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VitalCX
Our Platform

The only global healthcare experience platform

Built for the business of care.

VitalCX helps healthcare organizations remove administrative friction across access, care operations, financial workflows and patient communication. Powered by GraceAI, supported by dedicated Experience Partners and built for the complexity of healthcare, the platform brings clarity, continuity and accountability to every interaction.

Access &

Engagement

Scheduling

Triage

Outreach

Financial &

Service Ops

Revenue Cycle

Denial Mgmt

Billing

Platform

Intelligence

HIPAA Compliant

Grace Dashboard · Live Visibility

Workflow Automation Active

Care

Operations

Referrals routed & closed-loop confirmed

Prior auth approved · 4 min turnaround

A healthcare administrator smiling with her arms crossed
The HXP Platform

Connecting solutions within one platform

Most healthcare organizations are running disconnected tools, teams and workflows. VitalCX brings the critical domains of healthcare operations into one connected platform, helping access, care operations, financial service and platform intelligence work together instead of in silos.

Explore the HXP Platform

GraceAI

AI-powered workflow support that helps interpret requests, route work and keep tasks moving.

Appointment Booked & Confirmed

Patient:

Sarah Jenkins

Date & Time:

Monday, March 31 · 10:45 AM

Location:

West Campus MRI Suite

PROVIDER:

Dr. Ryan

GraceAI

·

Standby

Core

·

5 Agents

All systems operational

Inbound Imaging Call

Mya

Mya

+1 (555) 234-5678

Accept

Forward

Intake Protocol

Greet Inbound Caller & Profile Check

Language & Channel Detection

Verify Demographics (Name, DOB)

Identify Visit Reason / CPT Mappings

Booking & Confirmation

Propose Availability & Hold EHR Slot

Lock Appointment Booking & SMS Receipt

Experience Partners

Trained operators who manage complex interactions, resolve exceptions and own outcomes.

Laura S.

GRACE-CERTIFIED PARTNER

Laura S.

Schedule Utilization

95%

Referrals Closed / mo

214

Auth Cycle Time

2 days

Workflow Infrastructure

Connected workflows, dashboards, QA and reporting that give leaders visibility across the customer experience.

Admin

Users & Roles

Subscriptions

Documents

Documents

Grace Agents

Scheduling

Referrals

214

Medical Records

Quality Assurance

14

Billing & CRM

5

Add Grace Agent

Operations

Overview

Total Interactions

Callback Queue

Usage & Analytics

Live Agents

Experience Guides

Empathy & Tone

93.8

▲ +0.6

Accuracy

88.4

▲ -0.8

Opening Conv.

86.2

▲ -1.4

Follow-through

84.7

▲ -2.1

Comm Skills

91.1

same

Trust, Security & Compliance

Governance, training and safeguards designed for sensitive, highly regulated care environments.

Compliance Review

Mya

Inbound Imaging Call · Today 10:14 am

PASSED

HIPAA / Identity

PHI handling · patient verification

94.1

▲ +1.1

Compliance

Protocol adherence · documentation

187

▲ +0.4

Follow-through

Task completion · handoff accuracy

84.7

▲ -2.1

Empathy & Tone

Patient-centered communication

93.8

▲ +0.6

Every interaction reviewed automatically

HIPAAPCI DSSSOC 2

14

Active reviews this week

187

Compliance events logged

98.2%

QA pass rate · 30-day avg

Platform Domains

A higher level of care. We have you covered.

GRACE ACTIVE

GRACE

Hi Sarah — you are due for your follow-up.
Would you like to schedule with Dr. Patel?

Dr. Patel · Tuesday Jun 17 · 2:00 PM · Cardiology – Follow-up · Memorial Clinic

SCHEDULING

Appointment booked

Dr. Patel · Jun 17 · 2:00 PM

CONFIRMED

TRIAGE

Eligibility verified

Aetna PPO · Active coverage

VERIFIED

OUTREACH

Reminder sent

SMS · 48hr pre-visit · Opened

OPENED

Grace

Outreach Sent

Appointment Scheduled

Eligibility Confirmed

✓ Appointment Confirmed

Dr. Patel · Tuesday Jun 17

82%

SCHEDULING FILL RATE

3 min

AVG BOOKING TIME

24/7

PATIENT ACCESS

Access & Engagement

The front door to your healthcare experience. Scheduling, triage, routing and patient outreach that improve access, reduce delays and keep patients informed.

Learn More

Referral

Cardiology

Patient:

M. Torres

Intake

Review

Routed

Confirm

Closed

URGENT

Medical records

Release of Information

Req #4821 –

2 of 3 docs received

REQUESTED

PARTIAL

PENDING

REVIEW

DONE

Open

Grace coordinates referrals, records, and authorizations in parallel — so nothing falls through the cracks.

Grace

Prior Auth Submitted

Records Retrieved

Referral Closed-loop

2.2x

throughput improvement

Care Operations

The workflows that keep care moving. Referral management, records handling, prior authorization support and specialty coordination that prevent breakdowns across teams.

Learn More

$4.3m

recovered this quarter through Grace-orchestrated workflows

+$1.7M

Scheduling

+$1.6M

Referrals

+$660K

Prior Auth

+$320K

Billing

68%

PRIOR AUTH

COMPLETION RATE

97%

CLEAN CLAIM RATE

Grace

Clean-claim Scrubbing

Prior Auth Tracking

Frictionless Collections

Financial & Service Operations

The service layer that protects trust and revenue. Billing process support, revenue cycle workflows and patient and provider service that help maintain continuity.

Learn More

CAPTURE RATE

100%

QUALITY SCORE

87.4

INTERACTIONS HANDLED

34,812

UPTIME

99.9%

LIVE PLATFORM METRICS — ILLUSTRATIVE

+4.2%

Appointments scheduled

+3.8%

Eligibility verified

+6.1%

Prior auth approved

+5.4%

Referrals processed

+2.9%

Records retrieved

+4.7%

Claims submitted

+8.3%

Denials resolved

+5.9%

Payments collected

HIPAA

PCI-DSS

SOC 2

JAN

MAR

MAY

JUL

SEP

PLATFORM PERFORMANCE OVER TIME

20

WORKFLOWS UNIFIED

6+

SOLUTIONS REPLACED

Platform Intelligence

The intelligence that connects it all. Automation, orchestration, real-time reporting, QA, compliance and security built across the platform.

Learn More

GraceAI

Meet Grace. Intelligent technology, purpose-built for healthcare.

Grace is the AI-powered experience layer behind VitalCX, trained by healthcare experts, guided by human-centered design and embedded into every experience we deliver. Not a chatbot. Not a phone tree. A genuinely intelligent system that handles inbound and outbound scheduling with your specialty-specific logic built in, manages prior authorization and referral workflows, delivers multilingual patient communication in 11 languages and surfaces real-time visibility through the Grace Dashboard.

Learn About Grace

Billing & RCM

5

Denials >500

Action Required

Utilization

19%

Medical Records

88

ROI Requests Open

on track

Utilization

38%

Scheduling

23

Errors Flagged

Needs review

Utilization

87%

Referrals

214

Open Backlog

Needs review

Utilization

54%

Scheduling Intelligence

Inbound and outbound scheduling with specialty- specific logic built in.

Referral & Auth

Prior authorization and closed-loop referral workflow management end to end.

Multilingual Outreach

Patient communication in 11 languages across preferred channels.

Grace Dashboard

Real-time visibility across scheduling, referrals,auth and operations.

The HXP Platform

Experience Partners. Dedicated operators who own outcomes, not activities.

Technology does not own outcomes. People do. Behind every workflow Grace manages, there is a dedicated Experience Partner: a named, accountable healthcare operations professional who understands your workflows, your payer environment and your organizational goals and builds the operational infrastructure that makes the platform perform at its highest level.

Meet Experience Partners
A VitalCX Experience Partner in a blue blazer, with capability tags around her

The VitalCX Difference

Most vendors stop when the call ends.

VitalCX keeps going.

Anyone can answer the phone. The hard part comes next. Who gets the authorization, chases the payer, fixes the mistake, coordinates the records and

closes the loop? VitalCX owns the work that happens after the call, with end-to-end accountability.

A person in a light blue t-shirt smiling with one hand on her hip

Mya

·

Knee-surgery patient

6/24/26 · 10:14 am

Incoming Call

Step 01

Inbound Question

A patient reaches out to confirm coverage for an upcoming MRI and next steps

HOW VitalCX keepS CARE MOVING FORWARD

Capturing the need and key details

Verifying insurance eligibility and coverage

Documenting the request and next steps

Step 02

Registration & Intake

We gather the correct inputs to start the work

HOW VitalCX keepS CARE MOVING FORWARD

Collecting and verifying patient information

Confirming insurance and plan details

Creating a digital case folder; routing it correctly

Step 03

Coordination

We coordinate communication across teams and systems

HOW VitalCX keepS CARE MOVING FORWARD

Requesting records and information

Coordinating with patients, providers and payers

Identifying requirements and next steps

Step 04

Follow-up

We stay on task until the request is completed and documented

HOW VitalCX keepS CARE MOVING FORWARD

Capturing the need and key details

Verifying eligibility and coverage

Documenting the request and next steps

Step 05

Resolution

We close the loop and confirm a satisfactory outcome for both the care team and the patient

HOW VitalCX keepS CARE MOVING FORWARD

Confirming approvals and outcomes

Updating records and systems

Closing the loop with clear documentation

Revenue Impact

From cost center to revenue engine.

VitalCX measures access as a revenue function: filled schedules, recovered appointments, higher provider utilization and converted referrals. The typical annual impact for a mid-size FQHC is $2.0M to $4.0M across scheduling, referrals, automation, workforce stability and lean efficiency.

$600K–$1.7M

Annual revenue impact from scheduling optimization

$1.0M–$1.6M

Annual impact from referral management

95%

Of available appointments booked

15%

Reduction in no-shows

FAQs

Questions About Our Platform?

Here’s a closer look at how VitalCX brings together GraceAI, human expertise and workflow infrastructure to support customer experience across care-based organizations.

A healthcare operations professional in a light blazer, arms crossed, looking aside

Customer experience is vital. And

nothing is more vital than healthcare.

Tell us where operations break down and we will show you how VitalCX brings

flow over chaos, clarity over confusion and stability over escalation.