Stop Chasing Down Patient Records
Quickly obtain medical records from previous providers—no more endless follow-ups.
Tracking down patient records eats up your day, with endless emails, faxes, and waiting. Every delay means less time for patient care and more administrative headaches.
The hidden cost
What this is really costing you
Obtaining medical records from other providers is tedious and time-consuming. You spend hours drafting requests, following up, and organizing incoming documents. This repetitive task slows down your workflow and keeps you from focusing on patient evaluation.
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
Manual record requests lead to longer patient wait times, missed information, and frustration for both you and your patients. Important details can slip through the cracks, impacting the quality of care.
Return on investment
The math speaks for itself
Today — without agent
1.8 hrs/week
of manual work
With your AI agent
0.4 hrs/week
agent-handled
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.
Request Full Patient History
You ask your agent to collect all available records from a patient's previous primary care provider before a first appointment.
Gather Lab Results
You ask your agent to obtain recent lab results from a specialist your patient saw last month.
Track Multiple Requests
You ask your agent to show you which patient records are still pending and which have arrived.
Summarize Received Records
You ask your agent to summarize the key findings from a newly received patient file.
How to hire your agent
Connect your tools
Link your practice management, document handling, and online medical database tools commonly used in naturopathic workflows.
Tell your agent what you need
Type: 'Obtain all available records from Dr. Smith and the local imaging center for John Doe, DOB 5/12/1980.'
Agent gets it done
Your agent drafts requests, tracks their status, and organizes received records for seamless review.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Draft Medical Record Requests
Automatically generates clear, compliant requests for patient records based on your input.
Track Request Status
Keeps a real-time log of which records are requested, received, or still outstanding.
Organize Incoming Records
Sorts and labels received documents for easy integration into your practice management system.
Summarize Record Contents
Provides a concise summary of each received record so you can review patient history faster.
Follow-Up Reminder Preparation
Prepares templated follow-up messages for outstanding requests to streamline your process.
AI Agent FAQ
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