romanAI
THE ROMAN PLATFORM

Know the day.
Move the practice forward.

Prepare the day. Find opportunities. Optimize utilization.
Ask, analyze, and put agents to work.
Connected by the data already inside your practice.

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
THE ROMAN PLATFORM

Your AI Revenue Manager.
Six connected capabilities.

Prepare the day. Move the work.
Understand the results. Build what’s next.

Today’s schedule connected
09:30 Patient context ready11:00 Key moment identified14:15 Provider brief prepared
✓
01

Morning Huddle

Start the day prepared.

Roman prepares your Morning Huddle—bringing today’s appointments, patient context, and priorities into one ready-to-use briefing.

Explore Morning Huddle
Opportunity identified
01
Review treatment recallFront desk · Follow-up due
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Context → Action → Outcome
02

Revenue Opportunities

Know what to do next.

Roman finds missed revenue opportunities and coordinates personalized follow-through for each patient’s treatment journey.

Explore Revenue Opportunities
Tomorrow’s opening identified
14:00 Provider capacity matched14:00 Patient opportunity connected✓ Booking confirmed
03

Schedule Optimization

Make room work harder.

Roman connects available provider capacity with relevant patient opportunities, so schedule utilization gets continuous attention.

Explore Schedule Optimization
“Why is next week quieter?”
CapacityDemandContext
A connected answer. A clear next step.
04

AI Advisor

Your practice. In context.

Ask Roman about your business. It connects information across the practice to explain what is happening and recommend where to focus.

Explore AI Advisor
“Show value by provider.”
Question → Report
05

Analytics & Reporting

Ask a question. Get a report.

Ask for the report you need in plain English. Roman brings connected practice data into a clear answer, chart, or table.

Explore Analytics & Reporting
Your cancellation playbook
TriggerConditionAction
ApprovalHuman handoff
Defined by your practice.
06

Agents

Your playbook. Put in motion.

Start with prebuilt agents. Build your own as your practice grows—giving your AI Revenue Manager more workflows to handle.

Explore Agents
CONNECTED TO YOUR PRACTICE

Your EMR. Your PMS.
The intelligence in between.

Roman brings together the practice data behind your huddles, actions, reports, and agents.

Explore integrations
EMRPatient & treatment historyPMSAppointments & practice data
Roman AI
HuddlesActionsReportsAgents

Built for the trust your practice depends on.

HIPAA compliantBAA ready
SEE ROMAN IN YOUR PRACTICE

Your AI Revenue Manager.
More room for what matters.

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