AI Agents & Automation
We automate the repetitive steps between your systems — eligibility checks, referral intake, prior-auth paperwork, claim scrubbing, reporting — with AI where it helps and a person reviewing anything uncertain.
Best for: Operations, RCM and front-office leaders drowning in manual steps.
What we support
Engage the full scope or pick the functions you need. Each item below can be included, excluded or phased in your proposal.
- 01
Automated eligibility checks ahead of scheduled visits.
- 02
Prior-authorization form preparation from the chart.
- 03
Referral and fax intake read and filed into the EHR.
- 04
Charge-entry checks and claim-scrubbing rules before submission.
- 05
Denial categorization and work-queue routing.
- 06
Data sync between EHR, practice management and CRM.
- 07
Scheduled operational reports, no spreadsheets.
- 08
Human review queues and a full audit trail for every action.
How we work
We map the manual steps, pick the highest-volume workflow first, build it with review points and exception queues, run it alongside your team, then hand over with monitoring.
Pick the first workflow
Build with review points
Run in parallel
Monitor & expand
What you receive
Deliverables, not promises.
- Workflow map
- Automation design
- Exception queues
- Audit log
- Monthly automation report
What we measure
Defined before baselined.
Every metric gets an agreed definition, denominator and reporting period before we compare performance.
- Hours of manual work removed
- Items processed automatically
- Exception rate
- Error corrections
- Turnaround time
FAQ
The questions practices raise most often about Workflow Automation.
Every workflow has review points and exception queues. Low-confidence items go to a person, and every automated action is logged so it can be checked and reversed.
Yes. An engagement can address one workflow, a defined project or an ongoing delivery function. Additional services can be scoped as your requirements evolve.
Pricing depends on scope, volume, staffing, coverage, complexity and third-party costs. We provide a proposal that separates implementation, recurring services and optional work.
Yes. Carevory is HIPAA compliant. We sign a Business Associate Agreement before anyone on our team accesses protected health information, work only inside the systems you authorize, and cover subcontractor arrangements too.
Related in AI Agents
Clinical judgement, triage and prescribing remain with your licensed staff. Scope, coverage and responsibilities are agreed in writing before launch.
Start with one workflow
Tell us what is slowing your organization down or what you want to build. We will help define a focused starting point.
Business inquiries only. Please don't include patient information.