A specialty EMR that runs the whole operation.
Clinical documentation, scheduling, revenue cycle, and AI patient engagement, purpose-built for multi-location physical, occupational, and speech therapy groups. Multi-company, multi-location, affiliate-aware.
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
Four things a generic EMR can’t do.
An AI that calls patients for you.
Outbound voice outreach that books, reschedules, and confirms by phone, clinically aware of therapy type, approved locations, and call caps. Never a generic dialer.
- Follows up on missed evals, treatments & pending referrals
- Smart throttling: daily limits, min-gap, lifetime caps
- Nearest-location search with real distance ranking
- Two-way SMS, verification & preferred-time handling
- Call log with recordings, transcripts & outcome classification
Detect missed care. Drive it back in.
Record Synergy reads clinical reality (missing evals, absent notes, no-show statuses) to find patients who fell out of care, then drives them back end to end.
- Detection from charted reality, not just no-show reports
- Prioritized callback queue by urgency & auth window
- Callbacks auto-close the moment a patient rebooks
- Missed-care analytics with filtering & CSV export
From referral to reimbursement, automatically.
Referral intake → eligibility → authorization → claim generation → scrubbing → clearinghouse submission → ERA and denial management. One continuous, automated pipeline.
- Claims auto-generated from clinical notes
- Scrubbing & validation before submission
- Clearinghouse integration with webhooks
- AI-assisted denial correction & batch reprocessing
Build automations on a no-code canvas.
Drag triggers, conditions, and actions onto a canvas to automate anything, outreach, filing, alerts. Dry-run every flow before it goes live, then watch run history.
- Triggers, conditions & actions, visually connected
- Dry-run simulation before activation
- Full run history & audit per automation
The full operational surface.
PT · OT · ST, fully covered
Templated, branded, and fast, with dictation built in.
Appointments & calendars
Per-location availability with full status tracking.
Coverage, verified
Real-time benefits and authorization control.
Documents, automated
Multi-engine OCR and AI parsing for inbound referrals.
Self-service & partners
Affiliate-aware control with a patient-facing portal.
See the whole operation
Operational and financial insight in one place.
Connected & extensible
The plumbing that ties it all together.
Enterprise foundation
Built for a real-time, responsive experience.
See the differentiators run on your data.
AI voice, missed-care recovery, revenue cycle, and the workflow builder, walked end to end in 30 minutes.