We work alongside companies of every scale to transform operations, improve client satisfaction, and accelerate sustainable expansion using advanced AI and automation tools. Our personalized approach ensures measurable impact.
AI-Powered Transcription & Quality Assurance
Transform how your organization captures and manages critical information with our AI-driven solutions, seamlessly integrated with Zoho CRM:
Seamless Transcription Integration: Our advanced AI transcription system integrates directly with Zoho CRM’s Contact module, automatically capturing and organizing meeting notes from video conferences, in-person meetings, phone calls, and email communications.
AI Quality Assurance Agent: Ensure compliance and accuracy with our AI-powered QA agent, designed to review notes for adherence to Medicaid’s Person-Centered Planning (PCP) requirements. This ensures high-quality documentation and full audit readiness, saving time and reducing risk.
Home Health Care Providers: Streamlined Operations & Client Acquisition
We empower home health care providers with tools to enhance efficiency and client engagement:
Zoho One Implementation: Capture and nurture leads, automate follow-up processes, and streamline e-signature workflows for seamless agreement management.
Centralized Intranet Portal: We build a comprehensive portal to centralize documents, forms, and resources, improving accessibility and operational efficiency.
Assisted Living Facilities: Custom CRM for Operational Excellence
Maximize occupancy and operational clarity with tailored solutions:
Custom CRM Development: Manage leads, track client check-in/check-out by suite, and monitor critical metrics like vacancy days and cost impact to drive informed decision-making.
Streamlined Business Insights: Our solutions provide real-time data to optimize resource allocation and improve financial performance.
Human Services Organizations: Automation for Special Needs Programs
Transition from manual processes to a fully automated, compliant platform:
Zoho CRM Migration: We migrated a human services organization from spreadsheet-based operations to a fully automated Zoho CRM system, enabling over 120 employees to collaborate within a centralized platform.
Compliance Workflows: Developed tailored workflows to meet the requirements of a state-funded special needs program, ensuring regulatory compliance and operational efficiency.
Dental Practices: Back-Office Optimization
Strengthen your practice’s foundation with robust operational frameworks:
HR and Process Development: We create comprehensive HR guidelines, document internal procedures, and implement efficient back-office business processes to support scalability and compliance.
At Aptavista, we combine AI innovation with practical, results-driven solutions to help your organization thrive. Let us help you unlock your full potential through intelligent automation.
