For independent practices & specialty clinics

Meet your new AI crew.

Nine HIPAA-ready AI teammates that help your practice handle intake, calls, paperwork and billing, doing only what your practice approves.

Nine AI teammates · tap one to meet them

Book a 15-minute walkthrough

Start with one or two teammates built for your specialty. Expand as your practice needs.

Built for

Backup for the busiest desk

One person. Nine jobs.
Throw your team a team.

Calls, faxes, payer portals, denials, all landing on one desk. One missing page can delay care or stall a payment. So the whole crew jumps in, and each one takes a job.

Tap anyone to hear their job.

13h

a week that physicians and their teams spend on prior auths1

Casey builds the packet
20%

of in-network claims were denied by HealthCare.gov insurers in 20232

Tally drafts the appeal
34.8%

of specialist referrals in one large health system (2015–16 data) had a documented completed visit3

Ollie tracks each referral

Works with what you already run

Keep your systems.
Lose the busywork.

No rip-and-replace. No new software to learn. Your teammates can connect to 300+ healthcare tools your practice may already use, then pick up the work right where it lands.

Fax line, inbox, phones, payer portals. Wherever your work piles up, that’s where we put your teammates to work.

What each connection can do depends on your system and account access. We confirm your setup during onboarding.

Safe by design

Your patients’ data, locked down.

Built for HIPAA workflows from day one, not bolted on later. Here’s every safeguard, step by step, from the moment a fax arrives to the day you leave.

  • Never trains AI
  • You approve the work
  • Activity logged
  1. It arrivesFaxes and documents land in a dedicated secure intake inbox, never someone’s personal email.
    Technical details

    For IT: sender allowlist per practice; SPF, DKIM and DMARC must pass and virus-flagged mail is rejected; encrypted in transit and stored encrypted with a dedicated AWS KMS key.

  2. It’s readThe AI reads it inside our secure cloud. Your patients’ data is never used to train AI.
    Technical details

    For IT: text extraction and the model run in AWS (Amazon Textract, Amazon Bedrock) under our signed AWS BAA. AWS doesn’t use prompts or outputs to train models.

  3. It’s draftedYour teammate prepares the work and flags anything missing. Nothing goes out yet.
    Technical details

    For IT: each case is saved as “awaiting approval,” and next steps (eligibility checks, prior-auth drafts, patient texts) are stored as drafts only.

  4. A person approvesSomeone on your team reviews it, then approves it or sends it back.
    Technical details

    For IT: sign-in requires multi-factor authentication. Every decision records who, when and a note, and a case can only be decided once.

  5. It goes into your systemsApproved work goes into your EHR and the tools you already use, through access your practice grants.
    Technical details

    For IT: connections use accounts your practice controls and can revoke. We confirm the exact scope with you during onboarding.

  6. It’s stored and watchedRecords stay encrypted and backed up, and access is limited, logged and requires your approval, including ours.
    Technical details

    For IT: AWS KMS encryption at rest, point-in-time recovery on the case database, AWS CloudTrail and AWS Config activity records, GuardDuty threat detection with alerts.

  7. When you leaveYour data doesn’t linger. We return or delete it as set out in our BAA with you.
    Technical details

    For IT: intake files expire automatically after 30 days. At offboarding we revoke access and return or delete records under the BAA.

  8. What we signA Business Associate Agreement with your practice, backed by our own BAAs with our cloud and email providers.Request our security overview →

Questions your compliance officer will ask, answered.

Will you sign a BAA?
Yes. Kaseflo signs a Business Associate Agreement with every practice.
Where does our data live?
On AWS, under our signed AWS Business Associate Addendum. Email runs on Google Workspace under Google’s HIPAA BAA.
Does patient data train AI?
No. The AI runs through Amazon Bedrock, and AWS doesn’t use customer prompts or outputs to train models.
Can the AI act on its own?
Not by default. During setup, your practice chooses how each bot works, starting with drafts that a person on your team reviews and approves. We tailor each bot’s role to your practice, and you can ask us to change it at any time. Unlike set-once software or DIY tools, we run it for you, and a real person tunes it monthly.
Why not just buy an automation tool?
You could, but someone still has to learn it, build every workflow and keep it running. Kaseflo does that for you: ready-made teammates built for your specialty, set up around your workflow and current systems, with a real person who adjusts them as you need. Your team just reviews and approves the work.
Who can see patient records?
Your team, by role. Any other access, including ours, is limited, logged and requires your approval.

Throw your team a team.

We're onboarding a handful of founding practices. We set it up around your workflow and current systems. Nothing to learn.

Book a 15-minute walkthrough

Or call Tyler at (208) 274-3751.

  • Juno
  • Ollie
  • Bea
  • Casey
  • Kip
  • Hazel
  • Tally
  • Penny
  • Sage
“We'll take it from here.”The Kaseflo crew