Automation & AI Projects That Move Revenue

A selection of custom workflow automation, AI integrations, and custom software builds SynergyIQ has shipped for healthcare practices and small businesses across Greater Houston. Every project is measured by the time, revenue, and compliance risk it eliminates — not by the tech stack behind it.

Healthcare Automation & Custom Software

Each card below summarizes a real engagement — the problem, the automation we built, and the outcomes the client measured in the first 60–90 days. Use the filters to narrow by category.

Client names withheld per HIPAA and confidentiality agreements; metrics verified through engagement-end reporting.

DME Prior Auth Automation

PA Submission & Status Engine for a Multi-Payer CPAP/BiPAP Supplier

Replaced a three-person manual prior-auth workflow — Availity + 11 payer portals + fax fallback — with an automation layer that reads from the supplier's DME platform, routes each request to the right payer channel, and returns live status to a single dashboard.

-64%PA Turnaround
-38%Denials
< 2 hrAvg Queue
PythonAvaility 278Brightree APIAzure Functions
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CPAP Resupply Compliance

Automated Adherence & Re-Order Pipeline for a Regional Sleep DME

Built an end-to-end resupply orchestration that gates every shipment on CMS adherence, insurance verification, and CMN status — with IVR/SMS/email outreach and a closed-loop POD capture. Staff moved from manual sweep to exception handling only.

+22%Resupply Rev
94%Adherence Verified
-70%Staff Touch
TwilioNode.jsSendGridHL7 Intake
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CCM / RPM Billing Capture

Cardiology CPT 99457 + 99458 + 93297 Revenue Recovery

Rebuilt a cardiology group's RPM time-tracking and device-integration layer (CareLink, Merlin.net, Latitude, Tenovi, BodyTrace). Captured unified minute logs, generated bill-ready claim packets, and surfaced short-month 99445/99470 candidates automatically.

+$1,340Per Patient / Yr
+31%Billable Minutes
0Audit Findings
FHIRSQL ServerPower BI.NET
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Pharmacy Compliance

DSCSA Serialization & T3 Data Pipeline for an Independent Pharmacy Group

Before the Nov 2026 small-dispenser deadline, built the EPCIS receive-verify-store workflow for eight independent pharmacies — wholesaler feed ingestion, T3 record storage, and exception triage at receiving without adding counter time.

100%EPCIS Capture
< 15 secReceive Scan
7 yrRetention Met
EPCIS 1.2PioneerRx APIAWS S3Python
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Dental Practice Automation

Dentrix Recall, Reactivation & Insurance Verification for a 3-Location DSO

A custom layer on top of Dentrix automated recall outreach, unscheduled-treatment follow-up, and same-day eligibility checks across 2,500+ patients — without replacing the PMS the front desk already knew.

+$218KRecovered Rev / Yr
+41%Recall Kept
-12 hr/wkFront Desk
Dentrix ODBCC#TwilioSQL
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Sleep Medicine Workflow

HST-to-CPAP Handoff Automation — 14-Day Gap Closure

Structured referral packet, parallel insurance verification, and closed-loop confirmation between a sleep practice and its downstream DME supplier — compressing the post-positive-HST conversion window from 10–14 days to 2–4 days.

+27%HST → CPAP Setup
3.2 daysAvg Handoff
100%Confirm Back
Direct Secure MsgAvailityPythonPostgres
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AI Agent

Post-Visit AI Follow-Up & Triage Assistant

HIPAA-aligned LLM assistant that conducts structured post-visit check-ins, flags red-flag symptoms for clinical review, and logs a visit summary into the EHR. Deployed across a multi-specialty group to free RN time for exception work only.

6,400+Check-ins / Mo
11%Flagged for Review
-28 hr/wkRN Time Saved
Claude APIHL7 FHIRAzure OpenAITypeScript
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AI Document Processing

Fax & PDF → Structured Intake for a DME Supplier Network

OCR + LLM pipeline that normalizes inbound referrals — faxes, Direct messages, PDFs, scanned orders — into structured patient records with validated HCPCS codes, then writes into the DME platform via API. Intake staff kept only for exceptions.

97.4%Auto-Parse Rate
-80%Manual Entry
< 4 minFax → Record
Azure Doc IntelligenceClaude APIPythonCelery
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Custom Software

Referral-Source CRM & Analytics Dashboard for a Regional DME

Bespoke referral CRM that tracks every incoming order by referring clinic, scores denial risk by source, and surfaces under-performing accounts to the outreach team — replacing three spreadsheets and a stalled HubSpot rollout.

+19%Referral Yield
42Sources Tracked
LiveDenial Signals
Next.jsPostgreSQLPrismaRecharts
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Reporting Pipeline

Executive KPI Dashboard & Weekly Auto-Report for a CPA Firm

Pulled data from QuickBooks Online, Bill.com, and a custom time-tracking database into a single executive dashboard with a weekly PDF auto-generated to each partner's inbox. Replaced a 9-hour manual pivot cycle.

-9 hr/wkManual Pivoting
Mon 6 AMAuto-Delivered
4 sourcesConsolidated
QBO APIPythonMetabaseWeasyPrint
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AI Chatbot

HIPAA-Aligned Intake & FAQ Chatbot for a Specialty Clinic

Patient-facing chatbot that handles appointment scheduling, insurance-intake pre-fill, and top-40 FAQ answers with full PHI handling and escalation-to-human guardrails. Cut front-desk call volume materially in the first month.

-34%Inbound Calls
24/7Coverage
3 langsEN / ES / UR
Claude APINext.jsBAA HostingSupabase
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Integration Middleware

API Middleware Bus: EHR ↔ DME ↔ Payer Portals ↔ Billing

Built a reliable integration bus that keeps patient, order, and claim data in sync across four systems on different release cadences — with retry, idempotency, and audit-grade logging. Stops the 3 AM "the queue is stuck" calls.

99.97%Uptime
5Systems Joined
0Data Drift Events
Node.jsRabbitMQDockerPostgreSQL
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50+Workflows Shipped
98%Client Satisfaction
24/7Monitoring
< 2 hrSupport SLA

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