Our AI agents handle the tedious pre-visit workflows so your staff can focus on care.
Verify eligibility and benefits in real-time by navigating payer portals and calling insurance companies. No more waiting on hold for hours on end.
Answer, route, and resolve patient calls 24/7 with seamless EMR integration. No more missed calls or overwhelmed front desk staff.
Receive referrals via fax, parse patient details automatically, and enter information directly into your EMR. No more manual data entry.
Our AI doesn't just check a clearinghouse and call it done. It follows the same rigorous workflow that your billing team uses - from going through insurance portals, to calling them directly when needed. Get detailed information like cost estimates, authorization and referral requirements, and accurate accumulation data that's not available anywhere else.
Logs into Availity, Noridian, and individual payer portals to pull real-time eligibility, copays, deductibles, and remaining benefits.
When portal data isn't enough, our AI calls payers directly. Seamlessly handles long wait times and extracts detailed benefits
With benefits being checked 24/7, your patients are verified before you walk in. And you convert more patients with less wait times.
See how our agent handles complex patient scenarios with professional expertise
Schedule and manage appointments with intelligent availability matching
Robert needs to schedule a follow-up appointment for his knee injury. He works Monday-Friday 9-5 and prefers morning appointments. He also needs to know if he should bring anything specific.
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Referrals arrive by fax and sit in a pile until someone gets to them. Our AI captures every incoming referral, parses it, enters the details into your EMR, and calls the patient to schedule
Referral arrives on your existing fax line
Dr. Martinez → Ortho referral for John Smith
HIPAA-compliant AI extracts every detail
Demographics, Dx codes, insurance, provider notes
Patient record created and referral linked
Record #4872 created in 12 seconds
AI calls the patient to collect info and book
Appointment confirmed — Tues 2/25 at 10:00 AM
Our AI reads every fax that comes in on your line and extracts patient demographics, diagnosis codes, referring provider details, and insurance information. Parsed data flows directly into your EMR with zero manual entry.
Extracted in seconds
Within hours of receiving a referral, our AI calls the patient to collect any missing information, verify their insurance, answer questions about the visit, and schedule their first appointment.
Handled on the call
No complex integrations. No vendor approvals. Our AI works with your existing systems from day one.
Our team works with yours to capture how your best staff handle tasks. Everything stays private to your workspace.
Shasta learns to navigate your EMR the way your staff does. No APIs or integrations required.
Start handling calls, faxes, referrals, and admin work right away. We meet regularly with your team to fine-tune.
We add guardrails and track quality so things keep improving. Monitor everything from your dashboard.