AI-Native EMR Platform · Powered by Claude

The intelligent
scheduling engine
for modern medicine

PatientTracForge combines full EMR scheduling with five Claude AI models that predict no-shows, optimize slots, triage intake, and code billing — automatically, at every step.

Access Your System → View Pricing
5
Active AI Models
15%
Revenue Recovered
51
Clinical Tables
100%
Hash-chained audit
A care team using PatientTracForge at the point of care
patienttracforge.com/dashboard
Today's Appts
8
AI Predictions
12
Revenue Risk
2
TODAY'S SCHEDULE — AI RISK SCORES
09:00 · Martinez, Robert ▸ LOW · 2/10
10:30 · Williams, Jennifer ▲ MED · 5/10
14:00 · Davis, Patricia ⚠ HIGH · 8/10
15:30 · Wilson, Chris 🔴 CRIT · 9/10
✦ BILLING AI · ENCOUNTER #42 CLOSED
CPT 99213 + 25 suggested · Denial risk 2/10
✦ Platform Console

See the platform

One command console for scheduling, encounters, revenue cycle, and Claude AI insight — every workflow in a single operational view.

PatientTracForge · Live Console
The PatientTracForge command console showing scheduling, encounters, and AI insight in one view
✦ Claude AI · Five Active Models

Intelligence built into
every workflow step

Not AI bolted on after the fact. Five Claude models that fire automatically — at booking, check-in, intake, encounter close, and billing.

01
🎯
No-Show Prediction
Highest ROI · Fires at booking
Every appointment scored 1–10 for no-show risk the moment it's booked. Claude analyzes prior no-show history, insurance type, appointment day and time, visit type, and time since last visit. High-risk patients (7+) get staff alerts and automatic extra reminders. Critical (9–10) prompts double-booking recommendation.
5–15%
of revenue lost to no-shows — recovered
02
⏱
Wait Time Intelligence
Patient Experience · Real-time
Four timestamps tracked per visit: arrived → called back → seen → departed. Wait time calculated automatically. Dashboard surfaces averages by provider, day of week, and hour. Patients who wait more than 20 minutes receive an automatic apology SMS via Twilio. Providers see weekly performance summaries every Monday morning.
20 min
threshold — auto apology SMS fired
03
📅
Smart Scheduling
Efficiency · At booking
Before booking, Claude analyzes the provider's 14-day schedule, the patient's no-show risk, insurance visit interval requirements, and specialty patterns. Returns three ranked optimal slots with reasoning. Automatically flags double-bookings, insurance denials from too-frequent visits, and high-risk time slots (Monday AM for high-risk patients).
3
ranked slots suggested with conflict detection
04
📋
AI Intake Assistant
Time Savings · 48h before visit
Patients receive a tokenized 48-hour link before their visit. A Claude-powered chat collects chief complaint, duration, severity (1–10), current medications, and allergies. AI returns a clinical summary pre-filling the encounter, suggested ICD-10 codes, and triage level — emergent, urgent, or routine — with specific red flag alerts.
5–10 min
saved per visit on front-desk intake
05
💊
Billing AI
Revenue Cycle · On encounter close
When an encounter closes, Claude reads the chief complaint, provider specialty, appointment type, and patient insurance — then suggests CPT codes with confidence scores, ICD codes, modifiers, and flags denial risk 1–10 with specific reasons. Biller reviews and accepts with one click. "This visit type with this insurance has a 34% denial rate — consider adding modifier 25."
34%
denial rate detected and flagged before submission
∞
⚡
Fully Automated Pipeline
Zero manual steps · All 5 AI models
Database triggers fire every model automatically. Book appointment → score + confirm. Check in → stamp arrival. Encounter closes → superbill + billing AI. pg_cron sends intake links 48h out, reminders 24h and 2h before, wait-time reports Monday morning. Every step logged to audit trail.
▸ 4 database triggers active
▸ 4 pg_cron jobs scheduled
▸ 6 Supabase edge functions deployed
▸ Resend + Twilio connected
✦ Full-Stack EMR Platform

Everything a modern
practice needs

👤
Patient Registration
Full demographics with US and international support. 16 countries, auto-ZIP lookup, phone formatting, SSN/ITIN/NIT/CPF tax IDs, photo upload, interpreter flags.
15 patients · 4 intl
📅
Smart Calendar
Multi-provider weekly/day view with drag-and-drop rescheduling. No-show risk badges on every appointment. Click any slot to open the AI booking modal.
23 appointment types · CPT coded
✅
Check-In Workflow
4-step check-in: patient arrival → insurance verification → encounter open → clinical app routing. Auto-stamps arrived_at. Routes to Revela or Mental Health by provider specialty.
encounter_id cross-app key
🛡
Insurance Management
Primary, secondary, and tertiary coverage with eligibility verification, copay/deductible tracking, prior auth flags, and OOP maximum monitoring.
10 payers · eligibility log
💰
Full Revenue Cycle
Superbill → 837P EDI submission → ERA/835 payment posting → rejection management with CARC codes → A/R aging buckets (0–30, 31–60, 61–90, 91–120, 120+).
17 CARC codes · full workflow
🔐
Admin Portal + RBAC
6 roles: super_admin, admin, provider, billing, staff, readonly. Google Authenticator TOTP MFA required for admin and provider roles. Full auth audit log.
Hash-chained audit trail
📊
Code Reference Tables
114 CPT codes with RVU and fee schedules. 95 ICD-10-CM codes. 46 DSM-5 diagnoses with severity levels and specifiers. 26 CPT modifiers. Full-text search functions.
terms.search_cpt() · search_icd10() · search_dsm5()
✉
Communications
Resend email + Twilio SMS for confirmations, 24h reminders, 2h SMS, intake links, wait apology. All sends logged to communications_log with delivery status.
Resend + Twilio · fully wired
🏥
Multi-Specialty Routing
Plastic surgery routes to Revela. Psychiatry, psychology, and addiction medicine route to Mental Health. encounter_id and patient_id deep-linked into each app.
Revela · Mental Health · extensible
PatientTracForge Scheduling Foundation
encounter_id · patient_id · provider_id
Revela
Plastic Surgery
Your System
Import here
Mental Health
Behavioral
Same Supabase Project
mskormozwekezjmtcylv
Shared cr.* + saas.*
org_id RLS isolation
✦ Seamless Data Migration

Integrate your current data into PatientTracForge

Already running a practice management system? We map your existing patients, providers, appointments, and billing history directly into the PatientTracForge schema. No disruption. No data loss.

  • Patient demographics from any standard export (CSV, HL7, FHIR) mapped to our 55-column patient record
  • Appointment history imported and immediately scored by the no-show AI for baseline risk profiles
  • Insurance records, payer IDs, and eligibility status migrated with coverage priority intact
  • Provider NPI, credentials, and specialty routing configured to match your existing workflow
  • Historical superbills and A/R imported into the aging buckets for immediate revenue visibility
  • All data isolated per org_id with Row Level Security — zero cross-tenant data exposure
✦ The Encounter Router

Check in once.
Land in the right app.

The differentiator behind the network: one check-in mints a shared record key and routes the clinician into the correct specialty workspace.

  • At check-in, cr.checkin_and_route() opens an encounter and mints a unique encounter_id that every network app shares.
  • A single-use, cross-app session token deep-links the clinician straight into the correct specialty workspace by provider specialty.
  • One clinical record, keyed by encounter_id and patient_id — scheduling, documentation, and billing stay in sync with no re-entry.
✦ The Clinical Intelligence Network

One shared record.
A network of specialty apps.

PatientTracForge is the scheduling and revenue-cycle foundation of the PatientTrac Clinical Intelligence Network. Sibling apps write to the same clinical record on the same Supabase project — isolated per org_id with Row-Level Security.

PatientTracForge · you are here
Scheduling · Revenue Cycle
Registration, calendar, check-in, and the full X12 837P / ERA 835 revenue-cycle workspace.
Revela
Plastic & Aesthetic Surgery
Surgical documentation and workflow for plastic and aesthetic practices.
Mind
Behavioral & Mental Health
Psychiatry, psychology, and addiction-medicine encounters with DSM-5 support.
Ambulatory
Ambulatory Surgery Center Operations
Ambulatory surgery center operations and case workflow across the surgical day.
Continuum
Longitudinal Care & Follow-Up
Care continuity and follow-up across encounters on the shared patient record.
Companion
Patient Engagement
Patient-facing engagement and companion experiences tied to the same encounter.
Plus Profiler for clinical insights — every app connected by a shared encounter_id on one clinical record.
✦ Revenue-Cycle Workflows

The full revenue cycle,
from superbill to secondary

A nine-stage billing workspace built on X12 standards. PatientTracForge generates standards-based claims, posts remittances, and surfaces documentation completeness — it does not guarantee payer acceptance or reimbursement.

01
Superbills
Charge capture from closed encounters — CPT, ICD-10, modifiers, units, and place of service assembled into a reviewable superbill.
02
AI Coding Review
Server-side, clinician-reviewed CPT/ICD suggestions with confidence and denial-risk flags. Every suggestion is Accept/Reject gated — nothing is filed without biller sign-off.
03
X12 837P Generation
Standards-based 005010X222A1 professional claims built from the superbill, validated, and stored — CLM01 set to SB<superbill_id> for downstream matching.
04
ERA / 835 Posting
Import the X12 835 remittance; BPR, TRN, CLP and CAS segments are parsed and posted. Each CLP maps back to its superbill by the echoed CLM01.
05
Rejections & CARC
Rejection management with CARC/RARC codes and full appeal-status tracking through submitted, appealing, and overturned states.
Roadmap · AI appeal-letter drafting (server-side)
06
A/R Aging
Live accounts-receivable aging across the standard buckets so nothing slips: 0–30 · 31–60 · 61–90 · 91–120 · 120+.
07
Pre-Authorization
Track authorized units and expiry dates against scheduled visits so auth lapses surface before the encounter.
Roadmap · AI approval-likelihood prediction (server-side)
08
Secondary / COB
Coordination-of-benefits secondary claims are generated automatically when the primary ERA posts.
09
Clearinghouse Transmit
A pluggable gateway to Optum / Change Healthcare (optum-x12, 837P) transmits when credentials are configured; otherwise claims are generated, validated, and stored for portal upload.

Billing scope: standards-based claim generation (X12 837P), ERA/835 posting, revenue-cycle workflows, and documentation completeness. PatientTracForge does not promise payment, higher collections, or payer approval. AI coding is assistive and clinician-reviewed.

✦ Interoperability & Compliance

Built on standards,
secured by mechanism

Concrete, verifiable controls — the specific interoperability standards and security mechanisms in the platform, not compliance slogans.

C-CDA Documents
Seven C-CDA document types — CCD, Consultation, Discharge, History & Physical, Progress, Referral, Transfer — with LOINC codes. Exchange by Direct download, Direct/HISP messaging, or FHIR $document.
7 doc types · LOINC
EHI Export
Patient and org-level electronic health information export as FHIR NDJSON and Bundles, aligned to USCDI v3 and the 21st Century Cures Act (§170.315(b)(10)).
FHIR NDJSON · USCDI v3
Medication Reconciliation
Reconcile active medications across sources with RxNorm (CUI) coding for consistent, machine-readable medication lists.
RxNorm CUI
Release of Information
Record-request workflow with an accounting of disclosures — each records-disclosed event is written to the hash-chained audit log.
accounting of disclosures
Hash-Chained Audit
A SHA-256 hash-chained PHI audit log with one-click chain verification. A broken chain surfaces potential tampering for your security officer to review.
SHA-256 · tamper-evident
Access Controls
Row-Level Security enforces per-org tenant isolation by org_id; TOTP multi-factor authentication is required for admin and provider roles.
RLS · TOTP MFA

These are the concrete mechanisms the platform implements. They support your organization's compliance program and are not a compliance certification of any kind. A Business Associate Agreement is available on request.

✦ Master Patient Record · International

One patient record,
sixteen countries

Registration adapts to each country — the tax-ID label, phone format, and address fields change automatically as you select the country.

16 Countries
Country-aware demographics with per-country field labels, address structure, and validation applied at data entry.
country-aware intake
Tax-ID Intelligence
SSN/ITIN (US), NIT (Colombia), CPF (Brazil) and more — each labeled and formatted per the selected country.
SSN · ITIN · NIT · CPF
Postal Intelligence
Postal / ZIP → city and state, province, department or region lookup (via zippopotam.us), with the correct postal label per country.
postal → city/state
Phone Formatting
The country dial code and national phone format are applied automatically per country as numbers are entered.
per-country dial code
Insurance Tiers
Primary, secondary, and tertiary coverage per patient, with eligibility and coordination-of-benefits carried into billing.
primary · secondary · tertiary
Billing Gateways
Live today: optum-x12 (US 837P). The gateway registry is designed for multiple regions.
Roadmap · co-rips (Colombia RIPS/DIAN) · uk-nhs
✦ Patient Estimates & Financing

Transparent estimates,
ready to send

For elective and self-pay care, build an itemized cost estimate with financing options and send it to the patient as a branded PDF.

AI-Assisted Estimates
A server-side proposal function builds a line-item cost estimate from the procedure and encounter, ready for staff review before anything is sent.
itemized line items
Financing Options
Present multiple payment structures side by side — down payment, monthly amount, and term — alongside the total estimate.
down payment · monthly · term
Branded PDF & Secure Send
Proposals render to a branded PDF and are delivered to the patient by secure link, keyed to the same encounter as their care.
branded PDF · secure send

Estimates are informational and generated for staff review before sending. They are not a guarantee of final charges, coverage, or reimbursement.

✦ Transparent Pricing

Built for practices
of every size

No per-click AI fees. All five Claude models at every tier. Cancel anytime.

Monthly
Annual SAVE 20%
Starter
$299
/ month · 1 provider · 1 facility
Solo practitioners and small clinics. Everything you need to cut no-shows and automate communications.
  • ▸ 1 provider · 1 facility
  • ▸ 500 appointments / month
  • ▸ No-show prediction AI (scores every booking)
  • ▸ Smart scheduling assistant
  • ▸ AI pre-visit intake
  • ▸ Email + SMS confirmations
  • ▸ Patient registration + insurance
  • ▸ Superbills + basic billing
  • ▸ MFA + RBAC security
  • — Billing AI + denial prediction
  • — EDI 837P / ERA 835
  • — Multi-specialty routing
Start Free Trial
14-day trial · No credit card
Most Popular
Professional
$699
/ month · up to 5 providers · 2 facilities
The complete AI revenue cycle. All 5 models, full billing EDI/ERA, and multi-specialty routing.
  • ✦ 5 providers · 2 facilities
  • ✦ Unlimited appointments
  • ✦ All 5 AI models — every step
  • ✦ Billing AI + denial risk scoring
  • ✦ EDI 837P + ERA 835 posting
  • ✦ A/R aging dashboard
  • ✦ Rejection management + appeals
  • ✦ Multi-specialty routing
  • ✦ Wait time analytics + alerts
  • ✦ Data migration included
  • ✦ 114 CPT · 95 ICD-10 · 46 DSM-5
  • ✦ International patient support
Start Free Trial
14-day trial · No credit card
Enterprise
$1,499
/ month · unlimited providers + facilities
Hospital groups, networks, and specialty systems needing custom modules, white-label, and SLA guarantees.
  • ▸ Unlimited providers + facilities
  • ▸ All Professional features
  • ▸ Revela + Mental Health modules
  • ▸ White-label branding option
  • ▸ Custom AI model training
  • ▸ Dedicated Supabase project
  • ▸ 99.9% uptime SLA
  • ▸ Priority support + onboarding
  • ▸ BAA + HIPAA documentation
  • ▸ Custom clearinghouse integration
  • ▸ API access for custom builds
  • ▸ Quarterly business reviews
Contact Sales →
Custom terms available

All plans: 14-day free trial · No credit card required · Cancel anytime · Annual billing saves 20%

2.7×
Professional ROI · typical practice
A practice losing $75K/year to claim denials recovers $22K+ with Billing AI — the $699/mo plan pays for itself 2.7× over.
$0
Implementation fee
eClinicalWorks and Athena charge $5K–$25K to go live. PatientTracForge is same-day. Data migration is $1,500 flat.
5
AI models — competitors have 0
Every comparable platform has zero native AI or charges $200–$800/month extra. Ours fire automatically at every workflow step.
✦ Competitive Comparison

How we stack up against the market

5-provider practice · equivalent tier · all-in monthly cost

Feature / Platform Athenahealth Kareo / Tebra DrChrono eClinicalWorks SimplePractice PatientTracForge
Monthly price (5 providers) $700–$1,000 $300–$600 $500–$1,200 $2,000–$5,000 $99–$400 $699
Implementation fee $5K–$25K $0–$500 $0–$1K $15K+ $0 $0 base
No-show prediction AI ✕ ✕ ✕ ✕ ✕ ✦
Smart scheduling AI ✕ ✕ ✕ Pilot ✕ ✦
AI pre-visit intake ✕ ✕ ✕ ✕ ✕ ✦
Billing AI + CPT coding ✕ Add-on $200+ ✕ Pilot ✕ ✦
Wait time tracking Basic ✕ ✕ ✓ ✕ ✦
EDI 837P / ERA 835 ✓ ✓ Add-on ✓ ✕ ✦
Denial risk scoring ✕ ✕ ✕ ✕ ✕ ✦
A/R aging dashboard ✓ ✓ Basic ✓ ✕ ✦
Multi-specialty routing ✕ ✕ ✕ Limited ✕ ✦
International patients ✕ ✕ ✕ Limited ✕ 16 countries
Auto apology SMS on wait ✕ ✕ ✕ ✕ ✕ ✦
DSM-5 + ICD-10 + CPT codes ✓ Basic ✓ ✓ DSM-5 only 114+95+46
Total AI models included 0 0 0 ~1 (pilot) 0 5 ✦
✦ Included in plan  ·  ✓ Available  ·  Partial = limited/add-on  ·  ✕ Not available  ·  Pricing as of 2026

Add-ons — extend any plan

No tier upgrade required

Data Migration
$1,500 one-time
Full import of patients, appointments, billing history, and insurance from any format — CSV, HL7, FHIR. Includes go-live support.
Revela Module
$299 / month
Plastic surgery clinical module — surgical notes, operative records, postop plans, breast exam. Routed via shared encounter_id.
Mental Health Module
$299 / month
Behavioral health — evaluation management, MSE, care plans, DSM-5 coding, therapy session tracking, crisis workflow.
Custom AI Model
$2,500 setup + $199/mo
Claude prompts trained on your specialty's coding patterns, denial history, and patient population for maximum accuracy.
Clearinghouse Connect
$99 / month
Live Change Healthcare / Availity integration for real 837P electronic submissions and 835 ERA automated posting.
Additional Provider
$99 / provider / month
Add providers beyond your tier limit without upgrading. Each gets full scheduling, AI scoring, and encounter routing.
Additional Facility
$99 / site / month
Add satellite offices or ASC locations. Same database, separate RLS isolation, independent scheduling calendars.
White-Label
$499 / month
Your brand, your domain, your login screen. Full PatientTracForge platform under your practice identity. Enterprise tier required.
✦ Get Started

Request a demo
or start your trial

See PatientTracForge live with your specialty's workflow. We'll walk through no-show prediction, smart scheduling, and billing AI on your sample data.

📅
30-minute live demo
Screen share with your specialty's data — scheduling, AI scoring, billing workflow
🔑
14-day free trial
Full Professional access, no credit card, cancel anytime
📦
Data migration included
We import your existing patients and history — same-day go-live
📞
Enterprise? Call us
sales@patienttrac.com · custom terms available
No commitment · Response within 1 business day
✦ Secure Access

Sign in to your system

MFA required for admin and provider roles