// Industry — Medical / Dental

Your front desk is drowning
in calls, no-shows,
and paperwork.

Appointment reminders sent manually. Insurance verifications done by phone. Patient intake forms on paper. No-shows eating into your schedule with no automatic follow-up. We automate your front-office operations so your staff can focus on patients, not admin.

From new patient to paid invoice —
here's what's slowing you down.

Toggle to see which stages Suretek automates and what your front desk team gets back.

01
New patient
Inquiry, intake forms, insurance info
⚠ Manual intake & data entry
✓ Digital intake, auto-entered
02
Scheduling
Book appointment, confirm availability
⚠ Manual phone scheduling
✓ Online self-scheduling
03
Reminders
Appointment confirmations & reminders
⚠ Manual reminder calls
✓ Auto SMS & email reminders
04
Visit
Patient seen, notes recorded
05
Insurance
Verification, claims submission
⚠ Manual verification calls
✓ Auto eligibility checks
06
Billing
Invoices, copays, collections
⚠ Manual billing follow-up
✓ Auto payment reminders
07
Recall
6-month recall, review requests
⚠ Recall never gets sent
✓ Auto recall sequences

5 of 7 stages are manual front-desk work that costs you time, money, and patients.

Real numbers. Conservative estimates.

Based on a typical single or multi-provider practice in San Antonio.

30%
Reduction in
no-show rate
2hrs
Front desk time saved
per day on reminders
100%
Recall sequences
sent on time
Faster
Insurance verification
before every visit

// Tools we integrate with

Dentrix Eaglesoft Athenahealth DrChrono Twilio Google Workspace QuickBooks Outlook Custom EHR/EMR

Don't see your platform? We build custom integrations for any system with an API.

// Why Automate Your Medical Practice

Administrative burden is the real diagnosis killing your practice

San Antonio medical practices spend an average of 15–20 hours per week on administrative tasks that could run automatically — appointment reminders, insurance verification follow-ups, patient intake forms, billing alerts, and referral coordination. That's time your front desk staff spends on the phone instead of serving patients in the waiting room.

Suretek AutoPilot integrates with Athenahealth, eClinicalWorks, DrChrono, and other EHR and practice management platforms to automate the repetitive back-office work. Your front desk handles exceptions — the automation handles the routine.

Most medical practices in the 2–10 provider range are running their front desk on a combination of manual calls, sticky notes, and calendar reminders. When staff turns over — which happens frequently in healthcare — institutional knowledge walks out the door. Automation makes your processes consistent regardless of who's at the front desk.

We typically have medical practice automation live in 5–10 business days. All automations run on HIPAA-compliant infrastructure and your patient data stays in your existing systems.

// COMMON AUTOMATIONS FOR MEDICAL PRACTICES

APPOINTMENT REMINDERS

Send automated SMS and email reminders 48 hours and 2 hours before each appointment. Reduce no-shows by 25–40% without your staff making manual reminder calls.

PATIENT INTAKE

Send intake forms automatically when a new appointment is booked. Collect patient information digitally before the visit. Eliminate paper forms and manual data entry.

INSURANCE VERIFICATION

Trigger insurance verification requests automatically when appointments are booked. Alert your billing team to issues before the patient arrives — not after.

BILLING FOLLOW-UP

Automatically send patient balance reminders at 7, 14, and 30 days. Send automated alerts to your billing team when accounts reach 60 days outstanding.

REFERRAL COORDINATION

Automatically send referral documentation to specialists when ordered. Follow up if confirmation is not received within 48 hours. Log all referral communications.

RECALL REMINDERS

Automatically remind patients when they are due for annual physicals, follow-up appointments, or preventive screenings. Turn one-time visits into recurring patient relationships.

// Frequently Asked Questions

Medical Practice Automation — Common Questions

Is this HIPAA compliant?

All automations we build for medical practices run on HIPAA-compliant infrastructure. Patient data stays in your existing EHR system — we do not store PHI in any third-party automation platform.

Do you integrate with our EHR?

We integrate with Athenahealth, eClinicalWorks, DrChrono, Kareo, and most platforms with an API or HL7 interface. Contact us if your system is not listed.

Can automation replace our front desk staff?

No — and that is not the goal. Automation handles the routine and repetitive tasks so your front desk staff can focus on patient experience, complex scheduling, and situations that require human judgment.

How long does setup take?

Most medical practice automation setups are live in 7–14 business days due to compliance requirements. We map your workflow, configure automations, test in your environment, and document everything.

What is the ROI for a medical practice?

A practice reducing no-shows by 25% on 20 appointments per day at a $150 average visit value recovers $750 per day in lost revenue — before counting time savings on reminder calls, intake processing, and billing follow-up.

Ready to give your front desk
their time back?

Use the Suretek Workflow Wizard to map your practice's exact workflow, find your biggest time drains, and get a custom automation plan — no sales call required to get started.