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Referrals

Turn patient referrals into completed visits.

You have Patient referrals
You get Completed visits

You pay Per completed visit

  • Calls
  • SMS
  • Records
  • Insurance
  • Scheduling
  • Follow-up
Hire this Agent Start a Pilot

What you give it

  • Referral details
  • Patient contact information
  • Scheduling system access
  • Insurance verification process
  • Medical records sources
  • Reminder and reschedule rules
  • Referring provider contacts

What it owns

  • Agent owns
  • Agent + human
  • Human decision
  1. Referral Agent owns
  2. Patient Contact Agent owns
  3. Records Agent owns
  4. Insurance Agent owns
  5. Scheduling Agent owns
  6. Reminders Agent owns
  7. Visit Agent + human
  8. Referral Closed Agent owns

What it can do

Communicate

  • Phone
  • Email
  • SMS

Work with information

  • Collect missing information
  • Obtain medical records
  • Verify insurance information
  • Close the referral loop

Operate software

  • EHR
  • Scheduling
  • Payer eligibility
  • CRM

Coordinate

  • Coordinate scheduling
  • Send reminders
  • Reschedule missed appointments
  • Follow up with referring provider

You decide what the agent is allowed to do.

Action Permission
Contact patient Allowed
Collect missing information Allowed
Verify insurance information Allowed
Schedule appointments Allowed
Send reminders Allowed
Reschedule missed appointments Allowed
Change clinical triage Not allowed
Offer unapproved appointment types Not allowed

Humans stay in the loop.

The agent owns execution. Your team handles judgment, authority, or escalation.

Agent handles 91% Example of execution
Exception detected The job pauses on a rule
Human decision Judgment, authority, or policy
Agent continues work Execution resumes after the decision

Run it against your operation.

Illustrative example
Your Team Agent
Work items 500 50
Completed 215 29
Conversion 43.0% 58.0%
Average cycle time 9.1d 4.6d
Cost per outcome $68 $31

Start with 10% of the work.

Measure the same outcomes you measure. Increase volume when the agent earns it.

Start a Pilot

Works with the systems you use.

The pilot should require little systems change.

  • API
  • Email
  • Spreadsheet
  • CRM
  • Browser
  • Shared Inbox
  • Database
  • File Upload
  • Internal Software
Hire this Agent