Medical Automated — AI Front Office Platform

The Medical Front Office That Never Lets A Referral Go Cold.

Eight AI Employees built for how a practice actually runs — confirming eligibility, closing referral loops, and following up before patients fall through the cracks. Connected directly into the EHR you already use.

🎧Amy📅Leena💼Kim📋Morgan🔄Stephanie⚙️Trisha⭐Elise📠Joseph8Medical
Why This Exists

A medical front office runs on referrals, insurance, and follow-up — not just calls.

That rhythm is genuinely different from dental operations, which is why the same 8-employee platform is configured differently here, not relabeled. Expand any card for detail.

Meet the AI Workforce

Eight employees, each owning one responsibility.

Receptionist

Amy

Answers every inbound call — the front line of patient communication, day or night.

Schedule Optimizer

Leena

Manages appointment scheduling and fills gaps left by cancellations in real time.

Case Acceptance

Kim

Verifies insurance eligibility and prior authorization requirements ahead of appointments.

Patient Intake

Morgan

Collects patient history, forms, and consent digitally before the visit.

Follow-up

Stephanie

Reaches out after visits to confirm follow-through, and tracks patients due for their next visit.

Practice Manager

Trisha

Coordinates all seven other AI Employees and knows what needs a human.

Patient Experience

Elise

Monitors reviews, automates responses, and tracks patient satisfaction trends.

Fax & Referral Management

Joseph

Processes incoming referrals, documentation, and prescription refill requests as they arrive.

Front Office Orchestration

One coordinator, seven specialists.

Trisha maintains a real-time view across every other employee — what's stalled, what's working, and what needs a human.

Workforce Coordination
Trisha — Practice Manager
Amy

Receptionist

Leena

Schedule Optimizer

Kim

Case Acceptance

Morgan

Patient Intake

Stephanie

Follow-up

Elise

Patient Experience

Joseph

Fax & Referral Management

Operational Workflows

Four workflows, always running.

Stage 01 / 04

Call Comes In

Amy answers immediately, day or night.

AI Employee Responsibility Matrix

What the workforce owns — and what it never touches.

Answers inbound callsIncluded
Books and manages appointmentsIncluded
Processes referrals and documentationIncluded
Verifies insurance eligibility and prior authorizationIncluded
Collects patient intake and historyIncluded
Follows up after visits and tracks recallIncluded
Coordinates prescription refill requestsIncluded
Monitors reviews and patient experienceIncluded
Makes clinical decisionsAlways a provider
Overrides provider judgmentNever
Before / After

The same practice, before and after deployment.

Before
  • Calls during peak hours go unanswered
  • Referrals sit unprocessed
  • Coverage issues surface at check-in
  • Patients fall through after a visit
After
  • Every call answered, at any hour
  • Referrals are processed and coordinated directly
  • Eligibility is verified before the visit
  • Follow-up happens automatically, on schedule
Connector Ecosystem

Connects directly into the EHR you already run.

Medical Automated does not replace your EHR — it reads and writes into it directly.

22Medical & Vete…PlatformConnector Layer
Medical & Veterinary EHR

30 connectors in this category

22 live · 6 in progress · 2 coming soon

Oscar ProLive
eClinicalWorksLive
Jane AppLive
iTRUST Optometry EHRLive
Juno EMRLive
Avaros EMRLive
Healthie EHRLive
Practice Fusion EHRLive
DrChrono EHRLive
ModMed EHRLive
Tebra EHRLive
PracticeQLive
AdvancedMDLive
CharmHealth EHRLive
Cerbo EHRLive
Cliniko EHRLive
NextGen EHRLive
CureMD EHRLive
NexHealthLive
athenaOne EHRLive
GoodX HealthcareLive
Practice Better EHRLive
ChiroTouch EHRIn Progress
HealthQuest EMRIn Progress
OpenEMRIn Progress
Oracle Health EHRIn Progress
Elation EHRIn Progress
VeradigmIn Progress
EpicComing Soon
aCOM RAPID EHRComing Soon
Practice Administration

Oversight for the whole workforce, in one place.

Practice Overview

Workforce Operational
8
Active Agents
—
Open Referrals
—
Recall Queue
—
Escalations Today
Recent Activity

No recent activity

Activity will appear here as it happens.

Illustrative Referral Processing Pattern

Simulated Data
MonTueWedThuFriSatSun
Peak: 16 referrals
Deployment Experience

From first conversation to a live workforce.

01Hour 1

Discovery

We learn how your practice actually operates today.

02Hours 1–3

Configuration

Each employee is configured against your real referral, insurance, and follow-up patterns.

03Day 1

Connector Setup

Your EHR is connected and verified.

04Day 1–2

Testing

Verified against real scenarios before any agent goes live.

05Within 48 hrs

Go Live

The workforce begins handling real calls and coordination.

06Ongoing

Support

Ongoing refinement based on real practice usage.

Security & Governance

What's currently supported — stated plainly.

Compliance documentation is available on request.

L1

Access Control

Every employee action is scoped and authenticated.

L2

Auditability

Call, referral, and follow-up activity are logged.

L3

Monitoring

Escalations and system health are continuously observed.

HIPAA
SOC 2 Type II
PIPEDA
Frequently Asked Questions

What practice owners actually ask.

Still have questions?

Talk to someone who can speak to your specific EHR and patient volume.

Book a Pilot
HIPAASOC 2 Type IIPIPEDA

See your AI medical workforce in action.

A demo built around how your practice actually operates.

Book a Pilot