Medivex

Powered by Quantum Kai · HIPAA-compliant

Your front office, running itself.

Describe what you need in plain English. Medivex builds it and runs it across your EHR and 300+ healthcare tools — intake, reminders, eligibility, rebooking, follow-up — 24 hours a day, with every action logged for audit.

Book a demo See how it works

No implementation project. Your first workflow can go live in your first week.

You typeWhen a new patient books, send their intake forms, verify insurance, and create their record in my EHR before the first visit.

You typeRemind every patient by text, email, or voice before their visit, and write attendance back to my scheduler.

You typeWhen someone no-shows, reach out, find an open slot, and rebook them automatically.

You typeBefore each visit, check coverage, benefits, and copay — flag anyone whose plan is inactive.

Medivex maps the steps, connects the tools, and shows you the plan before anything runs.

300+

HIPAA-compliant integrations

30+

EHRs connected by official API

24/7

Coverage, including after hours

100%

Of actions written to an audit log

Why teams automate

The work isn't clinical. It's still eating your day.

Front-office labor scales with visit volume, so growth costs another hire. Medivex absorbs the repetitive half so your team handles the part that needs a person.

◷

Nights and weekends go unanswered

Patients book when they think of it, not when you're open. An inquiry that waits until Monday is an inquiry that already called someone else.

⇄

The same data, typed three times

Scheduler, EHR, billing, CRM. Every hand-off is a chance to transpose a digit, and every correction is somebody's afternoon.

⚠

Homemade fixes break quietly

The spreadsheet, the shared inbox rule, the general-purpose automation tool with no BAA. They work until volume grows or the person holding them together leaves.

Two ways to work

Workflows for the steps. Agents for the judgment.

Most front-office work is one or the other, and most teams end up running both. You don't have to pick up front.

⛓

Workflows — deterministic by design

The same steps, the same order, every single time. Built visually, no code, versioned so you can roll back.

A reminder 24 hours before every appointment
An intake form that writes straight into the chart
Appointment changes synced between EHR and CRM
Branching, delays, retries, and formatting rules

◈

Agents — decide as they go

AI teammates for work that needs a decision: what to say, when to try again, when to hand off to a person.

Work a no-show list until each patient is rebooked
Answer routine questions from your approved answers
Triage a shared inbox and route the exceptions
Assemble a pre-visit brief with sources cited

See how Agents work Tour the platform

How it works

From a sentence to something running.

1

Describe the job

Plain English, the way you'd explain it to a new hire. No trigger syntax to learn.

2

Connect your stack

Your EHR, scheduler, forms, phones, billing, and messaging — through official APIs.

3

Set the guardrails

What it may say, what routes to a person, when outreach is allowed to go out.

4

Go live and watch

Test on sample data first. Every run monitored, logged, and adjustable in plain English.

The intelligence inside

Running on Quantum Kai.

Medivex agents are powered by Quantum Kai, the Quantum Agentic Intelligence built by ALIENTELLIGENCE. Kai doesn't wait to be prompted — it plans, spins up specialized agents, runs them in parallel, and re-plans as the day changes. We wrap that capability in a healthcare boundary: your BAA, your guardrails, your audit trail.

Goal-directed autonomy. Give it the outcome — rebook the no-shows — not a script of steps.
Quantum-accelerated reasoning. Explores many paths in parallel instead of guessing at the first one.
Agent orchestration. One goal, divided across specialized agents working at once.
Real-time re-planning. A cancellation at 2pm changes the plan at 2pm, with no retraining cycle.
Compounding capability. The system sharpens with every task — never on your PHI.

How Kai runs inside Medivex

Kai, bounded for healthcare

Reasoning: Quantum Agentic Intelligence (QAI)
Autonomy: Plans and acts inside your granted scope
Orchestration: Parallel agents, one shared goal
Boundary: Runs under your BAA, on PHI-grade infrastructure
Retention: Zero data retention for AI
Training: Never on your data or configurations
Oversight: Human sign-off wherever you require it
Record: Every action logged and replayable

Enterprise plans can bring their own model alongside Kai.

Integrations

Connect your EHR, and everything around it.

300+ HIPAA-compliant integrations across EHRs, scheduling, intake, billing, labs, payments, and communications. Official APIs only — no screen scraping, no bots typing into your chart.

Atathenahealth DrDrChrono ElElation Health HeHealthie MoModMed SiSimplePractice CaCanvas Medical AdAdvancedMD TeTebra OpOpen Dental ZeZenoti BoBoulevard TwTwilio AcAcuity Scheduling JoJotform pVpVerify AvAvaility StStripe +and 280 more

Browse all integrations

Security & compliance

Built for PHI, not adapted to it.

General-purpose automation tools won't sign a BAA, which makes patient data in them a compliance problem. Medivex starts from the other end: healthcare-grade infrastructure, encryption, scoped access, and a full audit trail, on by default.

BAA included on every paid plan — self-serve, no sales call
SOC 2 Type II with continuous control monitoring
AES-256 at rest, TLS 1.2+ in transit, encrypted secrets store
Zero data retention for AI — your PHI never trains a model
Read-only by default — connectors can't write until you allow it

Read our security posture

Every action, on the record

09:04	Intake form sent to new patient #40122
09:04	Eligibility check queued · pVerify
09:11	Coverage active · copay $40 written to chart
09:11	Patient record created in EHR
11:32	Plan inactive → routed to front desk (exception)
14:20	No-show detected · rebooking conversation started
14:48	Rebooked Thu 3:15pm · confirmed to scheduler

Illustrative log view. Each entry is traceable to a specific user or agent and replayable.

Solutions

Tuned to how your specialty actually runs.

The same platform underneath, with the guardrails and workflows each setting needs on day one.

◍

Mental health

Intake packets that complete themselves, weekly cadence that survives a busy week, and escalation rules that run before anything else.

For behavioral health →

◎

Dental

Every call answered, six-month recall worked patient by patient, eligibility checked days before the chair is filled.

For practices & DSOs →

◇

Med spa & aesthetics

Consult requests answered in seconds, consents and GFEs surfaced before the visit, memberships worked before they lapse.

For aesthetic practices →

Before and after Medivex

A Tuesday, today

Six voicemails from after hours, three already booked elsewhere
Intake forms chased by phone, twice
Eligibility checked the morning of, when it's too late to fix
No-show list "when someone has time"
Reminders sent from three tools with three different voices
Nobody's sure which patient got what, or when

A Tuesday, on Medivex

Every inquiry answered in seconds, with a real slot offered
Forms returned complete, landed in the chart
Coverage verified days ahead; only exceptions reach a human
No-shows worked automatically, openings offered to the waitlist
One consistent voice across text, email, and voice
Every message and write-back in one replayable log

Common questions

What AI powers Medivex?

Quantum Kai, the Quantum Agentic Intelligence developed by ALIENTELLIGENCE. Kai plans toward goals, orchestrates specialized agents in parallel, and re-plans in real time. Medivex constrains it to your granted tools and fields, under your BAA, with zero data retention and a full audit trail — and Enterprise plans can bring their own model alongside it.

Is Medivex HIPAA-compliant?

Yes. Medivex runs on HIPAA-compliant, SOC 2 Type II infrastructure built for protected health information, and a Business Associate Agreement is included on every paid plan. We say HIPAA-compliant rather than HIPAA-certified, because no such certification exists.

Do we need a developer?

No. Workflows are built visually or drafted from a plain-English description, and agents are configured the same way. Code is available when you want it — a universal HTTP connector, JQ expressions, custom parsing — but nothing requires it.

Is this a replacement for our EHR?

No, and it isn't trying to be. Medivex sits on top of the systems you already run and moves work between them. You keep your EHR, your scheduler, and your phone system.

How is this different from a general automation tool?

General-purpose tools are excellent and not built for PHI — most won't sign a BAA, which makes patient data in them a risk. Medivex does the same category of work with healthcare-native integrations, a BAA, read-only defaults, and audit logging designed for a compliance review.

How long does it take to see something working?

Minutes to describe the job, then connect the tools and set the guardrails. Teams typically have one real workflow running on day one and expand from there — no implementation project, no sales call required to start.

What does it cost?

Plans start at $298/month and are metered on workflow runs and AI credits, with unlimited users and no per-seat fee. Guided onboarding is included, and there are no per-seat fees. See full pricing.

Start with one workflow. Keep your systems.

Pick your highest-volume front-office job and put it on autopilot. Your team stays in control, and every action is logged from the very first run.

Book a demo See pricing

Guided onboarding · unlimited users · BAA on every paid plan

Medivex

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The platform

Connect your healthcare tools and let the busywork run itself.

Design, test, and launch HIPAA-compliant automations in minutes — without an implementation project, an engineering team, or a general-purpose tool that won't sign a BAA.

Book a demo See what teams automate

Plain English in

Describe the job; get a working draft with triggers, logic, and mappings.

Visual canvas

Refine every step by hand. Versioned, so you can always roll back.

Official APIs

No screen scraping, no bots typing into your chart. Real integrations.

Audited by default

Every run recorded, monitored, retried, and replayable.

AI workflow engine

Describe it once. Medivex writes the workflow.

The engine is Quantum Kai, the Quantum Agentic Intelligence from ALIENTELLIGENCE. It understands your connected apps and the shape of healthcare work, so the first draft is production-shaped instead of a blank canvas.

✦

Prompt to plan

Turns a sentence into a complete workflow plan — triggers, branches, field mappings, and dependencies — and shows you the plan before it applies anything.

⊞

Context-aware building

Reads the schemas of the systems you've connected, so an appointment in your scheduler lands in the right field in your EHR without hand-wiring.

⇉

Automatic field mapping

Matches fields, formats, conditions, and branching for you. Fewer clicks, and far fewer transposition errors.

⟲

Self-healing runs

Identifies what failed, explains it in plain language, and proposes the fix — instead of a red error you have to reverse-engineer.

⧗

Long-running processes

Multi-day, multi-step sequences with waits and re-entry. Real healthcare work is not if this, then that.

⛨

PHI-grade from step one

HIPAA-compliant infrastructure, zero AI data retention, encrypted secrets, and an audit entry for every action.

◈

Quantum Kai reasoning

Goal-directed planning, parallel exploration of approaches, and real-time re-planning — fenced to the connectors and actions you grant. How Kai works →

How it works

From plain English to a live workflow.

Describe what you want

“When an appointment is scheduled or rescheduled, sync it to our EHR and text the patient a reminder.” That's the whole input.

Medivex drafts it

Steps mapped, tools connected, data handled. You review a clear plan before a single change is applied.

Test on sample data

Dry-run against real cases with writes disabled. Test runs are always free and never touch a chart.

Publish and monitor

It runs on autopilot around the clock, with execution monitoring, automatic retries, and alerts when something needs a person.

PromptWhen a patient submits an intake form, create or update their record in our EHR and flag any missing fields.

PromptBefore every appointment, verify insurance eligibility and alert our team if coverage is inactive.

PromptAfter a visit is marked complete, send a personalized follow-up and log it in our CRM.

Every change is versioned. Roll back to any previous state, and see who changed what and when.

Advanced capabilities

Deep enough for the edge cases.

The plain-English path covers most work. When you need precision, the tools underneath are all still there.

Conditional logic

If/then branching with nested paths and fallbacks.

Delays & scheduling

Hold a step for minutes or weeks; act on a calendar cadence.

Universal HTTP connector

Any REST API, no code required. Webhooks in and out.

Parsing

CSV, JSON, and data inside PDF documents.

JQ expressions

Full flexibility for reshaping payloads when you want it.

Formatters

Rules for text, currency, phone numbers, dates, and time zones.

Retries & alerts

Automatic retries on transient errors, notifications on the rest.

Roles & approvals

Human checkpoints on the steps that deserve one.

Workflows vs Agents

Some work needs judgment, not just steps.

Use a workflow when the steps are repeatable and should run identically every time. Use an agent when the work needs a decision — what to say, when to try again, when to stop and get a human. Most teams run both, and agents can sit inside workflows.

Explore Agents

	Workflow	Agent
Behavior	Deterministic	Decides in the moment
Best for	Reminders, syncs, form routing	Rebooking, triage, Q&A
Built by	Canvas or prompt	Instructions + guardrails
Metered on	Workflow runs	AI credits
Audit	Every run logged	Every action logged

Who runs on Medivex

From a solo practice to a multi-site group.

Independent practices, multi-location clinics, DSOs and MSOs, and digital health companies — all on top of the systems they already run.

Unlimited users

No per-seat cost on any plan. Bring the whole front desk.

Location-aware

Route by site, provider, and calendar, with local rules where they differ.

One compliance story

The same audit trail and controls across every location.

Deploy per site

Prove a workflow once, then roll it out location by location.

Platform questions

What exactly is a Medivex workflow?

An automated sequence between the tools you already use, built visually with no code. For example: a patient books, Medivex sends the intake form, updates the EHR, and notifies the care coordinator. It runs the same way every time, and every run is logged.

Do we need engineers to build this?

No. You can build on the canvas or describe the workflow in plain English and fine-tune the draft. Advanced tools — HTTP connector, JQ, custom parsing — exist for teams that want them, but nothing requires code.

What can it connect to?

300+ healthcare and health-tech systems, including EHRs like athenahealth, Elation, Healthie, DrChrono, ModMed, and SimplePractice, plus scheduling, forms, labs, billing, payments, communications, and CRM. Anything else with an API is reachable through the universal HTTP connector or webhooks. Browse the list →

Is the AI builder safe to use on real workflows?

It shows a plan before applying any change, every change is versioned for rollback, and test runs never write to production systems. Your data is never used to train models, and AI runs with zero data retention.

How is it metered?

On workflow runs and AI credits, with unlimited users on every plan. One run is one execution of a published workflow; test runs are free, and failed runs count. See plans →

Is Medivex HIPAA-compliant?

Yes — HIPAA-compliant, SOC 2 Type II, with a BAA included on every paid plan and PHI encrypted in transit and at rest. Full security posture →

See your first workflow built live.

Bring one real front-office job to a scoping call and watch it mapped against your actual systems, start to finish.

Book a demo See pricing

Medivex

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Automation library

Healthcare automation, by the job it does.

Every workflow below runs on official APIs, under a BAA, with a full audit trail. Start from one, describe your own variation in plain English, and Medivex adapts it to the systems you run.

Book a demo How building works

Intake

Forms, records, missing-field flags

Schedule

Reminders, confirmations, rebooking

Revenue

Eligibility, payments, claim status

Retention

Recall, follow-up, reactivation

Patient acquisition & intake

From first contact to a complete chart.

Missed-call text-back

An unanswered call gets an instant text with a booking option, before the caller tries the next practice on the list.

Web inquiry to booked visit

Form submissions answered in seconds, screened against your criteria, and offered real slots from your calendar.

Digital intake before arrival

Packets go out by text or email, come back complete, and land in the chart. Missing fields flagged, not silently accepted.

New patient record creation

Demographics, referral source, and insurance written into the EHR once — not typed into three systems.

Referral intake & routing

Inbound referrals parsed, logged, matched to the right provider, and acknowledged back to the referring office.

Waitlist capture

When nothing suitable is open, the patient joins a waitlist that actually gets worked when a slot frees up.

Scheduling & attendance

Keep the book full without chasing it.

Multi-channel reminders

Text, email, or voice on your cadence, in one consistent voice, with attendance written back to the scheduler.

No-show recovery

A missed visit starts a rebooking conversation immediately, finds a real slot, and confirms the change everywhere.

Cancellation backfill

A freed slot is offered to your waitlist in priority order until someone takes it.

Recall lists, worked

Patients due for a hygiene visit, follow-up, or annual review are contacted patient by patient, at your cadence.

Series & package cadence

Treatment series stay on schedule, session by session, without a coordinator tracking dates by hand.

Reactivation campaigns

Approved lists of lapsed patients get a respectful, consent-aware nudge — never ahead of a clinical item.

Revenue cycle

Fix coverage problems while there's still time.

Eligibility before every visit

Coverage, benefits, and copay checked days ahead through supported clearinghouses, written to the chart.

Exception routing

Inactive, missing, or inconsistent responses go to a human queue with context. Clean checks never interrupt anyone.

Payment links & balances

Approved payment requests sent at the right moment, receipts logged, balances reconciled.

Claim & remittance status

Where systems support it, status is pulled and routed so denials surface in days, not at month end.

Superbill & encounter hand-off

Completed visits pushed to billing with the documentation attached and gaps flagged first.

Membership & unused sessions

Expiring balances and unused packages worked on your rules, always after clinical items.

Care coordination & operations

The connective tissue nobody has time for.

Pre-visit readiness brief

One page per appointment: what's complete, what's missing, what changed since last visit, sources cited.

Post-visit follow-up

Aftercare on time, a day-after check-in, and a review request at the right moment — not a blast.

Shared inbox triage

Incoming messages classified, routed, and drafted for approval. Urgent language escalates before anything else.

Lab & result routing

Results matched to the patient and provider, acknowledgement tracked, outstanding orders chased.

EHR–CRM sync

Booked, rescheduled, no-showed: appointment state flows both ways so marketing and clinical never disagree.

Daily operations digest

Tomorrow's risks in one message: unconfirmed visits, missing forms, coverage exceptions, open follow-ups.

Multi-location groups

One approved process, deployed site by site.

Groups, DSOs, and MSOs get standardization without flattening the differences that actually matter locally.

Location-aware routing

Inquiries reach the right site, provider, and calendar.

Local rules, shared spine

The same workflow with per-site hours, scripts, and thresholds.

Roll out in waves

Prove it at one location, then deploy with confidence.

One audit story

Every action across every site in one reviewable log.

Don't see your workflow?

Describe it in a sentence. If your systems have an API, Medivex can almost certainly run it — and if a connector is missing, we'll build it.

Describe your workflow Request an integration

Pick one. We'll get it running.

Guided onboarding on every plan, with a BAA in place from your very first workflow.

Book a demo See pricing

Medivex

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Agents

AI teammates for the work that needs a decision.

Workflows handle the steps that never change. Agents handle everything else — the call that needs an answer, the no-show who needs rebooking, the message that needs routing — inside the guardrails you set.

Book a demo See it on your systems

Powered by ALIENTELLIGENCE Quantum Kai. Preview every action before it goes live; replay any action after.

What an agent is allowed to do

Only the tools you grant, action by action
Only the fields you scope, read or write
Only inside your hours and outreach rules
Only from your approved answers
Stops and asks a human wherever you say so

Connectors are read-only until you explicitly grant write access. Nothing is implicit.

The starting lineup

Four agents most practices start with.

Each one does a job your team already does — connected to your systems, bounded by your rules.

☏

Front-desk agent

Answers calls, web forms, and texts in seconds, around the clock.

Handles hours, services, and booking questions from your approved answers
Offers real, eligible slots and books into your scheduler
Texts back every missed call before the caller tries somewhere else
Routes anything clinical or urgent straight to your team

⟳

Rebooking & recall agent

Works the list nobody gets to until Friday.

Reaches out after a no-show and holds the rebooking conversation
Finds an open slot and writes the new appointment back
Offers freed-up openings to your waitlist
Works recall and overdue lists patient by patient, at your cadence

⛉

Eligibility agent

Coverage checked days ahead, not the morning of.

Runs supported eligibility checks before every visit
Writes coverage, benefits, and copay to the chart
Surfaces missing, inactive, or inconsistent responses as exceptions
Never promises what a plan will pay — status only, for your team to confirm

▤

Pre-visit prep agent

A one-page brief before the patient sits down.

What's complete and what's missing: intake, history, consents, insurance
Recent notes, medications, labs, and score trends, with sources cited
Read-only by default — it surfaces, your clinicians decide
Delivered wherever your team already looks

The engine

What makes these agents different: Quantum Kai.

Medivex agents run on Quantum Kai, the Quantum Agentic Intelligence built by ALIENTELLIGENCE. Most tools in this category wire a language model to a trigger. Kai is built to pursue goals — which is what front-office work actually is.

Goal-directed, not prompt-bound

You define the outcome — every no-show rebooked, every consent current — and Kai plans the route, acts, observes the result, and adjusts. It doesn't stall waiting for the next instruction.

Parallel exploration

Quantum-accelerated reasoning weighs many approaches at once before committing, so it surfaces the path a step-by-step model would miss — the patient who'll take a Thursday slot, not just the next name on the list.

Fleets, not single bots

Kai spawns and coordinates specialized agents against one goal. Intake, eligibility, and rebooking progress simultaneously instead of queuing behind each other.

Re-plans in real time

A cancellation, a closed clinic, an inactive plan — conditions change and the plan changes with them, immediately, with no retraining cycle.

Compounding capability

Kai learns continuously as a system, so it gets better at the shape of front-office work over time. Never by training on your PHI — that is contractually and technically off the table.

Alignment at the core

Intent, safety, and oversight are built into Kai rather than bolted on. Inside Medivex, that means your escalation rules and approval gates are load-bearing, not suggestions.

Capability is not permission. Kai is powerful in the abstract; inside Medivex it is deliberately fenced. It reaches only the connectors, actions, and fields you grant, works read-only until you say otherwise, and stops for a human wherever you require sign-off. Enterprise plans can run their own model alongside Kai.

How an agent runs

Bounded, observable, and reversible.

1

Describe the job

Plain English, the way you'd brief a new coordinator on their first day.

2

Set the guardrails

Approved answers, escalation triggers, quiet hours, and which actions need sign-off.

3

Dry-run on real cases

Watch what it would have said and done, with writes disabled, before anyone hears from it.

4

Go live, keep the receipts

Trigger on schedule or event. Every action logged, traceable, and replayable.

Guardrails

The part that makes it usable on PHI.

An agent with unbounded access isn't a teammate, it's a liability. Medivex agents are scope-locked by construction.

⛨

Scoped access

Agents reach only the tools and actions you grant, per connector, down to read versus write. They cannot discover anything you haven't allowed.

✋

Human sign-off

Require approval on the actions that matter. The agent shows its plan and waits — it does not proceed on a guess.

↗

Escalation first

Escalation rules evaluate before anything else. Risk language, thresholds, and urgent cases route to a person immediately, with context.

◎

Approved answers only

Agents answer from the content you approve. They don't improvise policy, pricing, or clinical guidance.

▦

Full audit trail

Each action is attributed to a specific agent and user, timestamped, and replayable in a HIPAA audit log.

⊘

No training on your data

Your PHI, prompts, and configurations are never used to train or improve any model. Zero data retention for AI.

Clinical work stays with clinicians. Medivex agents run the front office. They never diagnose, never triage urgency, never give clinical advice, and never clear anyone for a procedure. Anything clinical routes to your team.

A no-show, worked end to end

One agent, one afternoon, entirely on the record.

Time	Action	Detail
14:05	Detected	Appointment marked no-show in scheduler
14:06	Outreach	Text sent from practice number, your template, your voice
14:19	Reply handled	Patient asks for “later in the week, after 3”
14:19	Availability read	Provider calendar and appointment-type rules honored
14:20	Offered	Thu 3:15pm and Fri 4:00pm — real, bookable slots
14:31	Booked	Thu 3:15pm written back to scheduler and EHR
14:31	Confirmed	Confirmation sent; reminder workflow scheduled
14:32	Exception	Coverage now inactive → routed to front desk for review

Illustrative example. Slot offers come from your real calendar; agents never invent availability.

Agent questions

What AI model is behind the agents?

Quantum Kai, the Quantum Agentic Intelligence from ALIENTELLIGENCE. It plans toward goals, orchestrates specialized agents in parallel, and re-plans as conditions change. Medivex bounds it to the tools and fields you grant, under your BAA, with zero data retention and every action logged. See the engine section above.

How is an agent different from a workflow?

A workflow is deterministic — the same steps, the same order, every time. An agent decides as it goes within your rules, which is what work like rebooking or inbox triage actually requires. Agents can run inside workflows, and most teams use both.

Can an agent talk to patients directly?

Yes, over text, email, or voice, from your sender identity and your approved answers. You control disclosure language, and we recommend transparency about automated outreach. Anything clinical or urgent hands off to a person immediately.

What stops it from doing something wrong?

Scope. Agents access only the tools, actions, and fields you grant; connectors are read-only until you allow writes; sensitive actions can require sign-off; escalation rules run before anything else; and every action is logged and replayable.

Can we test before patients are involved?

Yes. Dry-run on real historical cases with writes disabled and read the transcript of what the agent would have said and done. Test runs are free and never touch a chart.

How are agents billed?

On AI credits, which every plan includes as a monthly pool. Each agent action consumes a few credits depending on the task, and larger plans include steep discounts on additional credits. See pricing →

Will it work with our EHR?

Agents use the same 300+ integrations as the rest of the platform, across 30+ EHRs plus scheduling, billing, forms, and communications. Anything with an API is reachable through the universal HTTP connector. Check your stack →

Hire your first agent this week.

Start with one job — missed calls, or the no-show list. Set the guardrails, dry-run it, and go live with your team in control.

Book a demo Browse the automation library

Medivex

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Beta · included on every plan

Give your AI tools safe hands in healthcare systems.

Medivex MCP is a HIPAA-compliant bridge between the AI clients your team already uses — ChatGPT, Claude, Cursor, your own agents — and the 300+ systems your practice runs on. Scoped permissions, no exposed credentials, every call logged.

Get MCP access How we handle PHI

Credentials stay put

App credentials live in Medivex. The AI client never sees a key.

Allowlisted actions

Only the tools and actions you whitelist are reachable. Nothing else exists.

Under your BAA

Calls run inside the same HIPAA boundary as the rest of the platform.

Every call logged

Reads and writes both land in an audit trail you can replay.

Kai on both ends

Medivex agents run on Quantum Kai, so your client and our agents share one boundary.

The problem it solves

Your AI client is useful. Your PHI can't go in it.

Pasting a chart into a general-purpose assistant is fast, and it's a breach waiting for an auditor. MCP inverts the arrangement: the model asks, Medivex acts, and the sensitive part never leaves the boundary.

Without MCP

Staff paste patient detail into a consumer AI tool
API keys copied into scripts, notebooks, and browser tabs
No BAA covering where the data actually went
No record of who asked what, or what came back
Write access is all-or-nothing, if it exists at all

With Medivex MCP

The AI client calls allowlisted tools; PHI stays inside the boundary
Credentials never leave Medivex's encrypted secrets store
Calls run under your BAA on HIPAA-grade infrastructure
Every read and write logged, attributed, and replayable
Least-privilege by default: read-only until you grant writes

Setup

Three steps, no engineering project.

Connect the systems

Authorize the EHR, scheduler, billing, or lab systems you want reachable. Medivex holds the credentials in an encrypted store; your builders never see them.

Choose what's exposed

Pick the specific tools and actions the AI client may call, per connector, read or write. Everything else stays invisible — not merely refused.

Point your client at Medivex

Add the Medivex MCP endpoint to ChatGPT, Claude, Cursor, or your own agent framework. It appears as a set of tools and works with your existing prompts.

What teams use it for

Ask questions of systems that don't answer questions.

In your AI clientWhich patients on tomorrow's schedule are missing a signed consent or a completed intake form?

In your AI clientSummarize this week's no-shows by provider and location, and tell me which ones were never contacted.

In your AI clientPull the coverage status for tomorrow's high-value treatment appointments and list the exceptions.

In your AI clientDraft the follow-up message for these six patients, then send it once I approve the list.

Read-only questions need no write access. When a request would change data, MCP requires a connector you've explicitly granted write permission — and can require sign-off.

Trust model

Least privilege, all the way down.

Tool-level allowlist. Un-whitelisted actions are unreachable, not just discouraged.
Connector scoping. Read versus write, per system, per action.
Attribution. Every call ties to a specific user or agent identity.
No model training. Your data and configurations never train any model, ours or a provider's.
Zero data retention. AI calls retain nothing beyond the audit record you own.
Revocable in one click. Pull a connector or a client and access stops immediately.

Read the security details

MCP audit entry

Client	claude-desktop
Identity	j.okafor@practice
Tool	scheduler.list_appointments
Scope	read
Records	14 returned
PHI fields	name, dob, coverage
Result	allowed · 240 ms
Replay	available

Illustrative. Write calls additionally record the before-and-after state.

MCP questions

Which AI clients work with this?

Any client that speaks MCP — including ChatGPT, Claude, Gemini, and Cursor — plus your own agents built on frameworks that support the protocol. Medivex appears as a set of tools alongside whatever else the client already has. Our own agents run on ALIENTELLIGENCE's Quantum Kai through the same scoped boundary.

Does the AI provider see our PHI?

The model sees whatever data your request returns, which is why scoping matters: you decide which tools and fields are reachable. Medivex runs with zero data retention for AI and never allows your data to be used for training. For end-to-end coverage, you also need a BAA with your AI provider — we'll tell you plainly where our boundary ends.

Can it write to our EHR?

Only if you grant write access on that connector, scoped to specific actions, and only where the underlying system's API supports it. Everything defaults to read-only.

What does it cost?

MCP is included on every plan, including Starter, with usage limits during beta. Calls draw on your AI credit pool. See plans and metered rates →

Is it production-ready?

MCP is in beta. The security boundary, scoping, and audit logging are production controls and behave the same as the rest of the platform; the surface area of available tools is still expanding. Start with read-only use cases and grant writes as you get comfortable.

How do we turn it off?

Revoke the client or the connector. Access stops immediately, and the audit history of everything it did remains available to you.

Point your AI at your real systems.

Start read-only, scope it tight, and let your team ask the questions your systems were never built to answer.

Get MCP access See connectors

Medivex

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Integrations

Explore 300+ healthcare integrations.

Connect patient data in a HIPAA-compliant way and automate across the systems you already run. Official APIs only — no screen scraping, no robots typing into your chart, no unsupported back doors.

Showing all connectors

EHR & practice management · 30+ systems

Atathenahealth DrDrChrono ElElation Health HeHealthie MoModMed SiSimplePractice CaCanvas Medical AdAdvancedMD TeTebra InIntakeQ CeCerbo ChCharm Health NeNextech OpOpen Dental DeDentrix Ascend PlPlanet DDS ZeZenoti BoBoulevard AeAesthetix CRM PrPracticeQ

Scheduling & booking

AcAcuity Scheduling CaCalendly NeNexHealth ZoZocdoc GoGoogle Calendar OuOutlook Calendar SqSquare Appointments SiSimplyBook.me

Forms & intake

JoJotform TyTypeform FoFormstack GoGoogle Forms DoDocuSign DrDropbox Sign PaPandaDoc MoMobius MD

Insurance, eligibility & claims

pVpVerify AvAvaility ChChange Healthcare WaWaystar OpOptum ClClaim.MD EceClaimStatus

Payments & billing

StStripe SqSquare AuAuthorize.net ChCardConnect QuQuickBooks XeXero ChCherry AfAffirm

Communications, SMS & voice

TwTwilio RiRingCentral OpOpenPhone DiDialpad WeWeave SlSlack MiMicrosoft Teams GmGmail & Outlook SeSendGrid PoPostmark

Labs, imaging & pharmacy

QuQuest Diagnostics LaLabcorp HeHealth Gorilla ReRedox DoDoseSpot SuSurescripts ViVital

CRM, marketing & reviews

HuHubSpot SaSalesforce Health Cloud AcActiveCampaign KlKlaviyo MaMailchimp BiBirdeye PoPodium GoGoogle Business Profile

Data, storage & internal tools

GoGoogle Sheets AiAirtable SnSnowflake PoPostgreSQL S3Amazon S3 GoGoogle Drive NoNotion MoMonday.com AsAsana WeWebhooks HTUniversal HTTP / REST

How we connect

Official APIs, or nothing.

Some vendors automate healthcare by driving a browser session with a robot, or by scraping a screen. That breaks on every UI change and violates most terms of service. Medivex integrates the supported way, so your automations don't quietly stop working on a Tuesday.

Read-only by default. A new connection can't change data until you allow it.
Action-level scoping. Not just which app — which action inside it.
Encrypted credential store. Builders connect systems without ever seeing keys.
Universal HTTP connector. Anything with a REST API, no code required.
Webhooks in and out. React to events from systems we haven't met yet.

Missing a system?

Tell us what you run. Most requests are reachable immediately through the universal HTTP connector, and genuinely new connectors are built regularly — healthcare-specific systems first.

Request an integration

Building a health-tech product?

If you'd like your product available to every Medivex customer as a connector, get in touch about a partner integration.

Connect your stack in an afternoon.

Authorize the systems you use, scope what Medivex may touch, and put your first workflow live the same day.

Book a demo How we protect PHI

Medivex

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Security & compliance

Healthcare-grade security, in everything you automate.

Medivex runs on HIPAA-compliant, SOC 2 Type II infrastructure. Your workflows, agents, and AI tools act on PHI under a BAA, with encryption, scoped access, and a full audit trail — on by default, not as an upgrade.

Visit the Trust Center Talk to our security team

HIPAA

Compliant infrastructure, BAA on every paid plan

SOC 2

Type II, independently audited

AES-256

At rest · TLS 1.2+ in transit

Zero

Data retention for AI · no model training

How we protect your data

Built for PHI from the ground up.

The controls a compliance review asks for, in place on every plan — including the cheapest one.

✎

BAA on every paid plan

A standard Business Associate Agreement is included on every paid plan, self-serve, with no sales call. Custom BAAs are available on Enterprise.

⛨

SOC 2 Type II

Independently audited against the SOC 2 Type II framework, with continuous control monitoring rather than a once-a-year scramble.

🔒

Encryption everywhere

AES-256 at rest and TLS 1.2+ in transit. Credentials live in an encrypted secrets store and are never held in plain text.

⚿

SSO, 2FA & roles

Single sign-on, two-factor authentication, and role-based permissions on every plan, with no per-seat charge for having them.

▦

PHI-aware audit logs

Every access, edit, and deletion of PHI is logged and replayable, so you always have a record of who did what, and when.

⊘

Your PHI stays yours

PHI is processed in transit and never stored unless you explicitly configure a storage step. It is never sold, and never used to train models.

AI trust

AI you can actually give access to.

Medivex agents run on Quantum Kai from ALIENTELLIGENCE. Kai and MCP inherit the same HIPAA boundary as the rest of the platform, with guardrails you set and can inspect.

Bounded by grant

Agents act only within the tools and rules you set. They cannot reach anything you haven't granted.

Sign-off where it matters

Require approval on sensitive actions. The agent shows its plan and waits for a human.

Read-only until allowed

Connectors can't write until you grant it, scoped to the exact actions you specify.

Traceable calls

Every agent and MCP tool call is logged and attributable to a specific user or agent.

No training, ever

Your data and PHI never train, retrain, or improve any model — ours or a provider's.

Same BAA boundary

Quantum Kai runs under the same agreement and infrastructure as everything else on the platform.

Access & governance

Control who touches what.

The admin controls your IT and security teams expect, so automating work never means losing oversight of it.

SSO & role-based access

Single sign-on plus view, build, and manage roles, so people get exactly the access their job needs and nothing more.

Connector- & action-level scoping

Restrict not only which apps an automation may use, but which specific actions inside them — down to read versus write.

Central credential custody

Credentials are held centrally in an encrypted store, so builders connect systems without keys ever landing on a laptop.

Immutable audit trail

Every workflow run, agent action, and connection change is recorded in an activity log you can review or export at any time.

Real-time monitoring

Execution monitoring with automatic retries and alerting, so failures surface loudly instead of passing silently.

Least privilege by default

New connections start read-only. Expanding access is a deliberate, logged decision — never an accident of setup.

Trust Center

Everything, in one place.

Pull our SOC 2 Type II report, review live control status, and see our subprocessors and data-processing agreement — without waiting on a sales cycle to get an answer.

Request documents Report a vulnerability

Available on request

SOC 2 Type II: Full report, issued with HIPAA
HIPAA: Compliance report and control mapping
Penetration test: Annual external test, letter of attestation
BAA: Standard on paid plans; custom on Enterprise
DPA: Data-processing agreement
Subprocessors: Current list with purpose and region
MNDA: Mutual NDA for review cycles
Insurance: Cybersecurity coverage confirmation

Security questions, answered

Is Medivex HIPAA-compliant?

Yes. Medivex is HIPAA-compliant and runs on healthcare-grade infrastructure built for protected health information. We say HIPAA-compliant rather than HIPAA-certified, because no such certification exists — anyone claiming otherwise is selling you something.

Do you sign a BAA?

Yes. A standard Business Associate Agreement is included on every paid plan, self-serve, with no sales call required. Custom BAAs are available on Enterprise.

Are you SOC 2 certified?

Medivex holds a SOC 2 Type II attestation, issued together with HIPAA and independently audited, with continuous control monitoring between audits. The full report is available on request.

What happens to PHI that moves through a workflow?

PHI is encrypted in transit and at rest and is not stored unless you explicitly configure a storage step. Every access, edit, and deletion is logged. Your data is never sold or shared.

Do you train AI models on our data?

No. Your workflows, data, and configurations stay private to your organization and are never used to train, retrain, or improve any model — including Quantum Kai. Kai's continual learning operates at the system level, never on your PHI, and AI calls run with zero data retention.

How do you keep agents from doing something they shouldn't?

Agents are bounded: they act only within the tools and rules you set, connectors are read-only by default, sensitive actions can require human sign-off, escalation rules evaluate first, and every action is logged and traceable to a specific user or agent.

Who controls access inside our organization?

You do. Access is managed with SSO, two-factor authentication, and role-based permissions, and connections can be scoped down to specific actions. Credentials are held centrally and never on a builder's device.

Do you run penetration tests?

Yes, an annual external penetration test, plus continuous automated monitoring of controls. The letter of attestation is available on request.

Where is the platform hosted?

On major cloud infrastructure in the United States, with encryption at rest, restricted encryption-key access, and continuous security monitoring.

Do you have business-continuity and disaster-recovery plans?

Yes. Business-continuity and disaster-recovery plans are documented and tested regularly, and we maintain cybersecurity insurance.

What happens to our data if we leave?

Customer data is deleted on offboarding, following documented data-retention and data-classification policies. Audit exports are available before you go.

Is a general automation tool really a problem?

If it won't sign a BAA, then patient data flowing through it is a compliance exposure regardless of how well engineered it is. That's the gap Medivex exists to close — the same category of automation, built for PHI.

Automate on secure ground.

Start with a BAA and healthcare-grade security from your very first workflow — not after an enterprise upgrade.

Book a demo See pricing

SOC 2 Type II · HIPAA-compliant · BAA on every paid plan

Medivex

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Plans & pricing

We scale with your success.

One platform for HIPAA-compliant workflows and AI agents — with pricing that grows as you do. Unlimited users on every plan, no per-seat fees, no mid-cycle surprises.

Guided onboarding · unlimited users · BAA included the moment you're on a paid plan

Starter

For solo practitioners & small private practices.

$298/mo

Billed monthly

Get started

200 workflow runs/mo
2,000 AI credits/mo
3 published agents or workflows
Unlimited users & unlimited drafts
300+ integrations
Medivex MCP (beta)
Standard BAA, self-serve
SSO, 2FA & roles
Self-help support

Everything beyond your plan pool.

List rates below. Plan-level AI credit discounts apply automatically — 33% on Professional, 50% on Scale Up, 60% on Enterprise.

Item	Unit	Rate	Notes
Additional AI credits	per credit	$0.050	$0.0335 on Pro · $0.025 on Scale Up · $0.020 on Enterprise
Additional workflow runs — Starter	per run	$0.30	Charged only past your monthly pool
Additional workflow runs — Professional	per run	$0.20	Charged only past your monthly pool
Additional workflow runs — Scale Up	per run	$0.10	Charged only past your monthly pool
Platform API calls	per 1,000	$4.00	REST API and webhooks; first 10,000/mo included
MCP tool calls	per call	2 credits	Included in beta up to fair-use limits
Universal HTTP connector	per call	included	Counts toward the parent workflow run
SMS & MMS	per segment	$0.030	Carrier fees passed through at cost
Outbound voice	per minute	$0.24	Standard reminder and confirmation calls
Conversational voice agent	per minute	$0.50	Requires a BAA with your voice provider
Eligibility check	per check	$0.70	Through supported clearinghouses
Extra published workflow slot	per month	$60	Beyond your plan's published limit
Custom connector build	one-time	$4,000	For a system with an API we don't yet support
Additional sandbox	per month	$400	Included on Scale Up and Enterprise
Test runs & dry runs	—	free	Always. Test before you publish, as often as you like

Prices in USD. Metered usage is billed in arrears each cycle, with spend caps and alert thresholds you set. Enterprise agreements can convert metered items into a committed pool.

Compare plans

	Starter	Professional	Scale Up	Enterprise
Monthly price	$298	$798	$2,998	Custom
Annual price (per mo)	$198	$538	$1,998	Custom
Workflow runs / mo	200	2,000	20,000	Custom
AI credits / mo	2,000	20,000	200,000	Custom
Published agents / workflows	3	15	100	Unlimited
Users	Unlimited	Unlimited	Unlimited	Unlimited
300+ integrations	✓	✓	✓	✓
Medivex MCP	✓	✓	✓	✓
Standard BAA	✓	✓	✓	Custom BAA
SSO, 2FA & roles	✓	✓	✓	✓ + RBAC
Audit logs	✓	✓	✓	✓ + exports
Voice & multi-channel outreach	—	✓	✓	✓
Approval checkpoints	—	✓	✓	✓
Sandbox environment	—	Add-on	✓	✓
Location-aware routing	—	—	✓	✓
Bring your own model	—	—	—	✓
AI credit discount	—	33%	50%	60%
Support	Self-help	Standard	Priority	Dedicated CSM + SLA

Sizing your plan

How many runs will we actually use?

A useful rule of thumb: one run per patient touchpoint. A practice seeing 400 visits a month with reminders, intake, and eligibility on every visit lands around 1,200 runs — Professional territory.

Reminders: 1–3 runs per appointment, depending on cadence
Intake: 1 run out, 1 run back per new patient
Eligibility: 1 run per visit, plus 1 for each exception
No-show recovery: agent work, metered in AI credits

Start on the smaller plan. Upgrading mid-cycle is prorated, and we'll flag it before you hit a wall.

What one workflow is worth

Monthly visits	400
No-show rate, before	14%
No-shows recovered	~22/mo
Average visit value	$180
Recovered revenue	~$3,960/mo
Professional plan	$798/mo

Illustrative model with assumptions you can change, not a guarantee. Bring your real volume to a working session and we'll run it with your numbers.

Pricing questions

What counts as a workflow run?

One execution of a published workflow, from trigger to completion. Test runs are free and never count. Failed runs do count, because they consumed the attempt — but we alert you rather than letting failures quietly burn your pool.

What are AI credits?

The meter for agent work and MCP calls, which run on Quantum Kai. Each agent action uses a few credits depending on the task — a short classification costs far less than drafting and sending a personalized message. Every plan includes a monthly pool, and larger plans get steep discounts on anything beyond it.

Are there per-seat fees?

No. Every plan includes unlimited users, and SSO, 2FA, and role-based permissions aren't upsells. Bring the whole front desk.

Can I build more workflows than my plan allows?

You can create and save unlimited drafts on every plan. The limit applies only to how many are published and running at once. Extra published slots are available as an add-on, or you can upgrade.

How does annual billing work?

Annual plans are billed upfront for the year at roughly a 33% discount versus monthly. Your run and credit pools reset monthly, not annually.

What happens if we exceed our pool?

Nothing stops. Overage is metered at the rates above and billed in arrears, and you can set spend caps and alert thresholds so a surprise is impossible. If you're consistently over, upgrading is cheaper — we'll say so.

Is the BAA really included on the cheapest plan?

Yes — a standard BAA on every paid plan, self-serve, no sales call. Compliance shouldn't be an enterprise feature. Custom BAAs are available on Enterprise.

How do we get started?

Book a scoping call. We map your highest-volume workflow against your real systems, agree the plan that fits your run and credit volume, and get your first automation live during guided onboarding.

Can we cancel or change plans?

Monthly plans can be cancelled or changed at any time and take effect at the next cycle. Upgrades are prorated immediately. Annual plans run to the end of the term.

Do you charge for implementation?

No mandatory implementation fee — you can be live on day one by yourself. Enterprise engagements can include a scoped onboarding, and custom connector builds are quoted separately.

See it on your own systems first.

Bring your highest-volume workflow to a scoping call and we'll model what it saves at your real volume before you commit to a plan.

Book a demo Talk to sales

Medivex

Talk to us Book a demo

For behavioral health · HIPAA-compliant

AI agents built for mental health practices.

Sessions run back to back while intake, reminders, and no-show follow-ups pile up. Medivex agents handle the admin, connected to the EHR you already use — so you get your evenings back and stay present with your clients.

Book a demo Book a working session

Works with SimplePractice, IntakeQ, Healthie, athenahealth, AdvancedMD, Tebra, DrChrono, and 300+ more.

The hard line, first

In behavioral health, automation has a boundary that isn't negotiable: agents never give clinical advice.

A crossed assessment threshold routes to the supervising clinician
Concerning language or a crisis keyword escalates immediately, with context
Escalation rules evaluate before any other instruction
Agents never respond to a crisis themselves

Agents handle logistics. Clinicians handle care.

The AI teammates

The four agents mental health practices start with.

Each does a job your team already does — connected to your systems, bounded by your rules.

▤

Intake packets that complete themselves

Replies to a new client inquiry in seconds, even after hours
Sends the packet, chases what's missing, and stops when it's done
Creates or updates the client record without re-typing
Books the first session from real availability

◍

Between-session care that keeps its cadence

Sends the check-ins and measures you've prescribed, on schedule
Collects responses back into the chart
Surfaces score trends before the next session
Escalates anything that crosses your threshold, immediately

⟳

Weekly cadence that survives a busy week

Confirmations before each session, in one consistent voice
A rebooking conversation after every miss, not eventually
Openings offered to clients waiting for an earlier slot
Continuity preserved when the week gets away from you

⛉

Eligibility that verifies itself

Coverage and benefits checked before the session, not after
Copay and session limits written to the chart
Inactive or inconsistent plans routed as exceptions
Status only — never a promise of what a plan will pay

Also: the pre-visit prep agent. A one-page brief before each session — recent notes, score trends, messages since last time. Read-only, with sources cited.

Common workflows

What behavioral health teams hand over first.

New client inquiry response

An inquiry at 9pm gets an answer at 9pm — with your screening questions, your fit criteria, and a real first-session slot.

No-show recovery

A missed session starts a rebooking conversation while continuity still matters, and rebooks into your calendar.

Measurement-based care

Assessments sent on cadence, scored, trended, and surfaced — with thresholds that escalate to you.

Superbill & claim hand-off

Completed sessions pushed to billing with documentation attached and gaps flagged before submission.

Waitlist management

Clients waiting for an earlier slot are contacted in priority order the moment one opens.

Group & intensive scheduling

Recurring group sessions, attendance tracking, and series cadence handled without a coordinator's spreadsheet.

Safety & compliance

Built for behavioral health, by design.

Escalation before everything

Risk rules are evaluated first, on every message, in every workflow. Nothing an agent might say can preempt them.

HIPAA handling and a BAA

HIPAA-compliant data handling, SOC 2 Type II infrastructure, and a BAA on every paid plan. Therapy notes are PHI, treated that way.

Scope-locked agents

Agents touch only the fields and tools you grant. Every action lands in an audit log your team can review at any time.

Your voice, your disclosure

You control sender identity and the disclosure language on every message. We recommend transparency about automated outreach.

Consent-aware outreach

Quiet hours, channel preferences, and consent status are honored — a reminder is not a marketing campaign.

Nothing clinical, ever

No advice, no triage, no urgency assessment, no crisis response. That work belongs to the supervising clinician, always.

Your practice, before and after

Between sessions, today

Inquiries sit until you have a gap — often days
Intake packets chased between clients
Missed sessions rebooked whenever someone remembers
Assessments sent when the week allows
Eligibility discovered at billing, not before the session
Admin finishing after dinner

Between sessions, on Medivex

Every inquiry answered in seconds, screened and booked
Packets returned complete, in the chart
Rebooking conversation starts the same hour
Measures on cadence, trends ready before you sit down
Coverage verified days ahead; exceptions only
Evenings back, with a full audit trail behind you

For group practices

Running a behavioral health group or multi-location clinic?

Capacity without headcount. Agents absorb the admin volume that used to require another hire per site.
Standardized workflows. The same intake, reminder, and follow-up flows everywhere — not each office's own habits.
Audit-ready by default. Every action logged, human checkpoints where you want them, one compliance story for the whole group.
Clinician-level flexibility. Shared spine, individual cadence and preferences per provider.

Bring your workflows to a working session

Thirty minutes with your actual systems and your highest-volume workflow. You leave with the workflow mapped — not a slide deck.

Book a working session

Mental health questions

What is Medivex for a mental health practice?

A HIPAA-compliant AI automation platform. Its agents handle intake, scheduling, reminders, and between-session follow-up, connected to the EHR you already use — SimplePractice, IntakeQ, Healthie, and 300+ other tools. It isn't an EHR and replaces nothing.

Which EHRs do you work with?

30+ EHRs used by behavioral health practices, including SimplePractice, IntakeQ, Healthie, athenahealth, AdvancedMD, Tebra, and DrChrono. Anything else with an API is reachable through the universal HTTP connector. See the list →

Can it handle a new client inquiry after hours?

Yes. The intake agent replies, asks your screening questions, checks the coverage details you specify, books the first session, and sends the packet — at 9pm on a Saturday if that's when the inquiry arrives.

What happens if a client says something concerning?

Escalation rules run before anything else. Risk signals route to the supervising clinician immediately with full context. The agent never responds to a crisis itself and never gives clinical advice.

Do clients know they're talking to an agent?

You control the sender identity and the disclosure language on every message, and we recommend transparency. Many practices use a clearly identified practice number with a short disclosure line.

We already use a spreadsheet and some reminders. Why change?

Those workarounds stop working the moment volume grows, a staff member leaves, or an EHR update breaks them. Medivex runs the same loops without a person holding them together, and logs every step so nothing fails silently.

Is it HIPAA-compliant for therapy notes?

Yes. Medivex is HIPAA-compliant and SOC 2 Type II audited, with a BAA on every paid plan. Agents access only the fields and tools you grant, and every action is captured in an audit log. Security details →

How long does setup take?

Minutes to describe the job in plain English, then connect your tools and set the guardrails. No implementation project, no developer, and no sales call required to start.

More time in session. Less time in admin.

Describe the job, connect your tools, set the guardrails. Your first agent can be running today.

Book a demo See pricing

Medivex

Talk to us Book a demo

For dental practices & DSOs · HIPAA-compliant

AI agents built for dental practices.

Every call answered, even after hours. Every recall and no-show worked automatically. Every eligibility check done before the visit. Medivex agents run on the practice management system you already use, with your team in control.

Book a demo See it on your PMS

Works with Open Dental, Dentrix Ascend, Planet DDS, NexHealth, Zocdoc, and 300+ more.

The front desk runs on interruptions

A hygienist walks up while the phone rings and a patient waits
Missed calls at lunch become bookings at another practice
The six-month recall list is a project nobody owns
Eligibility gets checked the morning of, when it's too late
Treatment the dentist approved was never scheduled

None of that is clinical work. All of it costs you chairs.

The AI teammates

The three agents dental practices start with.

A practice runs on a full schedule and a clean claim. These agents keep both moving — and clinical decisions always stay with your team.

☏

Every call gets a next step

Answers calls, web forms, and texts in seconds, 24/7
Handles hours, services, and insurance questions from your approved answers
Books into real openings by appointment type and operatory
Routes emergencies and anything clinical straight to your team

⟳

Recall and reminders that keep the book full

Works your six-month recall list, patient by patient, at your cadence
Sends intake forms and reminders before the visit
Recovers no-shows and offers openings to your waitlist
Follows up dentist-approved treatment that was never scheduled

⛉

Insurance status in one review path

Runs supported eligibility checks days before the visit
Surfaces missing, inactive, or inconsistent responses as exceptions
Routes claim and remittance status where tools support it
Triggers approved payment links and staff tasks, all logged

Also: pre-visit readiness. Before every appointment, Medivex assembles what's complete and what's missing — intake, medical and medication history, consent forms, insurance status. Your team sees it before the patient sits down. Clinical decisions stay with your dentists.

Common workflows

What dental practices hand over first.

Missed-call text-back

A missed call gets an instant text and a booking option before the caller tries the practice down the road.

New patient onboarding

From first call to first visit: patient created, forms sent, insurance status checked, chart ready.

No-show & cancellation recovery

A missed or cancelled visit starts a rebooking conversation, and the opening goes to your waitlist.

Hygiene recall

Patients due for hygiene are worked patient by patient, at the cadence your practice sets — not in a quarterly blast.

Eligibility before treatment

Coverage checked days ahead of high-value treatment, with exceptions routed to your team while there's time to act.

Unscheduled treatment follow-up

Approved treatment that never got booked gets a respectful, tracked follow-up on your schedule.

Safety & compliance

Built to run the front office, never the operatory.

Medivex agents answer, book, confirm, and chase paperwork, and route anything clinical to your team. They never triage pain, never diagnose, and never decide how urgent a case is.

Emergencies follow your protocol

Agents recognize the emergency language you define and hand off to your team immediately, with context. They never assess urgency themselves.

Eligibility is a status, not a promise

Coverage responses are surfaced for your team to confirm. An agent never guarantees what a plan will pay, and never quotes a patient estimate on its own.

Official APIs, under a BAA

Treatment records, images, and health histories are PHI whether or not a claim is filed. Medivex treats them that way — HIPAA-compliant, SOC 2 Type II, BAA on every paid plan.

Your booking rules, enforced

Agents read the appointment types, provider schedules, and operatory availability already in your PMS and book inside your constraints. They never invent a slot.

Your front desk, before and after

A missed call, today

Rings out at lunch; voicemail nobody clears until 3pm
The caller books somewhere else by 12:20
No record that the opportunity ever existed
The open slot stays open
Recall list untouched for another week

A missed call, on Medivex

Instant text back with an approved reply
Real openings offered by appointment type
Booked into the PMS and confirmed
Forms sent and eligibility queued automatically
Every step logged for audit

For groups & DSOs

Running a multi-location dental group or DSO?

One approved call-to-appointment process. Every call handled the same way, whichever location it lands in.
Location-aware routing. Calls reach the right site, provider, and operatory.
The same bounded workflow, per location. Roll a proven flow out site by site, with local rules where they differ.
One audit trail. Every agent action across the group, reviewable at any time.

Start with one location

Prove the workflow at a single site with your real PMS and real call volume, then deploy across the group with numbers behind you.

Book a working session

Dental questions

What is Medivex for a dental practice?

A HIPAA-compliant AI automation platform. For dental practices it provides AI teammates that answer calls, book and confirm appointments, chase intake forms, work recall, and check insurance eligibility — on top of the software you already run. It is not a practice management system and replaces nothing.

Which dental systems do you connect to?

Open Dental, Dentrix Ascend, Planet DDS, NexHealth, and Zocdoc, plus your forms, phones, insurance, and payments. Where a system supports it, bookings write straight into the schedule; where it doesn't, the request is routed to your front desk and records stay in sync. Full list →

Does it actually answer the phone?

A conversational voice provider does, connected to your dental software by Medivex. You choose the platform; Medivex conducts it — the caller reaches your real schedule, the booking is written back, and anything clinical or urgent goes to your team. End-to-end HIPAA coverage requires a BAA with your voice provider as well as with us.

How does it know what to book?

You set the rules. Medivex reads the appointment types, provider schedules, and operatory availability already in your PMS and books inside the constraints you define. It never invents a slot, and anything outside the rules goes to your front desk.

Can it check insurance?

It runs supported eligibility checks through clearinghouses like pVerify and Availity and routes the status to your team. An eligibility response is not a guarantee of payment, so benefits questions and patient estimates follow your review policy.

What about a patient in pain?

The agent recognizes the emergency language your practice defines and follows your human protocol immediately, with context. It never diagnoses and never decides how urgent something is.

Why not use a general automation tool?

General-purpose tools don't offer a BAA, which makes patient data in them a compliance risk. Medivex does the same category of work, built for healthcare: HIPAA-compliant, BAA included, healthcare-native integrations, and AI teammates on top.

Is dental data really PHI if we never bill insurance?

Yes. Dental records, images, and health histories are protected health information whether or not a claim is filed. Medivex handles them under a BAA either way.

More kept appointments. Less front-desk busywork.

Start with one supported dental system and one front-office workflow. Keep your systems, keep your team in control.

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Medivex

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For medical aesthetics · HIPAA-compliant

AI agents built for med spas & aesthetic practices.

Every consult request answered in seconds. Every rebook, membership, and package worked automatically. Every consent and good faith exam surfaced before the visit. Medivex agents run on the systems your practice already uses, with your team in control.

Book a demo See it on your stack

Works with Boulevard, Zenoti, Aesthetix CRM, ModMed, Nextech, DrChrono, and 300+ more.

The front desk runs on missed connections

An Instagram inquiry at 11pm gets an answer at 10am — too late
The first rebook, the visit most med spas lose, never gets asked for
Consents and GFEs discovered missing at the appointment
Memberships and packages expire unused
Lead follow-up depends on who has a free minute

The AI teammates

The three agents med spas start with.

A med spa is a clinical practice and a membership business at the same time. These agents keep both moving — and clinical always comes first.

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Every consult request gets a next step

Answers website forms, texts, and missed calls in seconds, 24/7
Handles hours, services, and booking questions from your approved answers
Captures treatment interest and contact details into your CRM
Routes anything clinical straight to your team

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From inquiry to booked consult, without phone tag

Offers eligible consult slots and books into your scheduling system
Confirms, reschedules, and recovers cancellations automatically
Backfills open slots from your waitlist
Keeps treatment series and packages on cadence, session by session

⟳

Follow-up that keeps clients coming back

Sends intake, consent, and pre-care reminders before the visit
Confirms the first rebook, the visit most med spas lose
Works approved reactivation lists for clients overdue for a visit
Surfaces unused memberships and package balances — always after clinical items

Also: pre-visit readiness. What's complete and what's missing before every appointment — intake, medical history, consents, GFE status. The agent only surfaces; your providers decide.

Common workflows

What med spas hand over first.

Missed-call text-back

A missed call gets an instant text and a booking link before the caller tries a competitor down the street.

Digital intake before the visit

Forms go out by text, come back complete, and land in the chart. No clipboards, no re-typing.

Consent & GFE expiration flags

Expired consents and missing good faith exams are flagged to your team ahead of the appointment, not at check-in.

EHR–CRM appointment sync

Booked, rescheduled, no-showed: appointment changes flow between your EHR and CRM automatically.

Membership & package reminders

Unused sessions and expiring balances get worked before they lapse, on your rules and your consent settings.

Post-visit check-ins & reviews

Aftercare on time, a day-after check-in, and a review request at the right moment — from the right clients.

Safety & compliance

Compliance built for medical aesthetics, by design.

Medivex agents handle the administrative steps around care. They collect intake, surface a missing consent or an expired good faith exam, and route anything clinical for review. They never recommend treatments, never clear a client for a procedure, and never mix promotion into clinical communication.

Consents & GFEs surfaced, humans decide

Missing or expired items are flagged to staff before the appointment. What counts as current is your medical director's call, under your state's rules.

Clinical first, commercial last

Reactivation and membership outreach runs only on your approved lists and consent rules — and never ahead of an unresolved clinical item.

Cash-pay is still PHI

Treatment records, photos, and health histories are protected health information even when insurance never touches the visit. Medivex treats them that way.

HIPAA handling and a BAA

HIPAA-compliant data handling on SOC 2 Type II infrastructure, with a BAA included on every paid plan and PHI encrypted throughout.

Before-and-after photos, handled

Clinical imagery is PHI. Access is scoped, never used to train models, and every view or transfer is logged.

Approved answers only

Agents answer from your approved content. They don't improvise pricing, results claims, or anything a regulator would call a promise.

Your med spa, before and after

An 11pm inquiry, today

Sits in a form inbox until mid-morning
Answered with a “what were you interested in?” reply
Three messages later, still no consult booked
Consent status unknown until the client arrives
First rebook never asked for

An 11pm inquiry, on Medivex

Answered in seconds with your approved reply
Treatment interest captured into the CRM
Real consult slots offered and booked
Intake, consent, and pre-care sent automatically
First rebook confirmed before they leave

For groups & MSOs

Running a multi-location group or MSO?

One inquiry-to-consult process. Every lead handled the same way, whichever location it lands in.
Location-aware routing. Inquiries reach the right site, provider, and calendar.
The same bounded workflow, per location. Deploy a proven flow site by site, with local rules where they differ.
An audit trail for every action. One compliance story for the whole group.

From solo injector to MSO

Medivex works across medical aesthetics on top of the booking system and EHR you already run — single treatment room or twenty locations.

Book a working session

Med spa questions

What is Medivex for a med spa?

A HIPAA-compliant AI automation platform. For med spas it provides AI teammates that answer consult requests, book and confirm appointments, chase intake and consents, and work rebooks and memberships — on top of the software you already run. It is not an EHR and replaces nothing.

Which systems do you connect to?

Boulevard, Zenoti, Aesthetix CRM, ModMed, Nextech, DrChrono, athenahealth, and AdvancedMD, plus your forms, phones, payments, and messaging. Anything else with an API is reachable through the universal HTTP connector. Full list →

Can it check consents and good faith exams?

It flags missing or expired consents and GFEs to your team before the appointment. Whether a client may proceed remains a clinical decision made by your providers under your state's rules — the agent surfaces, it never clears.

Will it push promotions at clients?

Only on your approved lists, within your consent rules and quiet hours, and never ahead of an unresolved clinical item. Commercial outreach is deliberately subordinate to clinical communication.

Is our data PHI if clients pay cash?

Yes. Treatment records, photos, and health histories are protected health information whether or not a claim is ever filed. Medivex is HIPAA-compliant and SOC 2 Type II audited, with a BAA on every paid plan.

Why not use a general automation tool?

General-purpose tools don't offer a BAA, so client health data in them is a compliance risk. Medivex does the same category of work, built for healthcare, with aesthetics-native integrations and AI teammates on top.

Can it handle a treatment series?

Yes. Series and packages stay on cadence session by session, with reminders sized to the protocol and balances surfaced before they expire.

How fast can we launch?

Minutes to describe the job, then connect your tools and set the guardrails. Most practices start with missed-call text-back or first-rebook confirmation and expand from there.

More booked consults. Less front-desk busywork.

Start with one inquiry source and one booking workflow. Keep your systems, keep your team in control.

Book a demo See pricing

Medivex

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Get started

Bring one workflow. Leave with it mapped.

Spend thirty minutes with us on your actual systems and your highest-volume workflow. You leave with the workflow mapped and a plan sized to your real volume — not a slide deck.

Guided onboarding

We connect your first systems with you and get one workflow live before you scale.

Working session

30 minutes, your systems, your workflow. We map it live with you.

Security review

SOC 2 report, BAA, DPA, subprocessors, and pen-test attestation on request.

Tell us what you're trying to automate

We reply within one business day, usually the same afternoon.

Reach the right team

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Sales

Plans, sizing, multi-location rollouts, and enterprise agreements.

sales@medivex.example

☏

Support

Existing customers: workflow help, connector issues, and run failures.

support@medivex.example

⛨

Security

Security reviews, documentation requests, and vulnerability disclosure.

security@medivex.example

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Partners

Health-tech products that want to ship a Medivex connector.

partners@medivex.example

Before you book

Two things make a working session far more useful.

Know your volume

Monthly visits, your rough no-show rate, and how many new patients you see. That's enough to size a plan and model what one workflow returns.

Pick your worst job

Not the most impressive one — the one that eats the most staff time and fails most often. That's where automation pays first and proves itself fastest.

Not ready to talk yet?

Read how the plans are metered, or browse the workflows other practices automate first.

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