Follow-up can move without losing the case
When the next step belongs in another patient or team touchpoint, the agent can send the update there while keeping the same workflow, context, and outcome attached.
Agentic Tools
Tools give healthcare agents the ability to do more than respond: they can read files, check systems, retrieve policies, transform data, and move work forward inside approved workflows.
Book a demoTools that let agents complete real operational steps
Workflow tools
These are the actions an agent can use while a case is underway: reading a referral, checking a portal, pulling a policy, updating a record, sending a follow-up, or routing an exception. The agent stays inside the workflow instead of stopping when the task needs something beyond conversation.
Read files
Check portals
Find policy
Update records
Send follow-up
Route replies
Work can move across channels without splitting the workflow
Replies continue the work already in motion
A patient response, staff note, form submission, or forwarded message can come back into the same process instead of starting a new thread for someone to reconcile manually.
Documents and media become usable inputs
Referral packets, insurance cards, authorizations, images, voicemails, and other files can be read as part of the workflow, then routed into the right decision or system update.
Call
Identity confirmed
Patient message
Can come Thursday
Referral PDF attached
Staff note
Benefits review needed
For the steps that need
action, not just conversation
/ 01
Policy and knowledge retrieval
Agents can pull the right policy, script, eligibility rule, prep instruction, or operating procedure at the moment it is needed, without forcing staff to hard-code every answer.
/ 02
Portal and browser work
When a payer portal, scheduling tool, referral site, or legacy application does not offer a clean integration, agents can navigate the interface, look up information, and complete approved steps.
/ 03
Document capture and OCR
Agents can read scanned referrals, intake forms, insurance cards, lab reports, and handwritten notes, then turn the useful details into structured fields for review or downstream entry.
/ 04
Data cleanup and calculations
Agents can normalize messy inputs, compare dates, apply routing rules, calculate wait times, format records, and prepare updates before writing information back to an operational system.
/ 05
Image and record understanding
Beyond extracting text, agents can interpret what a file is showing, such as a referral document, uploaded ID, care instruction, wound image, or test result snapshot, then route it to the right next action.
/ 06
Delegation to approved services
When a workflow needs a specialized service or existing internal agent, context can be passed to that system, the response can be received, and the healthcare workflow can continue from the same place.
Our Partnership
Deployment support from day one
Your team gets a dedicated deployment strategist and Forward Deployed Engineer who translate operational needs into a working agent. We handle the heavy lift while keeping your stakeholders aligned and informed.
A disciplined launch process
Each deployment is guided through discovery, workflow design, configuration, validation, and go-live. The process is built to reduce ambiguity and help teams move from idea to production with confidence.
Ongoing optimization
After launch, we continue tracking performance, reviewing exceptions, and improving the agent over time. The more context the system captures, the more useful it becomes across your operations.