The 30-day pilot
Try Docflow for 30 days.
Pick one workflow. Docflow learns it, builds it inside your systems and runs it on your real work. If you're not satisfied, you get a full refund.
This is how you try Docflow: a 30-day pilot, fully refundable if you're not satisfied.
Reserve your start week.
HIPAA compliant
SOC 2® Type 1Always on, always improving
Live in week one. Yours to shape all month.
- Week 1
Show us the work
Walk us through it once, on a screen share or with Teach Docflow. We help you set it up that week.
- Weeks 2 to 4
It runs on your real work
Every task done and on the record. Replay any run step by step.
- All month
Make it yours
Ask the assistant, approve changes in your changelog and watch it learn.
- Day 30
Keep it running
Your process, your way. Then pick the next one. Or a full refund.
Show it once, the way you'd train a new hire.
Share your screen and talk through the work. Docflow follows along, checks off what you've covered and asks about anything it can't see. Prefer a person on the call? We'll do the first one together.
Three steps. Then it runs.
You do three things. Docflow does the rest.
- 1
Sign up
Sign our BAA and you're covered. HIPAA protection is in place before any data moves.
- 2
Connect your systems
Share logins for your EMR and payer portals. Docflow learns what your team already does there.
- 3
Walk through a workflow
Show it once on a screen share. Docflow picks up the nuances: your payers, your exceptions, your rules.
Live
Your automation is running.
On your real work, around the clock, with every run on the record.
✓ Order read · ✓ Submitted · ✓ Approved
The full Docflow experience, from day one.
One workflow, end to end
Built in your systems, on your real work.
Changes whenever you ask
Tell us what to adjust during the pilot and we make it.
Monitoring 24/7
Agents watching every run.
The whole platform
The assistant, run replay and your changelog.
You stay in control the whole time.
You approve every change
Docflow catches gaps and suggests improvements. Nothing changes until you say yes.
Independently audited
A separate auditor checks the work after it's done, so nothing slips through.
Watch the work get done
Replay any run step by step and see exactly what Docflow did.
Your logins, your call
Turn off Docflow's access whenever you want.
Your workflow keeps running. The next one goes faster.
Docflow already knows your payers, products and rules after the first workflow, so every one after it is quicker to build.
Pilot questions.
What if our workflow is complicated?
That's the point. Bring us the one your team dreads, with all its exceptions.
How do we know it's working?
We agree on what success looks like before day one, in your Pilot Plan. The goal is simple: show you that Docflow can learn your process and run it.
Which systems can you work in?
The ones your team uses today: your EMR or billing system, payer portals, fax, email and phone.
Who checks the work?
A separate auditor reviews every run, and you can replay any run step by step.
Pick the week you want to start.
Pick one workflow. If you're not satisfied by day 30, you get a full refund.
This is how you try Docflow: a 30-day pilot, fully refundable if you're not satisfied.
Reserve your start week.
HIPAA compliantSOC 2® Type 1Always on, always improving