For COOs and operations leaders: referrals answered in minutes, patients entered once, your EHR connected, and numbers leadership can trust. We build the operations side of care programs and run it with you.
AdvancedMD and Salesforce connected in both directions, no breaks: patients and appointments flow into both systems in real time, and duplicate charts are stopped before they exist.
A two-way patient chat built inside Salesforce: nurses and patients messaging where the clinical record lives, with SMS and voice channels around it and live translation built in.
New inquiries land in a voicemail box or shared inbox and wait for someone to notice.
Costs you admits: families call the next center on the list.
Fixed: Every inquiry gets an owner and a next action the moment it arrives.
Demographics and insurance go into Salesforce, then into the EHR again by hand.
Costs you staff hours every week, plus the mismatches that follow.
Fixed: Patients are entered once and carried from screening to admission.
Accepted admissions are re-keyed into the clinical system, packet by packet.
Costs you delayed charts and duplicate records.
Fixed: An accepted admission opens its own chart in the EHR automatically.
SMS, phone, portal, email, and app messages land in different tools with no one queue.
Costs you missed messages, and a missed message can touch care.
Fixed: One queue where the record lives, routed to staff who are actually available.
Leaders rebuild census and follow-up by hand before they trust the numbers.
Costs you decisions made on yesterday's data.
Fixed: A census that recalculates itself through admits, discharges, and transfers.
Demand for behavioral health and telehealth does not keep business hours.
Costs you the nights-and-weekends pipeline.
Fixed: AI intake that answers, qualifies, and files a real, workable record.
Most programs need two of these fixed, not six. The intro call is where we find which two are costing you the most.
Book an intro callBuilt on the platform you already run, scoped to the leak that is costing you most, priced before the work starts.
Not sure which of the four you need first? That is the point of the call.
Book an intro callIf your system is not here, ask on the call. These are the ones we work in most.
EHRs and clinical systems
AdvancedMD
Kipu
athenahealth
eClinicalWorks
Alleva
BestNotesOracle HealthREST + webhook APIsPlatform EventsCRM and platform
Salesforce
HubSpotHealth CloudSales CloudService CloudExperience CloudAI
Claude
ChatGPT
Gemini
MCPAgentforceVoice AI intakeCommunications
Twilio
Slack
ZoomSMS / MMSIn-app chatDocuments and billing
DocuSign
Adobe Sign
Stripe
QuickBooksAutomation and data
n8n
Zapier
AWS
GoogleRunning something not listed? Bring it to the call and we will tell you if it connects.
Book an intro callEvery number below is from an audited engagement. The architecture write-ups show how each one was built.
100,000+
A national surgical-recovery care program was paying a separate patient-messaging vendor that knew nothing about their patients. We advised against buying another point solution and built the messaging into Salesforce instead: nurses and patients talking in the same place the clinical record lives, with years of message history brought across so nothing was lost in the move. Spanish-speaking patients read Spanish while nurses type English, without hiring a translator. Every look at a patient record is logged, so compliance always has an answer. Five years on it carries 100,000+ patient messages and has supported 15,314 surgeries.
Automatic
A national addiction-treatment network was winning admissions and then re-entering every one of them into the clinical system by hand. Now an accepted admission opens the patient, the episode of care, and the paperwork in their EHR on its own: no one re-keys it, nothing gets lost between the admissions team and clinical. Paper intake became a one-click form filed against the patient's journey, and benefits verifications attach themselves to the right admission instead of sitting in an inbox.
Entered once
A multi-state psychiatric practice was entering every patient by hand in two systems (Salesforce and their EHR) and living with the mismatches that follow. We connected the two so a patient entered anywhere appears everywhere within seconds, appointments included, with guards that stop duplicate charts before they exist and an alert to us when something upstream breaks. Their AI phone agent feeds the same path, so a call answered after hours arrives as a real, workable record. Patient data is encrypted throughout.
Every morning
A multi-facility behavioral-health center ran on one number (today's census) and it broke every time an admit or discharge date moved, which is constantly. We rebuilt it to recalculate itself through every real-world case: early admits, late admits, discharges, exclusions, transfers between facilities. It is right every morning without anyone rebuilding a spreadsheet, and we handed their team the documentation to own it. Around it we built the admissions funnel itself, from first assessment through benefits check to the operations handoff.
100+
Intake, consent, and clinical forms for a healthcare organization now generate from the patient record instead of being typed by staff: 100+ document types, no re-keying, nothing missed.
36×
Nothing changed about where the leads came from. We rebuilt what happened after they arrived (who picks them up, how fast, and what happens if no one does) and conversion multiplied 36 times.
The same process on every engagement, from a single integration to a platform build.
01
We read the org and the problem before anyone quotes anything. The findings become a defined piece of work with a price and acceptance criteria you can check yourself.
02
We ship against milestones. You see working software at each gate rather than a status report, and payment follows what has been proven.
03
Systems decay quietly when nobody owns them. A monthly plan keeps yours monitored and improving, with failures surfaced instead of discovered.
We build to HIPAA-compliant standards under a BAA: minimum-necessary scope, controlled credentials, auditability, and error handling on every path that touches patient data.
A registered Salesforce consulting partner. The same team that scopes your work builds it: no handoff to a bench.
ApexGenius is the Salesforce admin MCP we built and operate. When we advise on AI in Salesforce, it is because we ship it, not because we read about it.
Based in South Florida, working with providers across the state and the country. Same-day replies during business hours.
AutomaticAn accepted admission becomes a complete patient chart
