For Healthcare Providers

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AI Agents to to deliver value based healthcare services


AI-Powered Patient Intake & Eligibility Screening
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✅ Reduce wait times for new patient onboarding

✅ AI-powered chatbots for conversational form-filling..

✅ AI-driven eligibility checks for insurance & financial assistance.

✅ Speech-to-text for providers taking intake notes.

Small clinics often struggle with lengthy paperwork and manual eligibility checks, leading to delays in patient onboarding. Front-desk staff spend hours verifying insurance details, collecting patient history, and manually entering data into EHR systems. This process leads to inefficiencies, longer wait times, and administrative fatigue.

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AI Onboarding Agent : Jessica
Accessible on: Call, Text and Chatbot
Languages: English, Spanish, French  and 24 others languages
• 📑 Auto-fill forms based on patient responses
• 🏥 Instant insurance eligibility check & coverage matching
• 🎙️ Speech-to-text for quick case note entry
• ⚡ Automated patient profile creation in EHR systems


Automated Medical Record Integration & Retrieval
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✅ Syncs lab results, prescriptions & past diagnoses seamlessly..

✅ AI-assisted data extraction from faxes, PDFs & handwritten notes.

✅ Auto-classifies and structures patient data for quick retrieval.

✅ Integration with EHR & PACS/DICOM for radiology reports.

Clinics often receive test results, prescriptions, and patient histories in multiple formats—faxes, PDFs, emails, and paper-based records. Staff must manually extract, interpret, and input this information, increasing workload and risk of errors. Delays in accessing past medical records affect patient care quality and decision-making.

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AI Caseworker : David & Daphne
Accessible on: Call, text and chatbot
Languages: English, Spanish, French  and 24 others languages
• 📂 OCR-powered document scanning & structuring
• 🏥 Automated retrieval & categorization of lab reports
• 🔗 Direct EHR & PACS integration for seamless access
• ⚡ Summarized patient history for quick review


AI-Assisted Provider Notes & Transcription
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✅ AI listens and transcribes patient visits in real time.

Converts doctor-patient conversations into structured notes.

Auto-fills SOAP (Subjective, Objective, Assessment, Plan) format.

✅ Summarizes key symptoms, concerns, and next steps.

Providers often spend more time documenting patient visits than actually engaging with them. Writing notes manually after each consultation is time-consuming, leading to burnout and missed details. Clinics with limited staff struggle to keep up with documentation requirements for compliance and insurance purposes.

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AI Caseworker: Clara
Accessible on: Desktop, Tablet, Mobile
Languages: English, Spanish, French  and 24 others languages
• 🎙️ Real-time transcription of patient-provider conversations
• 📝 Auto-summarized case notes in SOAP format
• 💡 Highlight critical symptoms, risk factors & recommended actions
• 📤 Sync notes directly to EHR for easy access



AI-Powered Referral & Follow-Up Coordination
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✅ Automates specialist referrals based on patient needs.

AI-matched providers based on insurance & specialty.

✅ Proactive AI-driven follow-ups via SMS, WhatsApp & Email.

✅ Tracks follow-up visits & patient compliance.


✅ Tracks follow-up visits & patient compliance.

Coordinating specialist referrals is a tedious process requiring staff to manually check provider availability, match insurance plans, and schedule appointments. Many patients fail to follow up due to lack of reminders or unclear next steps, leading to gaps in care. Clinics struggle with tracking referral completion and patient compliance.

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AI Onboarding Agent : Max & Jessica
Accessible on: Call, Text and Chatbot
Languages: English, Spanish, French  and 24 others languages
• 🔍 AI matches patients with in-network specialists
• 📅 Automated scheduling & referral tracking
• 📲 Follow-up reminders via SMS, WhatsApp & Email
• 📊 Reports on patient compliance & completed referrals


AI-Assisted Insurance & Billing Automation
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✅ Auto-verifies insurance coverage before appointments.

AI flags coverage gaps & recommends alternative payment options.

Generates insurance-ready claims & minimizes denials.

Automated invoicing & patient-friendly billing summaries.

Small clinics often deal with insurance rejections and manual claim processing, leading to revenue loss and delayed reimbursements. Patients struggle to understand medical bills, leading to payment delays and disputes. Front-desk staff spend significant time verifying coverage, manually generating claims, and coordinating billing.

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AI Analyst: Leo and Taylor
Accessible on: Chatbot
Skills: Generating reports & predictive analysis
• 💳 Instant insurance eligibility verification
• 📑 Pre-filled insurance claims to reduce rejections
• 🏥 Alternative payment recommendations for uninsured patients
• 📤 Automated invoices & simplified billing summaries

Healthcare Interoperability Network
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Social Determinants of health
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