Stop Wasting Hours Gathering Records

Instantly find, review, and attach the right records for every correspondence—no more manual searching.

Every request means digging through multiple systems, double-checking files, and worrying you missed something. It’s tedious, error-prone, and eats up time you don’t have.

The hidden cost

What this is really costing you

Gathering and reviewing records for correspondence is repetitive and detail-heavy. You’re switching between EHRs, imaging software, and spreadsheets, just to find and verify the right documents. One small oversight can cause delays, compliance issues, or frustrated recipients.

Time wasted

1.8 hrs/week

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

Money lost

$2,610/year

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

If you keep ignoring it

Manual processes lead to missed documents, errors in correspondence, and wasted hours that could be spent on higher-value work.

Return on investment

The math speaks for itself

Today — without agent

1.8 hrs/week

of manual work

$2,610/year/ year

With your AI agent

0.4 hrs/week

agent-handled

$580/year/ year

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.

Responding to a Legal Inquiry

You ask your agent to gather all patient records related to a specific incident and verify their completeness before sending.

Preparing Insurance Documentation

You ask your agent to collect billing records and ensure all required fields are filled before attaching them to the claim.

Auditing Past Correspondence

You ask your agent to review past correspondence and confirm all necessary records were attached and accurate.

Handling Patient Requests

You ask your agent to find and attach all relevant medical records for a patient’s information request, checking for missing documents.

How to hire your agent

1

Connect your tools

Link your electronic health records, imaging, and document management systems to enable seamless record access.

2

Tell your agent what you need

Type: 'Gather all records related to patient John Doe’s 2023 surgery and check for completeness before attaching to my draft letter.'

3

Agent gets it done

Your agent finds, reviews, and attaches the correct records—summarizing them for your final review.

You doing it vs. your agent doing it

Manually search through multiple databases and folders for each request.
Agent instantly finds and compiles the right records for you.
30 min/request
Individually review each document for missing info or signatures.
Agent automatically verifies all required fields and pages.
15 min/request
Download, rename, and attach files one by one to emails or letters.
Agent attaches and formats records in one step.
10 min/request
Write a summary of attached documents for recipients by hand.
Agent generates a concise summary automatically.
10 min/request

Agent skill set

What this agent knows how to do

Targeted Record Search

Finds and compiles records related to a specific issue or request, so you don’t have to hunt them down.

Completeness Verification

Checks each record for missing pages, signatures, or required fields before you send them out.

Accuracy Review

Flags inconsistencies or outdated information in records, helping you avoid costly mistakes.

Attachment Automation

Attaches the correct records to your correspondence, formatted and ready to go.

Summary Generation

Creates a brief summary of attached records for quick review or inclusion in your message.

AI Agent FAQ

Hire your AI agent

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