UR packet · Aetna SUD
Fires whenDay 6 of episode · no UR submitted
Pulls last 5 notes, vitals trend, ASAM dimensions. Drafts the packet, attaches sources, queues for clinical sign-off.
- Avg time saved38m
- Approval rate94%
Automation · 47 workflows live · audit-logged
Do it once. Then never again.
The repetitive coordination work that runs a behavioral health program — UR packets, denial reworks, audits, alumni check-ins, census briefings — runs itself, in the background, on policy.
- Triggered by the chart
- Executed by agents
- Signed by humans
- HIPAA Compliant
- SOC 2 Type II
- Audit-Logged
If you do it more than once, it should run itself.
These are operational workflows running across live customer programs this morning — not slideware, not a roadmap.
- 47+workflows live in production
- 11.2Kruns handled today
- 62%of coordination work, automated
- 0prompt engineering required
Trigger. Plan. Act. Then sign.
Every Navix automation is a four-step contract. The same shape whether you are filing a UR packet or sending an alumni check-in.
01Trigger It hears the EMR.
Status change, missing field, late note, expiring authorization, intake form submitted. The chart fires the run.
event · chart.discharge_planned02Plan It writes the plan.
Reads the policy, the payer rules, the chart history. Builds an ordered task list with sources before touching the record.
plan · 6 steps · 2 reviewers03Act It uses the tools.
Drafts notes, files claims, sends faxes, schedules follow-ups, opens tickets, books transport. Every action is a tool call.
tools · note · fax · sched04Verify A human signs.
Nothing leaves the system without a clinician or coordinator approval. Every step audit-logged against the patient record.
signed · dr.reyes · 14:08
Workflow library
Forty-plus workflows. Running in the background.
Twelve of the most-used. Each one wired into the chart, each one scoped to its policy, each one signed before it ships.
- All
- Clinical
- RCM
- Intake
- Compliance
- Ops
Discharge summary
Fires whenDischarge order signed
Generates a structured discharge summary with med list, follow-up window, alumni handoff, payer-ready language.
- Avg time saved21m
- Coverage100%
Denial rework drafts
Fires whenERA · denial code received
Maps denial reason → corrective doc → resubmission packet. Routes to the human owner with one-click send.
- Recovery+12%
- Cycle time–4 days
VOB + benefits letter
Fires whenInquiry created · payer captured
Calls the payer API, parses limits, builds a plain-English benefits letter for the family within 90 seconds.
- Median TAT73s
- Volume2.1K/mo
Daily chart audit sweep
Fires when03:00 · per facility
Walks every active chart, flags missing BPS, late notes, signature gaps, 42 CFR Part 2 disclosure issues by morning.
- Charts/night1.4K
- False flags<2%
No-show triage
Fires whenGroup · 5m past start · no attendance
Texts the client, alerts the case manager, opens a follow-up ticket if no response within 30 minutes.
- Re-engage41%
- MTTR12m
Auth-expiring queue
Fires whenT-3 days · any active auth
Assembles concurrent review packet, drafts payer message, schedules clinical reviewer time on the calendar.
- Saved auths+18%
- Lapse rate0.4%
Alumni follow-up
Fires whenD+30 · D+60 · D+90 post-discharge
Personalized check-ins, PHQ-9 / cravings pulse, escalation to alumni coordinator if score crosses threshold.
- Response rate57%
- Re-admits–9%
Transport coordination
Fires whenAdmission confirmed · address captured
Books rideshare or partner transport, confirms ETA, alerts intake when patient is 20 minutes out.
- On-time96%
- Volume320/wk
Medication reconciliation
Fires whenIntake form complete · meds listed
Cross-references e-prescribing history and pharmacy data, flags interactions before the first med pass.
- Interactions caught+3.2x
- Time on review–60%
Supervisor signature ping
Fires whenNote > 24h unsigned
Polite escalation ladder: clinician → supervisor → director. No more weekend signature scrambles.
- Signed <48h99.1%
- Escalations–73%
Census + capacity briefing
Fires when06:00 · daily · per region
One paragraph per location. Sent to the operations Slack channel with the link to drill in.
- Manual reports0
- Read rate88%
The discharge → outcomes → alumni loop.
Most EMRs treat discharge as the end of a chart. Navix treats it as the beginning of a measurable, automated continuum — outcomes tracked, alumni re-engaged, re-admits driven down on purpose.
- 01DischargeEpisode closed · plan locked · alumni handoff created
- 02OutcomesPHQ-9 · cravings · attendance · medication adherence
- 03AlumniPersonalized touchpoints · risk thresholds · re-engagement
Anything like this? Or this?
Same job. Two different operating models. Pick the one that scales.
- 01Coordinator manually emails the payer fax line every morning
- 02Discharge summary copy-pasted from the last note that 'looked similar'
- 03Denials read on Friday, reworked on Monday, lost over the weekend
- 04QA pulls a sample of charts on the 15th and hopes nothing slipped
- 05Census spreadsheet rebuilt by hand each morning by the same person
- 01Workflow files the packet at 6:01 AM, every morning, no exceptions
- 02Structured summary sourced from the actual record, signed in one click
- 03Every denial routed within 4 minutes, with a draft response attached
- 04Every chart audited every night · audit team reviews exceptions only
- 05Census briefing posted to ops Slack at 06:00 with a drill-down link
Today's automations are complete agents.
The 2018 version of automation was an "if-this-then-that." The 2026 version is an agent that reads, plans, and uses tools — with a human at the controls.
01 Plans before it acts
Each run begins with a written, audit-visible plan. You can stop it before a single tool call.
02 Uses the same tools you do
Notes, faxes, scheduling, e-prescribe, payer APIs, billing — agents have scoped credentials, never stolen ones.
03 Reads policy, not just data
Workflows include your policies and payer contracts. The agent quotes the rule it followed in the audit log.
04 Hands off to a human
Clinical actions stop at sign-off. Operational actions stop at policy guard. Humans are the moat.
Stop running it by hand
Stop doing the work. Start sleeping in.
Bring us the three workflows that hurt the most. We'll wire them up, sign them off with you, and turn them on this quarter.