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.
Maximize collections and minimize leakage
Collections
Texts and emails escalating balance reminders on a schedule, and applies payments to balances automatically.
Patient Payments
Sends patients a secure pay-by-text link and reconciles what they pay, including partial payments.
No-Show Recovery
Keeps a prioritized waitlist for open slots; automatic outreach when a slot opens is in development.
Fee Schedule & Revenue Optimizer
Underbilling and bundling analysis is built; benchmark rate data is being connected.
Referral Tracker
Tracks outbound referrals from sent to completed and flags stale ones; automatic follow-up outreach is in development.
Insurance Eligibility Verifier
Automatic insurance verification arrives when our clearinghouse integration ships.
Copay & Benefits Details
Copay, deductible, and benefits lookups arrive when our clearinghouse integration ships.
Automate patient communication and scheduling
New Patient Intake
Texts patients their intake forms before a visit and collects them digitally — ID photos, insurance, and consent included.
Phone Receptionist
Answers inbound patient calls, schedules and reschedules appointments, and transfers to your staff when a caller needs a person.
Appointment Reminder
Reminder texting is built — 3-day, day-before, and 2-hour messages with confirm-by-text; connecting it to your appointment calendar is in development.
Prescription Refill Router
A board for routing refill requests from received to approved; delivery to the pharmacy is in development.
Stay audit-ready and credential-current
HIPAA Audit
Anomaly detection for PHI access — login spikes, bulk access, after-hours exports — is built and is being wired to the live audit log.
Credentialing Expiry Monitor
Expiry tracking and alerts work on the credentials you enter; an automatic credential feed is in development.
Improve satisfaction and retention
Patient Satisfaction
Post-visit star surveys by SMS. A 1–2 star rating raises a staff alert to follow up; a 5-star tap routes to a review request.
Care Gap & Recall
Overdue-care detection and recall texting are built; wiring them to your appointment history is in development.
Review Request
Post-visit review-request texting is built; click-through tracking and wiring to your appointment history are in development.
One setup. Every workflow covered.
Connect your practice
Hook up your EHR, phone line, and messaging providers. Most practices are fully live in 48 hours with white-glove onboarding.
Turn on the agents you need
Each agent runs independently. Start with phone receptionist and eligibility — add the rest as your practice grows comfortable.
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.
Put your practice on autopilot.
See every agent working with your actual data in a 20-minute demo.