Focalize · Built for Allergy & Immunology

Focalize — the platform that thinks like an allergist.

From biologic prior authorizations to immunotherapy vial billing — Focalize automates the work that pulls you away from your patients.

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Documents filed manually

95%

Biologic PA approval rate

auto

Vial billing on schedule

5min

AIT patient onboarding

Platform

Everything your allergy practice runs on, automated.

Purpose-built workflows for immunotherapy, biologic management, and the administrative complexity that defines modern allergy practice.

Intelligent Document Filing

Scan a stack of mixed documents in any order. AI reads, classifies, patient-matches, and files each one to the correct chart — automatically.

Zero manual sorting

Biologic Prior Authorization

Note templates built around biologic approval criteria. Documentation structured around the clinical criteria payers require — from the first encounter.

Approval-ready notes

AIT Pre-Visit Workflow

Structured consult flow explains subcutaneous and oral immunotherapy, generates patient-specific cost estimates, and captures consent — before the visit begins.

AIT & OIT ready

Automated Vial Billing

Immunotherapy billing runs on a schedule, automatically, based on each patient's insurance rules. CPT codes, unit limits, and payer requirements handled without staff intervention.

Insurance-rule aware

Ambient Documentation

Dictate or speak naturally. Structured SOAP notes, allergy test interpretations, and treatment plans generated in real time from the clinical encounter.

Ambient AI

Referral Intelligence

Inbound referral faxes are automatically read, triaged, and matched to new or existing patients. Every referral tracked, nothing lost in the fax queue.

Fax-to-chart

Document AI

Scan a stack. Walk away. It's filed.

Your front desk no longer sorts faxes or manually files lab results. Scan a mixed pile of documents in any order — AI handles the rest, completely autonomously.

Scan any document, any order

Lab results, referrals, insurance EOBs, prior auth responses — mixed in one batch

AI reads and classifies

Document type identified: lab result, clinical note, insurance document, referral

Patient matched via name + DOB + MRN

Filed to chart automatically

Attached to the correct patient record in the right category, timestamped

Action items generated if needed

Staff review queue

Low-confidence matches flagged for human review — everything else processed silently

Biologic Management

Notes built to get approved.

Our documentation templates are engineered around insurer criteria for biologic therapies. Every note captures the clinical evidence payers need — reducing denials and resubmissions.

Step therapy requirements, IgE levels, eosinophil counts, failed therapy history — structured into the note automatically from your clinical encounter.

dupilumab

Atopic dermatitis · Asthma · CRS

benralizumab

Severe eosinophilic asthma

mepolizumab

Severe eosinophilic asthma · EGPA

omalizumab

Allergic asthma · Chronic urticaria

tezepelumab

Severe asthma (TSLP pathway)

reslizumab

Severe eosinophilic asthma

Biologic Approvals

Templates built around what payers want to see.

Most prior authorization denials are not clinical — they are documentation failures. The right information wasn't in the note. Focalize note templates are structured around the exact criteria insurers use to approve biologic therapy, so the first submission is the last submission.

Step therapy history captured automatically — no manual documentation of failed prior treatments

Biomarkers structured into the note — IgE levels, eosinophil counts, spirometry, skin test results

Diagnosis-specific templates for severe asthma, atopic dermatitis, CRS with nasal polyps, chronic urticaria

PA letter generated from the note — pre-filled with clinical evidence, ready to submit

First-submission approval rate

95 %

vs. national average of ~65% for biologics

What every biologic note captures

Disease severity

Validated scoring tools

Failed therapies

Dates, doses, outcomes

Biomarker values

IgE, eosinophils, FeNO

ICD-10 alignment

Matched to PA criteria

Comorbidities

Supporting clinical picture

PA letter ready

Auto-generated, submit-ready

Practice Efficiency

Do more with fewer hands.

Focalize automates the front-desk and administrative work that consumes staff time — patient intake, voicemails, web inquiries, scanning, and document routing — so your team focuses on patients, not paperwork.

Administrative task Status

Patient intake forms Automated

Voicemail triage & response Automated

Web inquiry handling Automated

SMS patient communication Automated

Document scanning & filing Automated

Where staff time goes — and where it goes with Focalize

Phone & voicemail ~35% of front-desk time

Intake & paperwork ~25% of front-desk time

Scanning & document routing ~20% of front-desk time

80%

of routine front-desk tasks handled without staff intervention

Immunotherapy Workflow

AIT conversations that convert.

A guided pre-visit workflow walks patients through subcutaneous and oral immunotherapy options, generates insurance-specific cost estimates, and captures informed consent — before they sit down with you.

Patient education module

Plain-language explanation of SCIT vs. SLIT vs. OIT — what to expect, timeline, commitment level

Insurance cost estimate

Real-time estimate based on patient's verified benefits — copays, deductibles, vial costs broken down by CPT code

Consent & decision capture

Patient choice recorded, consent documented, treatment path confirmed — ready for the physician encounter

Vial & billing setup

Treatment plan linked to automated vial billing schedule — insurance rules applied from day one

Beyond Ambient Scribes

Not just the room audio. The whole clinical picture.

Most ambient documentation platforms convert the conversation to a note. Focalize goes further — combining the ambient encounter with the patient's full chart context and any documents you choose to include.

Other ambient platforms

Ambient conversation

Some prior EHR context

→ Conversation → Note

Focalize

Ambient conversation

Prior visits & chart history

Labs, imaging & pathology reports

Referral letters & discharge summaries

Scanned records & uploaded documents

→ Conversation + chart + documents → Longitudinal note

“Generate notes from ambient conversation, prior visits, scanned documents, faxes, labs, imaging reports, and uploaded records — not just the room audio.”

This is the capability many clinicians immediately recognize — because they routinely need information that was never spoken during the visit.

CT scan report

Referenced directly in the Assessment & Plan

Hospital discharge

Integrated into the follow-up note automatically

Lab results

Values pulled, interpreted, and cited in the note

Referral letter

History synthesized without re-reading during the visit

Vial Billing Queue Live

M. Rodriguez 95117 × 2 Submitted

T. Okafor 95165 × 15 Paid

A. Patel 95115 × 1 Queued

S. Kim 95117 × 2 Submitted

L. Hernandez 95165 × 10 Paid

R. Thompson 95115 × 1 Queued

Automated Billing

Vial billing that runs itself.

Immunotherapy billing is complex — unit limits, per-vial rules, payer-specific CPT requirements, and monthly schedules. Focalize tracks every patient's billing cycle and submits claims automatically, on time, every time.

CPT 95115, 95117, 95165 — with correct unit calculation per visit

Annual unit limits tracked per patient, per insurer

Claims submitted on schedule — no staff touchpoint required

Ambient Intelligence

Orders generated from conversation.

When a clinician discusses a treatment plan, the system prepares the necessary orders instantly — no clicking, no manual entry.

“Let’s get labs before your next visit.”

→ Lab order prepared automatically

“I want a CT scan of the chest.”

→ Radiology order created

“I’ll prescribe a new inhaler.”

→ Prescription generated

Patient voicemail

“I ran out of my inhaler and need a refill.”

→ Patient identified · Refill request created

Clinician notified

Confirmation text sent to patient

From a single clinical conversation, the system generates the complete care record and all necessary orders — submitted natively or entered into your existing EHR via automation.

Structured clinical notes

Complete SOAP-format documentation generated automatically from the encounter.

Orders & prescriptions

Labs, imaging, and prescriptions prepared in real time as the plan is discussed.

Billing codes

Appropriate billing codes surfaced automatically — reducing missed revenue.

Patient instructions

Personalized after-visit summaries and instructions generated and sent automatically.