AI Agents & Automation

Yes. We operate to HIPAA standards with access controls and BAAs available. AI assists inside secure workflows; it doesn't make final calls on your account, and sensitive work always goes to a person.

We automate the repetitive, rules-based steps: batch eligibility and benefit checks, claim-status and denial-reason lookups (reading CARC/RARC codes), documentation and coding-gap flags before submission, and routine follow-up reminders. Judgment-heavy work stays with people, including denial appeals, coding decisions on ambiguous charts, modifier selection, and anything that touches a payer or patient directly. The goal is to clear the queue of low-value clicks so certified specialists spend their time on the exceptions that move money.

No. Our automation and AI agents work on top of your existing EHR, PM, or clearinghouse rather than replacing them, so your staff keeps the systems and screens they already know. Where a task can run inside your platform's own workflow or portal, we do it there; where it makes sense, we layer assistive tooling around it. We scope the fit during onboarding so there are no surprise integrations or migrations.

We start by mapping your current workflows, identifying the highest-volume repetitive tasks, and confirming software access and BAAs are in place. From there we configure the specific automations and the human review checkpoints, then run a controlled pilot on a defined task or payer set before widening scope. Timeline depends on your systems and volume, so we give you a realistic schedule after the discovery call rather than a one-size-fits-all promise.

AI assists inside the workflow but does not make the final call on your account; a person reviews exceptions and signs off on anything that goes to a payer. Automation surfaces flags, pulls data, and drafts routine actions, while certified staff verify edge cases like inactive coverage, secondary payers, or documentation that does not support the code. Human review on every exception is built into the process, not an add-on.

Yes, the same approach applies to DME workflows. Automation can flag missing or incomplete documentation before a claim goes out, for example a standard written order, proof of delivery, or required medical-necessity records, pull claim status, and track follow-ups on rental periods so capped-rental months and modifiers are not missed. Specialists still own the judgment calls on HCPCS selection, modifier logic, and payer-specific DME coverage rules where a person is required.

You get visibility through regular reporting and a point of contact who can walk you through the work. We can report on the routine tasks handled, what was flagged for human review, and how the queue is moving, so you can see where time is being saved. We report on actual activity rather than headline percentages, and we are happy to align the metrics to what your team already tracks.

We do not publish flat pricing because the right scope depends on your specialty, volume, software, and which tasks you want automated versus kept manual. After a short consult we scope the work to your operation and share pricing tailored to that. That keeps you from paying for automation you do not need and lets us right-size the human review that goes alongside it.

No, they serve different purposes. The 24/7 conversational assistant gives instant answers to routine questions and helps point people in the right direction, while the actual revenue-cycle work on your account is performed inside secure workflows with certified specialists owning the outcomes. The assistant does not make decisions on claims or post to your account; sensitive work always routes to a person.