Stop Drowning in Patient Info Requests

Instantly gather patient capabilities, needs, and interests—no more endless back-and-forth.

Chasing down details from medical records, staff, and families eats up hours you could spend with patients. Manual info-gathering is tedious, error-prone, and delays care planning.

The hidden cost

What this is really costing you

Every assessment requires you to sift through medical records, email staff, and coordinate with family—just to get a full picture of your patient. This process is repetitive and time-consuming, often leading to missed details or delays. The more patients you have, the harder it is to keep up without something slipping through the cracks.

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 less time for therapy, increased risk of missing key patient needs, and ongoing frustration with administrative overload.

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.

Quickly Review a New Admission

You ask your agent to pull all relevant background, medical, and interest data for a new patient so you can plan your first session.

Update an Ongoing Care Plan

You ask your agent to summarize recent staff notes and family updates to adjust your therapy approach.

Identify Missing Patient Details

You ask your agent to highlight what information is still needed for a complete assessment.

Prepare for Family Meetings

You ask your agent to compile a concise report of a patient's progress and needs to share with family members.

How to hire your agent

1

Connect your tools

Link your existing EMR, patient documentation, and communication tools used for patient assessments.

2

Tell your agent what you need

Example: 'Summarize all relevant info on Mr. Lopez’s current abilities, needs, and interests for tomorrow’s session.'

3

Agent gets it done

The agent delivers a concise, organized summary of the patient’s capabilities, needs, and interests, ready for your review.

You doing it vs. your agent doing it

Manually search through EMR and notes for relevant details.
Agent extracts and summarizes key info instantly.
45 min/week
Send emails or messages to staff and wait for replies.
Agent compiles latest staff notes automatically.
30 min/week
Coordinate calls or emails with family members.
Agent organizes existing family communications for you.
20 min/week
Draft reports from scratch, referencing multiple sources.
Agent generates structured reports from gathered data.
35 min/week

Agent skill set

What this agent knows how to do

Summarize Patient Medical Records

Extracts and condenses relevant patient information from electronic records for quick review.

Compile Multi-Source Assessments

Gathers input from staff notes, family communications, and patient interviews into a unified overview.

Track Patient Interests & Needs

Organizes and updates patient preferences, abilities, and requirements for personalized care planning.

Generate Assessment Reports

Creates clear, structured reports summarizing each patient's current status and needs.

Highlight Missing Information

Identifies gaps in available data and flags what still needs to be collected.

AI Agent FAQ

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