Request Your Automation Audit
Send the workflow you want reviewed first. We will help determine whether it belongs in a practical automation pilot.
Use this page to request an automation audit. Tell us which business workflow is costing the most time, causing missed follow-up, creating rework, or blocking growth, and we will review whether it is a good fit for a practical first automation pilot.
Good workflows to mention include intake, missed calls, follow-up reminders, document handling, approvals, scheduling, reporting, customer handoffs, or internal staff queues. If you are a medical practice, you can mention your EHR/EMR or practice-management platform, such as athenahealth, Epic, Oracle Health/Cerner, eClinicalWorks, NextGen, Practice Fusion, Veradigm, or another system. Please do not include patient names, dates of birth, medical details, insurance ID numbers, or other PHI in this form.
If the audit leads to a build, Cornerstone can coordinate with your internal IT team, MSP, vendor contacts, website team, phone/SMS provider, or other technology partner to set up the access, permissions, hosting, domain/email/SMS configuration, logging, and rollout steps needed for a safe pilot.
Medical practices can also go directly to the Medical Practice Automation Audit page, review the Medical Practice Automation Guide, or read our insurance readiness and provider routing page before submitting.
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