Streamline Professional Consultations Instantly

Easily coordinate with other health professionals and refer patients efficiently—no more endless back-and-forth.

Every patient case requires seamless communication and timely referrals, but juggling emails, notes, and follow-ups eats into your day. Important details slip through the cracks, and you’re left chasing responses instead of focusing on patient care.

The hidden cost

What this is really costing you

Consulting with other health professionals and managing referrals is essential for optimal patient outcomes, but it’s tedious and time-consuming. Manually drafting communications, tracking referral statuses, and organizing patient information slows you down. The administrative burden distracts from what matters most: your patients.

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

If you keep handling consultations and referrals manually, you risk delays in patient care, overlooked follow-ups, and increased stress from administrative overload.

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.

Quick Consultation Drafting

You ask your agent to draft a message to a specialist about a complex patient case, saving you time and ensuring clarity.

Referral Packet Preparation

You ask your agent to compile all necessary documents and a summary for a patient referral to a traditional provider.

Referral Status Update

You ask your agent to provide an update on all open referrals, so you know which patients need follow-up.

Follow-Up Checklist Creation

You ask your agent to generate a checklist of follow-up actions for each patient you’ve referred out.

How to hire your agent

1

Connect your tools

Link your practice management, billing, and documentation software commonly used in naturopathic workflows.

2

Tell your agent what you need

Type: 'Draft a referral summary and message for Ms. Lee to her primary care physician about her recent lab results.'

3

Agent gets it done

The agent delivers a polished consultation message and organized referral packet, ready for your review and sending.

You doing it vs. your agent doing it

Manually write detailed messages for each case, referencing multiple records.
Agent generates messages instantly using your notes and data.
30 min/week
Gather and organize patient files and summaries by hand.
Agent assembles and formats referral packets automatically.
25 min/week
Maintain spreadsheets or handwritten lists to track follow-ups.
Agent logs and updates referral statuses for you.
15 min/week
Manually list and update follow-up actions for each patient.
Agent generates and updates checklists on request.
10 min/week

Agent skill set

What this agent knows how to do

Draft Professional Consultation Requests

The agent quickly generates clear, detailed messages to other health professionals based on your notes and patient records.

Summarize Patient Cases for Referrals

It organizes and summarizes relevant patient information to streamline referrals to traditional healthcare providers.

Track Referral Statuses

Keeps a log of pending, completed, and outstanding referrals so you never lose track of patient progress.

Prepare Follow-Up Checklists

Creates actionable follow-up lists for each referred patient, ensuring you stay on top of next steps.

Generate Referral Documentation

Produces all necessary referral documents, ready for review and sending, based on your instructions.

AI Agent FAQ

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