For independent practices · Built by physicians

Organize your surgeries. Track patients through their journey.

Next steps and outstanding items, on one worklist. Captured referrals. Scheduled patients. Outstanding peri-op work. So the list still runs when the person who holds it all in her head is out.

See the worklist

The worklist

Next steps and outstanding items. Highlighted.

Captured referrals. Scheduled patients. Outstanding peri-op work. One list — so coverage doesn't live in one person's head.

Track the journey

Track patients through their journey.

Next step by text: what to expect, what to bring, what's still outstanding. Before she even thinks to ask.

SMS + Video

Organize the surgeries

Organize your surgeries.

Captured referrals and scheduled patients on one list. Next steps highlighted. The handoff lands in Teams. No inbox to monitor.

Microsoft Teams

Outstanding items

Outstanding items, highlighted.

What's still open is on the worklist before the visit. The practice still runs when she's out.

The list

Captured referrals

Scheduled patients

Outstanding items highlighted

The list still runs when she's out

No dropped balls

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 · Lavender Vision

Live

Referral Genie

Incoming referrals on one worklist — matched, routed, next step highlighted.

Arbor Eyecare · Pinnacle Eye

Learn more →

In pilot

Pathway Genie

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

Arbor cataract pilot

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

Live with real practices

“Genie has freed staff time so we can serve more patients. Pathway Genie sends our cataract consult patients three videos before they come in — patients are more prepared.” — Rebecca Dale, MD, Owner, Arbor Eyecare

“Fax Genie has been great. I can definitely say that the workload is lighter.” — Practice Administrator, Peak Retina

“Arbor Genie has streamlined our ability to triage incoming faxes without wasting time or paper! The AI matches the fax to the correct patient account and uploads it, which allows our staff to focus on being present for our patients.” — Emily Keister, OD, Owner, Lavender Vision

“This creation solved the bottleneck of never ending faxes caused by the download, print, scan, upload, refile process. He’s single handedly saving the rainforest!” — Seth Richards, COO, Lavender Vision

Who built this

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 MPH

Founder & CEO · Pulmonary/Critical Care

Rebecca Dale, MD

Chief Product Officer · Owner, Arbor Eyecare

Born at Arbor Eyecare, in the Cascade foothills of Washington.