AI for healthcare clinic founders, connected to the tools you actually use.
Pull every new patient inquiry from Gmail received in the last 48 hours, match each to the right provider based on condition and schedule, draft a welcome email with intake paperwork via DocuSign, and log each inquiry in Notion with the follow-up date.
Check Google Calendar for all provider schedules next week, identify any open appointment slots where utilization is below 70%, and draft a short outreach email to the waitlist patients who best match those provider specialties.
Find every insurance claim in my QuickBooks aging report that's been outstanding more than 45 days, look up the denial codes for each, and draft an appeal letter for the top five claims by dollar amount — flag any that require a clinical note addendum.
Scan Gmail for every referral thank-you that hasn't been sent in the last 30 days — pull the referring provider names from our Notion contact list and draft personalized thank-you notes for each referral we received this month.
Run a provider utilization report — pull booked versus available hours from Google Calendar for each provider this month, compare to our 80% utilization target, and flag anyone who's consistently below or above so I can make a staffing decision.
Pull last month's operating expenses from Brex, compare them against our QuickBooks budget by category (supplies, software, payroll, rent), and draft a one-page summary for our monthly financial review — flag any category over budget by more than 10%.
Search the web for any new CMS reimbursement rate updates for our top 5 CPT codes, compare the new rates against our current fee schedule in Notion, and draft a summary of the revenue impact for me to review before the next billing meeting.
Pull all DocuSign documents sent in the last 60 days that haven't been signed, group them by patient and document type, and draft a gentle follow-up email for each unsigned consent or intake form — flag any that are blocking a scheduled appointment.