The AI front office that turns every healthcare lead into a booked patient.
Velant answers the call, qualifies the patient, and books the appointment — automatically. CRM, EHR, AI voice agents, and insurance billing in one platform, so nothing slips between the clicks and the calendar.
Thanks for calling Brightpath Recovery — I can help you get started. Are you looking for yourself or a loved one?
Hi, it's for my brother.
Got it. We have an opening tomorrow at 10:30 AM. Does that work?
Built for the teams who answer the phones
Patients don't fall through the cracks.
They fall through the gaps between your tools.
Every disconnected system is a place a patient can be lost. Velant closes the three that cost practices the most.
The speed gap
A patient calls or fills a form after hours and waits. By morning they've booked with whoever answered first. Most leads go cold in minutes — not days.
of patients pick the first provider to respond
The channel gap
Calls in one app, texts in another, the EHR somewhere else. Context is scattered, follow-ups get dropped, and your team burns hours switching tabs.
disconnected tools in a typical front office
The tracking gap
Marketing spends, leads come in, some become patients — but no one can say which campaign actually paid off. You're flying blind on ROI.
attributed revenue without closed-loop tracking
Your front desk that never sleeps,
never misses a call, and always books.
Velant's AI voice agents handle intake and scheduling like your best coordinator — only they answer in one ring, work around the clock, and write every note for you.
Intake Agent
Answers every call, 24/7
- Picks up on the first ring — day, night, weekends
- Qualifies the patient and captures intake details
- Verifies insurance eligibility in the conversation
- Warm-transfers to your team when it matters
Scheduling Agent
Books appointments hands-free
- Offers real openings from your live calendar
- Books, reschedules, and confirms automatically
- Sends intake forms and reminders by SMS
- Cuts no-shows with smart follow-up sequences
- Natural, human-sounding voice
- Inbound & outbound calling
- Every call transcribed & summarized
- Auto-notes written to the EHR
- Multilingual support
- HIPAA-compliant by design
Everything your front office needs, finally in one place.
Replace the CRM, the phone system, the SMS tool, the EHR, and the billing software with a single HIPAA-compliant platform.
Capture leads from everywhere, respond in seconds
Web forms, ads, web chat, and inbound calls flow into one queue. Smart nurturing and AI scoring make sure the hottest patient gets contacted first — automatically.
AI Co-Pilot, everywhere
Drafts replies, summarizes calls, scores leads, and writes clinical notes — so your team spends time with patients, not paperwork.
- Auto call transcription & notes
- AI lead scoring
- Smart reply drafting
Unified inbox
Calls, SMS, WhatsApp, RCS, email, and web chat in one timeline per patient. Full context, zero tab-switching.
CRM & workflow builder
Custom pipelines, task ownership, and automation triggers built around how your intake team actually works.
Built-in EHR
Clinical notes, charting, and patient records native to the platform — no separate system to reconcile.
Insurance billing
Eligibility checks, claims, and ERA/835 reconciliation. Verify coverage before the patient ever walks in.
ePrescribe (EPCS)
Surescripts-certified prescribing with controlled-substance support across all 50 states.
Source attribution
Every lead tagged to its campaign, ad, or referral — so you know exactly what a booked patient costs.
Telehealth
HIPAA-compliant video visits launched straight from the patient record. No third-party links.
ROI dashboards
Closed-loop reporting from first click to booked appointment to revenue. Real KPIs, in real time.
From first click to booked patient — one unbroken path.
Seven steps, zero handoffs lost. Every stage feeds the next inside the same system.
- 1
Capture
A patient clicks an ad, submits a form, or calls. Velant logs the lead with its exact source.
- 2
Respond
An AI voice agent or instant SMS reaches out in seconds — before the lead goes cold.
- 3
Qualify
The agent gathers intake details, verifies insurance, and scores the lead's intent.
- 4
Nurture
Multi-touch sequences across call, SMS, and email keep the conversation alive automatically.
- 5
Book
The patient picks a real opening and the appointment lands on your calendar — confirmed.
- 6
Chart
Notes, forms, and records sync to the built-in EHR. Clinicians start with full context.
- 7
Report
Closed-loop ROI ties every booked patient back to the campaign that earned them.
Replaces the whole stack — not just part of it.
CRMs weren't built for clinics. EHRs weren't built to convert leads. Velant is built for both.
| Capability | Velant | Generic CRM | Legacy EHR | Point tools |
|---|---|---|---|---|
| HIPAA-compliant by design | Limited | Limited | ||
| AI voice agents (intake + scheduling) | Limited | Limited | ||
| Built-in EHR & clinical notes | ||||
| Insurance eligibility & billing | Limited | |||
| ePrescribe (EPCS, all 50 states) | Limited | |||
| Unified inbox (call, SMS, chat, email) | Limited | |||
| Closed-loop source attribution | Limited | |||
| Unlimited users, usage-based pricing |
Comparison reflects typical category capabilities for healthcare front-office use.
Unlimited users. Pay for what you use.
No per-seat penalties for growing your team. Every plan scales with usage, not headcount.
Core
The unified front office: CRM, inbox, and scheduling.
Start with Core- Unlimited users
- Unified inbox (call, SMS, email, chat)
- CRM & workflow builder
- Calendar & appointment scheduling
- Source attribution & dashboards
AI Pro
Add AI voice agents and automation to scale intake.
Book a demo- Everything in Core
- AI Voice Agent — intake & scheduling
- AI Co-Pilot & smart reply drafting
- Call transcription & auto-notes
- AI lead scoring & nurturing
AI Advanced
Full clinical + financial operations for growing groups.
Book a demo- Everything in AI Pro
- Built-in EHR & clinical notes
- Advanced automation & routing
- Priority support & onboarding
- Multi-location reporting
Enterprise
For multi-site networks with custom compliance needs.
Contact sales- Everything in AI Advanced
- Custom integrations & SSO
- Dedicated success manager
- Custom SLAs & BAA
- Volume usage pricing
Usage & add-ons
Questions, answered.
Still curious? Talk to a specialist and we'll walk through your exact workflow.
Speak to a specialistYes. Velant is built HIPAA-compliant by design, with SOC 2 controls, encryption in transit and at rest, audit logging, and a signed BAA for every customer. AI voice agents, messaging, and the EHR all operate inside the compliant boundary.
Velant's AI voice agents answer inbound calls and place outbound ones in a natural, human-sounding voice. They qualify the patient, verify insurance, answer common questions, and book appointments directly on your calendar — then transcribe the call and write notes to the record. They can warm-transfer to a human whenever needed.
That's the idea. Velant includes a built-in EHR, cloud telephony, messaging, CRM, and billing — so most practices consolidate 6 to 8 separate tools into one. You can also run Velant alongside an existing EHR during a transition.
Most teams are live within days, not months. Onboarding includes number porting, calendar and workflow setup, AI voice agent configuration, and team training. AI Advanced and Enterprise plans include guided onboarding.
Every plan includes unlimited users — you're never penalized for adding staff. You pay a flat monthly platform fee plus usage (calls, SMS, MMS) and optional add-ons like insurance billing, ePrescribe, and telehealth. You only pay for what you use. Plans start at $99/mo for Core, $299/mo for AI Pro, and $499/mo for AI Advanced.
Yes. Velant offers Surescripts-certified ePrescribe with EPCS support for controlled substances across all 50 states, priced per prescribing provider.
Absolutely. Every lead is tagged to its source — ad, campaign, form, or referral — and tracked all the way to a booked, attended appointment. Closed-loop dashboards show your true cost per booked patient and ROI by channel.
Velant is purpose-built for behavioral health, addiction treatment (IOP/PHP), mental health clinics, telehealth providers, and multi-location medical practices — anywhere fast, compliant patient intake drives the business.