01 · 15 of 18 Agents Live

Every workflow has an agent.
One platform runs them all.

Every workflow in your practice has an agent purpose-built for it — from the first phone ring to the last collections reminder.

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01 · Revenue Agents

Maximize collections and minimize leakage

6 agents
Live01

Insurance Eligibility Verifier

Pre-verifies patient insurance eligibility before appointments to reduce denials.

Live02

Copay & Benefits Details

Checks exact patient copay, deductible, OOP max, prior auth & referral requirements by visit type.

Live03

No-Show Recovery

Contacts no-show patients to reschedule and fills the open slot from the waitlist.

Coming Soon04

Collections

Sends automated payment reminders for outstanding balances via SMS and email.

Live05

Referral Tracker

Monitors outbound referrals, sends automated follow-ups to patients, and flags stale referrals for staff review.

Live06

Fee Schedule & Revenue Optimizer

Analyzes claims against market rates, identifies underbilling, missing modifiers, and bundling opportunities.

02 · Front Desk Agents

Automate patient communication and scheduling

7 agents
Live01

Phone Receptionist

Answers calls, books appointments, verifies insurance, and routes urgent calls — 24/7.

Live02

New Patient Intake

Sends intake forms, collects demographics and insurance info before the first visit.

Live03

Appointment Reminder

Sends SMS/voice reminders 48h and 2h before appointments to reduce no-shows.

Live04

Waitlist Filler

Automatically offers cancelled slots to waitlisted patients in priority order.

Coming Soon05

After-Hours Handler

Handles calls outside business hours — triages urgency, schedules callbacks, routes emergencies.

Live06

Prescription Refill Router

Routes refill requests to providers for one-click approval, then confirms with pharmacy and patient via SMS.

Coming Soon07

Lab Results Notifier

Notifies patients when lab results are ready and provides next-step instructions.

03 · Compliance Agents

Stay audit-ready and credential-current

2 agents
Live01

HIPAA Audit

Monitors PHI access patterns, flags anomalies (bulk exports, after-hours access, failed login spikes), and generates compliance reports.

Live02

Credentialing Expiry Monitor

Tracks provider credentials, licenses, and certifications — alerts 90/60/30/7 days before expiry.

04 · Patient Experience Agents

Improve satisfaction and retention

3 agents
Live01

Review Request

Sends post-visit review requests to satisfied patients on Google and Healthgrades.

Live02

Care Gap & Recall

Identifies overdue patients (annual, follow-up, chronic care) and sends proactive outreach to recover lost revenue.

Live03

Patient Satisfaction

Sends post-visit satisfaction surveys, tracks NPS, and flags low scores for immediate staff follow-up.

05 · How It Works

One setup. Every workflow covered.

01

Connect your practice

Hook up your EHR, phone line, and messaging providers. Most practices are fully live in 48 hours with white-glove onboarding.

02

Turn on the agents you need

Each agent runs independently. Start with phone receptionist and eligibility — add the rest as your practice grows comfortable.

03

Agents run 24/7

Every agent writes back to your EHR, logs its actions for compliance, and surfaces anything it can't handle to a human.

06 · Get Started

Put your practice on autopilot.

See every agent working with your actual data in a 20-minute demo.

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