CoOrdio

Epic, athenahealth, eClinicalWorks, Meditech and 40+ other EHR and practice management systems connect to Coordio Healthcare (CoOrdio Healthcare by OpenBots) through FHIR APIs. The agents book filled slots back into the EHR schedule, map verified benefits into EHR fields and query payers by 270/271 EDI.

Sourcecoordio.comread 2026-09-29

Six agents, Connect, Clear, Confirm, Capture, Referrals and Cycle, cover the cycle from scheduling to A/R, and their flows branch on conditions. The Confirm agent detects procedures that need authorization, assembles documentation, submits, tracks status and prepares appeals on denial. Clear routes coverage exceptions, and Cycle reviews claims against configured payer rules and routes posting exceptions.

Sourcecoordio.com/products/confirmread 2026-09-29

Insights links the customer's 837 claims, 835 remittances and EOBs into an evidence chain, refreshed every 24 hours, that exposes denial patterns by payer. Cycle checks claims against configured payer rules and documentation requirements. Both are maintained, queryable structures over the customer's own data that grow without retraining.

Sourcecoordio.com/products/insightsread 2026-09-29

People step in at set points. Capture flags low confidence fields for reviewers to check against the source, Confirm routes appeal materials to staff or clinicians, and Clear alerts the front desk with recommended actions. Connect, however, books slots directly, and there is no approval step before each agent action commits.

Sourcecoordio.com/products/captureread 2026-09-29

CoOrdio states SOC 2 Type II and HIPAA compliance on its product homepage. There are no SSO, roles or permissions for the customer to manage, and the security and privacy pages sit at trust.coordio.com.

Sourcecoordio.comread 2026-09-29

Every document Capture receives, classifies and routes is logged in a tamper proof audit trail. For prior authorization, Confirm keeps the full record from detection to appeal, and Clear's dashboard shows verification activity and outcomes, so each item carries a record of what the agents did.

Sourcecoordio.com/products/captureread 2026-09-29

Worklists, authorization records and remittance data are kept as the application's own records, not as agent memory. There is no memory with a scope or lifetime.

Sourcecoordio.comread 2026-09-29

CoOrdio publishes nothing readable on hosting, region or customer environment options. The on premise and hybrid options belonged to the retired OpenBots RPA products and are not a current claim.

Sourcetrust.coordio.com/securityread 2026-09-29

CoOrdio ships six named agents, each with its own job. Connect fills schedule gaps, Clear verifies eligibility and COB, Confirm runs prior authorization, Capture processes faxes and mail, Referrals manages referrals and Cycle works claims to A/R. Insights sits alongside them, and Capture comes with document types for referrals, prior auth requests, EOBs, lab results and more.

Sourcecoordio.comread 2026-09-29

The agents wake on events without anyone invoking them. Connect starts when a cancellation or empty slot appears, and Clear verifies at scheduling and again before the visit, from appointments pulled from the PM system. Prior authorization work starts in Confirm when scheduling and order workflows show a procedure that needs it, and Capture starts on inbound fax, email or mail.

Sourcecoordio.com/products/connectread 2026-09-29

CoOrdio names no model provider and offers no choice of model, and its subprocessor list cannot be read.

Sourcetrust.coordio.com/privacyread 2026-09-29

Clear accepts individual or batch verification requests by API, so the platform can be called from outside. There is no published API reference, endpoint list or developer documentation, and docs.openbots.ai no longer resolves.

Sourcecoordio.com/products/clearread 2026-09-29

The 99.5 percent classification accuracy figure is an outcome claim, not a way to test the agents. There is no evaluation harness, test cases or improvement loop, and risk scoring before submission is on the roadmap.

Sourcecoordio.com/products/insightsread 2026-09-29

Where an EHR or practice management system has no FHIR API, CoOrdio reaches it by surface automation, and Clear and Confirm work payer portals directly. Both are bots driving application interfaces, the RPA surface the company built.

Sourcecoordio.comread 2026-09-29