Records requests, inbound faxes, insurance verification, and patient intake. Automated end to end. Before the visit, every time. Works alongside any EMR.
New patients flow into Ownity automatically.
Clinic history collected from patient intake. Records requested, chased, and collected. Insurance verified.
Everything organized in one place before each appointment. Your team focuses on care, not paperwork.
A ranked to-do list. Overdue requests, charts not ready for tomorrow's appointments, intake gaps — all triaged before your team picks up the first chart.
Open a patient and Ownity gives a two-sentence chart summary plus two or three suggested next steps based on the records on file. The provider walks in already oriented, without 15 minutes of pre-reading.
Point your fax line at Ownity and every incoming page is read and routed for you — records, requests, referrals, or junk. Multi-page bundles split by chart section and attach to the right patient automatically. The pile sorts itself.
Patient takes a photo of their card at intake. Payer, member ID, group number, plan, Rx BIN/PCN, and subscriber details all auto-fill — and Ownity runs an eligibility check on the spot. Staff confirm instead of transcribing.
One click sends the request to the prior clinic. We follow up, log the reply, and tell you when records land. Five clear stages, no sticky notes.
Your team keeps using whatever EMR you have today. Ownity runs on the side and hands you the file when records arrive. No rip-and-replace.
Every file arrives tagged by patient, sending clinic, and date. Your team finds anything in two clicks instead of digging through a fax pile.
Insurance cards, prior providers, and HIPAA release collected by text or email before the patient walks in.
The prior clinic gets a one-time link, drops in the records, and you're notified the moment they arrive.
Office managers see every records request, intake form, and eligibility check in one place. Who's late, what's coming Friday, what needs attention today.
Records sort themselves by provider. Dr. Smith opens her queue and sees only Dr. Smith's patients. No wading through the whole clinic.
Coverage is checked against the payer automatically — the moment a card photo lands and again ahead of the visit. Front desk knows what's active and what it covers before the patient sits down.
Ownity checks each patient's plan against the payers you accept and flags anyone out of network — so your team can warn them and head off a surprise bill before the visit, not after.
A 4-provider clinic processing about 400 records requests a month.
Based on 30 minutes of staff time per request at $22/hr fully loaded; Ownity completes each request 10× faster.
Signed BAA before any PHI flows. AES-256 encryption at rest, TLS in transit. Per-clinic data isolation so a leaked token can't cross tenants. And an append-only audit log on every read, write, download, and share — attributed to a real user, timestamped, immutable.
Tell us a bit about your practice and we'll take you straight to scheduling.