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.
Built for clinics that cannot add another admin project
Small practices need the visit, the note, and the follow-up work to stay connected. Grail helps clinicians document clearly and gives the team better source material for referrals, patient instructions, prior authorization, and the handoff back into the EMR.
The note has to carry the story
Grail is built for documentation with patient-specific detail, clinical reasoning, and a structure the clinician can actually sign.
The next step should leave the room with the note
Patient instructions, staff tasks, follow-up timing, and prior auth source material should come from the visit while the details are still fresh.
The EMR stays part of the workflow
Use Grail alongside the system you have today, then let real practice demand guide which integrations matter most.
Tell us where the day gets stuck
Share your EMR, practice size, and the part of the workflow you want a demo to focus on.
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. You get 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 with fewer dead forms
Patients need a cleaner way to tell you why they are there before they become another half-finished chart. Grail intake is conversational, structured, and usable by the team.
- 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 writes notes and 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 with fewer scattered inboxes and memory traps
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.
See how Grail fits into a real clinic day
Bring your current EMR workflow, the places documentation slows you down, and the staff tasks that keep piling up. We'll walk through how Grail can help.
Choose a demo time
Pick an available time from the live calendar. If no times are open, send your details and we'll find one.
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.