Customer Story · A California MSO
From scanned forms to care plans.
AI agents read each form into the plan’s template. Coordinators confirm.
Stuck
Coordinators keyed every scanned HRA into the care plan by hand.
What changed
AI agents read each form into the plan’s template. Coordinators confirm.
Who checks
A coordinator confirms every HRA.
How it spread.
Started with
HRA forms
Then
Care gaps to the plan, AI agent calls
Now also
Lists of patients not reached, work that assigns itself
Bring us the work
that is stuck today.
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