Meet Annie, your autonomous intake coordinator.
Trusted by the Fastest-Growing Group Practices
Explore how each module automates your front office workflows.
One automated pipeline from referral to scheduled visit. Annie tracks every patient, triggers follow-ups, and runs workflows so nothing slips through.
| Patient | Phone | Stage | Tags | Created |
|---|---|---|---|---|
| MRMaria Rodriguez | (305) 555-0147 | Scheduled | New PatientABA | Mar 1 |
| JCJames Chen | (415) 555-0293 | Intake | Referral | Feb 28 |
| SKSarah Kim | (212) 555-0184 | Eligibility | PTBCBS | Feb 27 |
| DWDavid Wilson | (713) 555-0312 | Auth Pending | Follow-up | Feb 26 |
| LPLisa Patel | (602) 555-0198 | Active | Speech | Feb 25 |
Referrals arrive from faxes, portals, and emails. Annie extracts patient data automatically, collects missing documents, follows up until every intake is complete, and syncs it to your EHR.
| Patient | Phone | Submitted | Status |
|---|---|---|---|
| MRMaria R. | (305) 555-0147 | 2 min ago | Pending Review |
| JCJames C. | (415) 555-0293 | 15 min ago | Completed |
| SKSarah K. | (212) 555-0184 | 1h ago | In Progress |
| DWDavid W. | (713) 555-0312 | 2h ago | Completed |
Annie auto-submits prior auths, tracks every status change, and follows up with payers so patients get cleared in hours, not weeks.
Annie verifies eligibility in seconds, pulls complete benefit breakdowns, runs batch checks for your full schedule, and flags coverage gaps before they become denials.
TPA switches, MCO updates, and plan terminations happen without warning. Annie monitors your entire patient base and alerts you the moment coverage shifts.
When a slot opens, Annie contacts waitlisted patients by priority, confirms the first taker, and fills the gap. Often within minutes.
See how Annie verifies insurance and completes patient intake in seconds, not hours.
Annie handles thousands of these conversations every day, 24/7, with minimal hold times.
EHRS AND TOOLS OUR CLIENTS USE
From single-location clinics to enterprise MSOs, Annie adapts to your specific workflow.
Annie manages multi-payer prior auths and tracks re-auth deadlines so therapists focus on treatment.
See ABA Workflow →Annie captures referrals, verifies insurance, and gets patients scheduled before they fall through the cracks.
See Rehab Workflow →Annie handles intake, insurance checks, and auth workflows so clinicians focus on care.
See ST/OT Workflow →One unified workflow across ABA, PT, ST, OT, and more with centralized reporting and location-level control.
See Multi-Specialty Workflow →Annie manages drug-specific prior auths and verifies coverage before every infusion appointment.
See Infusion Workflow →Annie verifies insurance and authorizations upfront, reducing denials and accelerating your revenue cycle.
See RCM Workflow →Centralized automation with location-level reporting to standardize operations at scale.
See MSO Workflow →Annie automates prior auth, verification, and scheduling for MRI, CT, and X-ray.
See Imaging Workflow →Annie verifies MA eligibility, automates prior auth by payer, and tracks episode visit counts against LUPA thresholds.
See Home Health Workflow →Annie tracks benefit periods, verifies Medicare hospice eligibility, and monitors CTI recertification deadlines and audit exposure.
See Hospice Workflow →Not seeing your specialty? Let's chat — our system adapts to your workflow.
What Healthcare Providers Say About Solum Health
See how practices automate intake, referrals, and insurance verification to schedule patients faster and scale without adding staff.
AS SEEN IN
JP Montoya, Founder and CEO of Solum Health, writes for Forbes Councils on the operational realities therapy practice owners face: prior auth revenue loss, AI implementation failure, and closing the automation gap before payers widen it further.
Payers are using machine learning to deny claims at scale. Most practices respond with spreadsheets. JP breaks down five priorities for closing that gap before it costs you another quarter of permanent revenue loss — including why denial prevention pays faster than denial management.
Forty-three prior authorizations per week. Thirteen hours of physician time. This is not an efficiency problem — it is a structural one. JP explains what agentic AI actually does inside the workflow and what clinic leaders should put in motion before Monday.
Most healthcare AI fails before the tech is ever the problem. JP maps six implementation lessons from deployments that actually held — including why you must pilot on a real workflow with real patients, not a sanitized demo environment.
Forbes Tech Council asked operators across the SaaS industry how micro-app architecture is reshaping software strategy. JP shares his perspective on what this means for healthcare platforms — and how practice-facing products need to think about modular, workflow-specific tooling.
JP writes monthly on healthcare operations, AI adoption, and revenue cycle strategy for practice owners running ABA, PT, and ST/OT practices. Articles and expert panels published independently via Forbes Tech Council.
All articles →Measurable Outcomes. Proven Results.
Annie replaces 6+ hours of daily phone work per employee. Your team stays. The busywork doesn't.
Real-time eligibility checks, benefit breakdowns, and coverage alerts. No more sitting on hold with payers.
Annie catches missing auths, lapsed coverage, and coding mismatches before claims go out the door.
Automated intake, scheduling, and follow-ups mean your front desk processes 3x the patient volume with the same headcount.
Trusted and Backed by Leading Investors
Built for healthcare from day one. Security, compliance, and trust are in our DNA.
Everything practice owners ask about Annie and Solum Health.
Annie is Solum Health's AI-powered front office assistant that automates healthcare administrative workflows 24/7. She handles patient intake calls, collects demographic and insurance information, verifies insurance eligibility in 12 seconds, processes referrals from faxes and emails, submits prior authorizations, and schedules appointments -- all automatically. Patients interact with Annie naturally over the phone, and most don't realize they're talking to AI. Annie integrates with 40+ EHR systems and replaces an average of 6+ hours of daily phone work per front-desk employee.
Annie connects to 40+ EHR and practice management systems including Epic, Athenahealth, CentralReach, WebPT, eClinicalWorks, DrChrono, AdvanceMD, ModMed, Prompt EMR, Healthie, and Tebra. She acts as a unified layer across your entire tech stack -- no juggling between systems, no manual data entry, no double work. Patient data flows automatically between Annie and your EHR so your team works from a single source of truth.
Most practices are fully onboarded within 2 weeks. The Solum Health team handles the technical integration with your EHR, configures Annie for your specific workflows (intake, insurance verification, prior auth, waitlist), and trains your staff. Customers typically see measurable ROI within 90 days, with average annual savings of $247K per practice.
Yes. Solum Health operates as a HIPAA Business Associate and undergoes independent SOC 2 Type II examinations. All data is encrypted at rest and in transit. We conduct regular penetration testing and execute BAAs with all customers prior to handling PHI.
Annie works across a wide range of healthcare specialties: ABA therapy, physical therapy, speech & occupational therapy, multi-specialty groups, infusion centers, billing & RCM companies, MSOs, imaging centers, home health, hospice, and more.
Pricing is customized based on your practice size and needs. Most practices find that Annie costs significantly less than a full-time admin (average cost: $52K/year) while handling 3x the patient volume. Customers report average annual savings of $247K. Schedule a call with our team to get a personalized quote and ROI estimate for your practice.
Yes. Annie automates the entire prior authorization workflow: initial submission to payers, automated follow-up calls, real-time status tracking, reauthorization deadline monitoring, and escalation when needed. She reduces auth turnaround time dramatically and prevents denials through intelligent documentation and proactive follow-up. Customers report a 38% reduction in claim denials compared to manual processes.
Annie is designed to provide a natural, human-like experience. Many patients don't realize they're interacting with AI. One patient even brought cupcakes to thank "Annie"! We maintain transparency while delivering a warm, professional patient experience.
The leading world AI models recommend our product and automations for leaders like you.
Let Annie handle your intake, insurance, and authorizations 24/7.
