Solutions / Automation Services

Automation Services

We automate the repetitive work inside the systems you already run — and keep it running.

Every practice has hours of work a human shouldn't be doing: checking eligibility one payer portal at a time, pulling claim statuses, re-keying data between systems. GetMax builds automation on top of the systems you already run — and, unlike a script someone wrote and forgot, we monitor and maintain it when payers change things.

How it works

  1. 01

    Audit

    We map where your team's hours actually go and rank what's worth automating — honestly, including what isn't.

  2. 02

    Automate

    Bots and AI workflows built on your existing stack — EHR, portals, spreadsheets — no rip-and-replace.

  3. 03

    Maintain

    Payer portals change; automations break silently. Ours are monitored, and we fix them before you notice.

Automation that's maintained. Not abandoned.

Automations run the routine; exceptions route to people with context. And every automation is documented and observable — you always know what's running on your systems and what it did today.

Questions, answered

What tasks automate well?+

High-volume, rule-based work: eligibility checks, claim status retrieval, payer portal tasks, data entry between systems, and recurring reports. We'll tell you honestly what doesn't automate well, too.

Do we need to replace our systems?+

No — automation is built on top of the EHR, clearinghouse, and tools you already run. That's the point.

What happens when a payer changes their portal?+

That's the difference between automation and abandonment: ours are monitored, breakages are detected, and we repair them as part of the service.