Use Case 1
Daily Panel Prep
Trigger: Next day's scheduled appointments
1.Pull scheduled patients for each provider
2.For each patient assemble problem list, med rec, care gaps, suspected HCCs, labs, recent specialist/ED notes
3.Highlight visit-type-specific priorities (annual wellness, chronic follow-up, post-discharge)
4.Format as single-screen brief
5.Deliver to provider EHR worklist before clinic start
✓
Every provider walks into each visit knowing exactly what to address, without 10 minutes of chart-diving per patient.
Use Case 2
Same-Day Add-On Prep
Trigger: Patient added to schedule within 24 hours
1.Trigger immediate brief generation for added patient
2.Prioritize urgency signals (recent ED, hospital discharge, critical labs)
3.Deliver within 15 minutes of scheduling
4.Alert provider if clinically significant findings
✓
Same-day add-ons don't compromise visit quality.
Integrations
EHR / FHIR R4 API (Epic, Cerner, athenahealth)
Care Gap Registry
Pharmacy Claims Feed
HIE / Specialist Notes
HCC Crosswalk Tables
Industries
healthcare
See It In Action
A sample conversation with this agent
Prep my morning panel—I have 9 patients starting at 8am.
Generating 9 visit briefs now. For each patient I'm pulling: active problem list, medication reconciliation (with any gaps since last visit), open care gaps and HEDIS measures, suspected HCCs needing documentation, labs and results since last visit, specialist notes, recent ED or hospital events, and the specific items flagged for this visit type. Briefs will be in your EHR worklist by 7:30am. Each fits on one screen.
What's the key item I should hit with Robert Nguyen today?
Robert is a 68-year-old here for diabetes follow-up. Three things rise to the top: (1) his A1c is 8.4, up from 7.6 three months ago, and his pharmacy claims show two missed metformin refills—likely adherence, not failure of therapy; (2) he has an open eye exam gap for diabetic retinopathy screening, last screened 14 months ago; (3) suspected diabetic peripheral neuropathy based on a foot exam note from his podiatrist last month that hasn't been coded in your system. The brief includes the evidence and specific documentation language if you confirm on exam.
I don't want all the historical noise, just what's new since last visit.
Switching to delta mode for your panel. Briefs will now show only: new labs/results, new meds started or stopped, specialist visits since last encounter, new diagnoses added elsewhere, and care gaps that opened or closed. I'll keep chronic problem lists one-click-away rather than in the main view.