Solutions

Three capabilities, embedded in the systems you already run.

You do not buy a module. We map the workflow that is costing you, build the agent for it, and put it into production behind the same evidence trail as everything else.

Automation

Agents that do the work

High-volume, repeatable work — chart preparation, compliance screening, billing packets, patient communications — executed by agents that operate the real interface, on schedule and overnight.

Operates the EHR UI where no API exists
Reads FHIR + reporting where one does
Fires on cron, queue or clinic event
Self-heals and proposes a repair on UI drift

Intelligence

Decision support that calls the next move

Surfaces the next-best procedure, the risk flag, the patient who should be on the schedule this week — grounded in that patient's own record, with the source quoted.

Every recommendation cites its chart evidence
Provider accept / decline captured as feedback
Rules engine audited run over run
Advisory only — the provider decides

Visibility

Reporting leadership relies on

EHR, CRM, scheduling and billing fused into one live operational view — targets versus actuals, week over week, with the bot fleet's own health on the same screen.

Live operational and revenue metrics
Fleet health, run history, failure digests
Cost and spend monitoring built in
Daily digest to the inbox, no login required

Agent fleet

Deployed and running in production.

A selection of agents deployed in production for specialty practices. Each one was a workflow a human did by hand until it was mapped, verified and pinned.

Agent	What it does	Evidence produced	Status
PDMP Screeningcontrolled-substance compliance	Screens the day's controlled-substance cohort against the state PDMP, files the result to the chart, and routes anything ambiguous to a specialist for review.	Screen recording · per-patient screenshots · chart write receipt	In production
Pre-Visit Documentationchart prep before the room	Assembles tomorrow's schedule into a prepared chart — history, imaging, prior procedures and outcomes — staged for the provider before the patient arrives.	Screen recording · source-quoted summary · cohort manifest	In production
Procedure Recommendationsclinical decision support	Reviews the record and proposes the next-best procedure with the chart evidence quoted inline. Provider accepts or declines; the verdict trains the next run.	Reasoning log · cited evidence · accept/decline record	In production
Lien & Summary Billingpersonal-injury revenue	Builds the lien and summary-bill packet per account from the billing system, reconciles it against expected charges, and flags gaps before anything is sent.	Screen recording · generated packet · reconciliation report	In production
Note Sweep & Co-Signdocumentation closure	Finds encounters left open or unsigned, chases the documentation gap to the responsible provider, and closes the loop on the ones that are ready.	Screen recording · per-encounter disposition · digest	In production
Referral & Fax Intakefront-of-funnel	Watches inbound referral and fax channels, extracts the patient and the ask, and gets the record moving instead of letting it sit in a queue.	Screen recording · extraction record · intake audit line	In production
Lab & UDS Reconciliationresult closure	Reconciles urine-drug-screen and lab results against what the chart says was ordered, summarises the finding, and surfaces the mismatches.	Screen recording · reconciliation diff · chart write receipt	In production
Patient Outreachcomms & balances	Runs new-patient welcome sequences, appointment reminders and balance notices from templates the practice authors and controls.	Send log · template version · opt-out state	In production

Agents are built to order. If the workflow is repeatable and someone on your staff is doing it by hand in a browser, it is a candidate — the fleet above started as exactly that list.