Annie gives you one automated pipeline that tracks every patient from referral to scheduled visit, so nothing falls through the cracks.
See Annie in Action| Patient | Phone | Status | Insurance | Stage | Created |
|---|---|---|---|---|---|
| MRMaria Rodriguez | (555) 012-3456 | Active | Aetna PPO | Scheduled | Feb 20, 2026 |
| JCJames Chen | (555) 234-5678 | Pending | UHC HMO | Intake | Feb 19, 2026 |
| SKSarah Kim | (555) 345-6789 | Active | BCBS PPO | Verified | Feb 18, 2026 |
| DWDavid Wilson | (555) 456-7890 | Inactive | Cigna | Lapsed | Feb 17, 2026 |
| LPLisa Patel | (555) 567-8901 | Active | Medicare B | Scheduled | Feb 16, 2026 |
| RTRobert Torres | (555) 678-9012 | Active | Tricare | Auth Pending | Feb 15, 2026 |
| ANAmy Nguyen | (555) 789-0123 | Active | Humana PPO | Verified | Feb 14, 2026 |
No more hunting through spreadsheets, sticky notes, or multiple systems. See every patient's journey, from referral received to appointment scheduled, in one unified, real-time pipeline your whole team can access.
Tired of manually updating patient statuses? Annie moves patients through your pipeline automatically as intake, verification, and scheduling steps are completed, so your board stays up to date without your team touching it.
Running multiple locations shouldn't mean multiple disconnected systems. Manage patients across every practice site from one dashboard, with location-level filters and centralized reporting.
Stop playing phone tag with your own team. Notes, statuses, and tasks are shared across the practice in real time, so everyone from front desk to clinical staff is always on the same page.
Patients stalling in your pipeline means lost revenue and delayed care. Annie sends automatic alerts when a patient hasn't progressed, a follow-up is overdue, or an action is needed, so nothing slips through the cracks.
Double data entry wastes time and introduces errors. Annie syncs patient data directly with your EHR, including demographics, insurance, and clinical notes, so your records are always complete and up-to-date.
Annie captures the referral via phone, fax, or portal and creates a patient record automatically.
Patient information, insurance details, and clinical requirements are gathered and verified.
The patient automatically advances through intake, verification, and scheduling stages.
Once all steps are complete, the patient is scheduled and your EHR is updated, hands-free.
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Let Annie handle your intake, insurance, and authorizations 24/7.
