What this page covers
Primary care is the front door of the system, which makes scheduling, referrals, and eligibility its highest-volume administrative work. Elation Health serves independent primary care with a clinical-first EHR. Flexbone deploys voice and browser agents inside Elation so this work reads and writes the same records your team uses.
Elation Health and the practices it serves
Elation Health is a clinical-first EHR used by independent and direct primary care practices. Primary care carries a distinct administrative profile: very high scheduling and message volume, a steady stream of outbound referrals to specialists that need to be coordinated and closed, and eligibility checks on every visit. Flexbone operates inside Elation so booked visits, referrals, and verified benefits land in the record your team already uses.
Get an outside read on your elation health workflow
In 30 minutes we map your current volume, the payers and systems involved, where staff time goes, and the highest-ROI calls and follow-ups Flexbone can take off your team first, scoped to the work you actually run.
Front and back office workflows Flexbone runs
On the front office, Flexbone answers inbound calls, books and confirms appointments in Elation, runs reminders and recall, and supports the referral coordination primary care depends on, sending records and tracking referrals to closure. On the back office, it verifies eligibility, submits prior authorization, and works denials. The referral management page covers the referral workflow in depth.
Can AI verify insurance eligibility inside Elation Health?
Yes. Flexbone runs a 270/271 eligibility exchange for the patients on the Elation Health schedule, reads the payer response for coverage, plan, and benefit detail, and writes the verified result into the Elation Health record your front office and billers already use. Where a payer does not return complete benefit data over 270/271, the browser agent checks the payer portal and a voice agent places the call, so coverage is confirmed before the visit rather than surfacing as a denial after it.
How does AI handle prior authorization in Elation Health?
Flexbone submits and tracks the 278 prior authorization from inside Elation Health. The browser agent identifies visits and procedures that need authorization, pulls the clinical detail and CPT codes from the chart, submits to the payer or its portal, and follows the status to approval or denial. The authorization number and result are written back into Elation Health, and a voice agent places the payer status calls the workflow depends on, so billers are not sitting on hold.
Can AI answer patient calls for a Elation Health practice?
Yes. Flexbone voice agents answer inbound patient calls, book and confirm appointments against Elation Health availability, run reminders and recall, and fill cancellations, then hand a call to staff when it falls outside the defined scope. The same voice agents place the outbound eligibility and prior authorization follow-up calls, so the phone work and the record in Elation Health stay in sync.
Have Flexbone run your elation health for a week
A live pilot on real cases with a shared dashboard showing which calls Flexbone placed and resolved, which results were written back to your system, and the hours your team got back.
How Flexbone deploys inside Elation Health
Flexbone is forward-deployed: we build the agents around your Elation configuration and payer mix, validate them against your real call and referral patterns, and keep refining them. Results write back to Elation, and exceptions go to staff with context. We scope the rollout to the workflows that free the most staff time first.