“We used to lose referrals because follow-up took days. Now every referral gets a same-day response and our conversion rate has doubled.”
AP
Angela Park
Practice Administrator, Summit Physical Therapy
For Healthcare Providers
Practice Management Software Built for Healthcare Providers
Streamline the business side of your healthcare practice. Agiled handles referral tracking, appointment scheduling, client intake, billing, and communication — so your team can focus on delivering care instead of chasing paperwork.
No credit card requiredFree 14-day trial
Important Compliance Note
Agiled is a business management platform for practice administration — scheduling, billing, documents, and client communication. It is not a clinical records system and does not currently hold HIPAA certification. For protected health information (PHI), use a dedicated EHR/EMR system alongside Agiled.
Appointment scheduling & reminders
Clients call during busy hours or leave voicemails that pile up. The front desk spends more time scheduling than supporting practitioners.
Let clients request appointments through an online booking page. Automatic confirmations and reminders reduce no-shows and free up your front desk.
Service plan estimates
Explaining costs for multi-visit service plans over the phone leads to confusion, disputes, and slow sign-off from clients and insurers.
Send professional service plan estimates with itemized line items. Clients and practice administrators review, approve, and sign off digitally before services begin.
Practice billing & payment tracking
Between insurance co-pays, out-of-pocket clients, and service plan packages, billing is complex and payments slip through the cracks.
Invoice per visit or by service plan. Track co-pays, outstanding balances, and package usage in one dashboard.
Client portal for forms & invoices
Clients call repeatedly for forms, invoices, and appointment details — increasing front desk load and frustrating those who prefer digital access.
Give clients a secure portal to view appointments, download intake forms, see invoices, and pay balances online — reducing phone calls and improving the client experience.
Intake forms & document management
Intake paperwork, service agreements, and insurance authorization forms live in scattered folders or email — hard to find when you need them.
Store and send intake forms, service agreements, and insurance authorizations digitally. Clients sign online and documents stay linked to their record for easy reference.
Referral & intake workflow automation
Manually chasing referrals, sending intake forms, and coordinating follow-up reminders eats into time that should go to supporting practitioners.
Automate workflows: acknowledge new referrals instantly, trigger intake form sequences, and remind clients when they are due for a follow-up visit.
How it works
How healthcare practices use Agiled
See how Agiled fits into your daily practice administration.
1
Receive the referral
A referring provider or the client themselves submits an inquiry. The referral enters your pipeline automatically.
2
Send intake forms
Trigger automated intake paperwork including service agreements, insurance details, and consent forms for e-signature.
3
Schedule the initial consultation
The client books through your online scheduling page. Confirmation and reminder emails are sent automatically.
4
Complete the visit and invoice
After the consultation, send the invoice with an online payment link and schedule the next appointment.
Done
Built for healthcare practices
Everything you need to run your practice administration
From referral pipelines to intake forms to billing, Agiled keeps the business side of your healthcare practice running smoothly.
Referral pipeline tracking
Track every referral from source to active client. Follow up promptly and build strong referral relationships with referring providers.
Appointment scheduling
Let clients book consultations online. Manage provider availability and send automatic reminders to reduce no-shows.
Client intake forms
Send intake paperwork, service agreements, and consent forms digitally. Clients complete and sign before their first visit.
Service plan estimates
Create itemized service plan estimates for multi-visit programs. Clients review and approve before services begin.
Flexible practice billing
Invoice per visit, by service plan package, or on a recurring schedule. Handle co-pays and self-pay clients easily.
Client portal
Give clients a place to view upcoming appointments, service plans, and invoices. Reduce front desk phone volume.
Automated reminders & follow-ups
Send appointment reminders to reduce no-shows. Automate follow-up outreach for clients due for their next visit.
Document management
Centralize service agreements, insurance authorizations, and intake forms. Keep signed documents linked to client records.
Referral & intake automation
Automate referral acknowledgment and intake form delivery. Stay on top of new client onboarding without manual tracking.
Testimonials
Trusted by healthcare providers who value their time.
“The client portal alone cut our front desk calls in half. Clients check their appointments, invoices, and forms without picking up the phone.”
MT
Michael Torres
Office Manager, Restore Chiropractic
“Tracking service plans across dozens of active clients was chaos in spreadsheets. Agiled gives me a clear view of every client's scheduling and billing status.”
KV
Karen Vasquez
Practice Manager, Bayview Wellness Group
Integrations
Connects with tools you already use.
Agiled handles scheduling, billing, and client communication. Keep your clinical tools while Agiled manages the business side.
Google CalendarOutlookStripeZoomQuickBooksZapierGmail+100 more
FAQ
Common questions about Agiled for Healthcare Providers
Agiled is a business management platform — not an EHR or clinical records system. It does not currently hold HIPAA certification. Agiled is designed for practice administration: scheduling, billing, documents, and client communication. For protected health information (PHI), use a dedicated EHR/EMR system alongside Agiled.
No. Agiled is not a clinical records system. It complements your EHR by handling the business side of your practice — referral tracking, scheduling, billing, intake forms, and client communication. Use your EHR for clinical notes and PHI, and Agiled for everything administrative.
Store business and administrative data in Agiled: referral source, appointment schedule, service agreements, invoices, payment status, and general client communication. Store clinical data — diagnoses, treatment notes, lab results, and any PHI — in your EHR/EMR system.
Yes. Share your booking link and let clients request appointments directly. You confirm from your dashboard, and automatic reminders reduce no-shows.
Yes. Invoice per session, create package pricing for multi-visit service plans, or set up recurring billing — all from one platform. Track co-pays, outstanding balances, and insurance follow-ups.
Yes. Each provider can manage their own schedule and client load. The practice administrator sees everything in one dashboard.
Yes. Through the client portal, clients can view invoices, outstanding balances, intake forms, and make online payments — reducing front desk phone volume.
Ready to streamline your practice administration?
Agiled connects your referrals, scheduling, and billing into a single operational layer — so your team can focus on care. Start free today.
No credit card requiredFree 14-day trialCancel anytime