CONNECT
Bring your practice data together.
Connect the patient, treatment, scheduling, and operational context in your EMR and PMS.
Connect the data.
Put the practice in motion.
From your EMR and PMS to daily briefings, clear actions,
useful reports, and agents that follow your playbook.
MORNING HUDDLEIllustrative product story
READ THE DAY01
Today’s schedule.
With the full context.
Roman connects upcoming visits with each patient’s history.
Appointments connected✓Patient history reviewed✓Providers matched✓
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ROMAN IS WORKINGReading today’s schedule
✓
READY FOR YOUThe day ahead
The day ahead
Roman prepares your Morning Huddle—bringing today’s appointments, patient context, and priorities into one ready-to-use briefing.Explore Morning Huddle
PREPARE & ACT
Give the day a clear direction.
Morning Huddle prepares the team for upcoming visits. Revenue Opportunities brings missed revenue opportunities into a prioritized task queue.
UNDERSTAND
Ask the questions that matter.
Use natural-language Analytics to turn questions about your practice into reports you can review, save, and export.
MAKE IT YOURS
Build around your playbook.
Define an agent’s trigger, steps, approvals, and human handoffs. Test the workflow before you put it into motion.
CONNECTED TO YOUR PRACTICEYour EMR. Your PMS.
Your EMR. Your PMS.
The intelligence in between.
Roman brings together the practice data behind your huddles, actions, reports, and agents.
Explore integrationsEMRPatient & treatment historyPMSAppointments & practice data
Roman AIHuddlesActionsReportsAgents
Built for the trust your practice depends on.
HIPAA compliantBAA ready