Clarigo Clinic OS.
Case study · Healthcare
Our own product: an automation tool that handles a clinic's front-office work (calls, intake, insurance checks, prior authorizations, denied claims and reminders) while the EHR and staff stay exactly as they are.
- Client
- Clarigo Clinic OS
- Industry
- Healthcare
- Timeline
- Clarigo's own product, available for clinics
- What we did
- AI development, Voice AI, AI automation
About Clarigo Clinic OS
Clarigo Clinic OS is a product we designed, built and run for specialty clinics. It grew out of our healthcare software work, where the same front-office problems came up again and again: missed calls, paperwork, insurance checks and denied claims taking staff away from patients.
What we had to solve
Clinic front desks are overloaded with repetitive work, but healthcare automation has to be careful. The product had to take real work off the front desk while never replacing the clinic's EHR, never making medical or financial decisions on its own, and protecting patient data at every step.
What we built
An AI phone assistant that answers calls day and night in English and Spanish, books, moves and cancels appointments, and routes everything else to staff
Digital intake: patients complete forms before they arrive, and the answers flow into the EHR
Overnight insurance verification for upcoming patients, so staff only see the problems
Prior authorization packets assembled per insurer, with anything missing flagged before submission
Denied claims sorted by cause, with drafted appeals and tracked deadlines
Automatic reminders, recalls, post-procedure check-ins, cancelled-slot filling and review requests
A full audit trail, a person approving anything medical or financial, and a BAA before any patient data is touched
Six separate parts, so clinics can start with one (usually the phone) and add more once they trust it
What it does
AI phone assistant
Answers calls 24/7 in English and Spanish and manages appointments.
Intake and records
Patients fill forms before the visit; answers flow into the EHR.
Insurance and prior auth
Overnight eligibility checks and complete authorization packets.
Denials and reminders
Appeals drafted and tracked; reminders and recalls run automatically.
How it rolls out
Clinics roll it out one part at a time, alongside their current process.
- 01
Start with one part
Most clinics begin with the phone assistant, running alongside staff.
- 02
See it's right
Every action is logged, and anything uncertain goes to a person.
- 03
Add more parts
Switch on intake, insurance, prior auth, denials and reminders as trust grows.
Where it is today
A complete, modular front-office automation product built by our in-house healthcare team
Sits on top of a clinic's existing EHR, booking system and phone number, with no data migration
Built for safety: human approval for medical and financial work, encrypted role-based access and logged actions
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