Operations

Referral intake automation

Referrals stall when forms, eligibility, and scheduling live in separate queues.

Mia keeps the admin chain moving without making clinical decisions.

FIRST FIXUnstick one referral

Send the referral backlog.

Mia maps the first intake, missing-doc, eligibility, and scheduling loop.

See pricing
TYPICAL TOOLS

The employee runs inside the systems you already use.

The point is less manual work, not another app to manage.

ClinikoCliniko
HealthengineHealthengine
HotDocHotDoc
OutlookOutlook

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WORKDAY PRESSURE

Start where someone is already getting chased.

Clinics and allied-health operators managing referrals, eligibility, scheduling, and front-desk follow-up.

Owner

Practice manager, clinic operations lead, or front-desk supervisor protecting patient flow and provider utilization.

Workday sentence

Is this referral ready to book, or are we still missing paperwork, eligibility, or patient details?

Where it gets stuck

Referrals stall because admin gates live across faxes, emails, forms, phones, and scheduling rules.

What cannot go wrong

A patient drops off, the clinic books from incomplete information, or staff touch sensitive health details without enough context.

What stays human

They protect patient care, privacy, and provider time.

They do not want AI making clinical or eligibility calls.

First useful version

A referral packet that shows missing items, admin blockers, chase drafts, and the booked-visit handoff staff can approve.

WORK + APPROVAL

What changes when this work gets handled.

Mia is useful only if this work gets cheaper, faster, cleaner, or easier to trust.

She handles prep, drafts, chases, and handoffs.

Your team keeps the decision.

Work to clear

What your team gets back

Referral intake summary with missing documents and next admin action

Impact

Why it matters

Faster turnaround, fewer dropped handoffs, clearer updates, and less manager attention spent chasing status.

Current cost

What it costs now

Referral emails, faxed documents, forms, call notes, and patient details

Human approval

Where people stay in charge

Clinic staff approve patient communication, scheduling decisions, clinical routing, and any eligibility or authorization escalation.

WHY THIS RESULT MATTERS

Clinics do not lose referrals only because the phone rings too much.

Referrals stall when documents, eligibility, authorizations, patient details, and scheduling all live in separate queues.

This AI employee keeps the admin chain moving without making clinical decisions.

CURRENT COST
  • Referral emails, faxed documents, forms, call notes, and patient details
  • Eligibility, authorization, appointment, and recall rules
  • Clinic escalation paths, provider capacity, and front-desk inbox context
RESULT DELIVERED
  • Referral intake summary with missing documents and next admin action
  • Patient or referrer chase drafts and appointment-reminder queue
  • Booked-visit handoff for staff with source links and unresolved blockers
PROOF MOMENT

Specialist referral arrives with missing insurance details. The AI employee drafts the patient chase, flags the authorization blocker, and prepares a booked-visit handoff once staff approve.

Work scorecard

Before you hire for it, send us the stuck work.

Mia checks the cost, risk, approval line, and whether an AI employee can clear the first version.

If this is cheaper or safer with a person, the scorecard says that.

WORK + APPROVAL SCORECARD

A short check for cost, speed, quality, risk, and the first safe version.

Work

What keeps piling up?

Replies, reports, checks, handoffs, document chases, approvals, or follow-up that keeps coming back.

Cost

What does it cost now?

Staff time, manager attention, customer wait time, rework, missed follow-ups, or lost revenue.

Quality

What would make it useful?

Better drafts, faster turnaround, fewer errors, cleaner handoffs, and less chasing from managers.

Control

What still needs human approval?

Customer promises, pricing, refunds, legal language, financial decisions, or anything that can damage trust.

Output: work to clear, current cost, approval line, pricing shape, and the smallest useful test.

HIRE YOUR FIRST

One stuck task. Referral intake automation. First proof in 48 hours.

Unstick one referral

Send the referral backlog.

Mia maps the first intake, missing-doc, eligibility, and scheduling loop.