Meet Sam

Agentic Intelligence for patient referrals processing

Referral to registration in seconds, not hours.
98%
faster than manual processes
70%
reduction in team structure
12x
increase in referral processing capacity

Curious about Sam's capabilities?

Smart intake today, streamlined care tomorrow.
STEP 1

Email extraction

Sam receives the email and automatically extracts key patient information including name, date of birth, insurance details, symptoms, and all attached medical documents.

STEP 2

Patient Identification

Sam checks if the patient exists in the EHR using name and date of birth. If any information is missing, Sam automatically requests it via email.

STEP 3

Referral Management

Sam checks for any existing referrals in the EHR. For existing patients, Sam updates the referral with new information. For new patients, Sam creates a fresh referral with the provided diagnosis and procedure details.

STEP 4

Document Processing

Sam processes all medical documents including lab reports, clinical notes, and imaging results, and securely attaches them to the patient's referral in the EHR system.

Next-Gen Patient Intake: Built for Modern Healthcare

From referral to registration, automated precision that streamlines every patient journey
Core intelligence
Document Understanding Engine

Automated processing of referrals and clinical documentation with intelligent triage and routing

Multi-Patient Identification

Smart patient matching and profile creation across fragmented documentation

Service Classification Engine

Dynamic mapping of clinical documentation to service types and referral requirements

Intelligent Follow-up System

Self-managing document collection with automated deficiency detection

Engineering Excellence
FHIR-Native Architecture

Seamless EHR integration for patient records, service requests, and clinical documentation

Real-time Document Processing

Sub-second document classification with >96% accuracy after 500 documents

Smart State Management

Proactive tracking of document completeness and referral status

Secure Document Handling

End-to-end encryption with HIPAA-compliant document storage

ROI Accelerators
Processing Optimization

90% reduction in manual document handling time

Quality Assurance

>99.8% accuracy on data entry with confidence-based routing

Volume Scaling

Linear performance from 100 to 100,000+ monthly documents

ROI Analytics

Real-time dashboard tracking document processing times, completion rates, and referral status

Consult with our Automation Team today!

See Sam live in action & assess how it can help attain a 3x ROI in 4 months
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