Lead your clinic into the future
What would your practice look like if every call was answered, every referral captured, and every patient was seen on time?
Elevated healthcare
From the moment a patient or referring practice reaches out — by phone, text, email, or fax — Taxo takes it from there. Our AI understands what they need, handles the conversation in real time, and completes every downstream task automatically. Your staff only steps in when it truly matters. Everything else flows straight into your EHR, resolved and recorded.
How it works
01
Omnichannel ingestion
Capture every patient interaction, everywhere.
We connect to your phone lines, email, fax, SMS, and patient portal: unifying all inbound communications into a single intelligent queue. No message gets missed, no matter how it arrives.
01
Omnichannel ingestion
Capture every patient interaction, everywhere.
We connect to your phone lines, email, fax, SMS, and patient portal: unifying all inbound communications into a single intelligent queue. No message gets missed, no matter how it arrives.
Phone Calls
Fax
EHR Portal
SMS
Online Form
Phone Calls
Fax
EHR Portal
SMS
Online Form
Phone Calls
Fax
EHR Portal
SMS
Online Form
Medical History
Referral
Order Form
Medical History
Referral
AI Identified
Order Form
Medical History
Referral
AI Identified
Order Form
02
AI-powered intent recognition
Instantly understand what the patient needs.
Our AI classifies each interaction by intent — scheduling request, insurance question, intake form, prescription inquiry, referral, or general question — and routes it to the right workflow automatically.
02
AI-powered intent recognition
Instantly understand what the patient needs.
Our AI classifies each interaction by intent — scheduling request, insurance question, intake form, prescription inquiry, referral, or general question — and routes it to the right workflow automatically.
03
Intelligent data extraction & response
Handle conversations in real time, not after the fact.
Taxo's AI agents extract patient details, answer common questions, collect intake information, and verify insurance eligibility — across voice, text, and email — using natural, context-aware conversation.
03
Intelligent data extraction & response
Handle conversations in real time, not after the fact.
Taxo's AI agents extract patient details, answer common questions, collect intake information, and verify insurance eligibility — across voice, text, and email — using natural, context-aware conversation.
Full Name
AI Extracted
Date of Birth (D/M/Y)
AI Extracted
Phone Number
AI Extracted
Street Address
AI Extracted
Full Name
_
AI Extracted
Date of Birth (D/M/Y)
_
AI Extracted
Phone Number
_
AI Extracted
Street Address
_
AI Extracted
Full Name
_
AI Extracted
Date of Birth (D/M/Y)
_
AI Extracted
Phone Number
_
AI Extracted
Street Address
_
AI Extracted
Taxo AI
Human
Taxo AI
Human
Taxo AI
Human
04
Smart validation & human escalation
AI handles the volume. Your staff handles the exceptions.
Taxo flags interactions that need human review (e.g., complex clinical questions, scheduling conflicts, or incomplete insurance data) so your team focuses only on what requires their expertise.
04
Smart validation & human escalation
AI handles the volume. Your staff handles the exceptions.
Taxo flags interactions that need human review (e.g., complex clinical questions, scheduling conflicts, or incomplete insurance data) so your team focuses only on what requires their expertise.
05
Automated follow-up & task completion
Nothing falls through the cracks.
Taxo automatically follows up on missing intake forms, outstanding insurance authorizations, and unconfirmed appointments via the patient's preferred channel. This dramatically reduces no-shows and administrative back-and-forth.
05
Automated follow-up & task completion
Nothing falls through the cracks.
Taxo automatically follows up on missing intake forms, outstanding insurance authorizations, and unconfirmed appointments via the patient's preferred channel. This dramatically reduces no-shows and administrative back-and-forth.
Referral Processed
Classified as referral
Missing data identified
Provider contacted
Missing data received
Data verified
Referral Processed
Classified as referral
Missing data identified
Provider contacted
Missing data received
Data verified
Referral Processed
Classified as referral
Missing data identified
Provider contacted
Missing data received
Data verified
Fax received
Fax received
Fax received
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Fax received
Fax received
Fax received
Fax received
Fax received
Fax received
Fax received
Fax received
Fax received
06
Seamless EHR & PMS sync
Every action flows back into your system of record.
Verified patient data, completed intake forms, confirmed appointments, and insurance details are synced directly into your EHR and practice management system — keeping your workflows moving without manual data entry.
06
Seamless EHR & PMS sync
Every action flows back into your system of record.
Verified patient data, completed intake forms, confirmed appointments, and insurance details are synced directly into your EHR and practice management system — keeping your workflows moving without manual data entry.
Security
Your patients trust you with their most sensitive information — and we take that responsibility just as seriously. Taxo is fully HIPAA compliant and SOC 2 Type II certified, meeting the highest standards of data protection in the industry.
Every piece of data that moves through our platform is encrypted end to end, kept strictly confidential, and never used for anything beyond delivering the secure, reliable service your practice depends on. Compliance isn't a checkbox for us: it's the foundation everything else is built on.
Security
Your patients trust you with their most sensitive information — and we take that responsibility just as seriously. Taxo is fully HIPAA compliant and SOC 2 Type II certified, meeting the highest standards of data protection in the industry.
Every piece of data that moves through our platform is encrypted end to end, kept strictly confidential, and never used for anything beyond delivering the secure, reliable service your practice depends on. Compliance isn't a checkbox for us: it's the foundation everything else is built on.
Security
Your patients trust you with their most sensitive information — and we take that responsibility just as seriously. Taxo is fully HIPAA compliant and SOC 2 Type II certified, meeting the highest standards of data protection in the industry.
Every piece of data that moves through our platform is encrypted end to end, kept strictly confidential, and never used for anything beyond delivering the secure, reliable service your practice depends on. Compliance isn't a checkbox for us: it's the foundation everything else is built on.