Care Coordination Automation for Healthcare
Let your AI agent handle provider updates, follow-up requests, and patient handovers. Reclaim hours every week and reduce administrative stress.
You’re a clinician juggling endless care team emails in Outlook, updating patient notes in Epic, and tracking tasks in Google Sheets. Important follow-ups slip through the cracks, and you spend hours piecing together updates from physical therapists, social workers, and specialists. The constant pressure to keep everything organized leaves you drained and increases the risk of missed care.
An AI agent that automates care team communications, follow-ups, and handover notes for clinicians in healthcare settings.
What this replaces
The hidden cost
What this is really costing you
In hospitals and clinics, care coordinators and physicians spend 1.75 hours each week manually collecting updates from Epic, drafting referral messages in Outlook, and tracking outstanding actions in Google Sheets. The administrative burden steals time from patient care and leads to burnout. When critical tasks are missed, patient safety and satisfaction suffer.
Time wasted
1.75 hours/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$8,750/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
Ignoring this problem results in delayed referrals, incomplete handovers, and preventable clinical errors. Patient outcomes decline, satisfaction scores drop, and staff turnover increases due to administrative overload.
Cost estimates derived from U.S. Bureau of Labor Statistics occupational wage data and O*NET task analysis.
Return on investment
The math speaks for itself
Today — without agent
1.75 hrs/week
of manual work
With your AI agent
15 min/week
agent-handled
You save
$7,920/year
every year, reinvested into growing your business
Estimates based on U.S. Bureau of Labor Statistics median salary data and O*NET task importance ratings from worker surveys. Time savings assume 80% automation of eligible task components.
Jobs your agent handles
What this agent does for you
Complete jobs, handled end-to-end — so your team focuses on what matters.
Coordinating with Physical Therapy
You ask your agent to summarize the latest physical therapy notes and draft a follow-up question for the therapist.
Managing Social Work Referrals
You ask your agent to prepare a referral summary and checklist for the social worker involved in a complex case.
Preparing for Interdisciplinary Rounds
You ask your agent to gather all recent provider updates and organize them into a single, easy-to-review document.
Ensuring Follow-Up Actions Are Complete
You ask your agent to list all outstanding tasks for each provider and flag anything overdue.
How to hire your agent
Connect your tools
Link your existing EHR, patient documentation, and communication platforms used in daily clinical workflows.
Tell your agent what you need
Type, 'Summarize all recent updates for patient Smith and draft a message to the dietitian about next steps.'
Agent gets it done
The agent returns a concise care summary and a ready-to-send message, saving you time and reducing errors.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Summarize Care Team Updates
Pulls provider input from Epic and delivers concise summaries tailored for each clinician.
Draft Referral and Follow-Up Requests
Creates ready-to-review referral emails in Outlook based on your instructions and patient notes.
Track Outstanding Actions
Monitors task lists in Google Sheets and flags overdue actions for your care team.
Prepare Patient Handover Notes
Compiles essential patient information from Epic and generates structured handover summaries for provider transitions.
Clarify Next Steps for Each Provider
Outlines specific follow-up actions for physical therapists, social workers, and specialists, reducing confusion and missed responsibilities.
AI Agent FAQ
The agent only uses information you provide or connect, such as exported Epic notes. It does not access records automatically or without your input. You remain in control of all data shared with the agent.
Your information stays within your authorized environment. All data is encrypted in transit using TLS 1.3, and nothing is stored after processing. You decide what the agent can access.
The agent drafts messages and summaries for you to review in Outlook or Gmail. You send communications yourself, ensuring full oversight and compliance.
You can provide exported data from Epic, Cerner, or other EHRs. Direct integration is not available yet, but support for major systems is planned.
No, the agent organizes, summarizes, and drafts communications only. All clinical judgment and decision-making remain your responsibility.
Automating care coordination with an AI agent reduces missed follow-ups, speeds up referrals, and ensures timely patient handovers. This leads to fewer errors and improved patient satisfaction.
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Related tasks
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