Scheduling and reminders
Requests triaged into the right slot and provider, with reminders, confirmations, and rescheduling handled automatically so no-shows stop eating the day.
Healthcare & Medical Practices
Your clinical staff should be seeing patients — not running the loop around the visit.
Eligibility checked by phone one patient at a time. Referral packets assembled by hand. Notes finished after close. Prior authorizations that take three calls. We automate that work end to end and keep it running.
What we automate
The work that keeps coming back
These are the processes we see eating the most time in this line of work. You do not have to take all of them, and we start with whichever one is costing you most.
Insurance verification and prior auth
Eligibility and benefits checked ahead of the visit, and prior authorization packets assembled and submitted with the documentation the payer actually asks for.
Visit documentation
Notes drafted from the encounter into your EHR's format, coded and ready for the provider to review and sign — reviewed, never auto-filed.
Referrals and records requests
Incoming and outgoing referral packets assembled, sent, and tracked to completion, with records requests fulfilled without anyone printing anything.
Three ways in
Start where it makes sense for you
The same three levels of scope apply here as everywhere else. Most engagements start in the middle and move outward.
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01
Govern what you already run
If your team is already using AI tools on this work, we put structure around it first: house rules your tools load automatically, reusable playbooks, and a data-handling policy that is actually enforced.
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02
Automate a workflow — or several
The most expensive process on the list below, built and wired into the systems you already use, run alongside your current way of working until it is proven, then switched over.
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03
An agent that owns the role
For work that is less a workflow than a job: an agent that handles the function end to end, with defined authority over what it decides alone, what it escalates, and to whom.
Not sure which one you need? That is the first conversation — tell us what is eating your week and we will tell you whether it can be automated and roughly what that takes.
Who else we help
Other industries we work with
Different systems, same pattern: repetitive, deadline-driven work that still gets done by hand. If yours is not listed, the pattern usually still holds.