Echo agent & workflow builder
Your software won't do it?Design it yourself.
Design your own workflows and AI agents in plain English, and connect them across the systems you already run: your EMR or practice management system, your clearinghouse, payments, and voice, text, and email. Echo does the wiring and hands back a module you can run the same day.
Agent & Workflow Builder
Design the workflow yourself. Connect it to the systems you already run.
Every practice hits the same wall: it needs its software to do one specific thing, and the answer is always to wait. Wait for the release, wait for the ticket, wait for a vendor who has never worked your front desk to decide your problem is worth a quarter. Echo removes the waiting by handing you the design. You say what starts the workflow, what happens next, and which systems each step touches. Echo connects them and writes the module. What comes back isn't a diagram: it's a working screen with a Run button, against your real schedule and your real ledger.
The marketplace
Somebody else already hit your problem.
Every module on this shelf is a feature a practice wanted and its software didn't have, so they built it and published it. Install one in a click, then open it up and make it yours.
Scores tomorrow's schedule and double-books the slots likely to ghost.
Calls the payer every morning and holds until the authorization lands.
Chases a referral out and back until the consult is on the books.
One paragraph on who's walking in and why, before every visit.
Writes the note from the room audio and files it in the chart.
Patients tap where it hurts on a body map; it lands in the chart.
Backfills a cancellation from the waitlist before the slot goes cold.
Checks tomorrow's whole schedule for coverage while you sleep.
Texts patients who are overdue and rebooks them in one thread.
Answers and books in Spanish on the same line, no second number.
Texts the patient their share the morning the EOB posts.
Calls the day after a procedure and flags anything that sounds wrong.
The builder
And if nobody has, don't wait.
Describe it in plain English. Echo connects your EMR, the clearinghouse, payments, and voice, builds the module fully wired, and hands you the screen you'll actually run it from.
From your design to a running module
What designing it yourself actually looks like
The design
You lay out the steps. That's the whole specification.
The way you'd explain it to a new hire is the way you design it in Echo: pull the new EOBs, call the patient about what they still owe, take the payment on the call, note it on the chart. A trigger, an order of operations, and the rules at each fork. There is no scripting language underneath it, no template to bend into shape, and no form with forty fields that has to be filled in exactly right.
Echo reads your design, asks about the parts you left out (which providers, how many attempts, what happens if they don't pick up), and builds against your answers. The interface is a chat box, which is the point: the person who knows the workflow is the person who designs it.
- You choose the trigger, the steps, the order, and the rules
- Plain English, not a builder canvas or a scripting language
- Echo asks about whatever your design left out
The connections
Point each step at the system it needs
A real workflow crosses systems, and that's the part a practice can't wire on its own: getting an EHR, a clearinghouse, a card processor, and a phone line to cooperate needs an engineer you don't employ and API access nobody will hand you. It's the reason the workflow ends up living in a person instead of in software.
Echo already speaks to the systems you run. You say which ones a step should reach into, or just describe the step and let Echo pick what it implies, and the connection is made for you. Your practice management system for the schedule, the chart, and the ledger. The clearinghouse for eligibility and EOBs. Payments for the card on file. Voice, text, email, and forms for anything that reaches the patient. What comes back isn't a flowchart: it's the screen a biller opens on Monday, with today's balances in it and a Run button.
- Connect steps to your EHR or PMS, clearinghouse, payments, and channels
- Name the systems yourself, or let Echo pick what the step implies
- It runs against today's real schedule and ledger, not a sandbox
The marketplace
Or start from a design somebody already got right
Your problem is specific to your practice and it is almost never unique to it. Another clinic needed no-show prediction, or a prior-auth chaser that holds on the phone with the payer every morning, or an overnight eligibility check on tomorrow's whole schedule. They designed it, and they published it.
So before you design from scratch, look on the shelf. Install a module in a click and it's running against your systems. Then open it, because nothing you install is a black box, and redesign it: reorder the steps, change the timing and the rules, point a step at a different system, until it matches how you work. What you design can go back on the shelf for the next practice, or stay private to yours.
- Install a workflow or agent another practice designed, in a click
- Open it and redesign the steps, the timing, the rules, the systems
- Publish what you design, or keep it to your practice
The problem
Where your software stops, and you start waiting
Your workflow is yours, and the software only ships generic ones
The way you triage a post-op call, the form you need before an injection, the way your sliding scale works. None of it is exotic, and none of it is in the box. It's just yours, and the settings screen doesn't have a checkbox for it.
The roadmap is where a request goes to be forgotten
You file the ticket. Support agrees it's reasonable. It joins a queue behind every other practice's reasonable request, prioritized by a company that will never see your Monday morning.
Every step lives in a different system
A real workflow crosses your EMR, your clearinghouse, a card reader, and a phone line. Each one is a separate login, and none of them talk. So the workflow can't exist as one thing, no matter how clearly you can describe it.
So the workflow becomes a person
The gap gets filled by a spreadsheet, a sticky note, and one staffer who remembers the rule and does the copying between tabs. That works until they're out sick, and it never scales, because the process lives in someone's head.
How Echo helps
What the builder gives you
You design the workflow, step by step
Say what starts it, what happens next, and where it stops. A trigger, an order of operations, and the rules at each fork. It's your protocol, laid out the way you'd hand it to a new hire.
Plain English is the only syntax
"Pull new EOBs, call the patient about what they still owe, and take the payment on the call." That sentence is the design. There's no scripting language to learn and no template to bend into shape.
Connect it to the systems you already run
Each step can reach into your EHR or practice management system, the clearinghouse, payments, or the voice, text, email, and forms your patients use. Echo authenticates and connects them; you just say which ones the step needs.
The steps talk to each other across systems
A workflow can read a balance from the ledger, check eligibility at the clearinghouse, call the patient, take the card, and write the result back to the chart. The handoffs between systems are the part you no longer do by hand.
You get an interface, not a flowchart
What Echo builds is the screen a biller or a coordinator actually opens: a worklist, a Run button, a row per patient. It's the thing, not a picture of the thing.
It runs against your real data
The module reads and writes to your system of record, so the first time you run it, it's working today's schedule and today's ledger, not a sandbox.
Redesign it when the protocol changes
Your rules change in a meeting, not in a release cycle. When they do, you reorder the steps, change a rule, or point one at a different system, in the same plain English you designed it in.
Workflows and agents from the same box
A workflow is a rule that fires: a trigger, a few steps, done. An agent works a list and talks to patients. You design both here, and they draw on the same connected systems.
Or start from one somebody already designed
Install a workflow another practice published, then open it and redesign it: change the steps, the timing, the rules, the systems it touches. Nothing you install is a black box.
How it works
How the Echo builder works
Four steps, and the design is yours from the first one. There's no engineer to hire, no integration to procure, and no vendor to convince.
- 1
Design it in plain English
Say what starts the workflow, what happens next, and what the rules are at each fork, the way you'd explain it to a new hire. Echo asks about anything it needs and you didn't say.
- 2
Connect the systems each step needs
Point a step at your EHR or practice management system for the schedule and the ledger, the clearinghouse for eligibility and EOBs, payments for the card on file, or voice, text, email, and forms to reach the patient. Name them yourself, or let Echo pick what your design implies. It authenticates and connects them, then writes the module against them.
- 3
Run it on real work
The module comes back as a screen you can use: the worklist for today, with a Run button. Watch it work the first few rows, then let it run on its own trigger.
- 4
Redesign it, publish it, or keep it
Change the steps whenever the protocol changes. Keep it private to your practice, or publish it to the marketplace so the next clinic with the same problem installs it in a click instead of waiting for a vendor.
Questions
Frequently asked
What can I actually design with Echo?
Any workflow that starts with something happening in your practice and acts on it across the systems Echo connects. Practices have designed no-show prediction that double-books the risky slots, a prior-auth chaser that calls the payer every morning, overnight eligibility checks on tomorrow's whole schedule, waitlist auto-fill, chart summaries before a visit, custom intake forms, and voice agents that call patients after a procedure. If it touches your schedule, your chart, your ledger, your clearinghouse, or your patients' phones, it's in scope.
Which third-party systems can a workflow I design connect to?
The ones Echo already integrates with, and you can point any step at any of them: your EHR or practice management system for the schedule, the chart, and the ledger; clearinghouses for eligibility and EOBs; payments for the card on file; and voice, text, email, and forms for anything that reaches a patient. See the integrations page for the current list of practice management and EHR systems. You can name the system a step should use, or just describe the step and let Echo connect whatever it implies.
Can one workflow span several systems at once?
That's the point of designing it in Echo. A single workflow can read a balance from your ledger, check eligibility at the clearinghouse, call the patient, take the card, and write the result back to the chart. The handoffs between systems, which are the part your staff currently does by copying between tabs, are the part Echo makes disappear.
What's the difference between a workflow and an agent?
A workflow is a rule that fires: a trigger, a few steps, and it's done. An EOB posts, so the patient gets a text with their balance. An agent works a list and talks to people: it calls each patient with an open balance, answers what they ask, and takes payment on the line. You design both in the same place, drawing on the same connected systems, and most practices end up with a mix.
Do I need an engineer, or any technical background?
No. The interface is a chat box. You design the workflow the way you'd explain it to a new hire, and Echo asks about whatever it needs and you didn't mention. The technical work (authenticating to your EMR, reading the clearinghouse, charging a card, placing a call) is the part Echo does, and it's precisely the part a practice can't do for itself.
What is the marketplace?
A shelf of workflows and agents other practices designed and published. Rather than starting from a blank page, you can browse for your problem, install a module in a click, and then redesign it (reorder the steps, change the timing and the rules, point a step at a different system), because nothing you install is locked. Whatever you design yourself can go back on the shelf for the next practice, or stay private to yours.
Is what I design HIPAA compliant?
Modules you design run inside Echo, under the same HIPAA safeguards, BAA, and access controls as the rest of the platform. Designing a workflow doesn't move PHI anywhere new. It's the same connections to the same systems, doing something you specified.
What happens when our protocol changes?
You redesign the module, the same afternoon, in the same plain English you designed it in. That's the whole reason to own the workflow rather than rent it: a rule that changes in a Tuesday meeting shouldn't have to wait for somebody else's release cycle.
Do I have to design anything to use Echo?
No. Echo ships with a full team of agents (reception, scheduling, reminders, after hours, insurance verification, billing, marketing, and analysis), and most practices run those and never open the builder. The builder is there for the moment you need the thing nobody sells, which every practice eventually does.
Where this shows up
Specialties that lean on this most
Community Health Centers
Community health centers operate under a structural tension: the patient population has high need, the call volume is enormous, and the administrative budget is constrained. A missed call at an FQHC isn't just a lost appointment, it's a patient who may not have another access point. Echo answers every contact across primary care, dental, and behavioral health service lines, responds in the patient's language, and runs proactive care-gap outreach without adding to your staffing costs.
Explore Echo for Community Health CentersPain Management
Pain management practices deal with high-stakes, high-sensitivity calls that require consistent, protocol-exact responses every time. A patient asking about their opioid agreement terms, an adjuster asking about a procedure authorization, or a patient whose radiofrequency ablation is overdue, each needs a careful, accurate answer. Echo is configured to your exact scripts and escalation paths, so every call is handled consistently whether it arrives at 8am or 8pm.
Explore Echo for Pain ManagementBehavioral Health
Demand for behavioral health services consistently outpaces capacity. A two-person front desk cannot return dozens of new-patient inquiries, manage a growing waitlist, send weekly session reminders, take evening rescheduling calls, and collect intake paperwork at the same time. Echo handles each of those contact types across phone, text, email, and web forms, and when a caller signals distress, Echo follows your protocol to connect them with a person immediately. Echo is not a therapist and never provides clinical or crisis counseling.
Explore Echo for Behavioral HealthOrthopedics & Physical Therapy
Orthopedic and physical therapy practices run on sequenced care: an injury visit triggers an MRI order, which triggers a PT referral, which triggers six weeks of recurring sessions. When any link in that chain goes unscheduled, the whole episode stalls. Echo keeps each step moving, booking imaging, confirming surgery dates, rescheduling therapy visits, and reaching post-op patients, without tying up your front desk staff.
Explore Echo for Orthopedics & Physical TherapyWorks with your system
Where the Agent & Workflow Builder writes it back
AI Agent & Workflow Builder runs inside the practice management system or EHR you already have. Echo books, confirms, and logs every result directly in Open Dental, Dentrix, Dentrix Ascend, Eaglesoft, Curve Dental, PrognoCIS, eClinicalWorks, Practice Fusion, NextGen Healthcare, athenahealth, Prompt, Acuity Scheduling, Jane, WebPT: no separate queue to reconcile, no migration.
Most practices never open the builder: Echo already ships with a full team of agents, starting with the AI receptionist that answers every call and text and books into your EHR, 24/7. The builder is for the day you need the thing nobody sells. Meet the rest of the Echo agents.
Ready when you are
Tell us what your software
won't do.
Bring the workflow your EMR has been refusing to build for two years. A 30-minute demo is usually long enough to watch Echo build it.
