Meet Flo AI: The Future of Healthcare Workflow Automation
Montana Scher
Healthcare teams spend countless hours each week on manual, repetitive work including chasing intake forms, updating spreadsheets, re-entering data across disconnected systems. It’s invisible labor that takes time away from what matters most: caring for patients.
At Morf Health, our mission has always been simple: make the infrastructure disappear so providers can focus on people, not paperwork.
Today we’re excited to introduce Flo AI - our intelligent workflow assistant that makes automating everyday tasks faster, easier, and fully self-service.
Why We Built Flo
When we founded Morf Health in 2022, we started as an integration platform that helped practices keep patient data in sync across all their tools — EHRs, scheduling software, billing systems, and CRMs.
Over time, customers began using Morf to automate more of their operations: onboarding, reminders, follow-ups, and lab notifications. We saw practices reduce administrative hours, cut no-shows, and improve patient preparedness.
But one consistent challenge kept surfacing: automation still felt intimidating. Even with our visual builder, teams often leaned on our customer-success team to help configure workflows. That reliance limited how many automations a small practice could realistically manage.
Flo AI changes that. It puts the power of automation directly in your hands.
What Flo AI Does
Flo AI is your guided workflow builder — a friendly layer on top of Morf’s automation platform that lets anyone create or edit workflows without technical training.
Here’s how it works:
- Describe your goal. Type something like, “When a new patient books an appointment, send them an intake form, remind them 48 hours before their visit, and alert my staff if it’s incomplete.”
- Flo builds it for you. Triggers, timing, and conditions are pre-configured automatically inside your Morf dashboard.
- You review and launch. Adjust steps, connect your tools, and go live — in minutes, not days.
Flo responds instantly, works 24/7, and follows the same HIPAA- and FHIR-compliant standards that power the rest of Morf Health.No coding. No waiting for a support ticket. No extra vendor fees.
How Flo Helps Your Practice
Flo AI isn’t about replacing staff; it’s about making every hour more valuable.
- Save time. Reduce back-and-forth around reminders, forms, and scheduling updates.
- Improve consistency. Every patient gets the same timely communication and follow-up.
- Cut no-shows. Automated reminders keep appointments on track.
- Ease team burnout. Less admin work means more energy for patient care.
Early customers using Morf for similar automations have seen measurable improvements in show rates, engagement, and staff satisfaction — and Flo AI makes achieving those results simpler than ever.
Built on Morf’s Core Strengths
Flo AI isn’t a standalone experiment; it’s built directly on Morf Health’s proven infrastructure:
- HIPAA and SOCII compliance for secure data handling across every system.
- Library of integrations with leading EHR, scheduling, and communication tools.
- A transparent dashboard to monitor profiles, workflows, and outcomes in real time.
Flo AI brings all of that capability into a self-service experience anyone on your team can use.
A Simpler Way Forward
Healthcare technology doesn’t need to be louder or more complex — it needs to work quietly in the background. Flo AI was designed to do exactly that: remove the friction between ideas and implementation.
If you can describe your process, you can automate it.
Getting Started with Flo
Flo AI is now available to all Morf Health customers. You’ll find it directly in your dashboard, ready to help you create your next workflow.
If you’re new to Morf, our Pilot Program is the fastest way to experience the impact: a low-risk, high-ROI test drive that includes workflow setup, Slack support, and measurable results within weeks.
Final Word
Healthcare doesn’t need more software it needs software that works together, seamlessly and securely.
With Flo AI, Morf Health is making automation something every practice manager can access instantly so your team can spend less time managing systems and more time serving patients.