One workflow for notes, intake, prior authorization, and patient follow-up
Grail combines high-quality ambient notes, chatbot intake, prior authorization support, and EMR plus CRM workflow automation so the visit, the referral, and the follow-up plan do not fall apart after the patient leaves.
New patient inquiry follow-up
Runs when an intake chat is completed
Trigger
Patient answers screening questions, referral details, and goals.
Actions
The features that change the clinic day
Grail is built around the clinical process: capture the story, organize the patient, move the work, and keep the team accountable from intake through follow-up.
High-quality notes built around your style
Grail listens to the visit and drafts documentation that follows your sections, phrasing, and clinical logic. The point is not a generic SOAP note. The point is a note you can review, edit, and sign without rebuilding the encounter from memory.
- Upload a strong sample note to teach Grail your format
- Tune sections by specialty, provider, and visit type
- Preserve the clinical narrative, assessment, plan, and medical necessity
Chatbot intake instead of another dead form
Patients should not have to fight through a packet of clunky intake forms before they can tell you why they are there. Grail intake is conversational, structured, and usable by the team before the patient becomes another half-finished chart.
- Collect symptoms, history, referral details, and goals in a chat flow
- Route new inquiries and referrals into a reviewable pipeline
- Keep unqualified or incomplete leads out of the EMR until they belong there
Prior authorization drafts from the chart you just created
Prior authorization work usually starts with a staff member rereading the chart, hunting for medical necessity, and rewriting the same story for a payer. Grail is being built to turn the note, diagnosis, plan, and patient-specific details into a first draft your team can review.
- Use the visit note as source material for payer-facing documentation
- Pull forward diagnosis, plan, failed therapies, and rationale
- Built for review by clinical staff before anything is submitted
Run the clinic like the process actually matters
Grail is not only a place to write notes. It also works like a clinical CRM for incoming patients, referrals, follow-up work, staff tasks, forms, messages, and the behind-the-scenes rules that keep a practice from leaking work all day.
- Track new contacts, referrals, and workflow stages before EMR sync
- Trigger patient messages, forms, tags, and staff tasks automatically
- Give the team one visible process instead of scattered inboxes and memory
The operating layer behind the note
Good documentation helps the chart. Tight workflows help the whole practice.
Incoming Patient Pipeline
Track referrals, website inquiries, intake conversations, and new patient status before they become permanent chart clutter.
- Referral inbox
- Lead stages
- Assigned owner
- Copy qualified patients to the EMR
Rules That Move Work
Create automations around the way your office actually runs: send a message, request a form, tag a patient, or create a staff task.
- Patient messages
- Form requests
- Staff task triggers
- Practice-specific rules
Practice Configuration
Different clinicians and specialties document differently. Grail supports provider preferences, visit types, and section-level instructions without forcing everyone into one rigid format.
- Multi-provider support
- Custom visit types
- Section instructions
- Organization-level settings
Prior authorization drafts built from medical necessity
When the note captures medical necessity clearly, it becomes source material for the paperwork that follows. Grail is being built to draft prior authorization support from the encounter, then keep the final decision in the hands of your team.
Diagnosis and plan pulled from the reviewed note
Failed therapies and clinical rationale organized for the payer
Staff task created so the work has an owner
Clinician review before any submission leaves the practice
HIPAA compliance
Business Associate Agreements are available for covered entities and business associates.
Encrypted PHI
Patient data is encrypted at rest and in transit with strict organization-level separation.
Audit-ready notes
The record captures medical necessity, patient-specific details, and the reasoning behind the plan.
Try the workflow on a real visit
Start with one de-identified encounter and see whether the note feels like something you would actually sign.