/AI agents for patient access
Shasta's agents handle conversations, take action in your systems, and follow through until the next step is complete.
Backed by Y Combinator( fig. 01 )
Patient journey
Live01 · Incoming · Phone
“I need physical therapy for my knee.”
02 · Shasta working
03 · Result
Booking in progress…
Trusted by leading outpatient groups and practices
Platform performance
100%
of patient calls answered
<60s
to first response, any channel
24/7
coverage without added staff
( why shasta )
Answering the patient is only the beginning. The next step crosses an inbox, the EMR, a payer portal, and another staff queue. Shasta keeps the conversation and the work together.
( 01 / 08 )
/Try it live
Choose a common patient request and talk to Shasta live.
( fig. 02 )
Shasta voice demo
Ready
Live transcript
Start a call to see the conversation
( 02 / 08 )
/Convert demand
Shasta answers new patients, helps them find the right visit, and follows up when they do not book the first time.
( fig. 03 )
New patient inquiry
Phone · Text · Web
Do you have someone who treats knee pain?
Yes, I can help you find the right clinician and time.
Hi Maya, would Thursday at 10:30 work for your first visit?
Appointment booked · Thursday at 10:30
In EMR( 03 / 08 )
/What Shasta handles
01
/ scheduling
Scheduling. Book, confirm, and remind across phone, text, and web according to your clinic's rules.
02
/ referrals
Referral processing. Read incoming referrals, extract the details, and build a complete patient record.
03
/ eligibility
Eligibility & benefits. Verify coverage electronically, then by phone when the portal falls short.
04
/ prior-auth
Prior authorization. Identify requirements, gather documentation, and track every request to resolution.
05
/ waitlist
Waitlist & reschedules. Move patients when plans change and offer open slots to the right people.
06
/ intake
Intake & follow-up. Collect forms and history before the visit, and re-engage patients who stall.
( 04 / 08 )
/Prepare the visit
Shasta processes the referral, verifies coverage, resolves authorization requirements, and keeps the patient record current.
Referral processing
Shasta reads each referral, extracts the details, matches or creates the record, and follows up when information is missing.
( fig. 04 )
Incoming referral · Fax
Processed
Patient
Jordan Lee
Diagnosis
Right knee pain
Insurance
Aetna PPO
Next action
Contact patient to schedule
( fig. 05 )
Verification run 8842
Complete
Insurance verification
Shasta checks electronic sources first. When information is missing, it calls the payer, captures the answer, and updates the patient record.
Prior authorization
Shasta spots visits that need authorization, assembles the documentation, submits to the payer, and follows up until the approval is in the record.
( fig. 06 )
Prior authorization · Aetna PPO
Approved
Auth required
Flagged at scheduling
Docs gathered
Notes and referral attached
Submitted
Sent to payer portal
Approved
Written to the record
Auth A-4471 · 12 visits approved
No visit delayed( 05 / 08 )
/Protect the calendar
( fig. 07 )
Clinic calendar
Rescheduled
Can I move my Tuesday appointment to Thursday?
Mon
Tue
Wed
Thu
Fri
9:00
11:00
2:30
Open
2:30
Tuesday opening offered to waitlist
3 patients notifiedShasta reschedules the patient, applies your clinic's rules, and offers the opening to the right people on your waitlist.
( from our customers )
“What surprised us most about Shasta Health was how quickly we were up and running. Now, the huge majority of our insurance verification is seamlessly processed through their AI agent. Their team is extremely professional, and their support very responsive. Could not recommend them more!”
Roberto Bandeira de Mello · Data Lead, DME platform in 48 states
( 06 / 08 )
/Built for your clinic
Your rules, exceptions, and handoffs become a playbook Shasta can follow.
01
We map the happy path, the edge cases, and every point where your team should step in.
02
Your team reviews how Shasta responds before it touches live patient work.
03
See every action, review quality, and refine the workflow as your clinic changes.
Configured around the systems your team already uses. Live in days, not months.
( 07 / 08 )
/Fits your systems
Shasta reads and writes to your scheduling, records, and billing systems. No rip and replace.
HIPAA compliant
Built for PHI from day one, with a BAA executed for every customer.
Encrypted end to end
Patient data is encrypted in transit and at rest.
Every action logged
A reviewable record of everything Shasta does in your systems.
( 08 / 08 )
/Common questions
( start here )
Show us where patient conversations stall or staff get pulled in. We'll show you how Shasta keeps both the patient and the work moving.
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