Stop Wasting Hours on Referral Reviews

Quickly analyze physician referrals and patient records to determine the right PT diagnosis and treatment plan.

Every new patient means digging through pages of medical records and deciphering referral notes. It’s tedious, time-consuming, and takes you away from actual patient care.

The hidden cost

What this is really costing you

Reviewing physician referrals and patient medical records is essential but eats up valuable time. Sifting through complex histories and documentation slows down your workflow and increases the risk of missing critical details. The paperwork piles up, leaving less time for hands-on therapy and patient interaction.

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 to do this manually means more time spent on paperwork, higher risk of errors, and less time available for direct patient care—leading to burnout and reduced productivity.

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 Intake Review

You ask your agent to scan a new patient’s referral and medical records to give you a summary before the initial evaluation.

Identify Key History Points

You ask your agent to highlight relevant surgeries, medications, or red flags in a patient’s chart.

Draft Treatment Plan Suggestions

You ask your agent to recommend possible PT interventions based on the diagnosis and patient history.

Double-Check for Contraindications

You ask your agent to review records for any issues that could impact your treatment choices.

How to hire your agent

1

Connect your tools

Link your existing patient charting, recordkeeping, and documentation tools used for managing referrals and medical records.

2

Tell your agent what you need

Type: 'Review this referral and attached medical records. Summarize the diagnosis and suggest appropriate PT treatments.'

3

Agent gets it done

The agent returns a clear summary of the referral, highlights from the medical records, suggested diagnoses, and recommended treatment options.

You doing it vs. your agent doing it

Read through lengthy, often handwritten notes and extract key details yourself.
Agent summarizes referral notes and highlights important information instantly.
30 min/week
Manually sift through multiple documents to find relevant medical history.
Agent highlights pertinent history and red flags automatically.
40 min/week
Research and cross-reference best practices based on diagnosis and patient data.
Agent provides evidence-based treatment suggestions tailored to the patient.
20 min/week
Double-check all records for potential risks or missing information.
Agent alerts you to possible contraindications or missing data.
20 min/week

Agent skill set

What this agent knows how to do

Summarize Physician Referrals

Extracts key information from referral documents so you can focus on clinical decisions.

Analyze Patient Medical Records

Reviews and highlights relevant medical history, medications, and prior treatments for your evaluation.

Suggest Preliminary Diagnoses

Flags possible diagnoses based on referral and medical record data to support your clinical judgment.

Recommend Treatment Options

Provides evidence-based treatment suggestions tailored to the patient's documented needs.

Highlight Red Flags

Alerts you to missing information or potential contraindications before you proceed.

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