
AdvancedMD is the all-in-one cloud-based medical office software trusted by thousands of independent practices to run smarter, faster, and more profitably. It unifies practice management, EHR, and patient engagement into a single seamless platform — eliminating the inefficiencies of disconnected systems.
The AI Clinical Assistant is at the core of the modern AdvancedMD experience. It powers ambient listening and auto-transcription, capturing patient conversations and turning them into structured chart documentation in moments — reducing note-writing from 15 minutes to seconds. AI-generated chart action items, pre-visit summaries, and insurance card capture further eliminate manual data entry, so your staff spends less time on paperwork and more time with patients. AI Narrative Insights continuously analyzes practice performance data, surfacing trends and opportunities you can act on directly from your dashboard.
On the financial side, AdvancedMD strengthens your bottom line with robust revenue cycle management, a multi-clearinghouse model including a Waystar partnership for cleaner claims, and computer-assisted coding to maximize reimbursement. The result: faster payments, fewer denials, and healthier cash flow.
Built on secure AWS infrastructure with Password Breach Detection, AdvancedMD keeps your practice protected and compliant — accessible from any device, anywhere, anytime. Whether you're a solo provider or a growing multi-specialty group, AdvancedMD scales with you — delivering an intelligent, unified experience that lets you focus on what matters most: your patients.
The future of independent practice isn't just surviving — it's thriving. AdvancedMD gives you the technology to do both, without the complexity.
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Forethought is the most advanced generative AI agent for customer support and your 24/7 AI team member. Trained on your unique data sets and upholding the highest security protocols, Forethought delivers natural conversations through AI and eliminates inefficiencies to improve response times, resolution rates, and customer satisfaction scores at every interaction.
- Add an AI Agent that is a 24/7 team member, reducing workload so your team can focus on delivering exceptional support.
- Only Forethought ingests historical and current ticket data for AI specific to your business needs to deliver a personalized experience.
- We're not just about meeting privacy standards – we're setting them, to keep you and your data secure every step of the way.
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ZoomMate
ZoomMate is an agentic AI assistant designed to help businesses automate workplace activities, retrieve organizational knowledge, and complete tasks across connected applications. The platform builds on Zoom AI Companion and integrates with Zoom Workplace to provide contextual assistance based on meetings, chats, documents, and other collaboration data. Its meeting intelligence capabilities support automated note-taking, customizable meeting summaries, agenda preparation, action item identification, and follow-up communications. Agentic search enables users to retrieve information from Zoom conversations, uploaded files, web sources, and connected enterprise applications using natural language queries. ZoomMate includes prebuilt AI agents for business functions such as sales, marketing, finance, and IT, along with tools for creating specialized agents. Its workflow automation capabilities allow users to generate recurring reports, update business records, route approvals, send notifications, and trigger actions based on schedules or events. The platform integrates with services such as Salesforce, Jira, Google Drive, and Microsoft OneDrive to incorporate information from existing business systems. Its AI productivity tools support generating presentations, spreadsheets, reports, and collaborative documents from meeting discussions and organizational information. ZoomMate also provides contextual memory, customizable meeting summary templates, team chat integration, and administrative controls for managing AI-powered workplace workflows.
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Sally AI
Sally AI serves as a sophisticated meeting assistant, effortlessly participating in your virtual meetings while capturing full transcriptions in more than 35 languages, and promptly providing a concise summary that highlights key decisions, action items, and next steps. This platform boasts seamless integration with leading conferencing applications like Zoom, Teams, and Google Meet, alongside calendar services such as Google Calendar, Outlook, and Apple Calendar, as well as productivity tools including Slack, Asana, Trello, and Monday.com. Its advanced transcription capabilities ensure high accuracy, even when dealing with complex terminology, while it also features speaker recognition, real-time task extraction with automatic assignment, and built-in analytics for evaluating meeting outcomes. Furthermore, Sally AI offers comprehensive integrations with CRM systems like Salesforce, HubSpot, and Dynamics 365, along with automation services such as Zapier and Power Automate, enabling a smooth flow of meeting notes, tasks, and follow-ups directly into your existing workflow. This level of automation not only enhances productivity but also ensures that nothing important falls through the cracks in your professional engagements.
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