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AtomsAI / Patient access agent

Every referral booked. Ready before they arrive.

Contacts referred patients, checks their insurance, books the right visit and gets forms done before the day. More patients seen, fewer surprises, and less time on the phone for your staff.

Built for specialty groups, clinics and health systems.

Lakeview Orthopedics Live agent
Referral from Dr. Patel · knee pain Insurance checked
Hi Maria, Dr. Patel referred you to Lakeview Orthopedics for your knee. Your Aetna plan covers this visit and your copay is $40. I can book you with Dr. Chen on Tuesday at 9:40am or Thursday at 2:15pm.
Tuesday 9:40amThursday 2:15pm
Thursday works.
You're booked. I've sent a short form to fill in before your visit, about 5 minutes.
Booked · Thursday 2:15pm with Dr. Chen
Referral to booked visit in 1 day · insurance checked · intake form sent
Identity confirmed · visit added to the patient record

Why it matters

Patients are referred to you every day.
Someone has to reach them, check their insurance, find a slot and collect their forms.
When that takes too long, they go elsewhere or not at all.

Referrals go cold

Referrals from other doctors wait in a pile while staff answer the phones.

Patients wait on hold

Long hold times and voicemail push patients to book somewhere faster.

Insurance surprises

Coverage checked late means denied claims, surprise bills and cancelled visits.

Every referral is a patient who needs you. Too many are never booked.

Same referrals. More patients seen. What 100 referrals turn into, without and with a patient access agent
Without an agent
100 referrals received
55 booked for a visit
12 days to first visit
With the agent
100 referrals received
85 booked for a visit
3 days to first visit
30 more patients seen from the same referrals, sooner, with insurance checked before they arrive. Illustrative

What it does

Everything your patient access team does. For every patient, the same day.

Turns referrals into visits.

Reads each referral the moment it arrives, reaches the patient and books them in.

Example · one referral, one day
Referral arrives Sent by Dr. Patel · knee pain
Patient contacted Text within 10 minutes
Visit booked Thursday 2:15pm · Dr. Chen

Checks insurance first.

Coverage, copay and referral, before the visit is booked.

Plan Aetna PPO · active
Specialist visit Covered · $40 copay
Referral On file with the plan

Books the right visit.

The right clinician, visit type, length and location, following your scheduling rules.

Your scheduling rules, followed
Visit type New patient, knee
Length 40 minutes
Who Orthopedic surgeon, not a PA
Where Closest of 3 clinics with an X-ray

Gets forms done early.

History, consent and insurance card, before the patient arrives.

Medical history Done · 2 days before the visit
Consent forms Signed · 2 days before the visit
Insurance card photo Uploaded · 2 days before the visit

Handles prior authorizations.

Sends requests to the payer with the right notes and follows up until there's an answer.

Needed? MRI needs approval from Cigna
Sent Order and clinical notes attached
Approved Patient told, scan booked

Fills cancelled slots.

Offers the opening to patients on the waitlist, right away.

Example · 9am cancellation
A 10:20am slot just opened with Dr. Chen today. Would you like it?
Yes please!
Filled from the waitlist in 6 minutes

Never gives medical advice.

Anything clinical goes straight to a nurse or clinician.

To the nurse line, now
Said
“My leg is swollen and hot since the surgery.”
Done
No advice given, call transferred
Shared
Patient, surgery date, what they said

More patients seen, sooner.

More referrals booked, fewer no-shows and denied claims, and staff free for the patients in front of them.

Example · one month, one specialty group
84% of referrals booked
3 days from referral to first visit
38% fewer no-shows
0 visits with unchecked insurance

Channels, capabilities and integrations

Every way patients reach you. Connected to your EHR.

One agent across phone, text, chat and email, and the referrals other doctors send you. Every booking, check and form lands in the patient record.

5

Ways in. One patient view.

Voice SMS Web chat Email Referrals from other doctors

Secure by default

SOC 2 Type II, HIPAA and GDPR. Your data is never used to train models.

Patient contacts today 00:00 → 23:59

Always on

Evenings and weekends, when patients have time to book, and during the morning rush when every line is busy.

Hands over to your team

The right person, with the patient, their insurance, the referral and the full conversation.

When it hands over
  • As per your rules
  • Anything clinical or urgent
  • Insurance can't be confirmed
  • The patient asks for a person
AI agent
  1. Clinical question RD Rosa D. Triage nurse
  2. Coverage problem KW Kevin W. Insurance team
  3. Complex scheduling NP Nina P. Scheduler
Handover note · patient, referral, insurance, full conversation

At home in your stack

Epic, athenahealth, eClinicalWorks, NextGen and other EHRs and practice management systems. Insurance checks. Google Calendar and Outlook. JustCall for calls and texts. Anything else through APIs, HL7 and FHIR.

Scoped access, approved per action

Worklist

Every referral. One worklist.

See where every patient stands: booked, waiting on insurance, or waiting for staff.

Patient access · this week All locations Illustrative
Referrals in 186
Booked 84%
Insurance checked 100%
Forms done early 91%
Maria G. · Knee referral Booked Thu 2:15pm · form done Ready
James O. · MRI follow-up Prior auth sent to Cigna Awaiting payer
Aisha K. · New patient Plan inactive since Sep 30 Insurance issue
Robert L. · Shoulder referral Texted twice, no reply Calling today
Ellen P. · Post-op check Said pain is getting worse Nurse called
2 patients need staff Take over Pause
  • One view of every patient Referrals, bookings, insurance and forms, across every channel.
  • HIPAA on every contact Identity confirmed before anything personal is shared.
  • Voice built in-house Our own speech engine, for calm, natural calls.
  • Take over any time Join a call, reply to a text, or pause the agent for a patient.

Your specialty? There's a play for that.

Pick your specialty to see how the agent books, checks and prepares patients.

Orthopedics

Referrals pile up, and patients in pain book elsewhere while they wait.

  1. Referral

    Referral to first visit

    SMSVoice
    Trigger

    A family doctor refers a patient with knee pain.

    Agent

    Checks insurance, books the right surgeon, sends the forms.

    Result

    Seen in days, not weeks

  2. Prior auth

    MRI approval

    InsurerSMS
    Trigger

    A surgeon orders an MRI.

    Agent

    Sends the request to the payer and tracks it.

    Result

    Approved, patient booked for the scan

Illustrative workflows, configured around your rules and integrations. Contact us

Primary care

Phones ring all morning, and every new patient needs insurance checked.

  1. New patient

    Joining the practice

    Web chatVoice
    Trigger

    Someone asks if the practice takes new patients.

    Agent

    Checks their plan, books a new-patient visit, sends forms.

    Result

    New patient booked and ready

  2. Recall

    Annual check-up due

    SMSEmail
    Trigger

    A patient hasn't had a physical in a year.

    Agent

    Reminds them and offers times that suit them.

    Result

    Check-up booked

Illustrative workflows, configured around your rules and integrations. Contact us

Imaging & radiology

Scans need approvals and prep instructions, and missed ones waste machine time.

  1. Prior auth

    CT scan approval

    Insurer
    Trigger

    A CT order arrives from a referring doctor.

    Agent

    Checks if approval is needed and sends it with the notes.

    Result

    Scan booked once approved

  2. Prep

    Prep instructions

    SMS
    Trigger

    A patient has a scan tomorrow.

    Agent

    Sends fasting and arrival instructions, confirms they've read them.

    Result

    Fewer cancelled scans

Illustrative workflows, configured around your rules and integrations. Contact us

Cardiology

Follow-ups slip, and patients who need to be seen soon wait too long.

  1. Referral

    Urgent referral first

    Voice
    Trigger

    A referral is marked urgent.

    Agent

    Calls the patient the same day and books the earliest slot.

    Result

    Urgent patients seen first

  2. Follow-up

    Post-test follow-up

    SMSVoice
    Trigger

    Stress test results are in.

    Agent

    Books the follow-up visit with the cardiologist.

    Result

    No patient lost after testing

Illustrative workflows, configured around your rules and integrations. Contact us

Behavioral health

Intake takes many calls, and people reaching out need a fast, kind reply.

  1. Intake

    First appointment

    Web chatVoice
    Trigger

    Someone asks for help finding a therapist.

    Agent

    Checks insurance, matches on availability and preferences, books.

    Result

    First session booked

  2. Safety

    Crisis words heard

    VoiceWeb chat
    Trigger

    A caller mentions harming themselves.

    Agent

    Shares crisis line details and transfers to a clinician at once.

    Result

    Handled by a person, right away

Illustrative workflows, configured around your rules and integrations. Contact us

Dental groups

Insurance checks and empty chairs eat into every day.

  1. Insurance

    Coverage before the cleaning

    Insurer
    Trigger

    A patient is booked for next week.

    Agent

    Checks benefits left this year and what the patient will owe.

    Result

    No surprise bills

  2. Backfill

    Cancelled cleaning

    SMS
    Trigger

    A patient cancels this afternoon.

    Agent

    Offers the slot to patients on the waitlist.

    Result

    Chair filled

Illustrative workflows, configured around your rules and integrations. Contact us

Eye care

Vision and medical plans are confusing, so patients call with questions.

  1. Insurance

    Vision or medical plan?

    Voice
    Trigger

    A patient calls about an eye infection.

    Agent

    Checks which plan covers the visit and books it.

    Result

    Billed to the right plan

  2. Recall

    Yearly eye exam

    SMSEmail
    Trigger

    A patient is due an exam.

    Agent

    Reminds them and books a time.

    Result

    Exam booked

Illustrative workflows, configured around your rules and integrations. Contact us

Women's health & fertility

Long journeys with many visits, forms and insurance questions.

  1. New patient

    First fertility consult

    Web chatVoice
    Trigger

    A couple asks about fertility treatment.

    Agent

    Explains next steps, checks coverage, books the consult.

    Result

    Consult booked, forms done

  2. Follow-up

    Prenatal visits

    SMS
    Trigger

    A patient is 12 weeks pregnant.

    Agent

    Books the next visits on the schedule the practice uses.

    Result

    No missed check-ups

Illustrative workflows, configured around your rules and integrations. Contact us

Physical therapy

Patients drop off after a few sessions, and visit limits need tracking.

  1. Insurance

    Visits left on the plan

    Insurer
    Trigger

    A patient starts a course of therapy.

    Agent

    Checks how many visits the plan allows and tracks them.

    Result

    No unpaid visits

  2. Follow-up

    Missed session

    SMS
    Trigger

    A patient misses a session.

    Agent

    Checks in and rebooks.

    Result

    Course of care completed

Illustrative workflows, configured around your rules and integrations. Contact us

The agent follows your scheduling rules and never gives medical advice.

Controls and evals

Patient data protected. Clinical calls left to clinicians.

Controls

  • HIPAA by design Signed BAA, identity checks, and access limited to what each task needs.
  • No medical advice Symptoms and clinical questions go to a nurse or clinician, urgent ones at once.
  • Your scheduling rules Visit types, providers and slot lengths as you set them. Anything else goes to staff.
  • Full audit trail Every contact, check, booking and change is logged in the patient record.

Evals

  • Tested before launch Hard cases first: urgent symptoms, the wrong person answering, coverage problems.
  • Re-tested on every change A saved test set re-runs whenever rules or schedules change.
  • Every contact checked Each conversation is scored for accuracy, privacy and tone, with misses flagged.
  • Measured against your goals Referrals booked, time to first visit and no-shows, reviewed with you weekly.

Pricing

Custom built. Priced for your requirements.

No fixed tiers. Every patient access agent is built around your journeys, channels and systems, so we price it the same way: after we understand what you need.

What shapes the price

  • Number of referrals and patient contacts
  • Channels: voice, text, chat, email, referrals
  • EHR and practice management systems
  • Insurance checks and prior authorizations
  • Locations, specialties and scheduling rules

Always included

  • Design and build with our team
  • Testing on hard cases before launch
  • Privacy and accuracy checks on every contact
  • Weekly reviews and tuning after go-live
  • Security: SOC 2 Type II, HIPAA with a BAA, GDPR

Tell us what you need.

Share your journeys, channels and systems. We'll come back with a scope and a price.

Contact us

Bring last month's referrals. We'll show you who was never seen.

Share a sample of referrals. We'll show how many the agent would have booked, how fast, and where your staff would still step in.

Contact us

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