Greenway Health Virtual Assistant Guide: Intergy, Prime Suite, and Billing Workflows

Greenway Health runs two main platforms in active use: Intergy, the combined practice management and EHR system, and Prime Suite, the older ambulatory platform that many practices are still on. A virtual medical assistant who knows Greenway can work either one, but the workflows differ enough that platform-specific training matters.

This guide covers how to set up, train, and deploy a virtual medical assistant in Greenway: the Intergy practice management and clinical workflow, the Prime Suite differences, the patient portal, the billing and clearinghouse path, and the integration gaps to plan around.

Intergy practice management and scheduling

Intergy's practice management side handles scheduling, registration, eligibility, and the financial workflow. A virtual assistant works the appointment book directly, registers new patients, runs real-time eligibility, and manages the recall and waitlist so open slots get backfilled the same day.

The key training point in Intergy is the relationship between the scheduling module and the financial module: a clean registration and verified eligibility upstream prevents the claim denials that show up downstream. A well-trained virtual assistant treats front-end registration as the first step of the revenue cycle, not just a clerical task.

Intergy EHR clinical workflow and the inbox

On the clinical side, Intergy organizes work through tasks and the clinical inbox. A virtual clinical assistant manages the inbox: routing results, handling refill requests under provider protocol, preparing charts before visits, and keeping the task queue clear so nothing falls through.

Chart prep is where a Greenway virtual assistant earns the most. Pulling outside records, reconciling medications, queuing up the right templates, and flagging care gaps before the provider walks in shortens every visit and improves documentation quality. We train every Intergy assistant on the encounter templates your providers actually use.

Prime Suite differences and the migration path

Prime Suite predates Intergy and handles the same functions through a different interface. Practices still on Prime Suite get full virtual assistant support, but the training is platform-specific because the navigation, templates, and reporting are laid out differently.

If your practice is planning the move from Prime Suite to Intergy, a virtual assistant who knows both platforms is especially valuable during the transition: they can keep daily operations running on Prime Suite while learning the new Intergy workflows, which reduces the productivity dip that usually comes with an EHR migration.

Billing, clearinghouse, and the integration gaps to plan around

Greenway's billing flows through its clearinghouse and revenue services, and a virtual billing assistant works charge entry, claim scrubbing, denial follow-up, and patient statements inside that pipeline. The most common integration gap to plan around is between third-party tools and Greenway's modules, where data does not always sync cleanly and a coordinator has to bridge the workflow manually.

A trained Greenway virtual assistant documents these manual bridges as standard operating procedures so the workflow is repeatable. Compare the cost of a dedicated Greenway virtual assistant against an in-office hire on the pricing page.