Done For You

Done-For-You AI Automations for Healthcare & Clinics

Patient access, insurance and referrals handled without phone tag, with privacy built in. Each automation is built, connected and run for you, live in 3 to 6 weeks.

Patient Intake & Appointment Scheduling

Every patient call and intake form handled before the front desk is buried

Calls answered in the rush. Routine booking, rescheduling and directions questions are handled at once by phone, text or web chat, so the queue left for staff is the calls that need a person.
Clean charts before arrival. Demographics, insurance details, consent forms and history questionnaires are collected and checked days before the visit, not at the window.
Right visit, right slot. The agent applies your provider templates, visit types and referral rules, so fewer appointments need fixing on the day.

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Insurance Verification & Prior Authorization

Coverage checked and prior auths filed before the patient is on the schedule

Fewer day-of surprises. Coverage, benefits and authorization status are known before the visit, so neither the patient nor the front desk finds out at check-in.
Complete requests the first time. Requests go out with the right forms and attachments, which cuts the back-and-forth that keeps cases pending.
Staff on the hard cases. Your authorization team spends its time on peer-to-peer reviews, appeals and complex cases instead of status calls.

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Referral Processing

Every incoming referral read, matched, scheduled and closed out

No lost referrals. Every referral, whatever channel it came from, lands in one tracked queue with a status and an owner.
Sooner first visits. Missing documents are requested the same day, and patients are contacted to book as soon as a clinician accepts the referral.
Closed loops with referrers. Referring providers hear when the patient is booked and seen, and the consult note goes back to them when it is signed.

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Appointment Reminders & No-Show Reduction

Fewer empty slots: reminders patients answer and gaps refilled the same day

Two-way confirmations. Patients confirm, cancel or reschedule by replying in plain words, and the change is made in the EHR without a phone call.
Gaps refilled. When a slot opens, the agent offers it to waitlisted patients who fit the visit type and provider, and books the first to accept.
Targeted outreach. Patients who often miss visits, or who mention barriers such as transport, get an earlier and more personal follow-up from staff.

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Included add-on

Executive Ask: ask your business anything

One plain-English assistant connected to every system you run: CRM, helpdesk, ERP and accounting, HR, inbox and docs. Leaders get sourced answers in seconds and can trigger actions with approval. It respects everyone's existing permissions and logs every answer.

See Executive Ask

Ask it, for example

How many calls did we miss during the morning rush this week, and how many of those patients booked later?
Which procedures next week are still waiting on prior authorization, and from which payers?
How many referrals came in last month, and how many of those patients have been seen?

Live in 3 to 6 weeks

1
Week 1
Discovery and access
We map the workflow with your team, agree the outcomes and KPIs, measure today's baseline and get secure access to your tools.
2
Weeks 2–3
Build and connect
We build the agents and connect your systems, with your rules, approval steps, permissions and logging.
3
Weeks 3–5
Test and pilot
We test on your real history, then run a pilot on live work while your team reviews what the agent does.
4
Weeks 4–6
Go live and hand over
We roll out in stages, train your team, hand over dashboards and runbooks, and keep improving it with you.