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Done For You

Faster referrals and prior authorizations for specialty care

Specialty groups, imaging and infusion centers live on referrals and authorizations. Each one means reading faxes, checking payer rules and following up on portals before a patient can be seen. These automations move that paperwork forward every day.

See the automations
  • Live in 3 to 6 weeks
  • Works inside your current tools
  • Your people approve what matters

Specialty care & imaging

The 2 automations that matter most

Automation 1

Referral Processing

Reads incoming referrals from fax, portal and e-referral, checks they are complete, creates the patient record and starts scheduling.

See the outcome
  • 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.

Automation 2

Insurance Verification & Prior Authorization

Checks eligibility and benefits, prepares prior authorization requests with the right clinical documents and tracks each one to a decision.

See the outcome
  • 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.

How it works

From kickoff to live in 3 to 6 weeks

Every automation follows the same path. You see it working on your own data before it handles live work.

  1. 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. 2

    Weeks 2–3

    Build and connect

    We build the agents and connect your systems, with your rules, approval steps, permissions and logging.

  3. 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. 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.

Included with every automation

Executive Ask: ask your business anything

One plain-English assistant connected to the systems you run: CRM, helpdesk, ERP and accounting, HR, inbox and documents. 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 referrals came in last month, and how many of those patients have been seen?
  • Which referring practices send us the most incomplete referrals?
  • Which procedures next week are still waiting on prior authorization, and from which payers?

Specialty care & imaging: questions

Straight answers to what clients ask us most.

Ask our team

Can the agent submit prior authorizations on its own?

It prepares and submits requests where the payer channel allows it and your rules say it may. Anything unusual, such as a missing clinical note or a denial, goes to your authorization staff with the full history so they can act quickly.

What happens to referrals that are incomplete?

The agent flags what is missing, requests it from the referring office and keeps a clear status on each referral. Your team sees which referrals are ready to schedule and which are waiting on someone else.

Can these automations work with our EHR or practice management system?

Yes, when the system offers an API or an integration standard such as FHIR or HL7. Common examples are athenahealth, eClinicalWorks, NextGen, ModMed and Dentrix. Where a system has no usable API, we look at secure alternatives during discovery, and we tell you plainly if a workflow cannot be automated safely.

How do you handle patient data and HIPAA?

We design every build around HIPAA safeguards: encryption, least-privilege access, audit logs and cloud services covered by a business associate agreement. The agents work inside your systems, staff approve clinical and financial decisions, and we review the final controls with your compliance lead before go-live.

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Get this running in your business

Tell us about your volumes and tools. A senior engineer replies within one business day with scope and timeline.

Live in 3 to 6 weeks · Priced after a short call · Company emails only