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When most people think of tasklists, they imagine checkboxes or project boards. But in healthcare operations, especially at the clinic front line, the needs are very different.
Knowledge-work tools like ClickUp or Asana help managers decompose and synthesize complexity. Calvient is built for something else entirely: the rote, messy, high-stakes work of healthcare operations — where AI doesn’t just plan the work, it helps actually do the work.
That means a modern healthcare tasklist must be more than a list. It must:
- Automate the Grind Take on the repetitive “legs” staff can’t control — hold times, portals, faxes — and keep progress visible.
- Unblock with Knowledge Surface payer rules, policies, and past case resolutions inside the task.
- Support Continuity Keep threads alive across referrals, auths, scheduling, and patient calls.
- Guide Prioritization Highlight what matters most today — not just what came in first.
- Capture Exceptions for Learning Log it once, suggest the next time, automate the third.
This is what makes Calvient more than a tasklist. It’s a Workflow Cockpit — the nerve center where human staff and machine agents work side by side.
Why Now
Healthcare can’t afford anything but a tight-run ship. Costs are up, risks are high, and every inefficiency compounds. EHRs were supposed to solve this, but let’s be honest: they’ve never done it right.
Looking at precedents, we saw lessons in service desks, automation cockpits, and contact center platforms — but when we looked at EHR queues, we didn’t find a single worthy model. That gap is exactly why Calvient exists.
What This Looks Like
Tasks in healthcare aren’t just checkboxes. They often have “legs” outside of control — waiting on a payer, chasing a referring provider, or navigating clunky portals. That’s why the Workflow Cockpit includes the right tools at the right moment:
1. Accelerators → Offload the heaviest “legs” of work with AI: outbound phone agents (Corra) that sit on hold and navigate phone trees, automated eligibility checks, and intelligent chart-packet extraction from the EHR, ready to fax or share.
2. Unblockers → Surface the rules and knowledge that normally stop staff in their tracks. PolicyBot and the integrated knowledge base bring payer rules, policies, and institutional knowledge directly into the task context.
3. Proximity Tools → Keep work close, even outside Calvient. A Chrome extension and mobile app bring tasks and data into the flow of where staff already work.
4. Hand Tools → Ensure the basics are never a barrier. Fax, email, or archive directly to the chart without ever leaving the cockpit.
The Future
This is Calvient 2.0 — not just a ticketing system, or bot farm, or dashboard, but a manifesto for how healthcare operations should run: with agentic orchestration designed for healthcare’s unique operational reality This model makes Calvient practical, measurable, realistic, and low-risk.
Automation isn’t a gamble — it’s the natural outcome of doing orchestration right.
- Centralize → Bring every workflow stream into one cockpit.
- Measure → Turn every task into observable operational intelligence.
- Accelerate → Use AI to surface knowledge, triage exceptions, and unblock staff.
- Automate → Once patterns are proven, safe, and repeatable, automate them.
A true workflow cockpit, designed for healthcare, by healthcare. Because staff deserve better than clunky queues, and patients deserve better than delays.
Book a Demo to see how it works!