Industries · Healthcare Operations

Back-office coordination for medical practices and groups.

Scheduling, intake routing, referral follow-up, prior authorization, billing reconciliation, and vendor workflows. The operational layer your practice runs on, done right.

One referral touches five systems and four people before the claim gets paid.

The EHR holds the chart. The practice management system runs billing and scheduling. Intake arrives across fax, portal, and phone, payer responses live in portals, and denials get tracked in spreadsheets. The tools are fine. The coordination between them is where the back office leaks.

The operating model

Every record enters once. The layer does the walking.

Today each of these systems is wired to the others by a person: re-keying, forwarding, chasing. Navon sits underneath as one coordination layer. A referral, a prior auth response, or a denial enters once, routes itself, and lands in the system that owns it, with the hand-offs logged.

Your systems stay. The re-keying goes.

Practice MgmtEHRIntakePayer portalsSpreadsheets
Coordination layer
REF-2204 · New referralScheduled
PA-118 · Prior authCleared to book
DEN-402 · Denial CO-97Appeal assembled
Every hand-off logged

How the money moves

The intake-to-claim lifecycle.

Referral to claim outcome. Five stages that today run on fax, phone, and spreadsheets, each owned by a different role, updated by hand.

With Navon, one record carries the referral end to end. This is where we start.

Advisory-led

What an engagement deploys in healthcare.

An operational audit first, inside your referral flow and denial loops. Then a scoped mix built for how your practice runs: routed intake, automations, and managed AI agents, each inside an approval path.

  • Intake from fax, portal, email, or phone; front-desk staff install nothing
  • A scoped mix: automations, routed intake, and managed agents with named owners
  • Your practice management system and EHR stay the systems of record

Advisory engagements are live across healthcare operations today. The platform extends here by design.

Practice record · Cedar Grove Medical
REF-2204 · New referral
Coverage verified at intake
Booked
PA-118 · Prior auth
Payer response tracked daily
Aging · day 6
DEN-402 · CO-97 denial
Appeal documents pre-pulled
Appeal filed
REQ-88 · Records release
Routed with full audit trail
Awaiting sign-off
Every hand-off logged · Your PM system + EHR stay synced
Where automation lands

Six workflows we automate first.

Identified by the teams running operations today and built with compliance in mind. Each one replaces something a person is doing manually, scoped as a discrete engagement. Pick one to see it as it runs.

Patient intake

Referrals and new-patient forms pulled from fax, email, portal, and phone. Structured, deduped, and opened against the right chart with the right coverage info.

ReplacesManual re-keying across systems

Intake queue
REF-2311 · New referral
Fax, parsed + deduped
Chart opened
NP-408 · Portal form
Coverage verified
Scheduled
REF-2312 · Missing DOB
Sender contacted
Awaiting info
Where Navon fits

Advisory leads. Automations do the work. The platform hosts it.

For medical practices and groups, here is what each practice line looks like.

Advisory

Scoped to your back office.

Interviews with intake staff, schedulers, prior auth coordinators, and billing leads. Referral flow and denial loop walk-throughs. Written findings, a phased plan, and a BAA in place before any production access.

AI automations & agents

Intake, prior auth, denials.

Referral intake across fax, email, portal, phone. Prior auth aging and follow-ups. Denial triage with appeal-eligible routing. Document coordination with a full audit trail. Each scoped discretely, with the BAA in place first. Where the work justifies it, managed agents carry a flow end to end, always inside an approval path with a named owner.

Platform

The layer it grows into.

As the automations compound, the platform consolidates them: referrals, prior auths, scheduling ops, denial queues, and document routing in one governed place, with Nova, the operations assistant, working inside it. Live in construction today, architected to extend here. Runs in your cloud, your VPC, or fully local. Your existing systems stay.

See where this lands inside your practice.

A healthcare-specific intake. Five minutes, straight answer.

Start qualification
FAQ

Healthcare-specific questions.

The operational questions practice and group buyers ask before the first call.

How does Navon work with our EHR and practice management system?

Navon coordinates the operational layer that sits between them: intake, referrals, prior auth aging, scheduling ops, denial triage, document routing, and reporting. We pull from and write to your existing systems so the clinical record stays where it is and the back office gets faster.

What about HIPAA and PHI handling?

Healthcare engagements run on a BAA-ready track. Every client signs a BAA before work begins, and Navon verifies that any sub-processor in the data path has a BAA in place. By default, scopes are designed to be PHI-free, so automations operate on coordination metadata, schedules, payor correspondence, and document routing rather than clinical content. The full compliance track activates only when an engagement explicitly requires PHI access, with documented data flows and access controls. That way the operational backbone scales across practices and groups without compounding compliance surface.

We are a medical group across multiple sites. Does this scale?

Yes, that is where the coordination cost compounds. Multi-site groups and provider networks are where Navon lands hardest, because the same workflow is running in parallel across sites with no shared operational view.

How does this work with our billing team or RCM vendor?

Navon sits alongside billing and RCM operations, not on top of them. The automations handle the operational coordination work (intake, prior auth aging, denial triage) that sits between the clinical team and the billing team, making both sides faster.

What does a first engagement look like?

An operational audit scoped to healthcare: interviews with intake staff, prior auth coordinators, schedulers, billing leads. Walk-throughs of referral flow and denial loops. Written findings, a phased plan, and BAA in place before any production access.

Where does our data live?

Wherever it has to. Your EHR and practice management system stay the systems of record where they are today. The Navon layer runs in your cloud, in your VPC, or fully local, depending on your requirements, and that is decided during the evaluation, not retrofitted later.

Ready to see this inside your practice?

Start with a conversation. We walk through how your operation runs today and where the coordination cost is hitting hardest.