Turns referrals into visits.
Reads each referral the moment it arrives, reaches the patient and books them in.
AtomsAI / Patient access agent
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.
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 from other doctors wait in a pile while staff answer the phones.
Long hold times and voicemail push patients to book somewhere faster.
Coverage checked late means denied claims, surprise bills and cancelled visits.
What it does
Reads each referral the moment it arrives, reaches the patient and books them in.
Coverage, copay and referral, before the visit is booked.
The right clinician, visit type, length and location, following your scheduling rules.
History, consent and insurance card, before the patient arrives.
Sends requests to the payer with the right notes and follows up until there's an answer.
Offers the opening to patients on the waitlist, right away.
Anything clinical goes straight to a nurse or clinician.
More referrals booked, fewer no-shows and denied claims, and staff free for the patients in front of them.
Channels, capabilities and integrations
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.
SOC 2 Type II, HIPAA and GDPR. Your data is never used to train models.
Evenings and weekends, when patients have time to book, and during the morning rush when every line is busy.
The right person, with the patient, their insurance, the referral and the full conversation.
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
See where every patient stands: booked, waiting on insurance, or waiting for staff.
Pick your specialty to see how the agent books, checks and prepares patients.
Referrals pile up, and patients in pain book elsewhere while they wait.
A family doctor refers a patient with knee pain.
Checks insurance, books the right surgeon, sends the forms.
Seen in days, not weeks
A surgeon orders an MRI.
Sends the request to the payer and tracks it.
Approved, patient booked for the scan
Phones ring all morning, and every new patient needs insurance checked.
Someone asks if the practice takes new patients.
Checks their plan, books a new-patient visit, sends forms.
New patient booked and ready
A patient hasn't had a physical in a year.
Reminds them and offers times that suit them.
Check-up booked
Scans need approvals and prep instructions, and missed ones waste machine time.
A CT order arrives from a referring doctor.
Checks if approval is needed and sends it with the notes.
Scan booked once approved
A patient has a scan tomorrow.
Sends fasting and arrival instructions, confirms they've read them.
Fewer cancelled scans
Follow-ups slip, and patients who need to be seen soon wait too long.
A referral is marked urgent.
Calls the patient the same day and books the earliest slot.
Urgent patients seen first
Stress test results are in.
Books the follow-up visit with the cardiologist.
No patient lost after testing
Intake takes many calls, and people reaching out need a fast, kind reply.
Someone asks for help finding a therapist.
Checks insurance, matches on availability and preferences, books.
First session booked
A caller mentions harming themselves.
Shares crisis line details and transfers to a clinician at once.
Handled by a person, right away
Insurance checks and empty chairs eat into every day.
A patient is booked for next week.
Checks benefits left this year and what the patient will owe.
No surprise bills
A patient cancels this afternoon.
Offers the slot to patients on the waitlist.
Chair filled
Vision and medical plans are confusing, so patients call with questions.
A patient calls about an eye infection.
Checks which plan covers the visit and books it.
Billed to the right plan
A patient is due an exam.
Reminds them and books a time.
Exam booked
Long journeys with many visits, forms and insurance questions.
A couple asks about fertility treatment.
Explains next steps, checks coverage, books the consult.
Consult booked, forms done
A patient is 12 weeks pregnant.
Books the next visits on the schedule the practice uses.
No missed check-ups
Patients drop off after a few sessions, and visit limits need tracking.
A patient starts a course of therapy.
Checks how many visits the plan allows and tracks them.
No unpaid visits
A patient misses a session.
Checks in and rebooks.
Course of care completed
The agent follows your scheduling rules and never gives medical advice.
Controls and evals
Pricing
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.
Tell us what you need.
Share your journeys, channels and systems. We'll come back with a scope and a price.
Contact usShare a sample of referrals. We'll show how many the agent would have booked, how fast, and where your staff would still step in.
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