report.

How We Work with Medical Practices

We don't show up with a pre-packaged product. We learn your practice first, then build what fits.

1

Operations Audit

Free 30-min discovery call followed by a written audit. We map your current workflows and identify the manual processes eating up time and margin.

2

Solution Design

We evaluate the best tools for your specific operation — practice management, billing, scheduling, CRM, reporting — and design an integration strategy that connects them.

3

Build & Integrate

We configure platforms, build automations, connect data sources, and create the dashboards and workflows your team needs. We handle the technical complexity.

4

Train & Optimize

We train your team, monitor adoption, and refine based on real-world usage. You don't pay setup fees until success metrics are met.

What Makes Us Different

Platform Neutral

We recommend what works for your practice, not what pays us a commission. If a custom Make.com scenario beats a $400/mo enterprise platform, that's what we'll build.

Physician-Founded

Our founder is an MD. We understand the clinical environment your team works in — patient flow, regulatory weight, payer complexity. We don't have to learn the territory from a YouTube video.

Built for Your Practice

No two practices run the same way. We build solutions around your specific workflows, your payer mix, your providers, your team's habits — not around a generic playbook.

You Don't Pay Until It Works

Setup fees are deferred until your system is live and meeting agreed success metrics. If we don't deliver, you don't pay. See pricing →

Ready to See What Could Be Automated?

Schedule a free 30-minute audit. We'll identify your highest-leverage automation opportunities and deliver a written report — no obligation, no generic pitch.

Schedule a Free Audit