AI-ENABLED TECHNOLOGY

Intelligence built
into every step of the revenue cycle.

AI platforms — Workmate · KBS · 1stCred

AI agents — calling · documents · denials

Conversational BI — talk to your revenue data

Explore the stack

AI platforms

Workmate · KBS · 1stCred · DME Portal

AI agents

Calling · documents · denials · automation

Conversational BI

Talk to your revenue data

Integration

Market-leading EHR · PM · ISV

Security

HIPAA · SOC 2 · HITRUST

OUR TECHNOLOGY PHILOSOPHY

Tech-enabled service— with a human touch

We don’t lead with automation for its own sake. Knack invests in proprietary platforms and AI so expert teams can focus on judgment-heavy work, appeals, edge-case documentation and payer nuance, while the system absorbs repetitive, high-volume tasks that quietly drain margin.

The result is reimbursement that is faster, cleaner and more predictable in exactly the specialty environments where generic, off-the-shelf RCM tooling breaks down

That combination of proprietary data, embedded AI and end-to-end workflow ownership is difficult to replicate, which is exactly what lets Knack absorb complexity that generic, off-the-shelf RCM tooling can’t.

Automate

The repetitive, at volume

Eligibility checks, status calls, document validation and posting handled by AI agents and intelligent processing — accurately, around the clock.

Augment

The expert, with insight

Conversational BI and denial intelligence put the right work in front of the right specialist, with the context to resolve it the first time.

PLATFORMS

Software we own — so we can tune it to the work

Three AI-powered platforms and a specialty-built portal carry the daily work of the revenue cycle - the workflow engine our teams and clients log into, and the billing and credentialing systems behind it instead of bending generic tools to fit complex specialties.

Workmate — orchestration engine

The automation-first task platform where teams do their day-to-day work — fifteen modules covering task execution, OCR-driven automation, claim and denial management, and real-time reporting.
Explore Workmate →

KBS — Knack Billing System

Purpose-built for ophthalmology and optometry practices, KBS manages the specialized workflows unique to eye care – medical and vision benefit plan administration, specialty-specific coding and documentation through one unified platform covering patient information, insurance claims processing, compliance, reporting and audit trails.

Explore KBS→

1stCred — credentialing engine

Automates the full credentialing lifecycle: verification, payer enrollment, CAQH management, license and certification tracking; so provider maintenance keeps pace with reimbursement and regulatory deadlines instead of lagging behind them.

DME Portal — documentation engine

Automated physician outreach, compliance validation and record-level reporting — built to recover held DME revenue stuck behind missing paperwork.
Explore the DME Portal →

PLATFORMS · WORKMATE

Workmate — where workflows, data and automation converge

Workmate is Knack’s AI-enabled orchestration engine. It drives intelligent execution end-to-end and integrates deeply with client systems for real-time visibility, control and performance across the revenue cycle — one operating layer over many disconnected tools

Intelligent task orchestration

AI-driven workflow routing and execution with dynamic prioritization and escalation management — work flows to where it resolves fastest.

Configurable operating logic

Tailored to each client’s workflows, with an embedded communication layer across teams and stakeholders.

Continuous learning loop

Every claim, denial and appeal outcome feeds back into the model, so payer-specific rules and reimbursement intelligence get sharper the longer we run your book.

Deep client-system integration

Connects to EMR, PM and ISV platforms so orchestration runs on live data, not exports and spreadsheets. Eligibility and claim status run through integrated APIs including Availity and pVerify.

AI AGENTS

A growing team of AI agents, embedded in the revenue cycle

Each AI agent is embedded directly inside revenue cycle workflows — patient access, coding, claims, denials, collections and payment integrity; not bolted on as a separate tool. And the roster keeps growing.

AI calling agents

Automated, voice-capable agents handle high-volume payer and patient interactions — eligibility, status and follow-up calls — freeing specialists for the conversations that need a human.

Document extraction agents

Extracts, classifies and validates clinical and billing documents at scale — turning messy, multi-format paperwork into structured, claim-ready data with accuracy checks built in.

Denial intelligence agents

Pattern detection across denials surfaces root causes and feeds prevention back into front- and mid-cycle controls — so the same denial doesn’t recur next month.

Intelligent automation (AI-powered RPA)

Handles eligibility verification, medical necessity validation, charge capture, claim submission and appeals on legacy portals and payer systems that have no APIs – an adaptive agent working the same queues your teams do, not brittle scripted RPA.

AI-enabled DME documentation & physician outreach

Automation plus expert oversight, end to end

The Knack DME portal combines automation with expert review to improve documentation quality, reduce rework and accelerate reimbursement in one of healthcare’s most denial-prone segments.

1

Data
Inputs

Patient · Physician · Client · Payer

Document validation

AI checks each record against payer and CMN requirements before it moves forward.

3

Physician outreach

Automated requests reach the ordering physician for missing signatures or documentation.

4

Patient
outreach

Patients get an automated, trackable follow-up for any outstanding information.

Faster turnaround

Higher-quality data

Conversational BI

Ask your revenue
cycle a question

Analytics you converse with — AR health, denial trends and throughput as a live dialogue with your dashboards, not a static report someone exports on Friday.

Chart as you chat: drill from a KPI to the payer, code or site driving it, forecast cash and act before a problem hardens into a write-off — the same live data that runs the operation, in plain language.

Chat with your dashboards

Illustrative example:

Which payers drove last month's denial spike?

Two payers account for 71% of the increase — CO-16 (missing modifier) up 38%. An estimated 62% is recoverable; charting the trend now.

Forecast cash impact if we fix the modifier edit this week.

+$412K over 60 days, with first-pass yield back above target by week 3.

Integration & connectivity

Built to operate in messy, multi-system environments

Real provider environments run on a patchwork of EHR, PM, clearinghouse and payer-portal systems that are rarely fully interoperable which is exactly where generalist automation breaks down and specialty-embedded workflow ownership pays off.

Deep integration with market-leading EHRs and PMs pairs ISV partner technology with our specialty depth, so orchestration runs on live, connected data from day one.

EMR · PM · ISV connectivity

Connected systems

Market-leading EHRs

PM systems

ISV platforms

Clearing houses

Payer portals

Security & compliance

Protected health information, protected by design

Healthcare data demands more than good intentions. Knack’s platforms and 

processes are built around the certifications and controls that complex providers 

require — security is a design constraint, not an afterthought.

Access & auditability

Role-based access controls and full, explainable audit trails ensure every AI-assisted decision in billing and credentialing is traceable back to its source data and reviewable by a human.

Data protection

PHI safeguards built into workflows, integrations and the AI layer — handled to HIPAA standards throughout.

Independently certified

Validated against recognized security and quality frameworks, reviewed on an ongoing basis

HIPAA

SOC 2

ISO 27001

ISO 9001

PCI DSS

HITRUST

See the stack run on your revenue cycle

Bring a specialty, a denial pattern or an AR backlog — we’ll show you where our AI platforms, AI agents and Conversational BI move the number.

See the stack run on your revenue cycle

Bring a specialty, a denial pattern or an AR backlog — we’ll show you where our AI platforms, AI agents and Conversational BI
move the number.