Inbound screen-pop with ring-group routing and inline HIPAA caller verification.
Practice Operations AI
AI-native practice growth and operations layer for specialty medical groups.
Pounce AI is the operating layer for specialty practices — unifying the call center, the referral and marketing-liaison team, and the medical-records office on one HIPAA-architected platform that shares patient, provider, and partner data. It sits on top of your practice management system and adds AI to every step: call summaries, fax extraction, partner churn prediction, visit planning, and records discovery.
3-in-1Call, referral & records ops on one platform
Less leakageEvery referral tracked to an SLA
Records → revenueCompliant patient-pay pipeline
HIPAAEncrypted PHI + tamper-evident audit
The problem
Your front office runs on four disconnected tools and a fax machine.
Calls live in the phone system, referrals die in a fax pile, partner relationships live in someone’s head, and records requests are a manual, unpaid chore. Patients and referrals leak through the gaps.
None of these systems talk to each other, so no one sees the full picture of a patient or a referring partner — or can measure what marketing actually drove a new patient.
The Pounce AI approach
One operating layer for the whole front office.
Pounce AI puts the call center, referral/marketing-liaison team, and medical records on a single platform that shares patient, provider, and partner data — with AI at every step: call summaries, fax extraction, churn prediction, visit planning, and document discovery.
It is HIPAA-architected from the ground up: encrypted PHI, role-based access, MFA, and a tamper-evident audit trail.
What’s inside
Built to move work forward.
Call Central
Auto summary, suggested disposition, next-step checklist, and sentiment that pre-fill the wrap-up.
RAG over policies, scripts, and FAQs — plus patient-specific answers from the EHR.
Per-rep scorecards, AI coaching cards, badges, and leaderboards.
Referral Central
Fax, referral network, email, phone, and web form captured into one SLA-tracked inbox.
OCR + AI classify and extract referral fields; high-confidence referrals auto-commit, the rest route to review.
Referring-partner CRM with lead scoring, predictive churn risk, and AI meeting prep.
Map-based rep territories and an AI-optimized field-visit schedule, with marketing ROI attribution.
MedRec
Staff and public token-authenticated intake with consent flow and identity verification.
Pull candidate records from the EHR/storage, review, redact, and auto-bundle the release.
State-compliant fee calculation with a Stripe patient-pay gate before release.
Token-based delivery with download tracking and a three-clock deadline worklist.
How it works
From first day to operating rhythm.
01Capture
Calls and referrals from every channel land in one place, matched to the right patient and provider.
02Act with AI
AI summarizes calls, extracts faxes, flags at-risk partners, and answers staff questions instantly.
03Convert
Schedule patients, run records requests with a pay gate, and keep referring partners warm.
04Measure
See referral capture, call conversion, records turnaround, and marketing ROI in one dashboard.
Product in action
See the operating layer.
Illustrative interface with sample data — no real customer information shown.
128Referrals this week+18
94%SLA on-time
12Need review
$36kAttributed new-patient value
Referral inbox
Lakeside Family MedicinePt J.R. · Lumbar MRI reviewOn time
Cedar Park Primary CarePt M.T. · Knee — ortho evalDue 2h
Summit Urgent CarePt D.K. · Shoulder injuryBreached
Partner — Lakeside Family Medicine
42 referrals YTD · last referral 9 days ago
Churn risk: Elevated — cadence slipping vs. 90-day avg
Who it’s for
Built for referral-driven specialty practices.
Pounce AI fits surgical and referral-dependent specialties that juggle high call volume, partner relationships, and records demand.
Orthopedics, spine, pain, neurosurgery, ENT, and similar — capture more referrals and convert more inbound calls to booked patients.
Standardize front-office operations across sites and acquired practices on one shared, auditable platform.
Stop referral leakage, shorten records turnaround, and give marketing reps an AI co-pilot — without adding headcount.
Why AI-native
What makes it different.
One spine of shared data
A fax referral, the resulting appointment, and a later records request all reference the same patient and partner records.
AI at every decision point
Call assist, fax extraction with self-learning aliases, audited patient matching, churn prediction, and plain-English reporting.
Compliance is the substrate
Application-level PHI encryption, searchable HMAC hashes, a hash-chained audit log, RBAC, and MFA — not a bolt-on.
Records as a revenue line
A compliant fee calculator and patient-pay gate turn medical records from a cost center into a fast paid pipeline.
Operating outcomes
What the system should improve.
- Reduce referral leakage
- Improve partner relationship visibility
- Turn faxes and records into structured tasks
- Track call center performance and scheduling conversion
Use cases
Where it fits.
Specialty ReferralsOnline AI ToolsCall center performanceFax automationRecord summarizationPartner CRM
FAQ
Questions, answered.
Does it replace our EHR or practice management system?
No — Pounce AI sits on top as the front-office operating layer and integrates with your EHR and phone system.
Is it HIPAA compliant?
Yes. PHI is encrypted at the application level, access is role-based with MFA, and every action is written to a tamper-evident audit log.
Which specialties is it for?
Referral-driven specialties — orthopedics, neurosurgery, cardiology, ENT, and all other specialties focused on referrals and high call volumes.
Can it scale across locations?
Yes — it is built for multi-location groups and MSO roll-ups standardizing operations on one platform.
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