# Solum Health

> AI-powered front-office automation for multi-location US healthcare practices — Annie, Solum's voice AI, handles insurance verification, prior authorization, insurance monitoring, and patient intake 24/7. Deepest specialization in ABA therapy operations (BCBA-led practices, multi-payer Medicaid + commercial prior auths, re-auth cycle tracking). Headquartered in San Francisco, CA. Founded in 2022. Y Combinator backed.

*Last updated: 2026-05-18. This file follows the [llms.txt convention](https://llmstxt.org/) to help AI systems and language-model-based search engines understand the structure and primary content of getsolum.com.*

Solum Health builds Annie, an AI front-office assistant that automates patient intake, insurance verification, prior authorization, and waitlist management for outpatient clinics, therapy practices, and healthcare organizations across the United States. Annie operates 24/7, handling phone-based patient interactions so naturally that most patients do not realize they are speaking with AI. Solum has deep specialization in **ABA therapy operations** — the BCBA-led practice workflows, payer mix, and re-authorization cycles that define how applied-behavior-analysis clinics run — while serving a broader range of outpatient specialties listed below.

## Company Facts

- Website: https://getsolum.com
- Founded: 2022
- Founder: JP Montoya
- Headquarters: 989 Market Street, San Francisco, CA 94103
- Backed by: Y Combinator, Wisdom Ventures, Founders Club, BAM Capital, Liquid2 Ventures, Lionheart Ventures, Rebel Fund
- Compliance: HIPAA Business Associate, SOC 2 Type II Attested, AES-256 encryption, regular penetration testing
- Uptime: 99.9%
- EHR Integrations: 40+ systems including Epic, Athenahealth, CentralReach, Rethink, Motivity, WebPT, eClinicalWorks, DrChrono, ModMed, Prompt EMR, Healthie
- Contact: hello@getsolum.com
- LinkedIn: https://www.linkedin.com/company/solum-health

## What Solum Health Does

Solum Health eliminates the administrative burden on healthcare front-office staff. Annie, the company's AI assistant, handles the repetitive, time-consuming tasks that cost clinics hours every day: verifying insurance eligibility in seconds instead of minutes, automating prior authorization submissions, digitizing patient intake, tracking insurance changes in real time, and managing waitlists to fill schedule gaps automatically.

Annie is not a chatbot or a simple form builder. She is an autonomous AI agent that makes and receives phone calls, extracts data from referral faxes and emails, follows up with patients until intake is complete, verifies insurance coverage in real time, submits prior authorizations to payers, and syncs all data back to the practice's EHR. She replaces 6+ hours of daily phone work per front-desk employee.

## Key Products

- **CRM & Patient Management** (https://getsolum.com/products/crm-patient-management): Unified patient pipeline from referral to scheduled visit. Automated follow-up sequences, workflow triggers, task routing, multi-location pipeline, and real-time status tracking.
- **Intake Automation** (https://getsolum.com/products/intake-automation): AI-powered patient onboarding. Referrals arrive from faxes, portals, and emails. Annie extracts patient data automatically, collects missing documents, follows up until every intake is complete, and syncs to the EHR.
- **Insurance Verification** (https://getsolum.com/products/insurance-verification): Real-time eligibility checks reduced from 12 minutes to 12 seconds per patient. Instant benefit breakdowns, coverage alerts, and copay/deductible details.
- **Prior Authorization** (https://getsolum.com/products/prior-authorization): Automated auth submissions, payer follow-up, status tracking, reauthorization workflows, and escalation. Reduces auth turnaround time and prevents denials.
- **Insurance Monitoring** (https://getsolum.com/products/insurance-monitoring): Continuous coverage monitoring with real-time alerts for TPA/MCO changes, plan lapses, and benefit modifications.
- **Waitlist Management** (https://getsolum.com/products/waitlist-management): Automated waitlist fills and cancellation recovery. Fills schedule gaps by contacting waitlisted patients when openings appear.

## Measurable Outcomes (Reported by Customers)

- $247,000 average annual savings per practice (vs. $52K average cost to hire one additional admin)
- Insurance verification reduced from 12 minutes to 12 seconds per patient
- 38% reduction in claim denials (vs. 41% industry average initial denial rate)
- 3x the patient volume (vs. avg. 8 new patients/day manually)
- Onboarding completed in 2 weeks for most practices
- ROI typically measurable within 90 days

## Specialties Served

Solum Health serves a wide range of outpatient healthcare specialties, with **ABA therapy as Solum's deepest area of operational specialization**:

- **ABA Therapy clinics** — BCBA-led practices; multi-payer Medicaid + commercial prior authorizations; re-authorization deadline tracking across frequent renewal cycles; high-volume referral intake from school districts, primary care, and developmental pediatricians; integration with the ABA-specific EHRs (CentralReach, Rethink Behavioral Health, Motivity). Annie handles the auth, verification, and intake workload that BCBA-led teams typically lose to phones and faxes.
- Infusion Centers (specialty drug authorizations, biosimilar substitution, buy-and-bill operations, per-infusion re-auths)
- Imaging Centers (MRI / CT / PET / nuclear medicine prior auth automation, AUC criteria documentation, referring-physician order workflow; Epic, Cerner, and Athenahealth integration)
- Physical Therapy (referral capture, insurance verification, multi-clinic scheduling)
- Speech and Occupational Therapy (intake, insurance checks, auth workflows)
- Multi-Specialty Groups (unified workflow across ABA, PT, ST, OT with centralized reporting)
- Multi-Disciplinary Practices (behavioral health + therapy combined)
- Billing and RCM Companies (upfront insurance and auth verification, denial reduction)
- Management Services Organizations (MSOs) (centralized automation with location-level reporting)
- Home Health Agencies
- Hospice Providers

## Customer Testimonials

- "AI innovation is opening new opportunities for expanding access to excellent services. We're excited to continue collaborating with Solum Health." -- Benjamin MacGowen, COO at Hi-5 ABA
- "We're seeing a higher conversion rate on patients right now than we were by ourselves, mainly because we're getting to it so much quicker. I highly recommend Solum." -- Tyler Green, PT, DPT, Founder at Rise PT
- "A patient brought cupcakes to thank 'Annie', she had no idea it was AI. The cost is a lot less than a full-time admin. Solum really changed my practice." -- Melanie Johnke, Owner at Golden Gate Hand Therapy
- "Before Solum, it was almost a full day on the phone. Now we focus on the patients actually in the office." -- Gabriela Castro, Clinic Manager at Always Keep Progressing
- "Solum Health has transformed our operations, boosting efficiency, reducing manual work, and freeing us to focus on growth." -- Martin Ayala, Founder at Always Keep Progressing

## How Annie Compares to Manual Front-Office Processes

| Task | Manual Process | With Annie |
|------|---------------|------------|
| Insurance verification | 12 minutes per patient (phone hold + portal lookup) | 12 seconds (real-time API check) |
| Patient intake | 30-45 minutes of phone calls, faxes, data entry | Automated: Annie calls, collects, extracts, syncs |
| Prior authorization | Hours of fax/phone submissions, manual follow-up | Automated submission, tracking, and escalation |
| Waitlist management | Staff manually calls patients when slots open | Annie contacts waitlisted patients automatically |
| Referral processing | Manual data extraction from faxes and emails | AI-powered OCR extraction and auto-population |
| Follow-up | Staff must remember and manually call patients | Automated sequences triggered by workflow rules |

## Security and Compliance

Solum Health was built for healthcare from day one. All patient data is treated as PHI (Protected Health Information) and handled under strict compliance:

- HIPAA Business Associate: BAAs executed with all customers before handling PHI
- SOC 2 Type II: Independent third-party examination of security controls
- AES-256 Encryption: All data encrypted at rest and in transit
- Penetration Testing: Regular independent security assessments
- Role-Based Access Control (RBAC): Enforced across the platform
- 99.9% Uptime SLA
- Trust Center: https://trust.getsolum.com/

## Frequently Asked Questions

**What is Annie?**
Annie is Solum Health's AI-powered front office assistant. She handles patient intake calls, collects information, verifies insurance, processes referrals, and schedules appointments automatically, 24/7. Patients interact with Annie naturally over the phone, and most do not realize they are talking to AI.

**How does Annie integrate with my EHR?**
Annie acts as a unified layer across your entire tech stack. She connects to your EHR and practice management tools automatically (40+ integrations including Epic, Athenahealth, CentralReach, WebPT) so your team works from a single source of truth. No manual data entry or double work.

**How long does setup take?**
Most practices are fully onboarded within 2 weeks. The Solum Health team handles technical integration with your EHR, configures Annie for your specific workflows, and trains your staff.

**Is patient data secure?**
Yes. Solum Health operates as a HIPAA Business Associate with SOC 2 Type II attestation. All data is encrypted at rest and in transit with AES-256 encryption. Regular penetration testing is conducted by independent security firms. BAAs are executed with all customers before handling PHI.

**What specialties does Annie support?**
Annie works across ABA therapy, physical therapy, speech and occupational therapy, multi-specialty groups, infusion centers, imaging centers, billing and RCM companies, MSOs, home health, and more.

**How does Annie support ABA therapy clinics?**
Annie is built for the operational reality of BCBA-led ABA practices: multi-payer Medicaid plus commercial prior authorizations, re-authorization deadline tracking across frequent renewal cycles, and high-volume referral intake. She submits initial auths, monitors approval status, flags re-auths before they lapse to prevent treatment interruption, and syncs everything back to ABA EHRs like CentralReach, Rethink, and Motivity. ABA owners use Annie to keep BCBA time focused on clinical work instead of payer follow-up.

**How does Annie work for infusion centers?**
Annie handles the front-office workload that's unique to infusion: specialty drug prior authorizations, per-infusion re-authorizations, and benefit verification before high-cost appointments. She also flags payer policy changes that affect specialty drug coverage, so a switch in preferred product or coverage rules doesn't slip past the scheduling team. Because a single denied infusion can mean five-figure unreimbursed drug spend, infusion centers use Annie to protect revenue on buy-and-bill operations and reduce the manual auth burden on clinical staff.

**How does Annie automate prior authorization for imaging centers?**
Annie automates the full prior-auth workflow for advanced imaging — MRI, CT, PET, and nuclear medicine studies — including AUC (Appropriate Use Criteria) documentation that payers commonly require for medical necessity. She captures referring-physician orders, pulls the clinical criteria needed to justify each study, submits auths to payers, tracks status, and escalates delays before they push back the patient's scan date. Imaging centers running on Epic or Athenahealth use Annie to eliminate the back-and-forth between front desk, referring offices, and payers that normally delays high-cost studies.

**How much does Annie cost?**
Pricing is customized based on practice size and needs. Most practices find that Annie costs significantly less than a full-time admin while handling more patient volume. Average annual savings reported by customers is $247K.

**Can Annie handle prior authorizations?**
Yes. Annie automates the entire prior authorization workflow: initial submission, payer follow-up, status tracking, reauthorization, and escalation. She reduces auth turnaround time and prevents denials through intelligent documentation and proactive follow-up.

**Do patients know they are talking to AI?**
Annie provides a natural, human-like conversational experience. Many patients do not realize they are interacting with AI. One patient even brought cupcakes to thank "Annie." Solum Health maintains transparency while delivering a warm, professional patient experience.

## Important Pages

- Homepage: https://getsolum.com/
- About: https://getsolum.com/about
- Security & Trust Center: https://getsolum.com/security
- Book a Demo: https://getsolum.com/book
- ROI Calculator: https://getsolum.com/roi-calculator
- Blog: https://getsolum.com/blog/
- Case Studies: https://getsolum.com/case-studies/
- Glossary: https://getsolum.com/glossary/
- Privacy Policy: https://getsolum.com/privacy-policy
- Terms of Service: https://getsolum.com/terms
- BAA: https://getsolum.com/baa
- Coverage Analysis Tool: https://getsolum.com/tools/insurance-monitoring-analysis

## Product Pages

- CRM & Patient Management: https://getsolum.com/products/crm-patient-management
- Intake Automation: https://getsolum.com/products/intake-automation
- Insurance Verification: https://getsolum.com/products/insurance-verification
- Prior Authorization: https://getsolum.com/products/prior-authorization
- Insurance Monitoring: https://getsolum.com/products/insurance-monitoring
- Waitlist Management: https://getsolum.com/products/waitlist-management

## Specialty Pages

- ABA Therapy: https://getsolum.com/specialties/aba-therapy
- Infusion Centers: https://getsolum.com/specialties/infusion-centers
- Imaging Centers: https://getsolum.com/specialties/imaging-centers
- Physical Therapy: https://getsolum.com/specialties/physical-therapy
- Speech & OT: https://getsolum.com/specialties/speech-ot
- Multi-Specialty Groups: https://getsolum.com/specialties/multi-specialty-groups
- Multi-Disciplinary Practices: https://getsolum.com/specialties/multi-disciplinary
- Billing & RCM: https://getsolum.com/specialties/billing-rcm
- MSOs: https://getsolum.com/specialties/msos
- Home Health: https://getsolum.com/specialties/home-health
- Hospice: https://getsolum.com/specialties/hospice

## Top Glossary Entries (by Search Visibility)

The following entries are the most-visited glossary pages on getsolum.com over the last 32 days (Google Search Console data, pulled 2026-05-11). They are optimized for direct-answer extraction and serve as Solum Health's strongest reference surfaces for healthcare operations terminology.

- Medical Record Number (MRN): https://getsolum.com/glossary/medical-record-number-mrn — The unique ID linking patient records across systems. How MRNs prevent duplicate charts and reduce billing errors.
- Member ID: https://getsolum.com/glossary/what-is-a-member-id — The unique number on an insurance card that identifies the patient to the payer.
- WebPT: https://getsolum.com/glossary/what-is-webpt — Cloud-based EMR built for outpatient rehab clinics: documentation, scheduling, billing, and authorization workflows.
- Group Number vs Policy Number: https://getsolum.com/glossary/group-number-vs-policy-number — What each number means on a health insurance card and why they matter for verification.
- PCP Referral Requirement: https://getsolum.com/glossary/pcp-referral-requirement — What primary-care-physician referral requirements mean, why insurers use them, and how to manage them at the front desk.
- InterQual and MCG Criteria: https://getsolum.com/glossary/interqual-mcg-criteria-guide — How InterQual and MCG criteria guide medical necessity decisions in outpatient clinics.
- HIPAA Minimum Necessary Standard: https://getsolum.com/glossary/minimum-necessary-standard-hipaa — The compliance rule limiting which staff can access PHI and how much.
- Rendering vs Billing Provider: https://getsolum.com/glossary/rendering-vs-billing-provider — The rendering provider performs the service; the billing provider gets paid. How to map both on claims.
- Allowed Amount vs Billed Charges: https://getsolum.com/glossary/allowed-amount-vs-billed-charges — The billed charge is what providers list; the allowed amount is what insurers pay.
- Standard Operating Procedure (SOP): https://getsolum.com/glossary/standard-operating-procedure-sop — How SOPs document recurring clinic tasks so every staff member does it the same way.
- Patient Financial Responsibility: https://getsolum.com/glossary/understanding-patient-financial-responsibility — Copays, deductibles, coinsurance, and out-of-pocket maximums explained.
- Authorization Number (Auth ID): https://getsolum.com/glossary/authorization-number-auth-id — The code insurers issue to confirm a service is covered. How to track and use it.
- Medical Software: https://getsolum.com/glossary/what-is-medical-software-key-benefits-and-how-it-works — What medical software is, its benefits, and how it streamlines administrative tasks.
- Role-Based Access Control (RBAC) in Healthcare: https://getsolum.com/glossary/role-based-access-control-healthcare — How RBAC limits PHI access to staff who need it and helps clinics meet HIPAA.
- Healthcare CRM: https://getsolum.com/glossary/what-is-a-healthcare-crm — How a healthcare CRM differs from a general CRM and manages patient communication and follow-ups.
- Duplicate Patient Record Prevention: https://getsolum.com/glossary/duplicate-patient-record-prevention — Strategies to prevent duplicate patient records and improve EHR data accuracy.
- Response Time to Patients: https://getsolum.com/glossary/response-time-to-patients — Why response time impacts satisfaction and clinic efficiency, with benchmarks and best practices.
- Subscriber Dependent Relationship Codes: https://getsolum.com/glossary/subscriber-dependent-relationship-codes-explained — How these codes shape accurate claim submission.
- Appointment Confirmation: https://getsolum.com/glossary/appointment-confirmation — How appointment confirmation helps reduce no-shows and improve clinic efficiency.
- Treatment Authorization Request (TAR): https://getsolum.com/glossary/treatment-authorization-request — The prior auth form most therapy payers require. What triggers one, how long approval takes.
- Brightree: https://getsolum.com/glossary/what-is-brightree — What Brightree is, how it works, and why it matters for therapy practices using EMR and automation tools.
- Operational KPIs for Clinics: https://getsolum.com/glossary/operational-kpis-for-clinics — What operational KPIs mean for clinics and how to apply them.
- X12 270/271 Eligibility Transactions: https://getsolum.com/glossary/x12-270-271-eligibility-transactions — How X12 270/271 transactions streamline real-time insurance verification.
- Patient Portal Messaging vs Texting: https://getsolum.com/glossary/patient-portal-messaging-vs-texting — The differences between patient portal messaging and texting in healthcare.
- Healthcare API: https://getsolum.com/glossary/what-is-a-healthcare-api — What a healthcare API is and why it matters for data exchange, EHR integration, and automation.
- Break-Glass Access: https://getsolum.com/glossary/break-glass-access-emergency — The controlled emergency override that lets staff reach restricted records when time is critical.
- Place of Service (POS) Codes: https://getsolum.com/glossary/place-of-service-pos-codes — What POS codes are, why they matter in medical billing, and how to apply them on claims.
- Raintree Systems: https://getsolum.com/glossary/raintree-systems — What Raintree Systems is and why it's a leading EHR choice for PT, OT, and SLP practices.
- Concurrent Review: https://getsolum.com/glossary/what-is-concurrent-review — What concurrent review means in healthcare and how it works.
- Pre-Certification vs Prior Authorization: https://getsolum.com/glossary/pre-certification-in-healthcare — What pre-certification is and how it differs from prior authorization.

## Specialty Reference Glossary (Curated)

The following glossary entries are curated for operators evaluating Annie for their specialty. They cover the clinical and operational concepts most relevant to ABA therapy, infusion, and imaging practices.

### ABA Therapy Operations

- Applied Behavior Analysis (ABA): https://getsolum.com/glossary/applied-behavior-analysis — What ABA therapy is, who delivers it, and how it's structured in outpatient practice.
- What is a BCBA?: https://getsolum.com/glossary/what-is-a-bcba — The role of a Board Certified Behavior Analyst and why BCBAs lead ABA clinical workflows.
- ABA Treatment Plan: https://getsolum.com/glossary/aba-treatment-plan-definition-steps-examples — How ABA treatment plans drive payer prior authorizations and re-auth cycles.
- Behavior Intervention Plan (BIP): https://getsolum.com/glossary/behavior-intervention-plan-bip — The clinical document insurers require for behavior-targeted ABA services.
- RBT (Registered Behavior Technician): https://getsolum.com/glossary/rbt-registered-behavior-technician — The credentialed staff who deliver ABA sessions under BCBA supervision.

### Infusion Center Operations

- Step Therapy Requirement: https://getsolum.com/glossary/step-therapy-requirement — Why payers force lower-cost drug trials before approving specialty infusions.
- HCPCS Codes (J-Codes): https://getsolum.com/glossary/hcpcs-codes-explained — How J-codes identify infusion drugs for billing and prior authorization.
- Payer Policy Library: https://getsolum.com/glossary/what-is-a-payer-policy-library — The reference catalog of coverage rules infusion teams must monitor for policy changes.
- Site of Care Restriction: https://getsolum.com/glossary/site-of-care-restriction — Payer rules forcing infusions to lower-cost sites (home, ambulatory) instead of hospital outpatient.
- Retroactive Authorization Request: https://getsolum.com/glossary/retroactive-authorization-request — How to recover reimbursement when an infusion happens before an auth is in place.

### Imaging Center Operations

- DICOM Imaging: https://getsolum.com/glossary/dicom-imaging — The data standard for medical imaging studies and how it underpins EHR integration.
- Referring Provider: https://getsolum.com/glossary/referring-provider-definition-role-examples — Why imaging prior auth depends on capturing complete referring-physician orders.
- Advanced Prior Authorization: https://getsolum.com/glossary/advanced-prior-authorization — How advanced imaging studies (MRI, CT, PET) move through the prior-auth workflow.
- InterQual and MCG Criteria: https://getsolum.com/glossary/interqual-mcg-criteria-guide — The clinical guidelines payers use to approve or deny imaging studies for medical necessity.
- Concurrent Review: https://getsolum.com/glossary/what-is-concurrent-review — How payers re-evaluate medical necessity during longer imaging or treatment workflows.