8 specialized agents

AI agents that work your operations 24/7

AI agents that work your operations 24/7

AI agents that work your operations 24/7

From prior authorization to compliance reporting, every agent connects directly to your EMR and the third party portals your team spends hours in today.

Payer Portal Automation

Prior Authorization Agent

Logs into payer portals like CareCentrix, Availity, Evicore and Carelon AIM, fills out authorization forms with data pulled from your EMR, submits the request, checks back on a schedule and writes the approval back to your system. Your team stops toggling between portals and starts shipping equipment.

Payer Portal Automation

Prior Authorization Agent

Logs into payer portals like CareCentrix, Availity, Evicore and Carelon AIM, fills out authorization forms with data pulled from your EMR, submits the request, checks back on a schedule and writes the approval back to your system. Your team stops toggling between portals and starts shipping equipment.

Payer Portal Automation

Prior Authorization Agent

Logs into payer portals like CareCentrix, Availity, Evicore and Carelon AIM, fills out authorization forms with data pulled from your EMR, submits the request, checks back on a schedule and writes the approval back to your system. Your team stops toggling between portals and starts shipping equipment.

Revenue Protection

Same & Similar Check Agent

Checks payer portals to verify no other provider has already billed for the same item before your order ships, protecting your revenue from duplicate claim write-offs. Runs continuously, overnight or just before fulfillment so you catch conflicts before they cost you. Replaces the dedicated staff many companies hire just to run these checks manually.

Revenue Protection

Same & Similar Check Agent

Checks payer portals to verify no other provider has already billed for the same item before your order ships, protecting your revenue from duplicate claim write-offs. Runs continuously, overnight or just before fulfillment so you catch conflicts before they cost you. Replaces the dedicated staff many companies hire just to run these checks manually.

Revenue Protection

Same & Similar Check Agent

Checks payer portals to verify no other provider has already billed for the same item before your order ships, protecting your revenue from duplicate claim write-offs. Runs continuously, overnight or just before fulfillment so you catch conflicts before they cost you. Replaces the dedicated staff many companies hire just to run these checks manually.

Document Intelligence

Packet Review Agent

Reviews prior authorization packets for completeness before submission, checking for required documents, valid signatures, data recency, Medicare eligibility criteria and clinical contradictions. Catches what is missing before it becomes a denial so your team fixes gaps upfront instead of resubmitting weeks later.

Document Intelligence

Packet Review Agent

Reviews prior authorization packets for completeness before submission, checking for required documents, valid signatures, data recency, Medicare eligibility criteria and clinical contradictions. Catches what is missing before it becomes a denial so your team fixes gaps upfront instead of resubmitting weeks later.

Document Intelligence

Packet Review Agent

Reviews prior authorization packets for completeness before submission, checking for required documents, valid signatures, data recency, Medicare eligibility criteria and clinical contradictions. Catches what is missing before it becomes a denial so your team fixes gaps upfront instead of resubmitting weeks later.

EMR Automation

Order Management Agent

Creates sales orders directly in your EMR from classified intake documents, manages delivery workflows and tracks orders through fulfillment. A fax that arrives at 2am becomes a live sales order before your team sits down in the morning.

EMR Automation

Order Management Agent

Creates sales orders directly in your EMR from classified intake documents, manages delivery workflows and tracks orders through fulfillment. A fax that arrives at 2am becomes a live sales order before your team sits down in the morning.

EMR Automation

Order Management Agent

Creates sales orders directly in your EMR from classified intake documents, manages delivery workflows and tracks orders through fulfillment. A fax that arrives at 2am becomes a live sales order before your team sits down in the morning.

Payer Portal Automation

Patient Registration Agent

Registers patients on third party remote monitoring platforms and practice management systems, filling out enrollment forms, linking devices to patient records and confirming setup with referring providers. Your patients are active on external platforms without your team logging into another portal.

Payer Portal Automation

Patient Registration Agent

Registers patients on third party remote monitoring platforms and practice management systems, filling out enrollment forms, linking devices to patient records and confirming setup with referring providers. Your patients are active on external platforms without your team logging into another portal.

Payer Portal Automation

Patient Registration Agent

Registers patients on third party remote monitoring platforms and practice management systems, filling out enrollment forms, linking devices to patient records and confirming setup with referring providers. Your patients are active on external platforms without your team logging into another portal.

EMR Automation

Clinical Documentation Agent

Extracts structured clinical data from assessments, medical orders and facility reports, then enters it directly into your EMR so clinical documentation does not bottleneck order processing and your billing team has what they need to submit claims.

EMR Automation

Clinical Documentation Agent

Extracts structured clinical data from assessments, medical orders and facility reports, then enters it directly into your EMR so clinical documentation does not bottleneck order processing and your billing team has what they need to submit claims.

EMR Automation

Clinical Documentation Agent

Extracts structured clinical data from assessments, medical orders and facility reports, then enters it directly into your EMR so clinical documentation does not bottleneck order processing and your billing team has what they need to submit claims.

Ongoing Operations

Compliance & Adherence Agent

Pulls patient device compliance data from monitoring platforms, generates adherence reports and faxes documentation to physicians and facilities on schedule. Keeps patients compliant and reauthorizations on track, protecting recurring revenue and preventing equipment returns.

Ongoing Operations

Compliance & Adherence Agent

Pulls patient device compliance data from monitoring platforms, generates adherence reports and faxes documentation to physicians and facilities on schedule. Keeps patients compliant and reauthorizations on track, protecting recurring revenue and preventing equipment returns.

Ongoing Operations

Compliance & Adherence Agent

Pulls patient device compliance data from monitoring platforms, generates adherence reports and faxes documentation to physicians and facilities on schedule. Keeps patients compliant and reauthorizations on track, protecting recurring revenue and preventing equipment returns.

Document Intelligence

Document Intake Agent

Receives incoming faxes, emails and mail, uses AI to classify each page, splits large multi patient documents into individual records and files each one to the correct patient and order in your EMR. Nothing gets lost between the mailroom and your billing team.

Document Intelligence

Document Intake Agent

Receives incoming faxes, emails and mail, uses AI to classify each page, splits large multi patient documents into individual records and files each one to the correct patient and order in your EMR. Nothing gets lost between the mailroom and your billing team.

Document Intelligence

Document Intake Agent

Receives incoming faxes, emails and mail, uses AI to classify each page, splits large multi patient documents into individual records and files each one to the correct patient and order in your EMR. Nothing gets lost between the mailroom and your billing team.

Order to cash, automated

Every agent maps to a step in your revenue cycle. Together

     they move orders from arrival to collection without manual handoffs.

1
Referral
Received
2
Intake

Document Intake, Clinical Documentation

3
Eligibility & Auth

Prior Authorization, Packet Review

4
Fulfillment

Order Management, Patient Registration

5
Compliance

Compliance & Adherence

6
Claims Verification

Same & Similar

7
Cash Posted
1
Referral
Received
2
Intake

Document Intake, Clinical Documentation

3
Eligibility & Auth

Prior Authorization, Packet Review

4
Fulfillment

Order Management, Patient Registration

5
Compliance

Compliance & Adherence

6
Claims Verification

Same & Similar

7
Cash Posted
1
Referral
Received
2
Intake

Document Intake, Clinical Documentation

3
Eligibility & Auth

Prior Authorization, Packet Review

4
Fulfillment

Order Management, Patient Registration

5
Compliance

Compliance & Adherence

6
Claims Verification

Same & Similar

7
Cash Posted

Connect with any system

Connect with any system

Docflow's agents know how to use all these systems

Docflow's agents know how to use all these systems

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Book a private demo and we will show you exactly how these agents fit into your workflow.