Your practice workflows, fully automated

Unlock your growth with AI agents that handle patient calls, insurance verifications, referral processing, and more.

Trusted by top clinicsHIPAA compliantDeploy in days

Patients arrive ready. AI makes it happen.

Our AI agents handle the tedious pre-visit workflows so your staff can focus on care.

Insurance Verifications

Verify eligibility and benefits in real-time by navigating payer portals and calling insurance companies. No more waiting on hold for hours on end.

Patient Calls

Answer, route, and resolve patient calls 24/7 with seamless EMR integration. No more missed calls or overwhelmed front desk staff.

Referral Processing

Receive referrals via fax, parse patient details automatically, and enter information directly into your EMR. No more manual data entry.

Insurance Verifications

Beyond the clearinghouse

Our AI doesn't just check a clearinghouse and call it done. It follows the same rigorous workflow that your billing team uses - from going through insurance portals, to calling them directly when needed. Get detailed information like cost estimates, authorization and referral requirements, and accurate accumulation data that's not available anywhere else.

shasta-verification-agent
[01:23]Logging into Availity portal...
[01:24]Pulling eligibility for patient #4872
[01:25]✓ Active coverage confirmed — PPO Plan
[01:25]Copay not listed — calling Aetna for details...
[01:31]Navigating phone tree → benefits dept
[01:38]✓ Copay: $30 | Deductible: $500 ($220 remaining)
[01:38]✓ Benefits saved to patient record

Navigates Payer Portals

Logs into Availity, Noridian, and individual payer portals to pull real-time eligibility, copays, deductibles, and remaining benefits.

Calls Insurance Companies

When portal data isn't enough, our AI calls payers directly. Seamlessly handles long wait times and extracts detailed benefits

Converts More Patients

With benefits being checked 24/7, your patients are verified before you walk in. And you convert more patients with less wait times.

Patient Calls

AI calls that work in the real world

See how our agent handles complex patient scenarios with professional expertise

Appointment Scheduling

Schedule and manage appointments with intelligent availability matching

Scenario

Robert needs to schedule a follow-up appointment for his knee injury. He works Monday-Friday 9-5 and prefers morning appointments. He also needs to know if he should bring anything specific.

Workflow Steps

1Check patient schedule preferences
2Review provider availability
3Offer multiple appointment options
4Confirm appointment details and location
5Send appointment confirmation

Tools Available

check availabilityschedule appointmentsend confirmation

Status

Ready to Call

Live Conversation

Start a call to see the conversation

Referral Processing

From fax to scheduled appointment - without lifting a finger

Referrals arrive by fax and sit in a pile until someone gets to them. Our AI captures every incoming referral, parses it, enters the details into your EMR, and calls the patient to schedule

Done

Fax Received

Referral arrives on your existing fax line

Dr. Martinez → Ortho referral for John Smith

Done

AI Parses Referral

HIPAA-compliant AI extracts every detail

Demographics, Dx codes, insurance, provider notes

Done

Entered Into EMR

Patient record created and referral linked

Record #4872 created in 12 seconds

Live

Patient Called & Scheduled

AI calls the patient to collect info and book

Appointment confirmed — Tues 2/25 at 10:00 AM

HIPAA-Compliant AI Parsing

Our AI reads every fax that comes in on your line and extracts patient demographics, diagnosis codes, referring provider details, and insurance information. Parsed data flows directly into your EMR with zero manual entry.

Extracted in seconds

Patient NameDOBInsurance IDDx CodesReferring MDClinical Notes

Calls Every New Patient

Within hours of receiving a referral, our AI calls the patient to collect any missing information, verify their insurance, answer questions about the visit, and schedule their first appointment.

Handled on the call

Collect DemographicsVerify InsuranceAnswer QuestionsSchedule Appointment

< 5 min

Fax to EMR entry

Same day

Patient contacted

0 manual

Data entry required

Live in Days, Not Months

No complex integrations. No vendor approvals. Our AI works with your existing systems from day one.

01

Share your workflows

Our team works with yours to capture how your best staff handle tasks. Everything stays private to your workspace.

02

We learn your systems

Shasta learns to navigate your EMR the way your staff does. No APIs or integrations required.

03

Go live in days

Start handling calls, faxes, referrals, and admin work right away. We meet regularly with your team to fine-tune.

04

Gets better over time

We add guardrails and track quality so things keep improving. Monitor everything from your dashboard.

Automate your workflows in days, not months

Join clinics automating calls, faxes, referrals, and admin tasks — all without complex EMR integrations.