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
With your AI agent
0.4 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.
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
Connect your tools
Link your electronic health records, imaging, and document management systems to enable seamless record access.
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.'
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
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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