Stop Referral Bottlenecks, Instantly

Effortlessly consult and refer patients to specialists—no more paperwork delays or manual errors.

Manually coordinating specialist referrals eats up your time and piles on administrative stress. Every extra form and follow-up means less time for patient care and more risk of mistakes.

The hidden cost

What this is really costing you

Consulting and referring patients to ophthalmologists or other healthcare practitioners is a critical, but time-consuming, part of your workflow. You juggle patient records, insurance details, and communication with specialists—often across multiple systems. Manual handling leads to delays, missed information, and unnecessary back-and-forth.

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

Continuing manually means more time lost on admin, higher risk of referral errors, and frustrated patients waiting for care.

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.

Quick Referral Letter Drafting

You ask your agent to draft a referral letter for a patient needing cataract surgery, pulling in relevant exam findings.

Specialist Search Assistance

You ask your agent to recommend local ophthalmologists who accept the patient’s insurance and have availability soon.

Referral Status Tracking

You ask your agent to generate a checklist to track which patients have pending specialist appointments.

Patient Summary Preparation

You ask your agent to compile a summary of the patient’s medical history and recent exam results for the specialist.

How to hire your agent

1

Connect your tools

Link your electronic health records, patient management, and charting software used in your daily workflow.

2

Tell your agent what you need

Type: 'Draft a referral letter for John Doe to an ophthalmologist for glaucoma evaluation, including his last two exam results.'

3

Agent gets it done

The agent prepares a complete referral letter with attached summaries, ready for your review and sending.

You doing it vs. your agent doing it

Manually gather patient data and type out referral letters for each case.
Agent auto-generates letters with all relevant details included.
30 min/week
Search directories and verify insurance acceptance yourself.
Agent recommends suitable specialists based on your criteria.
20 min/week
Maintain spreadsheets or paper lists to follow up on referrals.
Agent creates and updates a referral checklist automatically.
15 min/week
Review multiple records to summarize patient history for the specialist.
Agent compiles and formats summaries instantly.
25 min/week

Agent skill set

What this agent knows how to do

Referral Preparation

Gathers all necessary patient information and organizes it for a seamless referral process.

Specialist Recommendation

Suggests the most appropriate ophthalmologist or healthcare practitioner based on patient needs and location.

Documentation Drafting

Prepares referral letters and supporting documents, ready for your review and signature.

Follow-up Checklist Creation

Generates a checklist to ensure all referral steps are completed and tracked.

Summary Notes Compilation

Creates concise summaries of consultation outcomes for both your records and the specialist.

AI Agent FAQ

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