Appointment Scheduling & Reminders
Handles appointment booking via website, SMS, or phone transcription. Checks practitioner availability, books the slot, sends confirmation, and triggers reminder sequences at 48h and 2h. Reduces no-shows by 30–40%.
Medium complexity · ~8 days to build · Revenue & ops
Works with: EHR/Scheduling software, SMS/Email, Phone API
Insurance Pre-Verification
Before a patient appointment, verifies insurance eligibility and coverage details with the payer. Flags coverage gaps or pre-authorization requirements and alerts the billing team in time to act before the visit.
High complexity · ~20 days to build · Revenue cycle
Works with: Insurance API (Availity), EHR, Billing system
Post-Visit Follow-Up
Sends a personalized follow-up message after each visit: care instructions, prescription reminders, next appointment prompt, and a satisfaction check. Flags patients who report concerns for immediate follow-up by staff.
Low complexity · ~5 days to build · Patient retention
Works with: EHR, SMS/Email, CRM
Intake Form Pre-Population
Sends new patients a secure intake form link before their first appointment. Pre-populates known fields from referral data. Parses completed forms and loads structured data into the EHR, eliminating manual data entry at check-in.
Medium complexity · ~12 days to build · Efficiency
Works with: EHR API, Secure forms, Email/SMS
Billing & Collections Follow-Up
Monitors patient balances and sends tiered, HIPAA-compliant payment reminders: statement at billing, reminder at 30 days, escalation at 60 days. Offers payment plan options. Stops when paid. Tracks collection rates by provider.
High complexity · ~18 days to build · Cash flow
Works with: EHR, Billing system, SMS/Email, Payment gateway
Wellness Check-In Agent
Sends condition-specific check-in messages between appointments: blood pressure reminders for hypertensive patients, glucose logging prompts for diabetic patients, physical therapy exercise reminders. Flags concerning responses for clinical review.
Medium complexity · ~14 days to build · Patient outcomes
Works with: EHR, SMS/Email, Clinical review workflow