Clinic operations for eCW practices

Start the clinic day with the preparation already done

Xylar prepares your eClinicalWorks schedule, checks insurance, and brings collection guidance into your team’s daily workspace. Staff see the visits that need attention before patients arrive.

HIPAA compliant · Standard BAA with every clinic

WorksheetIllustrative data
PipelineTue, Oct 7
  1. 1Schedule pullComplete · 38 appointments
  2. 2Patient readComplete · 38 patients
  3. 3CCM reviewComplete · 38 patients
  4. 4Eligibility checkComplete · 41 coverages
  5. 5Reconcile scheduleNot run · After close
Copay unclearBell, Marcus · 9:40 AM · Example Health PPO
Each preparation step for the next clinic day reports its own status. Here one visit needs a person: the payer returned two possible copays.

Why it matters

What changes for owners and practice managers

Less information gathering before visits

Schedules, coverage, balances, and insurance answers are pulled together before the day starts, instead of collected screen by screen each morning.

Clear ownership of unresolved work

Each open question lands in a queue for the role that can answer it, and it stays visible until someone resolves it or records why they couldn’t.

Visibility into collections and missing outcomes

See what was expected, what staff recorded as collected, and which visits have no outcome recorded at all, by day and by location.

The clinic day

One visit from the night before to the collections report

Follow one scheduled visit from overnight preparation to the manager’s report. Calls and care-management follow-up run alongside it.

  1. 1Prepare before patients arrive
  2. 2Resolve the cases that need judgment
  3. 3Run the front desk with context
  4. 4Keep follow-up moving
  5. 5See what happened

Before the clinic day

Prepare before patients arrive

On the schedule you set up with us, Xylar pulls the next clinic day’s appointments from eClinicalWorks, refreshes each patient’s coverage and account information, gathers care-management evidence, and runs insurance checks. Each step shows its own progress, so nothing is assumed done.

  • Appointments pulled by provider, with schedule blocks left out
  • Payer-specific eligibility checks, with a same-morning recheck where a payer needs it
  • Each worksheet cell shows a usable answer, or why there isn’t one yet
WorksheetIllustrative data
38 appointments1 cell needs attention
Appointment TimePatientCoverage StatusCo-payBALANCECOLLECT
8:20 AMAlvarez, NinaACTIVE$0.00$0.00$0.00
9:00 AMChen, RobertACTIVE$30.00$0.00$30.00
9:40 AMBell, MarcusACTIVEReview$25.00—
10:20 AMOsei, AbenaACTIVE$40.00$110.00$150.00
Marcus Bell’s 9:40 visit: coverage is active, but the payer returned more than one copay, so the copay cell is marked for review instead of being guessed.

Before opening

Resolve the cases that need judgment

When a payer’s answer is incomplete or ambiguous, Xylar doesn’t guess. It opens a review for your insurance staff, with the coverage on file and the amounts the payer returned. Their decision carries through to the front desk.

  • Clear reasons: check failed, coverage inactive or unclear, benefits missing, copay unclear
  • When the plan on file fails, Xylar can search for other active coverage for staff to confirm
  • “Cannot resolve” records why, so stuck cases stay visible
Insurance reviewIllustrative data
Copay unclearBell, Marcus

Insurance returned more than one copay — confirm which applies before collecting.

Payer:
Example Health PPO
Visit date:
Oct 7, 2026

Which copay applies?

$25.00✓ $40.00

Note (optional)

Specialist office visit — confirmed with payer portal
Resolve with $40.00Cannot resolve
The reviewer picks the copay that applies and adds a note. Resolving updates the amount the front desk will see.

As patients arrive

Run the front desk with context

About an hour before each appointment, the visit appears on the Arrivals list with what to ask for (copay, prior balance, and any credit) and a “Why?” that explains the number. Staff then record what happened.

  • Supported coverage rules, such as QMB, can recommend collecting nothing, with the reason kept
  • Outcomes: collected, credit applied, waived, no-show, canceled, or rescheduled
  • Xylar records the outcome; payments go through your existing process
ArrivalsIllustrative data
Arrivals

Marcus Bell

#10482 · 9:40 AM · Follow-up · Main Street

$65.00 due Why?

Copay $40.00 · Balance $25.00

CollectDismiss

Abena Osei

#11937 · 10:20 AM · New patient · Main Street

$150.00 due Why?

Copay $40.00 · Balance $110.00

6 more appointments surface later today

The front desk sees what to collect and why. Collect opens the form for recording the amount.
Why?Illustrative data

Why is $65.00 due today?

Marcus Bell

Insurance check: $40.00

We checked the patient’s insurance for this visit.

What to collect today: $65.00

This is the amount currently due at check-in. This includes $25.00 from an outstanding balance.

Where the amount comes from.
CollectIllustrative data
$ 65.00Amount collected
Note (optional)
SaveCancel
Recording the outcome. Xylar doesn’t charge the card.

Through the day

Keep follow-up moving

Voicemail left on a Xylar-connected clinic number is transcribed and summarized, with a suggested urgency to help staff decide what to return first. Calls without a voicemail become missed-call work. Care managers get their own board for CCM outreach and check-ins.

  • Recordings, transcripts, and callback status shared across staff
  • An optional one-time text to callers you missed
  • CCM cards with conditions, contact details, and earlier declines; outcomes set the next attempt
CallsIllustrative data
(205) 555-0142High8:14 AM

Asking whether a medication refill was sent to the pharmacy; requests a callback today.

Callback - Left Message

Recording

▶ Play Recording

Transcript

“Hi, this is a message for the nurse. I was told my refill would be sent over on Friday and the pharmacy still doesn’t have it…”

StatusCallback - Left Message
Urgency is a suggestion for prioritizing. Staff listen, call back, and set the status.
Care managementIllustrative data
Okafor, GraceCCM outreachRetry

Main Street · Visit Oct 3

Enrollment
Not enrolled
Attempts
1
Provider
Dr. Priya Lin
Phone
(205) 555-0188

Conditions

Type 2 diabetes (E11.9)

Essential hypertension (I10)

EngagedLeft VMNo answerDeclinedDismiss
A care manager records each call outcome. Xylar doesn’t place calls.

After close

See what happened

After close, Xylar reconciles the schedule with final appointment statuses in eClinicalWorks. Owners and administrators see what was expected, what was recorded as collected, and where outcomes are missing.

  • Copays and balances by day and location, with collection rates
  • Tracking gaps: days where more than 30% of outcomes weren’t recorded
  • Attendance, insurance discovery results, and an insurance routing watch
ReportsIllustrative data
Collections
DayExpectedCollectedShortfallRateCopaysBalances
Mon, Oct 6$2,140$1,905$23589%$1,180$725
Fri, Oct 3Tracking gap$1,860$1,120$74060%$860$260
Thu, Oct 2$2,310$2,070$24090%$1,240$830

Fri, Oct 3: more than 30% of this day’s asks have no outcome recorded; its rates reflect recording more than collection.

Completed 112No-show 7Canceled 5Rescheduled 3Unreconciled 1
Collections are based on outcomes staff record, and applied credit counts as settled. These figures are not bank deposits.

What clinic staff tell us

  • “I love this.”

    Receptionist, Xylar clinic
  • “This has made life so much easier.”

    Office manager, Xylar clinic
  • “Incredible.”

    Practice owner, Xylar clinic

Product

Six areas in one workspace

Each area shares one record of the visit, so a decision made in one place shows up in the next.

Visit preparation

The next clinic day assembled in one worksheet before anyone opens eCW.

  • Schedule, coverage, balance, and CCM reads for every scheduled patient
  • Step-by-step progress, with failed or partial steps shown

Insurance verification

Usable benefit answers for scheduled visits and walk-ins.

  • Copay, coinsurance, deductible, and plan details when the payer returns them
  • Unclear answers go to review, and failed plans can trigger a coverage search

Collection guidance

What to ask for at check-in, with the reason one click away.

  • Copay, prior balance, and credit combined into one amount
  • Supported coverage rules, plus rules set up for your clinic

Care-management workflows

Patients who may be CCM candidates, turned into outreach work.

  • Screening from conditions and enrollment recorded in eCW
  • In-person, outreach, and monthly check-in queues with outcomes

Calls and shared work

Voicemail and missed calls your staff can see, own, and close.

  • Transcripts, short summaries, and suggested urgency
  • Callback status and an optional missed-call text

Management and reporting

What the day produced, and where recording fell short.

  • Collections by day and location, with tracking gaps flagged
  • Attendance reconciled against eCW; team roles and locations

eClinicalWorks

Reads from eClinicalWorks without writing back

Xylar reads what its workflows need from your eCW web application, using an account your clinic sets up for it. Decisions are kept in Xylar, and chart changes stay with your staff in eCW.

What Xylar reads

Schedule
Appointments by provider, through end-of-day status
Coverage
Each patient’s insurance list and payer details
Account
Balances, credits, and current-visit charges
Care management
CCM enrollment, conditions, and contact details

What Xylar doesn’t do in eCW

  • Edit charts or demographics
  • Enroll patients in CCM
  • Post payments or submit claims
  • Book, move, or cancel appointments
Technical details for your IT and billing teams

Other eCW data. Xylar also reads recent account claim lines as evidence for care-management review, and final appointment statuses for end-of-day reconciliation.

Connection health. Xylar watches the eCW account for expiring, invalid, or locked passwords, raises an alert, and stops retrying a login eCW has rejected. Patient reads are paced, and an interrupted read picks up where it stopped.

Insurance checks are sent electronically through Stedi, a healthcare clearinghouse. Some payers must be set up before they can be checked; Xylar shows those as “not set up for online checks” instead of guessing.

Other connection options. Xylar also has a separate connector for eCW’s FHIR bulk-data and healow scheduling interfaces. It isn’t part of the standard setup. Xylar doesn’t offer connectors for other EHRs today.

Who it’s for

Built for the people who run the visit day

Front desk, insurance and data-entry staff, care managers, and the owners and managers who oversee them each get a workspace for their part of the day.

A good fit if

  • You run on eClinicalWorks, with mostly scheduled visits
  • Your staff verify insurance and collect at the front desk

Also supports practices running CCM outreach.

What Xylar isn’t

  • An EHR. Charting, orders, and claims stay in eCW.
  • A payment processor or billing system.
  • An answering service. Xylar doesn’t talk to callers or book appointments.

Security and access

Access controls in plain language

HIPAA and business associate agreements

Xylar is HIPAA compliant. We sign a standard business associate agreement with every clinic we onboard, and we have BAAs in place with the vendors that handle patient information. Our SOC 2 Type 1 audit is in progress, with Type 2 to follow.

Clinic-scoped access

Staff see only their own clinic’s data; every request is checked against it.

Staff permissions

Each role sees the workspaces it needs. Collections reports are limited to owners and administrators.

Session controls

A clinic-set idle timeout locks the screen until the user’s password is entered. Sessions have a maximum length.

Recorded activity

Selected events (sign-ins, recording playback, exports, and review decisions) are recorded with who performed them.

Recordings

Voicemail audio plays only for signed-in clinic users, through short-lived links, and each playback is logged.

Need a copy of our BAA, or a security questionnaire filled in? Ask during your demo and we’ll send what your review needs.

Book a demo

Questions

Questions clinics ask us

What information does Xylar read from eClinicalWorks?

The schedule for each configured provider, each scheduled patient’s insurance list and payer details, account balances, credits and current-visit charges, recent account history used as care-management evidence, CCM enrollment and conditions, and end-of-day appointment status. Xylar reads these through your eCW web application using an account your clinic sets up for it.

Does Xylar change records in eCW?

No. Xylar doesn’t edit charts, enroll patients, post payments, submit claims, or change appointments in eCW. Decisions made in Xylar are stored in Xylar. When something needs to change in the chart, your staff make the change in eCW, and Xylar can link them to the right patient.

What happens before the clinic day starts?

Once automated preparation is turned on for your clinic, Xylar works through the next clinic day: it pulls the schedule, refreshes coverage and account information, gathers care-management evidence, and runs insurance checks. For payers that only answer accurately on the day of the visit, it can recheck that morning. Each step shows its status on the worksheet. If a step can’t finish, it’s flagged for a person instead of being skipped silently. Your staff can also run each step by hand.

What happens when insurance information is uncertain?

Xylar keeps an unclear answer unclear. If a check fails, coverage comes back inactive or unclear, benefits are missing, or the payer returns more than one possible copay, Xylar opens a review task explaining the problem. The reviewer can choose from the amounts the payer actually returned, record what they verified another way, or mark the case as unresolvable with a reason. The result carries through to the front desk. When the plan on file comes back inactive or the payer can’t find the patient, Xylar can also search for other active coverage. A found plan is shown to staff, who confirm the patient’s card and update eCW before collecting. A search doesn’t always find coverage, and Xylar doesn’t change eCW itself.

Which actions still require staff judgment?

Resolving unclear insurance answers, deciding what to collect from patients with more than one coverage when no supported rule applies, collecting from the patient and recording the outcome, returning calls, and every care-management conversation. Xylar prepares the information, suggests amounts and urgency, and tracks status. The decisions belong to your team.

Does Xylar process patient payments?

No. Xylar tells the front desk what to ask for and records what was collected, any credit applied, and why a full amount wasn’t collected. Payments are taken through your existing process.

What can managers measure?

By day and location: expected versus recorded collections, split into copays and balances; visit and dollar collection rates; visits with no recorded outcome, and days where more than 30% are missing; appointment attendance reconciled against eCW; and insurance-check and preparation activity. Collection figures come from what staff record, and applied credit counts as settled, so they aren’t bank deposits. Some report panels, such as estimated staff time saved, are estimates based on fixed assumptions and are labeled that way.

What setup and clinic configuration are required?

An eCW account for Xylar and your eCW web address; your providers with their NPIs and eCW schedule resources; your group NPI and organization details for insurance checks; your locations; and invitations for your team with their roles. We also match your eCW payers to electronic payer IDs. Some payers need enrollment before they can be checked. Optional pieces are set up per clinic: automated overnight preparation, care-management screening, clinic-specific collection rules, a Xylar phone number for each location, missed-call texts, and Slack notifications.

Does Xylar answer the phone or book appointments?

No. Calls to a Xylar-connected number hear a short greeting and can leave a voicemail. Xylar doesn’t hold a conversation, transfer calls, or book appointments. Transcripts and summaries exist only for calls where the caller left a voicemail. Calls without one become missed-call tasks.

Where does Xylar use AI?

In two places. Voicemail is transcribed by a speech-to-text model, then a language model writes a short summary and suggests an urgency level for prioritizing callbacks. In reports, a language model can write a short summary of collection findings that Xylar has already calculated. Insurance interpretation, collection amounts, and care-management screening follow written rules, not AI.

Is Xylar HIPAA compliant?

Yes. Xylar signs a standard business associate agreement (BAA) with every clinic it onboards, and has BAAs in place with the vendors that handle patient information. Xylar’s SOC 2 Type 1 audit is in progress, with Type 2 to follow. The Security section above describes the access controls built into the product.

Which EHRs does Xylar work with?

eClinicalWorks. Xylar doesn’t offer connectors for other EHRs today. If you’re on a different system, let us know during your demo.

How is Xylar priced?

Pricing is set in each clinic’s agreement and isn’t published. We’ll go through it during the demo.

Book a demo

See a clinic day in Xylar

In 30 minutes we’ll show a clinic day in Xylar, from overnight preparation and insurance review to the front desk and the collections report, then talk through what setup your clinic would need. Bring the questions your team would ask.

Xylar Demo

30 minutes · Google Meet video call

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