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Patient intake automation
before the patient arrives

Genie agents collect intake forms, verify identity, and run insurance eligibility checks against Epic, athenahealth, and payer systems ahead of the visit, so the front desk opens the day with a clean, verified schedule.

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Adopted by fast-scaling companies moving mission-critical data in real time

Case study
Migrated from Mulesoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Where intake jams up the front desk

Three reasons check-in still takes forever.

Intake is judgment work spread across forms, IDs, and payer portals. When none of it happens until the patient is at the window, the whole day backs up.

01 - Day-of forms

Paperwork starts at the window

Patients fill forms in the waiting room while staff key them into Epic. Visits run late before the first one even starts, and incomplete forms surface mid-appointment.

LATENCY
02 - Eligibility surprises

Coverage checked too late

Insurance eligibility gets verified at the desk, if at all. A lapsed plan or wrong payer shows up after care is delivered, turning a clean visit into a billing dispute.

DATA QUALITY
03 - Identity mismatch

Wrong patient, duplicate chart

Manual ID checks create duplicate records in athenahealth and Epic. Two charts for one person split the history and put PHI at risk of landing on the wrong record.

IDENTITY
PLATFORM

Six products. One Platform.
Replace many legacy vendors.

Every tool Stacksync replaces is one fewer vendor, one fewer bill, one fewer integration to maintain.

Start building now

Two-way sync

Changes made in one platform automatically update across all connected systems in real time, eliminating data silos and reducing errors.

Replaces:
Heroku Connect and Salesforce Data 360
Heroku Connect Salesforce Data 360

Workflow automation

Stop building brittle API scripts. With Stacksync, you can trigger complex automated workflows using simple SQL commands.

Replaces:
Workato and Boomi

AI Agents

Expose every enterprise system to your agents through a single MCP layer. Claude, ChatGPT and Gemini get production-grade tools without custom glue code.

Natively available in:
Claude and ChatGPT and Gemini
Claude ChatGPT Gemini

Event queues

Handle massive traffic spikes without losing a single event. Queues buffer your data during surges, ensuring strict ordering and reliable delivery.

Replaces:
Kafka and Amazon SQS and Confluent
Kafka Amazon SQS

Database hosting

Interact with your CRM, ERP, and payment tools as if they were just another table in your database. Say goodbye to rate limits and complex API documentation.

Replaces:
AWS RDS and Self-hosted databases
AWS RDS Self-hosted databases

EDI

Transform legacy EDI complexity into simple database interactions. Stacksync automatically parses incoming EDI documents directly into your database tables.

Replaces:
SPS Commerce and TrueCommerce
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Connectors

Every system intake touches, working before arrival.

Stacksync ships pre-built connectors for the EHRs, payer systems, and engagement tools intake runs through, so Genie agents complete forms, verify identity, and check eligibility ahead of time.

EHR & scheduling
05
  • Epic
  • athenahealth
  • Cerner
  • eClinicalWorks
  • NextGen Healthcare
Eligibility & payer
05
  • Availity
  • Change Healthcare
  • Redox
  • X12 270
  • X12 271
Engagement & forms
05
  • Twilio
  • SendGrid
  • Salesforce
  • Microsoft 365
  • Slack
Records & data
05
  • Snowflake
  • BigQuery
  • Postgres
  • MongoDB
  • Oracle DB
Custom intake fields, payer-specific eligibility rules, and your own scheduling schema are first-class, no scripting required.
Browse all 1,000+ connectors
SECURITY

Security teams love Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

What does the intake agent do without a human?

Genie agents send and parse intake forms, verify identity against the chart, and run X12 270/271 eligibility checks. Staff handle exceptions; the routine pre-visit work completes on its own.

When does eligibility get checked?

Ahead of the visit, in real time against payer systems through Availity or Change Healthcare. A lapsed plan or wrong payer surfaces days early, not at the billing desk.

How do you avoid creating duplicate patient charts?

Identity is matched against existing records in Epic and athenahealth before anything is written, so verified intake attaches to the right chart instead of spawning a duplicate.

Is intake data handled in a HIPAA-aware way?

Yes. Every field movement is logged with timestamp and destination, PHI is masked where it isn't needed, and each event is replayable for audit.

Coworkers laughing in front of a laptop in a casual office setting

Stop starting intake at the window.
Arrive verified and ready.

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