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Getting Started

Introduction

Integrations

HybridFlow Voice AIOpen Practice (OpenPM)Sinch CommunicationsTwilio Communications

Help & Guides

Fax Number OnboardingSending ReferralsSending Digital FaxesStripe Billing & CopaysOrganization Secrets
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Documentation

Welcome to Intelligent Office Suite Docs

Learn how to use, configure, and integrate Intelligent Office Suite within your practice. Find comprehensive guides on our third-party integrations, clinical referrals, digital faxes, and security secrets.

EHR & Communication Integrations

Pre-built connectors to power telephony, voice AI, EMR sync, and messaging.

HybridFlow Voice AI

Automated inbound voice attendants, caller identification, and triage workflows.

View Guide

Open Practice (OpenPM)

Real-time patient demographics, insurance coverage, and appointment schedule sync.

View Guide

Sinch Communications

Outbound digital faxing, carrier phone number pulling, and automated webhooks.

View Guide

Twilio Communications

SMS appointment reminders, copay payment requests, and digital fax routing.

View Guide

Sending Referrals

Explore step-by-step guides on how digital clinical referrals are created, processed, signed, and tracked in real-time.

Read Guide

Sending Digital Faxes

Configure clinic fax numbers, routing DIDs, AI extraction, and review incoming referral faxes with the split-screen viewer.

Read Guide
Intelligent Office Suite

Intelligent medical practice operations, messaging, referrals, billing, and scheduling workflows.

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