Clinical operations platform for independent practices

The pathway between your EMR and great care.

Arbor Genie automates the clinical operations your EMR doesn't see — fax intake, patient journeys, referrals, prior auth. Built by physicians who live the problem.

See how it works
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The Genie Platform

One platform. Many pathways.

Your practice runs on workflows — fax intake, patient prep, referral coordination, prior auth, records requests, follow-ups. Most of them still happen in spreadsheets, sticky notes, and someone's head. Arbor Genie is a clinical operations platform. Each workflow becomes a pathway, automated end-to-end, visible to your team.

Live

Fax Genie

Our OG pathway. Faxes classified, patients matched, charts updated.

Arbor Eyecare · Peak Retina
In pilot

Pathway Genie

Patient journey orchestration over SMS — cataract consult prep, post-op, and beyond.

Arbor cataract pilot
Live

Inbound SMS

Patient texts routed to staff with safe defaults — STOP, HELP, or a real question.

Arbor Eyecare
What's next?

Your next bottleneck.

Direct messaging, prior auth, and whatever's chewing up your team's time. We add pathways as customers ask.

In design

A pathway is a series of steps. Each step is a block of work. Each block talks to your EMR. We automate the clinical operations layer your EMR doesn't have time for — without replacing your fax vendor, EHR, or anything else you already use.

Fax Genie · our OG pathway

Your pile is your opportunity.

Every fax in that stack is a patient who needs something. A referral. A record. A lens to verify. Fax Genie was our first pathway — born from Joel at Arbor Eyecare drowning in 2–3 hours of fax sorting every day. Today it runs at every Arbor Genie customer, reading faxes, understanding them, and preparing the next step.

  • Incoming referrals automatically classified, patient-matched, and routed to your team
  • Medical records distilled to what matters — action items, not 45 pages
  • Contact lens verifications compared against your EHR and auto-drafted
  • Referral intelligence — see where patients come from, grow those relationships
Works with Microsoft Teams ModMed Eyefinity + others
See all workflows →
Before
2–3 hrs/day reading faxes, figuring out who does what, doing data entry
After
Open your queue. Tasks prepared. Review, approve, move on.
Fax Genie dashboard — faxes classified, patient-matched, ready to act
Pathway Genie · the patient-journey pathway

Patients prepared.
No dropped balls.

We send personalized videos and messages to your surgical patients before they come in. They respond. We route it to your team in Teams. Pre-op appointments become focused on care — not logistics.

Patient at home, prepared
Step 1 — Weeks before surgery
She gets a text with a personalized video.
What to expect. What to bring. How to prepare. Answered before she even thinks to ask.
SMS + Video
Surgery coordinator, calm
Step 2 — Her response routed instantly
Your coordinator gets the handoff in Teams.
No inbox to monitor. No portal to check. The right message lands in the right channel.
→ Microsoft Teams
Pre-op appointment — focused on care
Step 3 — Day of pre-op
Visit focused on care. Not catching up.
Patient walks in knowing what to expect. Consents complete. No logistics. Just the clinical conversation.
Outcome
More prepared patients
Higher surgical conversion
Fewer no-shows
Coordinator time back
No dropped balls
Trusted by
Arbor Eyecare Peak Retina
"I used to spend hours sorting through faxes. Now I just review what's been prepared and approve it." — Joel, Back-Office Coordinator, Arbor Eyecare

Built by physicians
who live this.

We're not outside tech people guessing at healthcare. We run Arbor Eyecare — a multi-location practice with medical and surgical services. We had this exact problem. We built the solution for ourselves first.

Chris Dale MD
Chris Dale, MD MPH
Founder & CEO, Arbor Genie · Pulmonary/Critical Care Physician
Arbor Eyecare

Born at Arbor Eyecare, a comprehensive eyecare practice in the Cascade foothills.

Rebecca Dale MD
Rebecca Dale, MD
Chief Product Officer, Arbor Genie · Owner, Arbor Eyecare
Let's talk

Your practice deserves
thoughtful technology.

Works with ModMed, Eyefinity, and others. 15-minute call — we'll show you exactly what it looks like.

Get in Touch