Streamline Primary Care Patient Management

Automate documentation and referrals for headaches, hypertension, UTIs, URIs, and dermatological cases.

Every day, you spend precious time on repetitive documentation, coding, and referral logistics instead of focusing on patient care. Manual processes slow you down, increase risk of errors, and leave you feeling overwhelmed by administrative burden.

The hidden cost

What this is really costing you

Treating or referring patients for common primary care conditions means juggling clinical notes, coding, and referral paperwork—often under tight time constraints. Each case requires careful documentation, accurate coding, and coordination with specialists or labs. These repetitive tasks eat into your clinical hours and add stress to your workflow.

Time wasted

1.9 hrs/week

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

Money lost

$2,755/year

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

If you keep ignoring it

If you keep handling these tasks manually, you'll continue losing valuable time to paperwork, risk documentation errors, and delay patient referrals—impacting both efficiency and patient satisfaction.

Return on investment

The math speaks for itself

Today — without agent

1.9 hrs/week

of manual work

$2,755/year/ year

With your AI agent

0.4 hrs/week

agent-handled

$580/year/ year

You save

$2,175/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.

Drafting Visit Notes Instantly

You ask your agent to generate a SOAP note for a patient with a new onset headache, saving you from manual entry.

Quick Referral Letter Creation

You ask your agent to prepare a referral letter for a dermatologist, auto-filling key clinical details.

Effortless Coding Assistance

You ask your agent to suggest the correct ICD-10 and procedure codes for a urinary tract infection visit.

Patient Education Handouts

You ask your agent to create a personalized after-visit summary for a patient with hypertension, ready to print or share.

How to hire your agent

1

Connect your tools

Link your EHR, medical coding, and documentation software used in your daily workflow.

2

Tell your agent what you need

Type: 'Draft a referral letter for Ms. Lee with suspected eczema and include relevant visit details.'

3

Agent gets it done

The agent returns a completed referral letter, ready for your review, edit, and submission.

You doing it vs. your agent doing it

Type each note from scratch after each patient visit.
Agent generates a draft note from your summary or prompts.
30 min/week
Manually gather patient data and compose referral letters.
Agent auto-generates referral letters with clinical context.
20 min/week
Look up and enter codes for each condition manually.
Agent suggests accurate codes instantly based on your input.
15 min/week
Search for and personalize handouts for each patient.
Agent creates tailored summaries for each condition on demand.
15 min/week

Agent skill set

What this agent knows how to do

Automated Clinical Note Drafting

The agent generates structured encounter notes for primary care conditions based on your input.

Accurate Coding Suggestions

It recommends relevant diagnosis and procedure codes for headaches, hypertension, UTIs, URIs, and dermatological cases.

Referral Letter Preparation

It drafts referral letters to specialists or ancillary services, pre-filled with patient details and clinical context.

Patient Education Summary Creation

It generates clear, patient-friendly summaries for common conditions to support after-visit instructions.

Follow-Up Task List Generation

It creates actionable follow-up checklists based on your documented plan of care.

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