Referral & intake
Capture patient details, referral documents, urgency, preferences, and missing information without repeated calls.
We build internal AI products that move referrals and inquiries through intake, eligibility, scheduling, insurance coordination, treatment follow-up, and location-level reporting.
We begin with the operating reality, then design the product around the people, decisions, rules, and evidence already in the work.
Capture patient details, referral documents, urgency, preferences, and missing information without repeated calls.
Organize verification tasks, benefit details, open questions, and status for the front-office team.
Match appointment type, provider, chair, location, duration, and patient constraints.
Coordinate reminders, treatment-plan next steps, incomplete forms, and post-visit outreach.
Not a standard product you have to work around. A focused operating layer that can connect the tools and data you already use.
One status and one record across referral, forms, insurance, and scheduling.
Prioritized work with ownership, missing information, and the next action.
Fewer manual searches for the right provider, procedure, chair, and time.
Location-level throughput, leakage, exceptions, and follow-up summarized for leaders.
These are study results, not forecasts for your business. We use them to establish plausibility, then model your ROI from your own volume, time, labor cost, error rate, and throughput.
Average result in a real-world deployment across 5,179 customer-support agents; less-experienced workers saw gains up to 34%.
NBER field study ↗A Harvard/BCG field experiment also found more than 40% higher quality on knowledge-work tasks inside the AI capability frontier.
Harvard Business School / BCG ↗Average firm-level effect in a 2026 BIS/EIB study of more than 12,000 non-financial firms adopting AI with complementary investment.
BIS / EIB study ↗We’ll show you the internal AI product that can simplify it.
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