Automation and oversight

Keep automated work visible and controlled.

Microdoc prepares routine work, holds sensitive changes for approval, and collects calls, messages, documents, claims, and proposals into one decision queue.

The clinic can automate more because ownership, evidence, and approval remain explicit.

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Morning review queue Example run

08:00 Overnight, 41 routine items completed inside policy. Done

08:00 Three items held: a refund, a fee change, a sensitive message. Held

08:10 The practice manager approves two and edits one. Decided

08:12 Each decision logged with its evidence attached. Logged

Automation you can audit, not automation you have to trust.

How it works

Three connected steps.

Prepare

Let the assistant draft the next useful action.

Prioritise

Bring urgent and approval-required work into one queue.

Decide

Accept, edit, reject, or assign with the context attached.

What changes

One review surface

Clear human approval

A visible audit trail

Especially useful for

Practice managersMulti-site organisationsClinical teams

Product capabilities

AI Assistant

Prepare workflow actions, settings changes, templates, and patient work while sensitive operations wait for approval.

Unified Inbox

Collect calls, messages, dictations, reports, claim reviews, and workflow recommendations into one action surface.

Patient Messaging

Keep patient communication threaded, logged, and attached to the patient instead of scattered across phones and inboxes.

See this workflow with your clinic.

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