Drag a patient forward.
Raport does the rest.
Raport checks the chart, finishes the steps it can, and hands your team the rest.
How it works
Define the work once.
Raport runs it patient by patient.
The same loop you just watched on the board, slowed down.
Tell us how your clinic works.
Onboarding is one call. We ask how patients move through your clinic. You answer in your own words. We build your board from that. You prepare nothing, and the board you log into is already familiar.
Today this lives in several heads. Heads are famously difficult to back up.
We ask
A surgeon says a patient needs surgery. What happens next?
You say
“They can’t be scheduled until clearances are in. Cardiology first if they’re over 60.”
We ask
Who chases those today?
You say
“Dana, usually.”
Age 60+, or cardiac history
Every patient entering Pending clearances gets it:
The rest of the call fills in the other lanes.
We ask
Once they’re cleared, then what?
You say
“Tara gets them on the OR calendar and sends prep instructions the week before.”
We ask
How do you send those?
You say
“Through the patient portal. We text if it sits unread.”
A few more questions, and the agent has what it needs:
- 1Pull the prep sheet for their procedure
- 2Send it through the portal, text if unread
- 3Done when the patient confirms
Send 7 days before surgery
Every patient entering Ready to schedule gets both:
The rest of the call fills in the other lanes.
We ask
And after the procedure?
You say
“We call two days later to check on them, and the summary goes back to their PCP.”
We ask
How does the summary get to them?
You say
“We fax it. Their office won’t take email.”
2 days post-op
A few more questions, and the agent has what it needs:
- 1Draft from the op note and med changes
- 2Fax to the PCP on file
- 3Done when confirmation is in the chart
Every patient entering Procedure complete gets both:
The rest of the call fills in the other lanes.
A patient moves. Raport gets to work.
Drag a patient forward and the next stage starts itself. Raport checks the chart and does the work: verifies the coverage, drafts the patient's instructions, fills the surgery center's own order form. Sending takes one click. A person makes it.
The drag is the hard part. That one stays yours.
Checked the plan. No prior auth needed.
Email drafted · ready to send.
Filled from your PDF · in review.
Only what needs you comes back.
Raport runs the morning’s checks before you sit down. What it can finish, it finishes, and records why. What remains is only what needs a person, context already attached. And “needs a person” is never Raport guessing. It’s the rules you gave it when you told us how your clinic works.
Most task lists collect everything you could do. This one holds what’s left.
- Pre-op labs · Singh
- Cardiology clearance · LindqvistDMNo clearance found · request drafted, ready to send
- Anesthesia consult · Delgado
- Cardiology clearance · Okafor
- Insurance authorization · Holt
- Schedule surgery date · BrooksTWOR block conflict · two options prepared
- Pre-op instructions · Brooks
- Reserve OR block · Marsh
- Pre-op labs · SinghResulted Aug 15 · within range
- Anesthesia consult · DelgadoScheduled Aug 24, 2:10 PM · confirmed
- Cardiology clearance · OkaforClearance dated Jul 30 on file
- Insurance authorization · HoltAuth 8842 verified · valid through Sep 30
- Pre-op instructions · BrooksPrepared from surgery order · delivered Aug 14
- Reserve OR block · MarshOR 2 reserved · Sep 16, 7:30 AM
Everything keeps its receipts.
Every patient keeps their story: each status, who moved them, what got done there. The work keeps its citations too, straight from the chart. When someone asks how you know, show them.
Raport did not cite itself.
- Hold Metformin the morning of surgery. Take your other morning medications with a small sip of water.
- Arrive Sep 16 at 6:30 AM and check in at the surgery desk.
- Nothing to eat or drink after midnight the night before surgery.
- Wear loose, comfortable clothing you can change out of easily.
- Bring your insurance card and a photo ID.
Capabilities
The software has been assigned work.
Here are several things it does now.
The email writes itself. Sending stays yours.
Raport drafts from your templates with the patient's details already in place, and when the other side writes back, the reply is drafted too. The whole thread stays on the patient and the To-Do, so nobody digs through a shared inbox to learn where a request stands.
No information was copied from one window into another.
Hi,
We're preparing Patricia Marsh (DOB 07/22/1958) for a Sep 9 visit and would appreciate her most recent H&P, current medication list, and any cardiac workup from the past 12 months. A signed release is attached.
Thank you,
Surgical Coordination
Integrations
A login, not a project.
Connect the EHR and the mailbox. Raport starts reading the same day. No interface engine, no warehouse, and no ticket sitting in a queue at your vendor.
and many more.
Outlooksoon
GmailsoonFair questions
How is this different from my CRM or task manager?
A task manager holds a list. It does not open your EMR, it does not know which row matters today, and it cannot finish anything. Raport pulls the patient from the EHR, triages the work, drafts what it can, and closes the task when the chart shows it done.
Our EHR already has a worklist for this.
Then you are in good shape. If it connects, triages, closes out its own tasks, and drafts the request to the PCP without anyone asking, book a demo and show us. We will take notes.
We already track all of this in a spreadsheet.
Nice. Send it over and we will build the board from it, so it reads familiar on day one. Patients arrive from the EHR on their own, so nobody retypes a name and the rows stay current. It will just also read the chart, check the authorization, and draft the email.
What happens when it gets something wrong?
It will. Nothing sends on its own, so a mistake stays in the draft. Every line cites the chart it came from, so checking one takes seconds. When it cannot find something, it says so instead of guessing.
Do we have to change how our clinic runs?
No. One call, you describe how patients move through the clinic, and the board gets built from that. "Cardiology first if they're over 60" becomes a step that attaches itself to every patient who qualifies.
If you meant "does this change how our clinic runs?" Yes, much better.
What if our EHR is not on that list?
Then we build it. Connecting a new EHR is our job, not a project we hand you. Tell us which one and we will come back with a date. One month free for the wait.
I am tired of hearing about AI.
Same, book a demo anyway.
Book a demo
Your team can keep doing it manually.
But since you're already here, we should probably show you Raport.
A real person will learn how your clinic handles the work, show you the relevant parts of Raport, and tell you if it is not a fit.