91 automations available

Healthcare Automation for Large Practices

Multi-location practices need automation that scales. We unify your scheduling, records, billing, and analytics across every site — all built and managed for you.

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Automations Available

Automation Categories

The Multi-Location Challenge

Growth creates complexity. These are the operational challenges that keep large practice leaders up at night.

Data Silos Across Locations

Patient data, scheduling, and billing live in different systems at different sites — making unified reporting impossible.

Scaling Manual Processes

What worked for one location breaks down at five. Manual workflows that used to be manageable now create bottlenecks everywhere.

Growing Compliance Burden

More locations means more audits, more documentation, and more risk. Keeping every site compliant is a full-time job.

Referral Management Chaos

Referrals get lost between departments and locations. Patients fall through the cracks and revenue walks out the door.

No Unified Analytics

Leadership can't get a single view across all locations. Decision-making relies on manually compiled spreadsheets that are always outdated.

Full-Stack Automation — All 9 Categories

Large practices benefit from the complete automation catalog. 91 use cases across every operational area, unified into connected workflows.

Appointment Scheduling

Automate scheduling workflows, reduce no-shows, and sync appointments across EHR, CRM, and communication tools.

20 automations

40% reduction in no-shows

Patient Records Management

Unify patient data across CRM, EHR, and marketing systems. Automate lead scoring, referral tracking, and campaign attribution.

18 automations

3x faster lead-to-patient conversion

Patient Intake & Onboarding

Digitize intake forms, auto-populate EHRs, eliminate duplicate entry, and streamline patient onboarding.

12 automations

90% faster intake processing

CRM & Salesforce Implementation

Implement Salesforce Health Cloud, build patient journey maps, and connect CRM to every clinical and operational system.

12 automations

100% patient lifecycle visibility

Team Collaboration

Route referrals, sync clinical and operational tasks, and keep every team member informed with real-time notifications.

8 automations

75% faster referral routing

Billing & Insurance

Automate payment recovery, eligibility verification, prior-auth routing, and real-time payment sync across systems.

7 automations

Reduces denials by 40%

Lab Operations

Automate LIMS workflows, sample tracking, requisition processing, instrument integration, QC, and results delivery across your lab.

7 automations

94% OCR accuracy on handwritten orders

Patient Communication

Send automated welcome messages, post-visit check-ins, and symptom-based follow-ups across SMS, email, and portal.

6 automations

2x higher patient engagement

Analytics & Reporting

Stream intake, payment, and CRM data to real-time dashboards. Automate provider reports and operational visibility.

6 automations

Real-time operational visibility

Lab Systems Modernization

Migrate legacy LIMS, unify multi-site operations, integrate HL7/FHIR systems, and auto-generate compliance documentation.

5 automations

59% cost reduction on multi-site LIMS

Prescription Management

Track prescription deliveries, generate compliant Rx documentation, monitor unshipped orders, and automate patient fulfillment workflows.

3 automations

100% DEA-compliant documentation

Compliance-first engineering

Every automation is built with compliance-first engineering — HIPAA and CLIA safeguards, auto-generated compliance documentation, and complete audit trails are embedded across all your locations from the start.

HIPAA + CLIA Compliant

Regulated Templates

Full Audit Trail

Multi-Site Ready

Learn About Compliance

“43% reduction in order processing time. Billing errors dropped to near zero.”

Real results from multi-location practices that unified their operations with Gistia.

How it works

From multi-site assessment to unified operations.

Assess

We audit workflows across all your locations, identify data silos, and map the highest-impact automations for your multi-site operations.

Week 1-2

Build

Our team builds unified automations that work across all sites — integrating scheduling, records, billing, and analytics into connected workflows.

Weeks 3-8

Run

We manage and optimize your automations on an ongoing basis, rolling out new workflows as your organization grows.

Ongoing

Ready to Unify Your Operations?

Book a free assessment and we'll audit your multi-site workflows, identify the highest-impact automations, and build a roadmap for unified operations.