And answers your questions
A question about a claim, a patient history, or how this week is tracking? Brain² answers instantly — grounded in your practice’s own data, not the open internet.
ClickUp for HealthcareYou went to med school.
You went to med school.
Not admin school.
Let ClickUp run the busywork of your practice — appointments, claims, charting, and recalls — so you can stay where you matter most: with your patients.
Connects to your PMS & EHR · HIPAA compliant with a BAA (Enterprise) · Live in days
AI that runs the
doctor’s office
Keeps you in the loop
Watch agents move through charting, billing, and recalls in real time — pausing for your sign-off only on the calls that genuinely need a clinician.
Does your paperwork
Credentialing, prior authorizations, EFT posting, and reconciliation — handled automatically, the moment the work lands. No backlog, no after-hours.
Always in the loop
Watch every dollar and every claim, without lifting a finger.
ClickUp keeps a live read on your practice’s revenue cycle. Brain² flags what needs attention; Super Agents clear the rest before you’ve finished your coffee.
0 percent
of claims posting handled autonomously. The more Brain² learns, the less it needs you.
Weekly activity
Mar 24 – Mar 30 · auto-reconciled
$0.00posted this week
Posted$67,119.50
Pending$3,535.50
Flagged for review27 claims
Everything your practice runs on,
working as one.
The foundation
ClickUp Platform
One home for appointments, patients, claims, tasks, and docs. Connects to the PMS and EHR you already run, so nothing lives in a silo.
The intelligence
ClickUp Brain²
A reasoning layer over your whole practice. Ask anything in plain English and get grounded answers, summaries, and next steps — no prompt engineering.
The workforce
Super Agents
Autonomous agents that do the admin — confirm visits, post payments, chase claims, draft notes — and quietly escalate the edge cases to you.
The deliverables
Artifacts
Ask Brain² for the document, plan, or dashboard you need and it builds one from your workspace data. Numbers refresh as the work moves, comments turn into the next version, and you share a live link instead of emailing a file.
How ClickUp works
Three steps from buried in admin to back with your patients.
01
Connect your practice
ClickUp syncs appointments, claims, and patient records from your PMS and EHR — so every task an agent touches starts with full context.
02
Agents do the work
Super Agents reconcile EFTs, file prior auths, draft visit summaries, and confirm appointments — pausing only for the moments that need you.
03
Brain² posts & reports
Reconciled work is written back to your systems of record and your books stay current. Brain² surfaces what needs a human, ranked by urgency.
0 or more
practices nationwide
0 hours
saved per provider, weekly
0 percent
fewer denied claims
Give your providers their evenings back. Agents close the books before anyone thinks to ask, and Brain² answers the billing questions your front desk used to spend hours chasing.
FAQ
ClickUp runs the administrative core of your office — appointment confirmations, insurance posting, EFT reconciliation, prior authorizations, credentialing, and recalls. Super Agents do the work and Brain² answers your questions along the way.
ClickUp for DoctorsA breath of fresh air
A breath of fresh air
for your practice.
Hand the busywork to ClickUp. Keep the part of medicine you actually trained for.