Published date: April 30, 2026
Marketplace Vendor
integrated with Accuro EMR
Contracting through Vendor
Support through Vendor
Key Features
Automates patient outreach across SMS. email, and phone with workflows triggered by appointments, appointment status changes, documents, tasks, and time-based rules
Supports multi-step campaigns for reminders, follow-ups, recalls, referral communication, and long-cycle care workflows
Uses configurable workflow logic to control timing, targeting, and next steps based on how your clinic operates
Sends forms and questionnaires as part of the workflow, including Phelix Forms and supported third-party links
Updates appointment confirmations and cancellations directly in Accuro when patients respond
Personalizes communication using appointment, provider, location, and patient details from Accuro
Tracks message delivery, completion, status, and workflow outcomes with patient-level visibility
Reduces front-desk workload by automating routine communication and follow-through inside existing Accuro workflows
Overview
Phelix Outreach Agent gives Accuro clinics highly customizable patient outreach and workflow automation that fits the way their clinic actually operates. It connects directly to Accuro to trigger outreach from appointments, appointment status changes, tasks, documents, referrals, and time-based rules.
Clinics can configure reminders, confirmations, cancellations, recalls, referral communication, forms, intake preparation, follow-up workflows, screening campaigns, and longer-term patient journeys using flexible workflow logic. That means Outreach Agent can support both fast-moving appointment workflows and more structured, multi-step campaigns without forcing clinics into one rigid setup.
Because Outreach Agent is connected to Accuro, it can pull the patient, provider, appointment, and workflow data needed to personalize communication and keep outreach tied to real clinic activity. It can also send workflow-linked forms and continue the next step automatically based on patient responses, while updating key appointment outcomes back into Accuro to reduce staff follow-up and keep schedules current.
How it works:
Use cases:
- Accuro clinics that need highly customizable outreach workflows instead of one-size-fits-all reminder tools
- Primary care and specialty clinics managing different appointment types, providers, locations, or follow-up paths
- Clinics automating reminders, confirmations, cancellations, recalls, and follow-up communication
- Teams running referral intake, referral communication, and screening or chronic care campaigns
- Clinics that want forms, follow-up tasks, and patient responses to trigger the next step automatically
- Practices looking to reduce no-shows, improve schedule accuracy, and keep patient communication tied to real Accuro workflow activity
Additional Details
DATA SECURITY
Phelix Outreach Agent is designed for healthcare workflows and supports secure handling of patient and appointment data. Data is encrypted in transit and at rest, with role-based access controls and auditability to support clinic oversight and operational security.
Phelix is HIPAA and PHIPA compliant. Clinic data is not shared outside Phelix, and no AI models are trained on clinic data.
Supported Data Types (Accuro Integration)
☑ Appointments (read/write status)
☑ Demographics (for matching + personalization)
☑ Provider schedules (for timing rules)
☑ Tasks (as automation triggers)
☑ Documents (e.g., results → outreach)☑ Messaging (SMS/email delivery)
☑ Intake Forms (via URL; vendor to confirm native integration)
☐ Diagnostic Codes – Vendor to confirm if used in rules
Data residency
Primary data storage:
Phelix hosts Canadian clinic data in secure Canadian data centres. Data used to support Outreach Agent workflows does not leave Canada.
Phelix hosts Canadian clinic data in secure Canadian data centres. Data used to support Outreach Agent workflows does not leave Canada.
Data usage
How is patient data used:
Patient, appointment, provider, and workflow data is used only to support outreach, workflow automation, form delivery, scheduling-related actions, and follow-up processes connected to the clinic’s Accuro environment.
Patient, appointment, provider, and workflow data is used only to support outreach, workflow automation, form delivery, scheduling-related actions, and follow-up processes connected to the clinic’s Accuro environment.
Other
Accessibility & Other Requirements:
- Web-based platform
- Mobile-friendly patient messaging
- Supports modern browsers
- Offers fallback channels (email/SMS/Phone)
Vendor Information
ABOUT THE VENDOR
Phelix AI builds intelligent workflow automation tools for medical clinics, helping teams reduce administrative workload and move faster across high-volume operational workflows. Its products use AI to automate document intake, patient communication, phone operations, and other clinic processes that typically consume staff time and slow down care delivery.
CONTACT
Phone
437-267-5557
437-267-5557
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