Stay ahead. Evolve
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Find clear answers and helpful guidance to simplify practice operations — from getting started to using Cevi day to day. Helpful answers to common questions.
General Questions
General Questions
01
What is Cevi?
Cevi is an AI automation platform for healthcare practices that handles calls, messaging, scheduling, repetitive front-desk workflows, and communication with patients, pharmacies, payers, and other providers — helping teams respond faster, reduce manual work, recover missed revenue, and deliver a better patient experience.
02
Who is Cevi for?
Cevi is built for healthcare practices that manage high operational complexity and want to streamline workflows without adding more administrative overhead. It is especially valuable for practices handling constant calls, scheduling changes, intake, insurance verification, billing follow-up, internal coordination, task routing, and broader operational processes across the organization.
03
How is Cevi priced?
Cevi offers success-based pricing, so you pay based on the work the AI actually completes. That means pricing can align to actions like calls handled, appointments booked, eligibility checks completed, payment links sent, messages delivered, and other automated tasks — making it easier to start small, prove ROI, and scale as usage grows.
04
Can we track performance and results?
Yes. Cevi is built to make performance measurable, with visibility into metrics like calls answered, response times, appointments booked, no-shows recovered, eligibility checks completed, payment link delivery, message response rates, and other workflow outcomes. This makes it easy to see what is being automated and what impact it is having on operations and revenue.
What is Cevi?
Cevi is an AI automation platform for healthcare practices that handles calls, messaging, scheduling, repetitive front-desk workflows, and communication with patients, pharmacies, payers, and other providers — helping teams respond faster, reduce manual work, recover missed revenue, and deliver a better patient experience.
Who is Cevi for?
How is Cevi priced?
Can we track performance and results?
Automation & AI
Automation & AI
01
What kind of tasks can be automated?
Cevi can automate a wide range of patient communication and operational workflows across voice, text, scheduling, intake, and follow-up. This includes after-hours call handling, inbound call triage, new patient intake, appointment scheduling, rescheduling, cancellation follow-up, same-day schedule salvage, appointment confirmations, pre-visit reminders, telehealth setup instructions, patient FAQs, insurance eligibility checks, insurance card and ID collection, payment link delivery, billing reminders, refill routing, prior auth task creation, records request and ROI workflows, inbound message triage, onboarding sequences, form reminders, referral outreach, and other repetitive front-desk or coordination tasks.
02
Can we control when automation runs?
Yes. Cevi can be deployed in phases and configured around the workflows and hours that make the most sense for your practice. For example, some teams start with after-hours coverage only, then expand into daytime calls, outbound workflows, scheduling, messaging, or more advanced automation over time.
03
Will automation replace our support agents?
No. Cevi is designed to support your team, not replace the human touch where it matters. It handles repetitive, time-consuming tasks, gathers information upfront, and routes exceptions intelligently so staff can focus on patient care, sensitive conversations, and higher-value work.
What kind of tasks can be automated?
Cevi can automate a wide range of patient communication and operational workflows across voice, text, scheduling, intake, and follow-up. This includes after-hours call handling, inbound call triage, new patient intake, appointment scheduling, rescheduling, cancellation follow-up, same-day schedule salvage, appointment confirmations, pre-visit reminders, telehealth setup instructions, patient FAQs, insurance eligibility checks, insurance card and ID collection, payment link delivery, billing reminders, refill routing, prior auth task creation, records request and ROI workflows, inbound message triage, onboarding sequences, form reminders, referral outreach, and other repetitive front-desk or coordination tasks.
Can we control when automation runs?
Will automation replace our support agents?
Setup & Onboarding
Setup & Onboarding
01
How long does setup take?
We are typically ready within two weeks, as long as we are given the appropriate API access and all required knowledge base materials. Many practices start with a focused use case — like after-hours calls or inbound triage — and then expand into deeper scheduling, messaging, and operational automations as the system is proven.
02
Do we need engineering support to get started?
No. We guide and support you through the entire setup process. Our team works closely with your practice to configure workflows, integrate seamlessly with your existing systems, and ensure everything is implemented correctly. We can also provide on-site support to help with rollout and train your staff so they feel confident using the system from day one.
03
Can we roll it out gradually?
Yes. Cevi is designed for phased deployment. You can begin with one high-impact workflow, validate performance, and then expand into additional automations like scheduling, eligibility, outbound reminders, messaging, payments, and cross-channel patient communication.
How long does setup take?
We are typically ready within two weeks, as long as we are given the appropriate API access and all required knowledge base materials. Many practices start with a focused use case — like after-hours calls or inbound triage — and then expand into deeper scheduling, messaging, and operational automations as the system is proven.
Do we need engineering support to get started?
Can we roll it out gradually?
Integrations
Integrations
01
What tools does Cevi integrate with?
Cevi is built to work with the systems modern healthcare practices already rely on, including major EHRs, scheduling platforms, phone systems, messaging tools, billing software, and payment processors. This includes leading EHRs such as athenahealth, Epic, Oracle Health (Cerner), eClinicalWorks, DrChrono, AdvancedMD, NextGen, Tebra/Kareo, Greenway, Practice Fusion, and Meditech, among others. On the communications side, Cevi integrates with platforms like RingCentral, Weave, Twilio, Zoom Phone, Dialpad, and other VoIP and patient messaging systems, as well as SMS and email workflows. For revenue cycle and eligibility workflows, Cevi can connect with tools such as Availity, Change Healthcare, Waystar, PatientPay, Stripe, and other billing and payment platforms, allowing practices to automate communication and operational tasks across their full healthcare technology stack.
02
Can Cevi sync historical data?
Yes. Cevi is designed to help move information between the systems your team already uses so staff do not have to re-enter the same details over and over. Depending on the workflow, that can include syncing patient details, appointment activity, tasks, insurance updates, messaging actions, and operational follow-up steps across connected systems.
03
Are integrations real-time?
For many workflows, yes. Cevi is built to support real-time or near-real-time actions where speed matters — such as checking availability, routing tasks, responding to inbound requests, triggering payment links, updating follow-up actions, and handling patient communication as it happens.
What tools does Cevi integrate with?
Cevi is built to work with the systems modern healthcare practices already rely on, including major EHRs, scheduling platforms, phone systems, messaging tools, billing software, and payment processors. This includes leading EHRs such as athenahealth, Epic, Oracle Health (Cerner), eClinicalWorks, DrChrono, AdvancedMD, NextGen, Tebra/Kareo, Greenway, Practice Fusion, and Meditech, among others. On the communications side, Cevi integrates with platforms like RingCentral, Weave, Twilio, Zoom Phone, Dialpad, and other VoIP and patient messaging systems, as well as SMS and email workflows. For revenue cycle and eligibility workflows, Cevi can connect with tools such as Availity, Change Healthcare, Waystar, PatientPay, Stripe, and other billing and payment platforms, allowing practices to automate communication and operational tasks across their full healthcare technology stack.
Can Cevi sync historical data?
Are integrations real-time?
Security & Compliance
Security & Compliance
01
How is patient data protected?
Cevi is HIPAA compliant and SOC 2 Type 2 certified. It is built for healthcare environments with privacy-first workflow design, and sensitive actions are handled with strict process controls, secure system connections, and role-based operational boundaries so patient information is only used when appropriate for the workflow.
02
Who can access sensitive information?
Access to sensitive information should be limited to the right systems, the right workflows, and the right authorized users. Cevi is designed so that sensitive data handling follows clear rules, and tasks that require human review or higher trust can be routed to the appropriate team members.
03
Is Cevi compliant with data regulations?
Yes. Cevi is designed for healthcare use cases and supports HIPAA-conscious workflow practices, including identity verification before accessing or discussing protected information, careful routing of sensitive issues, and secure handling of patient communications. It is designed so routine automation can happen safely while exceptions and sensitive cases are escalated appropriately.
How is patient data protected?
Cevi is HIPAA compliant and SOC 2 Type 2 certified. It is built for healthcare environments with privacy-first workflow design, and sensitive actions are handled with strict process controls, secure system connections, and role-based operational boundaries so patient information is only used when appropriate for the workflow.
Who can access sensitive information?
Is Cevi compliant with data regulations?