How does Otomatic fit into an appointment?

Record the appointment with patient consent. Otomatic uses the conversation to prepare clinical notes, suggest billing codes, and capture follow-up tasks. Your team reviews and edits the outputs before using them in patient records or billing.

What does sales coaching do?

Otomatic provides prompts during consultations based on the approach your clinic has set. These help clinicians explore patient needs, discuss options, and address concerns while keeping the conversation in their hands.

What can I see in clinic analytics?

Organization reporting shows Otomatic usage, recording completion, and clinician activity over time. Filter by clinician and date range to understand adoption and identify where your team may need support.

How does it work with our existing patient records system?

You can import patient rosters from Blueprint, Sycle, AmplifyOMS, or CounselEAR using CSV files. Review and export notes for use in your existing records workflow. Ask us to demonstrate the steps for your system during your demo.

Does Otomatic handle our billing?

Otomatic suggests billing codes from the appointment to help your team identify potentially missed billable services. Your team checks the suggestions and uses its existing billing process to submit claims. Available code sets include Canadian payer codes and USA CPT codes.

Is patient data used to train AI models?

No. Patient recordings, transcripts, and notes are not used to train our models or third-party models. Data is encrypted in transit and at rest. Our team can explain the hosting arrangements for your clinic.

Can our clinic sign a Business Associate Agreement (BAA)?

Yes. We provide BAAs for USA-based clinics and groups. Contact us during onboarding to arrange the agreement before processing protected health information.

How do we get started with several locations?

We work with your team to plan onboarding, shared templates, access permissions, and organization reporting. Book a demo to discuss your locations and rollout requirements.

Is there a free trial?

Yes. You can try Otomatic for 30 days without a credit card. Explore documentation, consultation coaching, and billing-code suggestions in your clinic’s workflow. Contact us if you need help evaluating it with a larger team.

The AI

operating layer

for hearing care.

AI-powered scribing, sales coaching, billing support, and clinic analytics—all in one place.

Request a demo

HIPAAPHIPAPIPEDAAES-256

The AI

operating layer

for hearing care.

AI-powered scribing, sales coaching, billing support, and clinic analytics—all in one place.

Request a demo

HIPAAPHIPAPIPEDAAES-256

Used by hearing-care teams across Canada, the USA & beyond

The Otomatic platform

Built for the work
of hearing care.

From the conversation in the room to the decisions you make for your clinic.

01Scribe & Charting

Your conversation, ready to review.

Turn the appointment conversation into a structured clinical note. Review the draft, make your edits, and bring the finished note into your patient record.

Less time writing. More time back in your day.

Explore scribe & charting

Clinical noteDraft for review

Hearing consultation Today · 10:30 AM

Follow-up consultation

Patient concerns: Alex reports difficulty following conversation in busy restaurants, especially when several people are speaking.
Discussion: Reviewed listening priorities and current hearing aid use. Hearing family clearly at dinner is the patient’s main goal.
Next steps: Arrange a follow-up to review progress in the situations discussed.

Prepared from the conversationReady for your review

A clinical draft with the details that matter.Illustrative demo · Fictional data

02Sales Coaching

Your consultation approach, in the moment.

Give your team prompts guided by your clinic’s approach. Help clinicians explore patient needs, discuss options, and address concerns as the conversation unfolds.

Support the conversation while it’s happening.

Explore sales coaching

Consultation coachFollowing the conversation

Your clinic’s consultation approach

Understand the listening challengesCovered
Explore the patient’s goalsIn focus
Agree on the next steps

A prompt for this moment

“Which conversation would you most like to hear clearly again?”

Explore what a meaningful improvement would look like for this patient.

Your approach. Your conversation.

Guidance grounded in your consultation approach.Illustrative demo · Fictional data

03Billing & Coding

See the billable details worth reviewing.

Identify potentially missed billable services with code suggestions from the appointment. Review the supporting details before using a suggestion in your billing workflow.

Capture the work. Keep your team in control.

Explore billing & coding

Billing & codingNeeds review

Suggested from this appointment

92557Comprehensive audiometryCPT · Suggested code

Supporting detail · Transcript

“We completed the comprehensive hearing evaluation, including speech testing.”

Clinical review: Proposed
Billing pipeline: Awaiting review

Review the service and supporting details before billing.

A code suggestion alongside its supporting detail.Illustrative demo · Fictional data

04Clinic Analytics

See how your team uses Otomatic.

Track usage, recording completion, and clinician activity over time. Understand where the tools are being adopted and where your team may need more support.

Make team adoption visible.

Explore clinic analytics

Clinic analyticsLast 14 days

Team activity

All clinicians

Recordings: 361
Completed: 342
Active clinicians: 6

Recordings per day40

Sep 1Sep 14

JLJordan Lee58 recordings

SMSam Morgan64 recordings

A shared view of activity across your team.Illustrative demo · Fictional data

Clinical noteDraft for review

Hearing consultation Today · 10:30 AM

Follow-up consultation

Patient concerns: Alex reports difficulty following conversation in busy restaurants, especially when several people are speaking.
Discussion: Reviewed listening priorities and current hearing aid use. Hearing family clearly at dinner is the patient’s main goal.
Next steps: Arrange a follow-up to review progress in the situations discussed.

Prepared from the conversationReady for your review

A clinical draft with the details that matter.Illustrative demo · Fictional data

Consultation coachFollowing the conversation

Your clinic’s consultation approach

Understand the listening challengesCovered
Explore the patient’s goalsIn focus
Agree on the next steps

A prompt for this moment

“Which conversation would you most like to hear clearly again?”

Explore what a meaningful improvement would look like for this patient.

Your approach. Your conversation.

Guidance grounded in your consultation approach.Illustrative demo · Fictional data

Billing & codingNeeds review

Suggested from this appointment

92557Comprehensive audiometryCPT · Suggested code

Supporting detail · Transcript

“We completed the comprehensive hearing evaluation, including speech testing.”

Clinical review: Proposed
Billing pipeline: Awaiting review

Review the service and supporting details before billing.

A code suggestion alongside its supporting detail.Illustrative demo · Fictional data

01 / 04Scroll to explore

See how hearing-care teams save time.

Customer stories about less charting, cleared backlogs, and time returned to the clinic.

Davidson Hearing Aid Centres

Davidson Hearing Aid Centres reports more consistent notes across 12 locations and an average of 6.2 hours saved per provider each week after rolling out Otomatic.

See full case study

Providers live

6.2 h

Saved per provider weekly

-24%

Denials tied to incomplete documentation, first quarter

Davidson Hearing

Lindsay Delorey, BC-HIS at Davidson Hearing estimates saving 45 minutes of documentation time each clinic day. That adds up to approximately 16 hours a month on a five-day clinic schedule.

Read Lindsay's story

45 min

Saved every clinic day

~16 h

Estimated monthly time saved

16–21

Potential additional appointments / month

WTRC cleared a 130-report documentation backlog in one week with Otomatic's audiology-specific AI scribe — while keeping up with new patients and surfacing billable details generic tools missed.

See full case study

130 → 0

Backlog cleared in one week

100%

Task-list accuracy in one clinician’s patient comparison

~50%

Lower cost than prior tool

Built for hearing care at any scale

Give individual clinicians practical tools and clinic leaders visibility into how their teams use them.

Spend less time on clinic admin.

Draft notes, review billing suggestions, and track follow-ups in one workspace, while keeping your existing patient records system.

Start free trial

Clinical notes for your review

Billing-code suggestions from the appointment

Patient roster import via CSV

Independent clinicsIndependent clinic

During the visit

Capture the conversation and receive consultation prompts.

After the visit

Review notes, suggested codes, and follow-up tasks.

Protect patient information. Keep your team in control.

Keep patient information protected with the controls, safeguards, and oversight your practice needs.

Protect stored and shared information

Patient information is encrypted in transit and at rest. Talk to our team about hosting in Canada or the USA and the privacy requirements for your clinic.

HIPAA · PHIPA · PIPEDA

Your data stays yours

Manage access to patient information through team roles. Patient recordings, transcripts, and notes are not used to train AI models.

Team access controls

Stay in control of every note

Otomatic prepares drafts for your team to review and edit before adding them to your patient records.

Clinician review

Visit the Trust Center

Start with your clinic. Grow with your team.

Try Otomatic in your daily workflow, or talk with us about a rollout across multiple locations.

For individual clinicians & small practices

Clinics

Get started with documentation, consultation coaching, and billing support.

30-day free trialThen from US$99/month per provider

AI-generated notes for clinician review
Prompts during consultations
Suggested billing codes
Follow-up tasks and patient context
No credit card required for the trial

Start free trial

For groups & health systems

Groups & Networks

Plan shared workflows, team reporting, and onboarding across your organization.

Custom pricingBased on your team and rollout needs

Documentation, coaching, and billing support
Organization analytics and clinician activity reports
Shared templates and team access controls
Patient roster import via CSV
Coordinated onboarding across locations

Talk to sales

Questions about using Otomatic?

How it fits your clinic, what your team reviews, and how to get started.

See what Otomatic can do for your clinic.

Book a 30-minute demo of documentation, sales coaching, billing support, and clinic analytics. See how each fits your team’s daily work.

Request a demo Start free trial

No credit card · 30 days free · Cancel anytime