The Octozi Platform

One agent. Three systems. No hold music.

Octozi runs scheduling, billing, and compliance together, so work keeps moving without waiting on a person.

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Scheduling

Appointments that find their path.

When a request arrives, Octozi weighs provider availability, insurance, room needs, and patient preference together. No phone tag or back-and-forth. The right provider and slot are confirmed.

Reminders reach patients across channels at 48 hours, 24 hours, and 2 hours before visits. After a cancellation, Octozi offers the opening to the next waitlisted patient before the front desk sees it.

  • Route by provider, insurance, and room
  • Reminders via channels: 48 hr, 24 hr, and 2 hr
  • Automated waitlist fills
  • No-show follow-up and rebooking
A physical appointment book open to a well-organized page with colored tabs and markers indicating different appointment types, warm desk lighting
Billing

Claims filed when visits close.

At encounter close in your EHR, Octozi files the claim. It tracks denials from rejection and drafts appeals in payer-specific language learned from your billing history.

Each night, Octozi reconciles ERA and EOB files, leaving staff to review exceptions instead of routine processing.

  • Same-day claims when encounters close
  • Track denials automatically
  • Draft appeals in payer language
  • ERA/EOB reconciliation overnight
  • Monitor payer rule changes
A stack of neatly organized insurance forms and claim documents in a manila folder on a well-lit desk, representing organized billing workflow
Compliance

90 days to every deadline.

Octozi tracks HIPAA documents, credentialing renewals, and practice compliance checklists. Alerts arrive at 90, 60, and 30 days before deadlines.

Credentialing renewals need less scrambling. Octozi is built with HIPAA controls in mind and is not a substitute for qualified compliance counsel.

  • Track credentialing renewals and alerts
  • Monitor HIPAA documentation checklists
  • Updates to payer requirements
  • 90, 60, and 30-day alerts
  • Audit-ready records log
A physical compliance binder with colored section dividers and a small green checkmark sticker on the spine, suggesting organized regulatory tracking
Integrations

Connects to your EHR.

Octozi connects EHR platforms, clearinghouses, and practice management systems. Setup takes under one afternoon. No data migration required.

Cloud EHR Platforms
Web-based systems
Clearinghouse Connections
Claims submission
Practice Management
PM systems

Need compatibility? Contact us at [email protected] and we will check.

Ready to end admin firefighting?

See how Octozi fits your workflow in a 30-minute demo, without disrupting it.

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