Agentic operations for healthcare & therapy practices

Routes every new-client inquiry to the right clinician on the first touch.

Reads new-client forms and inbound calls (transcribed), checks insurance acceptance, specialty fit, and clinician availability, and either books the intake call or sends a warm decline with referrals. Cuts the intake-to-first-session lag dramatically.

Turns clinician voice memos or bullets into compliant draft notes.

Clinician records a 60-second voice memo after session. The agent drafts a SOAP or DAP note in the EHR, ready for clinician review and signature. Notes get done same-day instead of piling up.

Verifies coverage before every session, flags expired auths.

Runs eligibility checks 24 hours before each scheduled session, flags expired authorizations, lapsed coverage, or copay changes, and alerts the front desk so the client never gets a surprise bill.

Drafts and submits treatment auth renewals before they lapse.

Tracks treatment authorizations across clients, drafts renewal requests with the right progress notes pulled from the EHR, and submits via the payer's portal or fax. Front desk reviews and signs off.

Classifies and routes every denial within a day.

Watches the billing inbox, classifies denials by reason (auth missing, code wrong, eligibility, etc.), drafts the appeal or correction, and routes to billing staff. Cuts denial-to-resolution time from weeks to days.

Automates the awkward outreach for missed sessions.

When a client cancels or no-shows, the agent sends a non-judgmental reschedule prompt, escalates after repeat patterns, and flags clinically meaningful patterns (e.g., three no-shows in a month) to the clinician.

Pulls assessment data into clean reports for families and payers.

Pulls assessment scores over time, drafts a progress report in plain language for the family or payer, and saves to the client record. Replaces hours of manual report writing.