Close the
missed-care loop.
Record Synergy detects missed evaluations and treatments from clinical reality, then turns them into prioritized callbacks and clinically-aware AI follow-up. The whole loop, automatically.
auto-closed today
rebooking now
Trusted by therapy groups across the country
One system, three jobs done.
Clinic owners
Recover lost revenue and capacity with closed-loop missed-care recovery and automated billing.
- AI patient re-engagement
- Revenue, utilization & denial analytics
- Multi-location & affiliate control
Front desk & billing
Let the AI agent handle outreach while claims flow from note to clearinghouse automatically.
- AI booking, reschedule & confirm
- Claim generation, scrubbing & ERA
- Eligibility & authorization tracking
Clinicians
Document faster with templated notes and live dictation across PT, OT, and speech.
- Evals, daily notes, progress & discharge
- Live transcription & dictation
- Branded PDF generation
Find missed care from clinical reality, not guesswork.
Most systems show you no-shows. Record Synergy reads the chart: no eval record, no daily note, a missed status, and surfaces the patients actually falling through the cracks.
- Detect missed evals & treatments end-to-end
- Prioritized callback queue, ranked by clinical urgency
- Callbacks auto-close the moment a patient rebooks
An AI caller that knows therapy, not just a dialer.
It respects approved-location rules, matches therapy type, throttles so it never harasses, gates every booking on eligibility, and closes the callback the instant a patient rebooks.
- Per-affiliate approved-location enforcement
- PT / OT / ST therapy-type matching
- Throttle & cap discipline built in
Referral to reimbursement, automatically.
Intake, eligibility, authorization, claim generation, scrubbing, clearinghouse submission, and ERA/denial management, one continuous pipeline that turns charted care into clean claims.
- Claims auto-generated from clinical notes
- Scrubbing & clearinghouse submission
- AI-assisted denial correction & reprocessing
Less leakage. More care delivered.
From clinical reality to rebooked care.
Three connected stages, the detection, the queue, and the follow-up, run continuously in the background.
Detect
Record Synergy reads charts for missing evals, absent daily notes, and no-show statuses to find genuinely missed care.
Prioritize
Missed encounters become a ranked callback queue, ordered by clinical urgency and authorization windows.
Follow up
Clinically-aware AI voice agents call, respect every rule, and auto-close the callback the moment a patient rebooks.
Automate anything. No code.
Drag triggers, conditions, and actions onto a canvas to wire up outreach, filing, and alerts. Dry-run every flow before it goes live, then watch the run history.
- Triggers, conditions & actions, visually connected
- Dry-run simulation before activation
- Full run history & audit per automation
“We stopped guessing who slipped through. Record Synergy found the missed evals our reports never caught, and rebooked them before we’d even pulled the list.”
See the missed-care loop close in real time.
A 30-minute walkthrough with your own workflows, scheduling, detection, and AI follow-up end to end.