Substrate gives EHR and PM vendors an embedded AI layer that automates claim status, appeals and refunds letting your customers manage claims in your system.
A Billing Engine Inside Your Product. Your users don't have to leave your platform to work their AR.
01
Embedded Claim Status
Our agent reads claims from your PM, executes lookups across 4,000+ payers and writes enhanced status data back as structured notes and worklist updates.
02
Built-in Appeals
Claims move from denied to appealed to paid without your users downloading records, writing letters or navigating portals. The workflow lives inside your audit trail.
03
Flexible Integration
Bidirectional data flow through APIs, direct database connections and HL7/FHIR interfaces. Results surface through your existing UI patterns. Typical integration is a few weeks.
04
Security & Compliance
HIPAA compliant, SOC2, full data encryption. All agent activity is logged with screenshots and video recordings. Browser agents handle MFA and credential isolation automatically.
