Karmaflow
KARMAFLOW·SOLUTIONSHEALTHCARE & LIFE SCIENCES
HIPAA · SOC 2 TYPE II IN PROGRESS
FOR HEALTHCARE OPERATORS

Better care. Better margins. Better mornings.

Patient calls answered around the clock. Triage routed without a clipboard. Referrals chased without a Post-it. Prior authorisations completed before the next appointment.

Karmaflow is an autonomous AI workforce platform for healthcare. Companies use it to deploy AI agents that run the operational layer of your clinic — so your clinical staff can stay where they belong, with patients, not phones.

24/7
FOR PATIENTS
Patient access · Always answered · Never on hold.
Zero
FOR THE BUSINESS
Revenue leaks · Closed loops · Margin protected.
HIPAA
IDENTITY-LOCKED
PHI protected. Audit trail by default.
YOUR CLINIC·WEDNESDAY EVENING
LIVE
RECEPTION · CHECK-INTRIAGE · INTAKE BOARDCONSULT 1CONSULT 2REFERRALS · PRIOR AUTHCARE COORDINATION · FOLLOW-UPCLINICAL OPS · LIVE BOARD
PATIENT CALLAfter-hours inquiry from a new patient — answered on the first ring.
BUSINESS OPERATIONS LAYER

The 64 hours nobody is at the desk.

From Friday at 5pm to Monday at 9am — sixty-four hours your clinic, your pharmacy, your lab is closed. But your patients aren't. Your payers aren't. Your inventory isn't. Your competitors aren't.

A Karmaflow workforce holds the operation while your team rests. By Monday morning, the inbox is clean, the leads are qualified, the prior auths are resubmitted, and the team starts the week without a backlog.

Friday 5pmSaturdaySundayMonday 9am
Without Karmaflowbacklog accumulating…
Karmaflow workforce0 unattended · cleared in real time
Routed to your staff11 prepped with full context · ready Monday 9am
WORKFORCE WORKING
Voicemail returned, appointment booked for Tuesday

Three voices, one operating layer

THREE BUYERS · ONE OPERATING LAYER

My front desk drowns in voicemails between 5pm Friday and 9am Monday. We hire to be there for patients, not phones.

Clinic Operator·4 locations · family medicine
INSTITUTIONAL KNOWLEDGE

Your institutional brain. On every device. Always on.

Every policy, protocol, vendor, contract, credential, reimbursement rule, and clinical guideline your team needs is one question away — grounded in your actual documents, with provenance attached.

No more “ask Sarah, she'll know.” No more onboarding spreadsheets. No more answers that contradict last quarter's update. The platform reads your handbooks once. After that, your staff just asks.

Dr. M. Singh · 11:42pm
What's our protocol for after-hours suspected sepsis?
KARMAFLOW · ANSWERIDENTITY-LOCKED

After-hours suspected sepsis triggers our urgent escalation pathway:

1. On-call physician paged immediately via PagerDuty

2. Patient guided to nearest ER via the WAYP routing tool

3. Intake form auto-completed for ER handoff

4. Family contact attempted via primary contact + emergency

5. Documentation logged to EMR under sepsis triage flag

Last updated: 14 days ago by Dr. M. Singh
Source: Clinical Protocol §4.3 · Q3 2025 revision
INVENTORY · BEYOND RULES

The supply story your reorder rules can't tell.

Your inventory system reorders. That's a rule. What it can't do is think through your supply situation.

A Karmaflow operations agent reads your inventory the way a senior operations director would: noticing one supplier has shorted three deliveries in a row across two locations; that a slow-moving SKU is quietly draining margin and the vendor still won't take it back; that an upcoming product recall affects four of your stocked items and you'll need substitution guidance ready before patients call. Then it does something about each of them.

PHARMACY
  • Ondansetron 4mg
  • Amoxicillin 500mg
  • Metformin 850mg
  • Atorvastatin 40mg
  • Clopidogrel 75mg
LAB
  • Hematology tubes EDTA
  • Coag tubes citrate
  • Urine cups · 90mL
  • Reagent X · QBC
  • Slide cassette
MEDICAL SUPPLY
  • Nitrile glove · M
  • Surgical mask · L3
  • Suture kit · 4-0 vicryl
  • Wound dressing · 4x4
  • Saline 250mL
VENDOR PATTERN DETECTED
Supplier 4471 · 3 short deliveries this quarter · dispute drafted
Last cycle: 4 vendor disputes · 2 returns recovered · 1 recall response staged
FINANCIAL INTELLIGENCE

Your billing system bills. We surface what your billing system can't see.

Real-time claims to OHIP, RAMQ, MSP, and private payers — that's table stakes. Karmaflow runs the financial intelligence above the billing layer.

A Karmaflow finance agent thinks through your operation the way a part-time CFO would, except continuously. It notices that one service line has quietly become unprofitable since a payer fee schedule change. It reads patient receivables aging not as a list to chase but as a portfolio to triage. When your Aetna contract is up for renewal in 90 days, it has already read every claim, modelled your true margin, and drafted the renegotiation brief.

Integrates with the PMS you already run via : Accuro, OSCAR, TELUS PS Suite, Practice Solutions, Cliniko, Jane, and others.

SERVICE LINE PROFITABILITYLast 90 days · margin ranked
  • Annual physicals
    46%
  • Cosmetic injectables
    15%
  • Chronic care visits
    52%
  • Vaccinations
    24%
  • Aesthetics packages
    29%
  • Specialty consults
    54%
Cosmetic injectables · margin down 22% MoM · driver: rising consumable cost + new $0 consultation block fee
Briefing prepared for Friday partner review
CASH-PAY RECEIVABLESAged · triaged · in motion
0–30
31–60
61–90
90+
  • Sarah K. · $340 · 94 days2 prior reminders ignored · suggesting payment plan
  • Marcus T. · $1,200 · 142 dayspackage treatment unfinished · suggesting completion offer
  • Aisha R. · $85 · 67 dayslikely card-on-file failure · retry initiated
RECOVERED THIS CYCLE: $4,872
MEMBERSHIP & BLOCK-FEE RENEWALSNext 30 days
123456789101112131415161718192021222324252627282930
Auto-renew At risk Active outreach
14 renewals due in 30 days · 3 at risk · outreach live · projected retention 89%
PATIENT ENGAGEMENT

The outreach your engagement tool can't have a conversation about.

Recall lists are easy. Tools have generated them for a decade. The problem isn't the list. The problem is what happens when patients reply.

A Karmaflow patient engagement agent has the conversation. It understands when a patient says “I'd like to come in but my schedule is brutal until late October” and proposes specific slots that fit. It reads the response “I switched to a different doctor” and updates the record without escalating it. It notices when a patient who hasn't booked in 18 months suddenly engages and quietly pulls forward their full chart.

Sarah K.·annual physical due
  • Agent:Hi Sarah, your annual is due. We have Tuesday 2pm or Thursday 9am open this week.
  • Sarah:I'd like to come in but I'm slammed until late October.
  • Agent:No problem. October 24th at 10am or November 6th at 3pm?
BOOKEDOct 24 · 10am
Marcus T.·6-month diabetes follow-up
  • Agent:Hi Marcus, time for your 6-month follow-up — would Tuesday or Friday work?
  • Marcus:I switched doctors. Please remove me from your list.
UPDATEDRemoved from active recall · no escalation needed
Aisha R.·post-surgical check
  • Agent:Hi Aisha, time to schedule your 4-week post-op check. Wednesday 11am or Friday 2pm?
  • Aisha:Actually I've had some increasing pain in the area, is that normal?
ROUTEDRouted to Dr. M. · clinical judgement required · chart pulled forward
CLINICAL OPERATIONS LAYER · THE WORKFORCE

As many teammates as you need. One workforce. One source of truth.

From first ring to end-of-day digest, every agent runs its own workflow on the same shared model. Add more as your operations grow.

  1. 01

    Intake Agent

    MISSION
    Answers patient calls 24/7. Captures symptoms. Triages urgency.
    CHANNELS
    Voice · SMS · Web chat
    KPIS
    Response time · Capture completeness · Triage accuracy
  2. 02

    Triage & Routing Agent

    MISSION
    Maps symptoms to appropriate care path. Books with the right provider. Handles tertiary insurance routing.
    CHANNELS
    Internal coordination
    KPIS
    Routing accuracy · Time to schedule · Provider load balance
  3. 03

    Care Coordination Agent

    MISSION
    Chases referrals, prior auths, and cross-provider coordination. Handles the documentation back-and-forth.
    CHANNELS
    Voice · Email · Fax · Portal
    KPIS
    Referral completion rate · Auth turnaround · Cross-provider handoff time
  4. 04

    Research Agent

    MISSION
    Pulls literature, guidelines, and KOL context for clinicians on demand. Surfaces evidence at the moment of decision.
    CHANNELS
    Internal
    KPIS
    Time-to-evidence · Citation accuracy · Clinician adoption rate
  5. 05

    Anomaly Agent

    MISSION
    End-of-day review. Surfaces missed follow-ups, lab anomalies, capacity risks.
    CHANNELS
    Internal · Slack / Teams briefings
    KPIS
    Anomaly catch rate · False positive rate · Time-to-flag
  6. +

    Add another teammate

    MISSION
    Define the workflow you want automated. Karmaflow assembles it on the same shared model.
    CHANNELS
    Voice · SMS · Email · Chat · API
    KPIS
    Your KPIs · Your governance · Your timeline
CLINICAL CONTEXT · LONGITUDINAL REVIEW

The pattern your clinician would have walked in cold to.

Modern PMS systems summarise a single visit. They don't read the eight conversations before it.

A Karmaflow research agent reads every prior note, message, lab result, and call from the same patient before today's consult begins. Patterns surface in seconds — adherence drift, missed follow-ups, lab trajectories, symptoms reported casually that never got flagged. Your clinician walks into the room with context, not a clipboard.

Reads from Epic, Cerner, athenahealth, NextGen, eClinicalWorks, OSCAR, Accuro, Practice Solutions, and FHIR-native systems via .

PATIENT HISTORY · 8 MONTHSSarah K. · 54F · Family Medicine
  1. APR 02
    Annual physicalRoutine. No new findings noted.
  2. MAY 14
    Lab · A1C7.2 — early warning
  3. JUL 21
    Message · agent triage“feeling tired most days, sleep is fine” — closed without escalation
  4. AUG 09
    Refill · metforminAuto-renewed via portal
  5. AUG 30
    Follow-up · bookedNo-showed · no reschedule on file
  6. SEP 04
    Lab · A1C7.8 — drift continuing
  7. OCT 18
    Lab · A1C8.4 — out of range
  8. NOV 02
    Call · benefits QAsked about coverage for nutrition counselling
PRE-CONSULT BRIEF · DR. M. IDENTITY-LOCKED · PHI
  • A1C trending: 7.2 → 7.8 → 8.4 over 5 months. Adherence drift likely.Cross-referenced 3 lab results
  • Aug 30 follow-up missed. No reschedule attempted by either side.Scheduling history · 90 days
  • Patient mentioned fatigue Jul 21 in a casual message — never escalated.Message archive · semantic match
  • Recommend: open today’s consult on adherence, consider nephro pre-screen.Care pathway · type 2 diabetes
FLAGGED FOR REVIEW · 30-SEC READ · DELIVERED 7:45AM
OVERNIGHT REASONING

The shift change you'll never miss again.

At end of day, the platform reviews everything — every call, every result, every appointment, every referral, every conversation across every channel — and surfaces what needs human attention before tomorrow.

Not a dashboard. A briefing. With the gaps already flagged, the actions already proposed, and the next morning already prepared.

END-OF-DAY DIGEST · 18:45Practice Manager & Dr. M.
TODAY'S OPERATIONS
  • Patients seen47
  • Calls handled134
  • Referrals completed12
  • Prior auths closed8
  • Average response time14 sec
ATTENTION REQUIRED
  • 3 patients · rising A1C, no follow-up booked
  • 1 lab result · outside expected range, unread
  • 2 referrals · pending external response > 14 days
  • 1 capacity signal · Tuesday next week, 80% over baseline
PROPOSED ACTIONS
  • Outreach campaign drafted for the 3 A1C patients
  • Lab result flagged to Dr. M. for review
  • Referral chase scheduled for tomorrow 9am
  • Capacity alert sent to practice manager
BRIEFING READY FOR DR. M. AT 7:45AMDELIVERED
HUMAN ELEVATION

Everyone's chief of staff. Nobody's replacement.

One platform. Five teammates. Every person on your staff has a colleague who knows the patient, the policy, the history, and the next step — before they ask.

A chief of staff doesn't replace anyone. They prepare everyone. They know what's happening across the organisation. They draft the response, surface the context, and make every other person on the team faster, more informed, and less reactive.

  • Front deskDrafts every patient response. Books every follow-up.
  • NursePulls patient history before each room visit.
  • DoctorSurfaces evidence and prior decisions in seconds.
  • Practice managerFlags capacity, no-shows, revenue risks daily.
  • BillerCloses every prior auth loop. Surfaces every margin question.
DEPTH & RESEARCH LAYER

Beneath every workflow, a graph that learns.

Every call, message, referral, and outcome enriches the same shared model. When a pattern emerges — three patients with rising A1C and missed follow-ups, a cluster of post-op patients overdue for assessment, a cohort with a rare medication side effect — the platform surfaces it. You decide what to do.

Built on a native graph engine with embedded data science. Centrality, similarity, community detection, path-finding — running continuously beneath every conversation, every action, every workflow on the platform.

HIPAA-governed. Identity-locked. Audit-trailed.

LIVING INTELLIGENCE LAYER · GRAPH IDENTITY-LOCKED · HIPAA
NODESEDGESPATTERN
LIFE SCIENCES

From the front desk to the trial site.

The same Living Intelligence Layer scales from a single clinic to an entire research portfolio. One platform. One graph. One governance model.

01

Find every patient who matches in minutes, not weeks.

Across providers, channels, conditions, and consent status — the graph runs node similarity, embedding analysis, and consent mapping in one pass.

02

Match patients to trials they qualify for.

Inform their physicians. Coordinate consent. Track enrolment. Every step under identity lock and audit trail.

03

Brief every KOL meeting before it happens.

Trial landscape, publication map, prior interactions, congress activity — assembled by an agent, surfaced before your medical science liaison logs in.

04

Spot adverse events before they become regulatory events.

Graph-based anomaly detection running continuously across real-world data. Signals surface with provenance, ready for safety review.

GOVERNANCE

HIPAA. Identity lock. Audit ledger.

HIPAA & PHI Protection

Per-tenant data isolation. PII redaction in intermediate processing. BAAs available. SOC 2 Type II in progress. HIPAA-aligned audit extensions for healthcare tenants.

Identity Lock

Sensitive actions — prescription changes, PHI release, payment processing — require verified identity at the point of execution, not at session login. No agent acts as you without your verified approval being on file.

Unified Action Ledger

Every agent decision, every action, every read and write — logged, replayable, exportable, defensible in audit. 30-day retention by default, configurable to your retention policy.

Compliance is not a feature. It is the operating temperature of the platform.

SUB-INDUSTRY · TALK TO US

Find your shape of the operation.

See it running in your clinic, your hospital, your trial site.

Pilots run in 2–4 weeks against your success criteria. We share a real proposal — not a marketing deck.

PHASE ONE LIVE IN UNDER A WEEK · DEEPER AGENTS IN 2–4 WEEKS

HIPAA · PIPEDA · PHIPA · BAA AVAILABLE · SOC 2 TYPE II IN PROGRESS