The bottleneck
Referral PDFs, insurance cards, and reschedule requests land in a shared inbox. Front desk staff toggle between four systems. Patients wait, and no-shows rise.
Industries/Clinics
AI agents for clinic operationsthat clear the front desk backlog.
Clinics drown in scheduling, insurance paperwork, and referral packets. An operations agent can sort the pile and leave clinical decisions with clinicians.
The first workflow
Administrative intake only: extract patient identifiers already provided, appointment intent, and missing forms. Route clinical questions to staff. Never diagnose or recommend treatment.
How you know it worked
Inbox age, complete-packet rate before the visit, and staff hours spent on retyping.
Jobs the agent can own first
- Referral packet sorting
- Form completeness checks
- Reschedule triage
- Insurance card capture
Questions operators ask
- Is this a medical device or clinical AI?
- No. It is operations software for scheduling, packets, and routing. It does not diagnose, treat, or give medical advice.
- How do you handle PHI?
- Minimum necessary data, approved systems, access logs, and a human review queue. If a clinic cannot meet that bar, we do not start.