AI Agents for Healthcare

The agent extracts relevant clinical criteria from patient records, matches them against payer-specific guidelines, and submits authorisation requests to payer portals or clearinghouses. It then tracks submission status, follows up on pending requests, and flags exceptions that require a human reviewer -- incomplete documentation, criteria mismatches, or denials that warrant appeal. Clinical staff see only the exceptions. Routine submissions move without manual handling. The result is faster approvals and fewer write-offs from missed auth submissions.

The agent drafts SOAP notes and encounter summaries from structured input -- dictation transcripts, structured form responses, or clinical data already in the EHR. It pre-populates the relevant EMR template fields and flags data gaps for clinician review before the note is finalised. Clinicians review and sign rather than draft from scratch. Note generation is scoped to your documentation templates and reviewed by your clinical team before deployment. The agent does not generate clinical content outside the approved template structure.

The agent queries your EHR or population health data to identify patients overdue for preventive care -- mammograms, colonoscopies, HbA1c checks, annual wellness visits -- or chronic disease follow-up milestones. It generates personalised outreach messages across configured channels (SMS, email, patient portal), tracks response, and schedules appointments for patients who engage. Non-responders are flagged for manual outreach review after a defined interval. The result is systematic care gap closure rather than manual list management.

Before an appointment or telehealth visit, the agent collects structured intake data in a guided conversation -- chief complaint, symptoms, duration, severity, and relevant history. It screens for symptom patterns that suggest urgency and routes to the appropriate care level or flags for immediate clinical review. Collected data is pre-populated into the provider's pre-visit note in the EHR. Providers arrive at the appointment with structured intake already in front of them, not a blank screen and five minutes of information gathering.

The agent processes inbound refill requests against the patient's medication history, refill eligibility rules, and any formulary or quantity limits defined for the practice. Requests that meet all criteria generate a refill task for pharmacist or prescriber approval -- the agent handles the matching and documentation, not the clinical decision. Requests that do not meet criteria are flagged with the specific gap noted. The agent reduces the volume of refill tasks that require manual review from scratch while keeping clinical sign-off in place.

The agent handles scheduling, rescheduling, and cancellation requests across provider calendars -- checking real-time availability from your scheduling system, applying appointment type rules, and booking directly. Cancelled slots trigger waitlist offers to patients who have indicated interest in earlier appointments. The agent handles confirmation and reminder messages and updates the EHR scheduling record. Front desk staff handle complex scheduling requests and relationship management; the agent handles volume.