Products · Action Center

Everything your practice needs, in one platform.

From pre-op screening to billing, DataLily automates the workflows that slow down ASCs, surgery centers, surgeon offices, and independent practices.

Measurable impact
Charts reviewed
0%100%
Staff hours on pre-op
45 hr/wk11 hr/wk
Patients cleared on time
72%97%
Insurance issues caught early
34%98%
75%Less admin time
34hrsSaved weekly
97%On-time clearance
98%Call success rate
The six products
01
Pre-Op Screening

Chart review in seconds.

Lily pulls every chart from your HIE and EMR, analyzes risks against the patient's clinical history, and flags issues before they hit the schedule.

  • Pulls HIE and EMR records automatically
  • Risk analysis against patient history and protocol
  • Flags anticoagulation, cardiac, infection risks
  • Severity-graded with concrete mitigation steps
See Pre-Op flow

R. Chen · 64M

Total Knee · CPT 27447
Ready
EMR · HIE pull
    Risk analysis

    Awaiting chart pull…

    Live demo · cycling charts
    02
    Voice AI · Lily on calls

    Patient outreach, 24/7.

    Lily handles patient outreach and pre-op coordination by phone, collecting medications, allergies, transport plans, and follows up with payers when needed.

    • AI-powered calls for pre-op preparation
    • Information collection: meds, allergies, transport
    • 24/7 availability across timezones
    • All calls transcribed and auditable
    Hear a sample call
    Connecting · Patient
    Dialing
    Live demo0 / 9 lines
    03
    Task Management

    AI generates tasks. You approve.

    Every Lily action surfaces as a task with clear AI reasoning. Staff approves, rejects, or modifies in one click, saving roughly 30 seconds per item with the human always in the loop.

    • Prioritized queues with AI reasoning attached
    • One-click approve, reject, or modify
    • Roughly 30 seconds saved per task
    • Staff retains final approval on every action
    See task workflow

    Task queue

    AI proposes · staff approves
    Live
    Today

    Send pre-op reminder to R. Chen

    TKA scheduled May 12 · 10 days out

    ~30s saved
    Live demo · auto-cycling tasks0m 0s saved this session
    04
    Prior Authorization

    Every payer. Every rule.

    Lily reads the chart, runs payer-specific medical-necessity logic, and drafts the auth letter, with citations to AAOS, InterQual, and the relevant guideline.

    • Insurance-specific requirement verification
    • Tracks different payers and different rules
    • Requirements extracted and mapped per surgery
    • 15× faster than manual letter composition
    See PA generation
    Case input
    J. Doe· 58F
    Procedure
    Total Knee Arthroplasty
    Code
    CPT 27447
    Payer
    BCBS WI · PPO
    ICD-10
    M17.11 · OA, R knee
    Letter draft·

    RE: Preparing case…

    ~3s vs ~45 min manual
    15× faster
    05
    Procedure Library

    Configure once. Apply forever.

    CPT-specific requirements, surgeon protocols, and payer rules live in one library. Fully configurable per surgeon, procedure, and payer, then applied automatically to every case.

    • CPT-specific requirements catalog
    • Surgeon protocol overrides per procedure
    • Payer-rule variants tracked alongside
    • Configurable per surgeon, procedure, and payer
    See library structure

    Total Knee Arthroplasty

    CPT 27447 · Orthopedics
    Dr. M. Reeves
    Requirements · BCBS · Aetna · UHC variants0 / 10
    Documentation
    • H&P within 30 days
    • Signed surgical consent
    Labs
    • CBC
    • BMP
    • PT/INR
    Clearances
    • Cardiac clearance (>65)
    • PCP clearance
    Imaging
    • Pre-op X-ray
    • Standing MRI
    Medications
    • Hold anticoagulants ≥5d
    66 requirements across all procedures
    06
    Operations Dashboard

    Your entire pipeline, one view.

    Real-time visibility into every scheduled case: eligibility, prior auth, pre-op clear, procedure, coding, claim. Eight subagents working with full audit trail.

    • Surgery pipeline with stage-level status
    • Priority tasks surfaced inline
    • Eight named subagents per case
    • Approval gating + complete audit trail
    See the dashboard
    Initialising
    Case #44219
    1. 01

      Eligibility

      · Insurance
      Pending
    2. 02

      Prior Auth

      · Insurance
      Pending
    3. 03

      Pre-op clear

      · Surgery
      Pending
    4. 04

      Procedure

      · In OR
      Pending
    5. 05

      Coding

      · Billing
      Pending
    6. 06

      Claim · ERA

      · Billing
      Pending
    Live demo · auto-loop0 / 6 cleared
    And these too

    Six supporting modules on the same platform.

    Billing & Revenue Cycle

    • Claims automation
    • Denial management
    • AR tracking

    Scheduling & Check-in

    • Smart scheduling
    • Digital check-in
    • OR optimization

    Communications Hub

    • Auto reminders
    • Secure messaging
    • Call tracking

    Clinical Notes & SOAP

    • AI dictation
    • SOAP templates
    • Auto-coding

    Benefits Verification

    • Real-time eligibility
    • Coverage breakdown
    • Cost estimates
    Maria Lopez8842-31
    BCBS WI
    James Chen5103-09
    Aetna
    Sarah Whitfield7711-44
    UHC
    Initialising
    Live demo · cycling patients

    Compliance & Credentialing

    • Audit readiness
    • Credential tracking
    • Expiration alerts

    See the products your team would actually use.

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