Patients can:

• Book, cancel, or reschedule appointments online

• Complete intake forms and consents digitally

• Access results, medications, and instructions in real time

• Check in from their phone upon arrival

Patients can:

• Secure message care team

• Receive updates, alerts, and reminders via push notifications

• Upload documents and forms securely

• Provide private reviews on staff and doctors (kept internal, not public)

Patients can:

• View clear, itemized invoices and payment history

• Pay with cards, Apple Pay, Google Pay, wire, or split payments

• Have staff apply insurance, benefits, or public funding (e.g., OFP, OHIP) instead of private pay

• Get notified about due or confirmed payments

Patients can:

• View stored embryos, eggs, and sperm with full history

• Receive reminders about storage renewals and expirations

• Update or change payment method anytime

• Get notified about due or confirmed payments

• Appointment calendars for services, rooms, and doctors

• Staff or self-serve booking with confirmations

• Schedule overrides when needed

• Create, edit, duplicate appointments

• Apply templates and block resources

• Patient roster with filters and search

• Patient lookup by date, reason, status, favorites

• Check-in with photo and insurance verification

• Concierge or mobile self-check-in

• Staff monitoring of mobile check-ins

• Waiting time tracking

• In-progress appointment view

• Patient chart with alerts, highlights, past/upcoming visits

• Admin and nursing notes

• Patient and bracelet label printing

• Results dashboard for ultrasounds, cycle monitoring, and labs

• Release results to patients (single or bulk)

• Mark results reviewed with audit record

• Patient messaging and result discussions

• In-house test management with tracking and filters

• Automated blood testing integration (ex: Roche)

• Recollections and retests

• External lab results with LIS syncing

• Diagnostic imaging with ultrasound auto-interpretation and DICOM

• Intelligent encounter notes with AI Scribe

• Encounter templates and search

• Encounter audit trail and amendments

• Encounter lock after 24 hours with admin unlock

• Staff notes and appointment links

• Export chart as merged or single document

• Export via fax, portal, or print

Clinical Workflows:

• Comprehensive treatment plans with defaults, edits, history, and summaries

• Stimulation sheets with sign-off, notes, day orders, and results auto-population

• Priming worksheets with sign-off, notes, day orders, and results auto-population

• IVF lab orders linked to treatment plans

• Checklists and plan documents

• Automated consents by plan

• Ad hoc and uploaded consents with history

• Orders for cycle monitoring, endometrial biopsy, imaging, and procedures

• Orders for new patients, panels, referrals, ROI, education, GP, and urology

• Appointment-linked and partner-shared orders

• Book orders on behalf of patients

• Medications from internal/external databases and formulary

• Prescriptions marked, edited, and faxed

• Thyroid protocol monitoring

Lab Workflows:

• Daily IVF task management and monitoring

• Track retrievals, transfers, biopsies, and lab tasks

• IVF dish, media, and lab item label printing

• Double witnessing with mobile support

• Cryo inventory for embryos and sperm

• Cryo management of external samples

• Cryo notifications and receipts in app

• Specimen collections for blood, sperm, swab, biopsy

• Identity verification and vial coding

• Internal and external specimen tracking

• Specimen transport folders

• Genetic testing results

• Partner test results

• Andrology lab (semen analysis, sperm prep, storage, tracking)

• Phlebotomy lab (blood collections, order tracking, overdue alerts)

Reporting

• Clinical outcomes reporting (success rates, pregnancy outcomes, cycle monitoring)

• Lab and quality reporting (IVF productivity, cryo tracking, specimen accuracy, audits)

• Operational reporting (patient flow, wait times, appointment utilization)

• Financial reporting (billing efficiency, payment status, OHIP throughput)

• Lead and referral reporting (patient acquisition and conversion quality)

Financials:

• OHIP billing from appointment data

• Review and submit OHIP claims

• Review and submit OHIP claims

• Link bills to plans, prescriptions, and orders

• Ad hoc patient billing

• Send bills directly to app

• Financial reports and billing analytics

Documentiton:

• SOP lookup and search

• Upload documents by type (Consents, Medical History, Referrals, ROI, ..)

These Bloomic AI Agents reduce the burden on front-desk and coordination teams by managing early-stage patient interactions.

• Voice Outreach Agent
  Autonomously calls prospective patients from GP referrals, website forms, or contact inquiries. It triages them, matches them to the right provider, and books them with no human follow-up required.

• Triage Agent
  Lives on your website to triage new inquiries and help them book with the right provider or program. Increases conversion while saving staff time.

• Intake Agent
  Collects thorough medical history and intake data from patients after booking. Reduces the need for paperwork later and improves visit preparedness.

These agents handle high volumes of communication, documentation, and routine admin so your team doesn’t have to.

• Patient Comms Agent
  Handles incoming messages from existing patients across email, chat, and portal. Responds based on your clinic protocols and creates tasks when human input is needed.

• Public Comms Agent
  Manages general inquiries from the public about pricing, process, and eligibility through email, chat, and your website contact form. Frees your front-desk from repetitive calls.

• Document Review Agent
  Reads, summarizes, and files high volumes of incoming documents including faxes, lab results, referrals, and forms. Routes them to the correct patient file and team member.

These Bloomic AI Agents support doctors and nurses by executing downstream tasks and reducing EMR work.

• Clinical Orders Agent
  Processes doctor-generated orders including medications, labs, follow-ups, and more. Sends patient-facing instructions when needed and reduces order-related admin work.

• AI Scribe Agent
  Captures and structures clinical notes during patient visits. Learns your templates, macros, and coding to reduce documentation time and EMR fatigue.

These agents follow patients over time, guiding them through their care and helping clinics deliver better results.

• Navigator Agent
  Guides patients step-by-step through reminders, documents, and next steps inside your portal or app. Prevents staff follow-ups and keeps patients on track.

• Medical Outcomes Agent
  Acts as a smart assistant to highlight care decisions that may impact patient success. In fertility, this could support decisions that improve pregnancy rates.