HealOS Agents

Explore our suite of AI-powered agents designed to automate complex healthcare workflows, improve operational efficiency, and drive financial performance.

Change Reconciliation
Automate charge reconciliation workflows, identify revenue leakage, and ensure accurate billing with AI-powered comparison of clinical activity and captured charges.
AI Receptionist
Automate inbound and outbound call workflows with an AI receptionist that answers 24/7, schedules appointments, and captures patient information using medical voice AI.
AI Medical Scribe
Automate clinical documentation with an AI scribe that listens to patient encounters and generates accurate, compliant progress notes in minutes.
Appointment Scheduling
Automate patient booking, reduce no-shows, and optimize provider access with intelligent, omnichannel appointment scheduling.
Insurance & Benefits Verification
Automate eligibility checks, benefits verification, and coverage validation in real time to prevent denials and improve financial transparency.
Billing Management
Automate billing end-to-end from charge readiness and claim submission to payment posting and follow-ups, ensuring accuracy and speed.
Care Coordination
Automate referrals, tasks, transitions of care, and team communication to improve patient outcomes and operational efficiency.
Claim Processing
Automate claim creation, validation, submission, and denial management to reduce errors and accelerate reimbursements.
Claim Scrubber
Validate claims in real time with AI and payer-specific rules to catch errors before submission and prevent denials.
Customer Feedback Analysis
Analyze customer sentiment, identify trends, and uncover actionable insights from surveys, calls, and reviews using AI.
Denial Management
Automate denial detection, root cause analysis, and resolution to recover revenue and prevent future claim rejections.
EHR Interoperability
Enable seamless, secure clinical data exchange across disparate EHR systems using FHIR standards and AI-driven integration.
Email Campaign Management
Automate email marketing with AI-driven segmentation, personalization, scheduling, and performance optimization.
Accounts Payable Processing
Automate invoice intake, validation, approvals, and payments to reduce costs and prevent errors.
Accounts Receivable Management
Track receivables, prioritize worklists, automate follow-ups, and resolve underpayments to optimize cash flow.
Claims Processing (Payers)
Automate claim intake, validation, policy enforcement, and adjudication support for faster, accurate decisions.
Consultation Documentation
Automate clinical note creation, structure consultation details, and sync documentation across systems.
Credentialing
Automate provider credentialing, re-credentialing, and payer enrollment to reduce turnaround times and delays.
CRM Data Entry
Capture interaction data, validate accuracy, and automatically update CRM records to keep data clean and actionable.
Data & IT Operations
Protect clinical and operational data with continuous backups, rapid recovery, and proactive IT monitoring.
Email Prospecting & Outreach
Automate prospect research, message personalization, sequencing, and follow-ups to scale outreach efforts.
Email Response Automation
Read inbound emails, understand intent, draft accurate responses, and route complex cases automatically.
Fax Automation
Ingest faxes, extract structured data, and route documents intelligently to eliminate manual fax workflows.
Health Savings Accounts
Streamline HSA eligibility, transaction processing, reimbursement coordination, and reporting.
Insurance Claims Processing
Manage the full claims lifecycle from intake and validation to submission and resolution for faster reimbursement.
Lead Nurture Campaigns
Deliver personalized, timely messaging that engages prospects and builds trust using AI-driven nurture sequences.
Lead Qualification & Scoring
Analyze intent, eligibility, and engagement signals to score and route leads instantly to the right team.
Live Chat Support
Handle patient inquiries 24/7 with real-time, secure chat that answers routine questions and routes complex requests.
Meeting Scheduling
Automate availability matching, booking, rescheduling, and calendar updates to eliminate scheduling friction.
Policy Management
Track payer rules, coverage policies, and compliance updates automatically in real time.
Practice Management
Streamline scheduling, billing, documentation, and operations into one intelligent, automated system.
Prior Authorization (Payers)
Review requests, validate medical necessity, apply policy rules, and accelerate authorization decisions.
Prior Authorization
Submit requests, track responses, and resolve approvals faster to eliminate manual pre-authorization work.
Tax Preparation & Filing
Automate tax preparation, calculations, and filing to ensure accuracy and compliance across jurisdictions.
Utilization Management (Payers)
Evaluate medical necessity, apply clinical guidelines, and automate decision support to reduce manual reviews.
Vaccine Administration
Streamline vaccination scheduling, documentation, inventory tracking, and registry reporting for safer care.
Insurance Underwriting
Automate risk assessment, rule application, and decision support across healthcare insurance workflows to improve speed, accuracy, and consistency.
Insurance Verification
Automate eligibility and benefits checks across all major payers ensuring insurance verification happens instantly and accurately.
Knowledge Base Management
Automate the full documentation lifecycle from creation to validation to distribution, keeping enterprise knowledge accurate and accessible.
Lab Test Ordering
Automate diagnostic ordering across healthcare organizations, connecting providers, EHRs, laboratories, and diagnostic systems into one intelligent workflow.
Patient Data Management
Centralize, standardize, and govern patient information across healthcare organizations, connecting systems into one intelligent patient data layer.
Patient Enrollment
Automate intake, registration, and enrollment across healthcare organizations, connecting patient data, verification logic, and downstream workflows.
Payment Integrity (Payers)
Automate detection, prevention, and recovery of improper payments by connecting claims data, policy logic, and utilization patterns.
Payment Posting
Automate insurance and patient payment workflows from receipt to reconciliation, connecting payer remittances and financial rules into one intelligent system.
Regulatory Compliance (Payers)
Automate monitoring, enforcement, and reporting across healthcare operations, ensuring continuous compliance and audit readiness.
Returns & Refunds Processing
Connect refund intake, validation, approvals, payment execution, and reporting into one intelligent workflow for billing and finance teams.
Revenue Cycle Management
Automate and optimize the full healthcare RCM lifecycle, connecting patient access, clinical documentation, coding, claims, payments, and analytics.
Compliance Automation
Automate healthcare compliance using AI to monitor regulations, enforce policies, generate audit-ready documentation, and reduce compliance risk.
Credit Posting
Automate credit posting in healthcare using AI to accurately apply insurance and patient credits across revenue cycle workflows.
EOB to ERA Automation
Automate EOB to ERA conversion in healthcare using AI to digitize remittances, standardize payment data, and accelerate posting with compliant ERAs.
Payment Reminder
Automate payment reminders in healthcare using AI to send timely, personalized reminders, lower A/R aging, and improve patient payment compliance.
Referral Management
Automate referral management in healthcare using AI to track referrals, validate documentation, coordinate providers, and close referral loops faster.
Accounts Receivable Notification
Automate accounts receivable notification workflows using AI. Our platform monitors balances, payer activity, and timelines in real time, triggering intelligent alerts and notifications.
Claim Status Tracking
Automate claim status tracking workflows using AI to continuously monitor claims, surface delays instantly, and trigger proactive follow-ups across payers and systems.
Collections Automation
Automate collections workflows using AI to prioritize accounts, personalize outreach, automate follow-ups, and track outcomes for faster revenue recovery.
Invoice Processing
Automate invoice processing workflows using AI to extract data, validate accuracy, route approvals, and synchronize payments automatically, reducing workload and errors.
Patient Intake Automation
Automate patient intake workflows using AI to capture, validate, and sync patient data across systems, ensuring accurate registration and faster check-ins.
Patient Statements
Automate patient statement workflows using AI to generate accurate, clear statements, deliver them via preferred channels, and ensure compliant communication.