What Calvient does

Calvient is a private healthcare technology company headquartered in Oklahoma City, Oklahoma, that operates a unified healthcare operations platform designed to consolidate the fragmented tooling that front-office, referral, and revenue cycle teams use in medical practices. The platform centers on an AI-powered "Agentic Workflow Cockpit" that centralizes inbound document intake (fax, voicemail, email, uploads), referral management, prior authorization tracking, patient communication, scheduling, and release of information into a single operating layer. Calvient is sold as an all-in-one subscription covering 29 features with quote-based pricing delivered through a direct sales motion targeting mid-market specialty practices, federally qualified health centers (FQHCs), hospitals, and health systems across the United States.

The platform's technical foundation includes a Live Agent Network of specialized AI agents (Inbound Triager, Insurance Checker, Prior Auth Checker, Reminder Agent, Record Compiler, Denial Drafter, Coding Reviewer, Specialist Finder, Referral Closer) that execute autonomous tasks in client environments, alongside CalvientGPT, a HIPAA-compliant AI workspace. The system integrates bidirectionally with 10+ EHR systems including eClinicalWorks, athenahealth, NextGen, ModMed, Oracle Health (Cerner), Veradigm, Altera Digital Health, Greenway Health, AdvancedMD, CureMD, and selectively Epic. Calvient has achieved SOC 2 Type II certification (April 2026), maintains HIPAA compliance, aligns to NIST AI RMF 1.0, and holds A-Level STIR/SHAKEN attestation for outbound calling — collectively a meaningful compliance posture for healthcare buyers.

Calvient is founder-owned with no external institutional investment identified. Leadership includes CEO Jonathan Minson (formerly of Oklahoma Heart Hospital and Encardio Health), CTO Josh Coleman (formerly of Oklahoma Heart Hospital and Shopify), COO and co-founder Devon Mobley, and CRO Jason Sprague. The company implements through a 6-10 week white-glove rollout with dedicated support, sells exclusively in the US domestic market, and lists on the Veradigm App Expo and ModMed synapSYS Marketplace. Reported customer outcomes include 65% inbox depth reduction, processing time cut from 6 days to 1 day, and per-referral processing time reduced from approximately 15 minutes to under 5 minutes at named deployments such as Oklahoma Arthritis Center.

Name

Calvient

Legal name

Calvient Technologies LLC

Website

https://calvient.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Short description

Calvient is a private Oklahoma City-based healthcare operations SaaS company that sells an AI-powered unified platform to mid-market specialty practices, FQHCs, and health systems. The platform consolidates fax/document intake, referral management, prior authorization, patient communication, and bidirectional EHR integrations into one subscription.

Ownership category

akta.pro rank

Headquarters

HQ city

Oklahoma City

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Subscription / Platform Licensing: Calvient is sold as an all-in-one platform subscription — "All features included — no per-module licensing or add-on fees." Pricing is not publicly disclosed; the company uses a sales-led motion with quote-based pricing tailored to practice size, specialty, and workflow scope. Implementation and onboarding fees may also be part of the commercial model given the 6–10-week implementation timeline with dedicated team support.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels9 records

Core offering

Calvient is a unified healthcare operations SaaS platform that consolidates 29 features across Clinical Ops, AI & Automation, Patient Experience, and Revenue & Compliance into a single subscription. It centralizes inbound signals (fax, voicemail, email, uploads), automates referral management, prior authorization, patient communications, and release of information, and deploys specialized AI agents in client environments to execute repetitive operational work alongside existing EHR systems.

Product overview

Calvient is a unified healthcare operations platform (The Everything App for Healthcare Ops) that consolidates 29 features across Clinical Ops, AI & Automation, Patient Experience, and Revenue & Compliance into a single integrated system. The core platform includes Practice Inbox (AI-powered document and fax workflow), Calvient Channels (patient communication and engagement), CalvientGPT (HIPAA-compliant AI workspace), and a Live Agent Network of specialized AI agents for autonomous task execution. The platform integrates alongside existing EHR systems rather than replacing them, connecting to athenahealth, eClinicalWorks, NextGen, ModMed, Veradigm, Oracle Health, Altera Digital Health, Greenway Health, AdvancedMD, CureMD, and Epic. Additional products include Practice Intelligence (AI-powered workflow automation) and SingleClique (scheduling and event management).

Differentiator

Problem solved

Functional benefit

Products and services

• Calvient Platform All-in-one healthcare operations platform for specialty practices, FQHCs, hospitals, and service providers that replaces multiple single-purpose tools with one system for intake, follow-up, task ownership, reporting, and AI-assisted workflow execution. Sold as a single subscription with all modules included and 6-10 week implementation.
• Practice Inbox AI-powered document and fax workflow product that centralizes inbound faxes, emails, voicemails, and uploads, automatically classifies documents, extracts key fields, supports multi-patient fax splitting and duplicate detection, and writes filed documents directly into the EHR.
• Calvient Channels Patient communication and engagement product supporting two-way SMS, secure messaging, appointment reminders via SMS/phone/email with follow-up sequences, online scheduling, waitlist automation, recall and chronic care gap campaigns, and patient self-service options.
• CalvientGPT HIPAA-compliant AI workspace where care teams can ask operational questions, summarize documents, and retrieve workflow context securely, integrated into the Calvient platform.
• Agentic AI (Live Agent Network) Specialized AI agents deployed live in client environments to autonomously execute operational work such as inbox triage, insurance verification, prior auth checking, reminders, chart packet assembly, denial drafting, coding review, and referral loop closure, with skills, knowledge sources, and task routing capabilities.
• Practice Intelligence AI-powered platform for patient care coordination and clinic operations that automates workflows such as authorizations and medical records requests as part of Calvient's broader platform.
• SingleClique

Quantifiable outcome

• 65% inbox depth reduction; processing time cut from 6 days to 1 day; managing 1M+ pages annually without adding staff
• +3 more outcomes

Named customers12 records

Segments5 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration13 records

AI capability10 records

Feature10 records

Partnerships

Four partnerships are on record, tiered core.

• IkonopediacoreStrategic or Co-development Partner · 13 April 2026Ikonopedia and Calvient announced a partnership combining Ikonopedia's breast imaging workflow software with Calvient's secure digital communication platform. The collaboration enables breast imaging providers to deliver time-sensitive follow-up information directly to patients' phones rather than through cumbersome portals or traditional mail. The partnership is expected to serve as a platform for broader innovation in healthcare communication, with Ikonopedia planning to showcase the new capabilities at the Society of Breast Imaging conference in Seattle. Calvient provides the secure communication layer (messaging, reminders, patient outreach) that complements Ikonopedia's imaging workflow management.
• MGMA (Medical Group Management Association)coreGTM or Marketing Partner · 6 January 2026Calvient became a corporate sponsor of MGMA, providing Calvient access to the MGMA community of practice administrators and medical group leaders nationwide. Through this partnership, Calvient can engage more directly with decision-makers, share solutions at MGMA events, and incorporate MGMA's Principles of Practice Management into Calvient's internal team training curriculum. The partnership aligns with Calvient's mission to support healthcare practice operations and is designed to benefit both Calvient and the practices served.
• VeradigmcoreTechnology or IntegrationCalvient is listed on the Veradigm App Expo (Veradigm's marketplace of certified third-party applications). Calvient integrates with Veradigm to pull appointment schedules, patient demographics, and clinical context, enabling Calvient to trigger readiness workflows, match inbound documents to the right patient record, and write completed task outcomes back to Veradigm. The listing is reviewed through Veradigm's Connect program.
• ModMed (Modernizing Medicine)coreTechnology or IntegrationCalvient is listed on ModMed's synapSYS Marketplace. Calvient integrates with ModMed EMA to pull appointment data, patient context, and order information into its operational layer, enabling specialty-specific workflows for dermatology, orthopedics, GI, ENT, ophthalmology, and other specialties. Completed tasks and intake data flow back to ModMed records at defined handoff points.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Market position

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/calvienthealth
• LinkedInlinkedin.com/company/calvient

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Calvient