Greyfinch Public Roadmap

We’re continuing to evolve Greyfinch into a robust, AI-native platform - embedding AI directly into everyday workflows to reduce manual work, improve communication, and deliver better insights across your practice. This will include areas such as: Assisting with patient communication Supporting clinical and admin documentation Generating patient insights and summaries Automating follow-up and operational workflows Turning reports into action (e.g. identifying patients who need attention and triggering next steps) Assisting customers with support-related questions Our focus is on making AI practical and actionable—working within your existing processes rather than adding another tool to manage. Importantly, this is being built with security and compliance at its core. AI capabilities are native to Greyfinch, meaning your data remains within the platform and is not routed through third-party applications. This allows us to maintain HIPAA compliance while also enabling deeper integration with features like Automation Hub, reporting, and the broader Greyfinch ecosystem - including 3rd party apps. This foundation will allow practices to extend AI capabilities further—both within Greyfinch and through connected applications - without compromising control or data security.

This initiative will take a few phases. Initially we plan to deliver some static reporting dashboards aimed at providing clinics an insight into key financial and clinic indicators. Secondly, we will improve the engine that delivers ad-hoc reporting in My Reports, and a more efficient way of building reports and provide a more flexible approach to Stock Reports.

Empower clinics to complete diagnoses faster and with less manual work. Do this using AI, smarter automation, and fully configurable tools. Clinics will be able to build and manage their own diagnosis templates without needing support. Assessments become flexible and reusable — for new patient exams, or any clinical workflow. AI will allow providers to dictate diagnoses naturally , with findings automatically captured, structured, and used to generate letters and notes instantly. This reduces clicking, typing, and duplication for both providers and coordinators. The workflow will feel faster and more intuitive, transforming diagnosis into an intelligent, automated workflow that writes itself.

We're enhancing our ledger feature to offer you a simplified and more intuitive user experience. In this upcoming version, you'll be able to effortlessly navigate through a ledger's financial history with much improved performance and usability. Our focus will be on clarity and ease of use, ensuring that managing your clinic's financial information is both straightforward, efficient and faster. This upgrade will be designed to save you time and enhance your understanding of your financial standing, making financial management a breeze.