Our Software
The Clinical Platform
Behind Every Practice We Manage
Provider Network Management runs the practices and provider groups in our network on CareSync, a HIPAA compliant telehealth and EHR platform. Intake, encounters, AI assisted documentation, e-prescribing, prior authorizations, benefit verification, and billing export all live in one system. This is the technology our team already works in on your behalf.
From Intake To Reimbursement
One record carries the patient from first form to final claim, so nothing is rekeyed between systems and nothing falls between them.
Intake
Patients register, complete service specific intake forms, and book. Their answers map straight into the chart instead of arriving as a separate document.
Encounter
Asynchronous chart review, scheduled video visits, and on demand availability all run in the same clinical workspace.
Orders
E-prescriptions and electronic prior authorizations are issued from inside the encounter, with consent forms and encounter documents generated alongside them.
Revenue
Both insurance and cash pay workflows are supported end to end. Insurance eligibility verification, card payment capture for cash pay visits, and billing export feed the claim work our billing team performs downstream.
Clinical Documentation
The AI SOAP Note Engine, Reviewed By The Provider
Documentation is where clinical time quietly disappears and where claims quietly get denied. The platform drafts the note from data the encounter already captured, then hands it back to the provider to finish.
- Drafts the SOAP note from intake responses and encounter data
- Surfaces candidate diagnosis and procedure codes for review
- The provider edits and approves before anything is finalized
- Exam templates keep documentation consistent across a service line
- Cleaner notes and coding at the source mean fewer downstream denials
Drafted, Not Decided
The engine proposes. The clinician disposes. Every note and every code is reviewed, edited, and approved by the treating provider before it is finalized, so the documentation carries clinical judgment rather than replacing it.
Documents Built To Your Template
A PDF template builder generates consent forms, provider attestations, encounter summaries, orders, and disclosures, populated automatically with patient and provider data through configurable tokens.
Clinical Capabilities
What Providers Can Do Inside The Chart
Prescribing, authorization, and coverage checks happen in the encounter rather than in a phone queue afterward, on insurance and cash pay visits alike.
Surescripts eRx
Electronic prescriptions to any pharmacy in the United States, sent from the encounter workflow.
Electronic Prior Authorization
Initiate a PA, answer plan follow up questions, submit clinical information, and track status to determination.
Real Time Benefit Verification
Patient specific coverage, prior authorization likelihood, and estimated copay shown at the point of consultation.
Async And Live Video Visits
Chart review encounters, scheduled video visits, and published on demand availability run side by side in one workspace.
Configuration
Service Lines Are Configured, Not Developed
Intake questions, exam templates, formulary, and the service list are administrative settings. When a practice we manage changes direction, the platform changes the same week rather than waiting on a development cycle.
- Cash pay and insurance programs on a single platform
- Intake questions written per service line
- Clinical exam templates configured per offering
- Medication formulary built and maintained in house
- Organizations and sub organizations for multiple brands, locations, or channels
Administrative Depth
Role based access control, granular user permissions, and audit logging across the account. Scheduling, provider accounts, and prescribing access are administered centrally by our team.
Connected To The Rest Of Your Stack
APIs and webhooks connect the platform to CRM systems and pharmacy fulfillment partners, so the systems your practice already uses stay in step with the chart.
Infrastructure
Enterprise Foundation. Clinical Focus
The platform sits on a secure, compliant foundation so the practice can concentrate on patient care instead of technology.
HIPAA Compliant Cloud
Enterprise grade AWS hosting held to healthcare security and compliance standards.
Two Factor Authentication
Secured logins for every provider, staff member, and patient, by text message, email, or authenticator app.
Encrypted Data Storage
Patient records and clinical documentation stored under enterprise level encryption with segregated data.
Browser Based Access
No application for patients to download. Providers and staff work from a standard desktop or mobile browser.
The platform is one part of the operation. Recruiting, credentialing, billing, scheduling, and support are managed by our team on top of it, which is what separates a managed provider network from a software subscription.
Insurance Technology Tools
Delivers seamless, real-time insurance eligibility and pharmacy benefit transparency through a powerful API platform built for digital health companies, EHRs, provider groups, independent pharmacies, and pharmaceutical partners.
Eligibility Verification
Instantly confirm a patient’s medical or pharmacy benefits with accurate plan-level detail. BenefitSync connects directly with payers, PBMs, and clearinghouses to streamline:
- Patient insurance coverage validation
- Deductibles, copays, and out-of-pocket tracking
- Medicare, Medicaid, and commercial plan lookups
- Telehealth, DME, Lab, and Behavioral Health Coverage
Real-Time Pharmacy Benefit (RTPB) Checks
Know before you prescribe. Our RTPB solution returns patient-specific formulary, tier, and cost information at the point of prescribing, including:
- Covered alternatives and therapeutic equivalents
- Prior authorization requirements
- Preferred pharmacy networks
- Pricing visibility across cash, discount card, and insured rates
API-First Design & EHR Integration
BenefitSync is designed to plug directly into your existing systems with:
- Modern, RESTful APIs
- HL7 & NCPDP compatibility
- Developer-friendly Swagger documentation
- Secure endpoints with full HIPAA and SOC 2 compliance
Let’s discuss how BenefitSync can unlock faster, smarter benefit decisions for your organization.