Care Coordination Automation for Healthcare

Let your AI agent handle care plan updates, reminders, and team communications—so you spend less time on admin and more time with patients.

You’re constantly switching between Epic, Outlook, and shared drives to update nurses, social workers, and pharmacists. As a clinician, you lose hours each week chasing down tasks and rewriting care summaries. Important details get buried in email threads, and you’re left firefighting instead of caring for patients.

An AI agent that drafts care updates, tracks follow-ups, and organizes plans for clinicians, reducing manual coordination with nurses, pharmacists, and therapists.

What this replaces

Copy care plan updates from Epic into Outlook emails for each provider
Track follow-up tasks using Excel or paper lists
Format and send referral summaries to psychologists via email
Draft medication change notifications for pharmacists in Microsoft Teams
Compile patient progress notes from multiple sources for team meetings

The hidden cost

What this is really costing you

In hospitals and clinics, clinicians like you spend 3-4 hours every week manually updating care plans, emailing discharge summaries, and reminding team members about follow-ups. Juggling information between Epic, Microsoft Teams, and email leads to missed updates and fragmented communication. The more complex the patient, the more time you lose on coordination instead of clinical work.

Time wasted

3-4 hours/week

Every week, burned on work an AI agent handles in minutes.

Money lost

$9,000/year

In salary, missed revenue, and operational drag — annually.

If you keep ignoring it

Ignoring this means delayed medication changes, missed referrals, and increased risk of patient readmission. Communication gaps can trigger compliance issues and drive staff burnout.

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

3-4 hrs/week

of manual work

$9,000/year/ year

With your AI agent

45 min/week

agent-handled

$2,100/year/ year

You save

$6,900/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.

Send a Discharge Plan to the Care Team

You ask your agent to summarize the discharge instructions and send them to the relevant nurses, social workers, and therapists.

Update the Team on Medication Changes

You ask your agent to draft a message for pharmacists and nurses detailing a recent medication adjustment.

Prepare a Referral Summary for a Psychologist

You ask your agent to compile relevant clinical notes for a psychologist referral, ensuring all key information is included.

Track Follow-Ups After a Team Meeting

You ask your agent to list all action items assigned to each provider and remind you of pending tasks.

How to hire your agent

1

Connect your tools

Link your EMR, practice management, and communication tools you already use for patient care coordination.

2

Tell your agent what you need

Type: “Summarize today’s care plan for Mrs. Lee and send updates to her nurse and social worker.”

3

Agent gets it done

Your agent drafts and organizes the summary, prepares messages for each provider, and tracks follow-up items—all ready for your review.

You doing it vs. your agent doing it

Review notes, manually condense information, and email each provider.
Agent drafts a tailored summary and messages for each team member.
30 min/week
Keep personal lists, check EMR, and send reminders yourself.
Agent compiles tasks and reminds you of pending actions.
20 min/week
Gather notes, format summaries, and send to specialists.
Agent assembles and formats referral summaries from your notes.
15 min/week
Draft emails or messages to each relevant provider individually.
Agent prepares and routes update messages in one step.
15 min/week

Agent skill set

What this agent knows how to do

Draft Care Plan Summaries

Pulls details from Epic or Cerner and generates concise care summaries for nurses and social workers.

Prepare Team Update Messages

Drafts tailored communications about medication changes or discharge plans for pharmacists and therapists based on your notes.

Track Follow-Up Assignments

Maintains a real-time checklist of outstanding tasks for each provider and sends reminders through Outlook or Teams.

Generate Referral Packets

Compiles clinical notes into formatted referral documents for psychologists or specialists, ready for your review.

Assemble Progress Reports

Aggregates input from multiple team members into a single report for case conferences or handoffs.

AI Agent FAQ

Your agent works with exported documents or notes from Epic, Cerner, or other EHRs. It does not directly access patient records for security reasons. You control what information is shared and reviewed.

No, your AI agent drafts all communications for your review. You approve and send messages via Outlook, Microsoft Teams, or your preferred channel to ensure accuracy and compliance.

All data is encrypted in transit using TLS 1.3 and never stored after task completion. The agent only processes information you provide, and does not retain or share data beyond your session.

Automating routine coordination reduces manual work for clinicians, minimizes errors in care plan updates, and ensures timely follow-ups. Your agent handles repetitive communication tasks, freeing you to focus on direct patient care.

No, your agent supports your existing team by handling repetitive admin tasks. Complex decisions and human communication remain in your hands. The agent is designed to reduce administrative burden, not replace staff.

See how much your team could save with AI

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