Stop Wasting Time on Client Referrals
Instantly find and share the right community resources for your patients—no more endless searching.
Tracking down up-to-date community services eats into your treatment time. You juggle multiple lists, outdated contacts, and endless paperwork—frustrating for you and delays help for your clients.
The hidden cost
What this is really costing you
Referring clients to community resources is essential, but it’s tedious and time-consuming. You spend hours searching for the right contacts, verifying details, and documenting referrals. This repetitive admin work pulls you away from direct patient care and slows down your workflow.
Time wasted
1.7 hrs/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$2,465/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
If you keep doing it manually, you’ll lose valuable time with patients, risk missing key resources, and struggle to keep referrals accurate and up to date.
Return on investment
The math speaks for itself
Today — without agent
1.7 hrs/week
of manual work
With your AI agent
0.3 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.
Find Local Transportation Services
You ask your agent to locate accessible transportation options for a patient with mobility challenges, including contact info and eligibility details.
Refer to a Support Group
You ask your agent to provide a list of local stroke survivor support groups, with meeting times and referral forms ready to share.
Connect to Financial Assistance
You ask your agent to find community programs offering financial aid for therapy equipment, and draft a referral letter for your patient.
Update Resource List
You ask your agent to review and update your clinic’s master list of community resources, ensuring all information is current.
How to hire your agent
Connect your tools
Link your patient charting, recordkeeping, and documentation tools to streamline referral workflows.
Tell your agent what you need
Type: 'Find local meal delivery services for my elderly patient and generate a referral note for their chart.'
Agent gets it done
Your agent delivers a list of relevant services, verified contact info, and a ready-to-file referral note.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Resource Matching
Quickly matches client needs with relevant community services and resources.
Referral Documentation
Generates clear, organized referral notes for patient records.
Contact Information Retrieval
Finds and verifies up-to-date contact details for community organizations.
Follow-up Checklist Creation
Creates follow-up checklists to track referral outcomes and next steps.
Customizable Referral Templates
Builds templates for common referral types, ready to personalize and send.
AI Agent FAQ
Hire your AI agent
Join the waitlist and be the first to hire an AI agent that handles your AI work end-to-end.
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