AI Agents for doctors office
We do not change your office. We do not replace Epic, eClinicalWorks, athenahealth, AdvancedMD, DrChrono, or whatever you already pay for. You do not learn a new product. This is another employee who walks in already knowing the inbox, works the chart you already keep, and does it when the office is closed.
We sit with you, watch how a callback list, a patient text, a refill, and a note actually move, and teach an agent that way of working. Same screens. Same chart. Same phone and pharmacy path. Better at the mechanical work, cheaper than staffing that work with another hire, more efficient. You still Approve before a refill, a text, or an order goes out. You still diagnose. The agent does not practice medicine.
When you call or text, tell us which EHR you already run. That is what the agent will use.
We do not change your EHR
No migration. No new chart. The agent logs into what you already use and works those screens.
You do not learn a new product
Staff keep clicking the same buttons. There is no training class for a dashboard you did not ask for. The headache of a new stack is the thing we are not selling.
Another employee, without the hire
Same job as the person who returns the calls, answers the texts, works the inbox, charts the note, pends the refill, and follows up. Available when the office is closed. You Approve. It does not replace the doctor.
This clip is a dummy. Your office does not become this.
Harbor Clinic is a fake chart so you can watch the method: the list of calls to return, a callback, the texts waiting, a real reply, then a refill after Approve. Those are the painful ones. We built that screen for the demo. We do not install it at your practice. On a real engagement the same clicks happen inside Epic, eClinicalWorks, athenahealth, AdvancedMD, DrChrono, or the system you already live in.
Dummy chart. We do not replace your EHR.
Sample only. The real agent is taught your workflow, on the tools you already pay for. Nothing in the office structure changes except who does the clicking.
Transcript of the demonstration
Harbor Clinic (dummy) opens on Calls to return. The agent returns Elena Park’s missed call and charts the callback. It opens Texts to reply, answers Priya Patel that Tuesday 9:20 is still on, waits for Approve, and sends the text. Then it works Maya Reyes’s lisinopril refill and rests on Send to pharmacy. Dummy names. Not a live call or prescription. Not medical advice. On your file, those steps run in your existing EHR, not in Harbor Clinic. Nothing clinical is sent until the doctor Approves.
Dummy chart. Dummy names. Harbor Clinic is not a product we sell and not a client. It exists so you can see the method without looking at a real record. We do not install it.
Nothing in the office has to change
Practices stall on AI because they hear “new system.” That is not this. This is a person-shaped worker on the computer work you already do, taught your way, using your logins.
Same software
Epic stays Epic. eClinicalWorks stays eClinicalWorks. athenahealth, AdvancedMD, DrChrono, the portal, the phone. We do not rip them out and we do not ask the practice to re-platform.
Same workflow
How you open the inbox. How you chart. Who clicks Approve. How a refill leaves. We learn that from you. The agent does not bring a generic playbook and make the office bend around it.
No new thing for staff to learn
The headache of a new tool is training, logins, and six months of “where did the chart go.” That is the opposite of this. Staff keep working the way they work. The agent is the extra pair of hands.
Better, cheaper, more efficient
Better at the mechanical loop: inbox, chart, pend, follow up. Cheaper than hiring another person for that same computer work. More efficient because it does not wait until Monday morning. Those are the shape of the benefit, not a billed rate. Price is on the call.
A to H: the job it does on your screens
Clinic work is the sequence that turns a phone call into a charted note and a closed loop. We teach the agent that sequence on the tools you already live in. We do not rip out your EHR. We put another worker on it.
A. Intake lands
A missed call, a voicemail, a patient text, a portal message, or a staff note. The agent reads it, pulls the patient, and puts it on the callback list or the text queue you already keep. Nobody retypes the contact card.
B. The chart is the source of truth
The agent puts what it knows into the record you already keep: meds, last visit, pending refill, last labs. If the chart is missing a field, the agent flags it instead of guessing. It does not invent a history.
C. Schedule and reminders
Appointments, reminder texts, no-show follow-up. The agent writes those onto the schedule you already use. When a slot is coming, it starts the reminder. When a no-show lands, it starts the callback.
D. Chart the note
A note that is not in the chart does not exist. The agent types the note into the record you already keep — after-hours documentation, visit wrap-up, inbox resolution — using what is already in the file. Same screens a person would type into.
E. Pend the refill or the order
When a refill or an order is ready, the agent pends it on the path your practice already uses. You Approve first. It does not send a refill or an order until the doctor Approves. After Approve, it sends and writes the result back to the chart.
F. Insurance and prior auth follow-up
Callbacks, status checks, the paperwork that sits in a queue. The agent works that queue on your screens. An AMA survey has reported about 39 prior auths per physician per week and about 13 hours of staff time on that work. That is AMA survey data, not a Pro Logica result, and not a promise of hours saved.
G. Patient follow-up
The list of calls to return. The texts sitting unanswered. A callback, a reply, a reminder, a no-show. The agent closes those loops on the phone and text you already run, and writes what happened back to the chart.
H. Stop when it is a medical call
Whether to treat, what to diagnose, what to prescribe, whether this refill is appropriate — that stays with the doctor. The agent runs the inbox and the chart. It does not diagnose. It does not practice medicine.
Inbox, chart, pend, follow up. That is the job.
Practices do not lose the day on diagnosis. They lose it on the mechanical middle of every encounter. A chatbot that writes a paragraph in a new window is extra work. An extra employee on the screens you already have, who works the inbox, charts the note, pends the refill, and follows up, is the work getting done.
The inbox
Calls to return. Texts to reply. Refills. Worked on the queues you already keep, not in a separate product.
Chart the note
The note lands in the chart you already keep. Activity is logged. Nothing lives only on a pad or a desktop. After-hours documentation is a known burden; the agent is another pair of hands on it.
Pend, then Approve
After you Approve, the agent sends through the path the practice already uses and writes the result back to the chart. No refill and no order leave without that Approve.
Why practices pay a person for this loop
Say you run a three-physician shop. Every open inbox still needs someone to open the EHR, chart the note, pend the refill, and call the patient back. That someone is usually the doctor or the front desk. The agent is another employee on that loop so those hours go back to the exam room and to judgment.
A $250-per-hour physician who spends 8 hours a week on after-hours charting and inbox is 8 × $250 = $2,000 a week of capacity, about $8,000 a month. A $28-per-hour staffer on the same loop 15 hours a week is $420 a week of staff time, and the doctor still Approves. Those are worked examples, not a promise and not our price. Actual hours depend on the panel. The comparison is to staffing, not to a SaaS seat.
Prior auth is one slice of that loop. An AMA survey has reported about 39 prior authorizations per physician per week and about 13 hours of staff time on that work. That is AMA survey data, not a Pro Logica result, and not a case study. After-hours documentation is a known burden on its own. We do not invent clinic outcomes here.
What the agent will not do
It is another worker on the chart. It is not the doctor, and it is not a new office.
Change your EHR or your org chart
No new EHR. No migration. No training program. The office keeps its software and its people. The agent is additive.
Send a refill or an order without you
The agent prepares the note, pends the refill or the order, and sends after you Approve. If the chart is wrong, you do not Approve. Nothing leaves.
Diagnose or practice medicine
No diagnosis, no treatment plan, no deciding whether this refill is appropriate. The doctor keeps the license. The agent keeps the inbox moving. It does not practice medicine.
Replace the doctor
The agent takes the computer work off the physician and the staff. It does not take the patient.
How we teach it your way of working
Custom, not a login. We sit with the practice, learn the real loop, and put an agent on those screens. The clip is the method. Your office is the workplace.
Watch how you already work
Inbox, charting, who Approves, how a refill leaves. We do not bring a generic playbook. Yours is the playbook.
Teach the agent those screens
Epic, eClinicalWorks, athenahealth, AdvancedMD, DrChrono, or custom. Same buttons a person clicks. No migration.
Prove it on a dummy, then your charts
Dummy inbox first so you can see the clicks. Then live charts with you on Approve. Then the next loop on the same agent.
Leave the office standing
Tools stay. People stay. The agent is the extra employee on the mechanical work, including when the office is closed.
Questions we hear from doctors
Are you replacing our EHR?
No. Harbor Clinic in the clip is a dummy so you can see the clicks. We do not install it. The agent logs into Epic, eClinicalWorks, athenahealth, AdvancedMD, DrChrono, or whatever you already run.
Will my staff have to learn a new product?
No. That is the point. There is no new dashboard to train on. Staff keep their tools. The agent learns the office. The office does not learn a vendor.
Is this a product we subscribe to?
No. It is a complete custom agent, taught on your workflow and your tools. We sit with you and build it for those screens. There is no dashboard to subscribe to.
Does it send medications without us?
No. The agent pends the refill or the order. It does not send until the doctor Approves. If the chart is wrong, you edit or you reject. After Approve, the agent sends and writes the result back to the chart.
How do we start?
Call or text 949-205-7333, or use the contact page. Tell us which EHR you already run. We watch one inbox move the way you already move it, and we teach the agent that path.
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Keep the office. Add the employee who already knows the inbox.
Call or text 949-205-7333. Tell us which EHR you already run. We will not replace it. We will teach an agent to work it the way you already do. It does not diagnose. It does not send a refill or an order until you Approve.