If your team is inundated with daily workflows involving document and electronic signature capture, then Orbit DX is your solution. It contains complex data exchange tools using Machine Learning, AI framework to help businesses virtually automate any segment of the business process.

  • Pure Automation: Take your business to the next level, setting yourself apart in the industry, with a glance at the capabilities and advanced features of automation.
  • Data Safety: Hosted at SOC2 TYPE2 datacenter, grant access information to internal or external users using various levels of security measures.
  • Workflow: Reduce manual workloads with simple to set up data exchange tools like smart forms, templates, and documents.
  • Quick Access: Stay connected using cross platform application, keeping your contacts informed at each stage of the process and all ongoing touch points with active notifications.
  • User Friendly: Monitor and measure status of operations with easy to use interactive, intuitive, graphical charts visible on your dashboard.
  • 24/7 Support: Providing 24/7 access to the support team. Your success is our success.

Health Care Services

Set up an electronic process for collecting and managing referrals, patient intake paperwork, benefit authorizations, appointment scheduling, eligibility verification, billing, claim status checks and ERAs.

  • Empower your front office teams to take on new responsibilities with an improved, effective, and efficient process form managing their daily patient and paperwork routines. Eliminate clipboards, scanning, and copying during intake.
  • Maintain compliance with HIPPA regulations by storing and controlling role-based access to all documents in secure electronic location.
  • Share and capture e-Signatures on all critical documents including Assignment of Benefits (AOB) and Advanced Beneficiary Notice (ABN). 
  • Automate daily processes with notifications, and alerts, to patients as applicable, using multiple communication methods (SMS, email and push notifications).
  • Design intake templates and receive documentation ahead of appointment, with fill-able fields eliminating the need to translate illegible handwritten forms.
  • Manage workflow between front, mid and back office using tasks, reminders, and alerts.
  • Take advantage of auto ERA and Payment posting to reduce manual labor work.



Our team works closely with your Business Subject matter experts (SME) to gather the business operational, workflow and automation requirements.

Requirements elicited out of initial meetings with SMEs are then translated into visual business process and workflow diagrams. Once the workflows have been reviewed and approved, application customization and setup will be completed. With a sandbox version of the customized application released for your team’s final approval.

  • Strategic business requirements gathering meeting held with business champions and SMEs
  • Develop business process, workflow diagrams to be presented for review and finalization
  • Begin customization based on finalized process flows and make application set up for use
  • Data Migration from legacy system
  • Creating lead users & training the lead users in sandbox environment
  • Production development and hand-off to support team


One-on-one or group trainings at your fingertips. Connect with your dedicated Client Experience Representative or our Product Training and Implementation Specialist. Whether onsite, offsite, or online, the training tools and techniques available will have you up and running without causing interruption to current business operations.

  • Identify the most economical and efficient training method to fit your business.
  • Use the sandbox created during implementation for setting up users who need to be trained.
  • Trainer the trainers aka Super Users, in various departments.
  • Provide electronic help files, video guides and tutorials for self-learning at own pace.


We are here to help! It is our goal to have this transition be as smooth and seamless for you, your team and clients, as possible. Whether assistance is needed with, acclimating to the new software system requirements, working through bug fixes, outlining enhancements or simply questions regarding any stage of the transition process, our team of dedicated Client Experience Representatives are available to serve you. Either by directly contacting us over the phone or via any electronic media channel.

  • Staff available for direct communication.
  • Support ticket opened to respond back.
  • Email to support directly.
  • Live chat

Technology Stack