Grow revenue, not your payroll.
AI Agents that work 24/7, handling referrals, scheduling appointments, and creating claims, all within your EHR.
Shift Agents · Patient Access
Ashley R. · Ready for Tue 7:30am
1 of 4
- DI
Document Intake Agent
Order confirmed — L4-L5 injection, Dr. Alvarez.
- IV
Insurance Verification Agent
Coverage
- PA
Prior Auth Agent
Authorization
- PB
Patient Balances Agent
Copay
Procedure Tue 7:30am · 6 days out
From the first call to the final payment. One team of Shift Agents.
From referral to procedure, without the bottlenecks.
Shift Agents · Patient Access
Daniel K. · New patient, scheduled & ready
3 of 3
- Referral screened — notes missing, pulled from the PCP
- Coverage verified — in-network, no auth needed
- Scheduled Tue 10:15am, confirmed by text
MemoryReferral source
Dr. Patel’s office always sends notes separately — so the agent went and got them.Text to Daniel
Hi Daniel, you’re scheduled with Dr. Alvarez on Tue at 10:15am. Your forms are here. Reply C to confirm.
C
Messaging · 9:41am
A representative day
A day with Shift Agents.
The same day, twice: without Shift, and with Shift Agents working it around the clock.
6:02am
Front desk · fax tray
Without Shift—With Shift
Document Intake Agent · Patient Access
Waiting for 6:02am
7:45am
Front desk · check-in
Without Shift—With Shift
Insurance Verification Agent · Patient Access
Waiting for 7:45am
10:20am
Auth coordinator
Without Shift—With Shift
Prior Auth Agent · Patient Access
Waiting for 10:20am
1:15pm
Coding team
Without Shift—With Shift
Charge Capture Agent · RCM
Waiting for 1:15pm
3:30pm
Billing team · denial queue
Without Shift—With Shift
Denial Management Agent · RCM
Waiting for 3:30pm
8:40pm
Voicemail
Without Shift—With Shift
Patient Balances Agent · Inbound call · Contact Center
Waiting for 8:40pm
2:10am
Billing team · morning
Without Shift—With Shift
Insurance Verification Agent · RCM
Waiting for 2:10am
0patients’ work on your team’s desk
0patients handled · only exceptions reach your team
Illustrative day for an 800-patient practice. Patients, times, and moments are representative, not results.
Runs on your EHR
Works inside Athena, NextGen, AdvancedMD, and more. No rip-and-replace.
You set the autonomy
Four tiers, from assist to fully autonomous, per agent, per task.
Every action logged
Full audit trail. Nothing happens off the record.
Remembers what matters
Memory for every patient, payer, and referral source, so each call, claim, and visit starts from what the last one learned.
The math
The numbers your practice is already living with.
Every figure below is a cited industry benchmark, not a Shift claim. Beside each one: the agent that goes after it.
11.8%
of claims denied on first submission
$25–118
to rework one denied claim, and up to ~65% are never reworked at all
~3–5%
of revenue lost to coding errors and missed charges
68%
of providers name bad intake data a top denial driver, the #3 cause overall
~13 hrs
per physician, per week, on ~40 prior authorizations
~$200
per missed appointment
Want your numbers instead of the industry’s?
Show us 90 days of notes and we’ll tell you how much you’re leaving on the table.
Safety and privacy
Guardrails built for healthcare.
Autonomy you control
Four tiers, from assist to fully autonomous, gated by confidence and dollar thresholds.
Every write verified
Reads run free. Writes are confidence-checked and read back to confirm they posted.
Nothing off the record
Full audit trail, per-action rationale, 7-year retention.
BAA with every customer · HIPAA safeguards.
Security & compliance →Grow your practice without the headcount.
Shift Agents take on the work growth creates. See it on your EHR, with your data.