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AI Automation for Medical Practices in Georgia & Florida

Stop Losing Patients To Missed Calls, No-Shows, And Manual Follow-Up.

Practivo AI builds and manages automation for general and specialty medical practices: faster patient response, better appointment adherence, cleaner follow-up. Without replacing your EHR, PMS, phone system, or clinical workflow.

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A Patient, Running On Practivo
Inquiry
Booked
Seen
Follow-Up
Retained
Every stage above is automated by a Practivo system: intake, appointment reminders, follow-up, and reactivation all run without a manual call from your front desk.

Every Build Uses HIPAA-Aware Workflow Design.

When patient health information is involved, Business Associate Agreements, appropriate platform configurations, access controls, and approved data-handling processes are required before PHI is collected, transmitted, or stored. Practivo AI does not provide clinical advice, evaluate treatment decisions, or replace provider judgment.

Who This Is For

General & Specialty Medical Practices

If your practice handles patient scheduling, follow-up, intake, or ongoing care communication, this page is for you.

Internal Medicine Family Practice Cardiology Dermatology OB/GYN Orthopedics Neurology Urology ENT Endocrinology Rheumatology Oncology Support Gastroenterology Pulmonology and more

Two numbers that show up in nearly every practice we talk to, before a single system is running.

13hrs→0hrs
Lost Weekly To Prior-Auths Alone
65%→0%
Denied Claims Never Resubmitted
Sources: American Medical Association 2024 Prior Authorization Survey · OnPoint Medical Solutions Industry Research
The Real Problem

The Front Desk Can't Do Everything. But The Gaps Still Cost You.

Most practices aren't dealing with one big problem. They're dealing with the same small ones on repeat, every week, across every provider, in every patient flow.

A patient calls during peak hours and never gets a callback.
A no-show gets logged, but no one follows up to rebook it.
A new patient inquiry sits too long before anyone responds.
Incomplete intake paperwork slows the visit down.
A referral gets buried in voicemail, a portal, or an inbox.
A balance reminder never goes out because someone meant to send it.
A review request gets forgotten after a visit that went well.
Staff repeat the same reminders and confirmations, every day.

These aren't clinical problems. They're operational leaks, and most of them can be systemized.

What We Build

8 Systems, Built To Grow With Your Practice.

Every system ships with a Base tier that runs your core operations, and a Premium tier you can grow into when you're ready for AI, integrations, or fully hands-off management. Built specifically for general and specialty medical practices.

01
AI Appointment Intake Bot
Answers every inbound call, qualifies new patients, and books the appointment. No front desk required.
Base: What's Included
  • AI voice bot (English) answers all inbound calls
  • New patient qualification: reason for visit, insurance, availability
  • Appointment booking via calendar
  • Patient record created automatically
  • New vs. returning patient routing
See what Premium unlocks
Dual-Language Intake + Extended FAQ
  • Full Spanish-language bot with automatic detection and routing
  • FAQ library: services, insurance accepted, hours, location, what to bring
  • Insurance verification trigger sent to staff at booking
  • Quarterly FAQ library refresh
02
Patient CRM Pipeline
Every patient, every stage, every follow-up: tracked and automated in one place.
Base: What's Included
  • CRM pipeline with custom medical stages
  • Automated follow-up sequences by stage
  • Appointment reminder sequences (SMS + email)
  • Patient reactivation workflow for lapsed patients
  • Monthly reporting
See what Premium unlocks
EHR / Practice Management Integration
  • HIPAA-aware middleware connecting your EHR/PMS to your automation platform
  • Patient record sync: appointment status, visit history
  • Field mapping from EHR stages to your automation pipeline stages
  • Error alert workflow when sync fails, plus break/fix support
03
Referral Provider CRM
Tracks every referring physician, attorney, and practice. Keeps those relationships warm automatically.
Base: What's Included
  • Referral provider contact capture built in
  • "Referred By" field mapping from every intake
  • Source tagging and patient count tracking
  • New referral notification to staff
See what Premium unlocks
Referral Provider Nurture Sequences
  • Birthday message automation, personalized by name
  • Holiday outreach sequence
  • Quarterly re-engagement for dormant sources (90+ days silent)
  • Practice-approved copy for every automated message
04
Review Request Automation
Turns every discharged patient into a Google review, automatically.
Base: What's Included
  • Post-visit review request sent automatically (SMS + email)
  • Single-platform delivery: Google or Facebook
  • Stage-triggered from your automation pipeline
  • Review link tracking and monthly count visibility
See what Premium unlocks
Reputation Management: Birdeye / Podium
  • Multi-platform connection, monitors all review sites at once
  • Practice-approved response template library
  • Negative signal detection with immediate internal alert
  • Monthly reputation health report
05
Digital Lead Generation
Captures new patient leads from Google and Meta, qualifies them, and books the first appointment automatically.
Base: What's Included
  • Landing page and funnel for new patient capture
  • Ad account integration: Google or Meta
  • Automated lead follow-up sequence
  • Qualification and pipeline entry, monthly reporting
See what Premium unlocks
Google Local Service Ads Management + Call Tracking
  • Google Local Service Ads management
  • Weekly bid management and budget pacing
  • Lead dispute process for invalid leads
  • Call tracking across all campaigns with full attribution
06
Patient Records & Billing Tracker
Every record request, every outstanding bill: tracked per patient so nothing gets missed.
Base: What's Included
  • Records and billing tracking in Airtable
  • Provider, record type, and date logged per patient
  • Linked to the patient record
  • Outstanding records follow-up reminders
See what Premium unlocks
AI Chart & Record Summarization
  • AI processes incoming medical record packets
  • Structured patient summary: dates, providers, diagnoses, treatment history
  • Billing summary extraction
  • Mandatory physician review and approval before use
07
Insurance & Pre-Authorization Tracker
Tracks every pre-auth request and insurance follow-up so nothing stalls a patient's care.
Base: What's Included
  • Pre-auth checklist per patient in Airtable
  • Insurance carrier, service type, and submission date logged
  • Status tracked through approval or denial
  • Staff assignment and deadline tracking
See what Premium unlocks
AI Pre-Authorization Drafting
  • AI generates a pre-auth draft from patient and diagnosis data
  • Clinical justification summary framework
  • Supporting documentation checklist per request type
  • Mandatory physician or billing manager review before submission
08
Patient Status Automation
Patients get an update the moment anything changes. No calls, no questions, no staff overhead.
Base: What's Included
  • Automated SMS + email at each patient stage change
  • Appointment confirmation, reminder, and post-visit follow-up
  • Automation triggered off stage changes
  • Practice-branded message templates
See what Premium unlocks
Branded Patient Portal
  • Branded portal on the practice's own subdomain
  • Password-protected login, no app download required
  • Real-time treatment milestone and appointment visibility
  • Automated portal invite at onboarding, monthly health check

Not sure which systems or which tier your practice needs first?

Book A Free Workflow Review

15 minutes. No pitch deck. You'll leave with a clear next step, even if we're not a fit.

No Rip & Replace Required

You Don't Need To Replace Your EHR. Or Your Phone System. Or Your Staff.

Practivo works around your current EHR, practice management software, CRM, phone system, and booking process. We don't ask you to migrate platforms, retrain your team on new software, or rebuild what's already working.

Tebra / Kareo athenahealth AdvancedMD NextGen DrChrono eClinicalWorks Elation Nextech Birdeye Podium CallRail and more
Clarity First

Let's Be Clear About What Practivo AI Is Not.

  • It is not a clinical decision tool.
  • It does not diagnose patients or recommend treatment.
  • It does not evaluate medical necessity or replace provider judgment.
  • It does not replace your intake team, front desk, or clinical staff.
  • It is not another platform your front desk has to log into, learn, and maintain alone.
  • It is not built casually around PHI. Agreements, access controls, and approved data-handling processes come first.

Practivo AI is a managed automation layer built around your existing workflow. We build it, manage it, and keep it running. Now your team has fewer missed follow-ups and cleaner patient communication, without taking on more software responsibility.

Kristy Clarke, Founder of Practivo AI
A Message From The Founder

Running a practice means solving a hundred problems before your first patient of the day. I know that from the inside.

Before Practivo, I spent years working inside medical practices: living inside the exact scheduling gaps, follow-up breakdowns, and front-desk overload my clients deal with today.

If you're here, something in your patient flow probably already needs fixing. My job is to find out exactly what that is, then build it, manage it, and make sure it actually works. You handle your patients. I'll handle this.

Kristy ClarkeFounder, Practivo AI
Free Resource

Not Sure Where AI Fits In Your Practice?

Grab the free checklist. 30 questions, 5 minutes, instant clarity on where your biggest AI opportunities are hiding.

For Medical Practices

AI Readiness Checklist for Medical Practices

Find out where patient intake, scheduling, billing, and staff time are costing you more than they should.

Free · Instant delivery · No spam
Built For Practices That Are Skeptical Of "AI"

Real Questions. Straight Answers.

We already have an EHR. Why do we need automation?
We're not here to replace it. Practivo works around your existing systems and closes the follow-up gaps they don't solve consistently: missed calls, no-show recovery, lapsed patient reactivation, intake reminders, staff handoffs.
Can Practivo help without creating HIPAA problems?
That's the baseline, not a special consideration. When PHI is involved, the right Business Associate Agreements, platform configurations, access controls, and approved data-handling processes are required before any workflow launches. Standard for every medical client.
Our front desk already handles follow-up. What does automation add?
They do, when they have time, remember, and nothing more urgent is in front of them. Automation covers the gaps between those moments: after-hours calls, no-show recovery, intake reminders, lapsed patient outreach. It doesn't replace your front desk. It backs them up when they're busy.
Is this another platform our team has to manage?
No. The goal is fewer missed calls and cleaner patient communication, not a new system to learn. Practivo builds and manages it. Your team doesn't take on new software.
Does Practivo provide clinical advice or make treatment decisions?
No. Nothing we build diagnoses patients, recommends treatment, evaluates medical necessity, or replaces provider judgment. Every workflow handles scheduling, follow-up, intake, and communication only. Clinical decisions stay with your providers, full stop.
Free · 30 Minutes

What We Actually Look At In A Workflow Review

Not a sales pitch. A structured look at where your practice is losing patient response time, appointment volume, and staff capacity.

  • How fast new patient inquiries get a response, including after-hours calls, forms, and appointment requests
  • What happens to missed calls, voicemails, portal messages, and web forms
  • Whether no-shows and cancellations get followed up, and whether anyone tries to recover the slot
  • Where intake forms, consent forms, or insurance details stay incomplete before the visit
  • How lapsed patients, recurring visits, and care-plan follow-ups are handled
  • How front-desk tasks and handoffs move between staff
  • Which reminders and follow-ups still depend on memory, sticky notes, or spreadsheets

You leave with a clear view of the first workflow worth fixing, whether or not you hire us.

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Specialty Workflows

Need A More Specific Practice Workflow?

Some practice models have different patient-flow and revenue patterns. We keep those pages separate so the workflows stay specific instead of watered down.

Medical Spas & Aesthetic Practices

Lead response, consult follow-up, rebooking, membership and package follow-up, and review workflows for aesthetic practices.

View Med Spa Automation →

Chiropractic Practices

New patient intake, visit adherence, no-show follow-up, lapsed patient reactivation, and referral workflows for chiropractic offices.

View Chiropractic Automation →

Physical Therapy Clinics

Appointment adherence, incomplete paperwork follow-up, prior auth task tracking, discharge follow-up, and review workflows for PT clinics.

View PT Automation →
Let's Talk

Not Sure Where Your Practice Is Losing Patients Or Revenue?

Book a 30-minute workflow review. We'll look at your missed-call process, patient follow-up, appointment adherence, intake workflow, and front-desk bottlenecks, then identify the workflow most likely to create the fastest measurable win.

Book A Workflow Review

No pressure. No pitch deck. Just a practical conversation.