Guides for AI Scribe, AI Frontdesk, insurance workflows and everything else in HealOS.
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What HealOS does, how to create your practice, and how to get your team in.
What HealOS does
Create your account and practice
Add your team and grant product access
Sign-in problems
Record a visit, review the note, build templates, and push it into your chart.
Record a visit
Review and use the note
Templates, sections and dot phrases
Suggested ICD-10 and CPT codes
Chrome extension and EHR push
The AI receptionist: your number, hours, routing, booking, intake and reports.
What the AI receptionist does
AI Frontdesk setup checklist
Your number and forwarding
Hours, routing, transfers and messages
Booking with your EHR
Two-language visits with a live interpreter and a note at the end.
Eligibility and benefits, prior authorization, claims and denials.
Benefit verification and eligibility checks
Prior authorization
Submitting and tracking claims
Working denials
The fax inbox, filing a fax to the chart, your fax number, and the referral pipeline.
Ask clinical questions against your own documents and the built-in catalog.
Connect your EHR, see what each one can do, and build on the HealOS API.
Plans, seats, usage, invoices and payment methods.
How HealOS handles PHI, BAAs, audio and retention.
How to reach us and what to send so we can fix it on the first reply.