Stop Drowning in Patient Education Referrals

Automate education and referral tasks for genetic testing, newborn care, contraception, and breastfeeding.

Tracking, preparing, and referring patients for education or counseling eats into your time with families. Manual documentation and follow-up make every day feel like a paperwork marathon.

The hidden cost

What this is really costing you

Providing or referring patients for education on sensitive topics like genetic testing, newborn care, contraception, or breastfeeding is time-consuming and repetitive. Each case requires careful documentation, resource matching, and follow-up. The administrative burden pulls you away from direct patient care and increases the risk of missed information.

Time wasted

1.8 hrs/week

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

Money lost

$2,610/year

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

If you keep ignoring it

Continuing manually means less time for patient care, higher risk of referral errors, and increased stress from juggling documentation and follow-ups.

Return on investment

The math speaks for itself

Today — without agent

1.8 hrs/week

of manual work

$2,610/year/ year

With your AI agent

0.4 hrs/week

agent-handled

$580/year/ year

You save

$2,030/year

every year, reinvested into growing your business

Jobs your agent handles

What this agent does for you

Complete jobs, handled end-to-end — so your team focuses on what matters.

Refer a Patient for Genetic Counseling

You ask your agent to draft a referral note and provide educational materials for a patient considering genetic testing.

Prepare Newborn Care Resources

You ask your agent to assemble a packet of newborn care instructions and local support group information.

Contraception Counseling Guide

You ask your agent to generate a counseling script and patient handout for discussing contraception options.

Breastfeeding Support Referral

You ask your agent to find local lactation consultants and create a summary for your patient.

How to hire your agent

1

Connect your tools

Link your electronic medical record, office software, and document management tools used for patient education and referrals.

2

Tell your agent what you need

Type: 'Prepare a referral letter and patient handout for genetic counseling for Ms. Lopez, including local resource options.'

3

Agent gets it done

Your agent generates the referral letter, compiles the handout, and organizes everything for easy sharing or record-keeping.

You doing it vs. your agent doing it

Type each letter from scratch and search for resource details.
Agent drafts referral and attaches relevant resources instantly.
30 min/week
Manually gather, format, and print materials for each patient.
Agent assembles and formats materials in seconds.
25 min/week
Research and verify support groups or specialists online.
Agent suggests and summarizes vetted options immediately.
15 min/week
Write or adapt talking points for every sensitive topic.
Agent provides customizable scripts instantly.
10 min/week

Agent skill set

What this agent knows how to do

Generate Patient Education Materials

Creates tailored educational handouts and summaries for topics like genetic testing, breastfeeding, and contraception.

Referral Documentation

Drafts and organizes referral letters or notes to other providers based on your instructions.

Resource Matching

Finds and suggests appropriate local or online resources for patient counseling needs.

Follow-up Summaries

Prepares follow-up checklists and reminders for patients and providers after referrals.

Customizable Counseling Scripts

Provides conversation guides and scripts for sensitive patient counseling topics.

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