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Agent 01
AI Receptionist
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Caller identity, open items, previous conversations,
provider preferences, and escalation context.
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Your AI medical receptionist or AI phone receptionist
can recognize relevant prior context instead of making
returning callers start over.
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Agent 02
Scheduling
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Slot policy, appointment-type durations, provider rules,
scheduling preferences, and booking history.
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The AI appointment scheduler can support automated
appointment booking using clinic-specific rules rather
than simply choosing the first available slot.
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Agent 03
Patient Intake
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Information already collected across calls, scheduling,
forms, SMS, and connected clinic systems.
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Patients are asked only for genuinely new information
instead of repeating details already provided to the
AI front desk assistant.
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Agent 04
ARVO — Fax & Referral
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Referral-partner map, patient identity, prior document
history, routing rules, and routing outcomes.
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Digital fax and referral documents can be connected to
the appropriate patient, chart, and clinic workflow.
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Agent 05
Marketing
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Recall gaps, lapsed-patient signals, recent interactions,
previous outreach, and consent state.
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Outreach reflects what has already happened instead of
sending reminders or messages that no longer make sense.
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Agent 06
Billing & Claims
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Coverage history, payer-specific rules, previous billing
context, and past denial reasons.
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Billing workflows can use connected administrative
context with fewer unnecessary callbacks and repeated
information requests.
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Agent 07
Intelligent EMR
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A resolved view of patient, conversation, clinic, and
workflow context across connected systems.
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Staff can access relevant operational information with
visibility into where remembered facts originated.
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Agent 08
Custom Agents
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The same shared clinic memory, policies, context,
outcomes, and memory infrastructure.
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New automated front desk workflows can launch with
clinic context already available instead of starting
from zero.
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