Operations

Referral intake automation

Turn one referral into a booked visit by chasing missing forms, checking admin gates, and routing the file for human review.

FIRST FIXUnstick one referral

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

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HOW IT WORKS

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.

WHAT COMES IN
  • 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
WHAT GOES OUT
  • 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
TYPICAL TOOLS

The employee runs inside the systems you already use. Common ones for this workflow:

ClinikoCliniko
HealthengineHealthengine
HotDocHotDoc
OutlookOutlook

If your stack is different, it almost certainly connects too. See the directory →

A 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.”

MORE IN OPERATIONS

Other workflows on the same track.

OPERATIONS

Maintenance coordination

Unstick tenant maintenance tickets by triaging the request, chasing vendor ETAs, drafting tenant updates, and preparing owner-ready summaries.

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Construction RFQ follow-up

Start with one RFQ chase: track missing subcontractor pricing, scattered attachments, due dates, and change-order context until the review packet is ready.

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Inbox triage

Surface what needs you. Kill the noise. Draft the rest in your voice.

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Executive ops

The chief of staff you couldn’t hire. Meeting prep, action capture, weekly cadence — owned end to end.

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See every workflow
HIRE YOUR FIRST

One workflow. Referral intake automation. Live in 48 hours.

Unstick one referral

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