romanA reminder is not follow-through.
Sticky notes, task lists, and delegated work still need someone to remember, act, and check that the job is done.
More work to do?
Put an agent on it.
Start with prebuilt agents. Build your own as your practice grows—giving your AI Revenue Manager more workflows to handle.
AGENTSIllustrative product story
START WITH A JOB01
Prebuilt to begin.
Custom when you need it.
Choose a workflow or describe the work you want handled.
Patient rebookingPackage follow-throughConsultation follow-up
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ROMAN IS WORKINGCapturing your practice’s playbook
✓
READY FOR YOUAn agent with a clear purpose
An agent with a clear purpose
Start with prebuilt agents. Build your own as your practice grows—giving your AI Revenue Manager more workflows to handle.Illustrative agent-builder simulation
A workforce that grows with the work.
Give the recurring job to an agent.
Start with a prebuilt workflow or build your own. Agents monitor triggers, carry out configured steps, track progress, and escalate exceptions.
Agents.
Built around your work.
Turn recurring responsibilities into repeatable work. Set the objective, define the rules, and let agents handle the follow-through, with people involved where you choose.
Start with prebuilt agents
Use ready-made workflows for recurring patient follow-through.
Build for your practice
Describe a job and define its triggers, actions, approvals, and stop conditions.
Grow your capacity
Keep patient context with the workflow. Track actions and hand exceptions to your team with the details they need.