Shift Agents · Registration
AI patient registration that’s done before the patient walks in.
The Registration Agent gets the insurance card, forms and consents done by text before the visit, corrects demographics and member IDs, and reads back every change it writes to your practice management system, so bad data never becomes a denial.
James W. · Repeat injection
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Insurance Verification Agent
Re-verifying coverage…
Card on file expired in June.
Flagged: new card needed before 9:30.
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Registration Agent
New card requested by text…
Photo received. Re-verified on the new plan.
Memory: James prefers texts, never calls.
New card on file: coverage active.
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Patient Balances Agent
New plan, new copay: $30.
Payment link sent…
James: “Paid.”
Copay collected: $30, before he arrives.
What it does
What’s done before check-in
Insurance card
Requested by text, captured from a photo.
Forms and consents
Sent and signed by text, like an MRI screening form.
Demographics
Corrected before they reach the claim.
Member IDs
Fixed and re-verified, not guessed.
Copay
Handed to Patient Balances to collect before the visit.
Where it works
Where it fits in the journey.
The line it won’t cross
Saved means verified.
Reads back every write to the PM system and verifies it before treating it as saved.
A wrong or unconfirmed field creates the exact denial registration is meant to prevent, so nothing counts as done until it’s read back.
See every agent’s guardrails →How it connects
Works inside the systems you already run.
Your EHR / PM
Reads and writes in the systems your team already uses.
- athenahealth
- NextGen
- AdvancedMD
- eClinicalWorks
- Greenway
- ModMed
- SIS
Patient channels
Text messages for cards, forms and consents.
- Messaging
Questions
Registration Agent, answered.
What does the patient have to do?
Reply to a text: send a photo of their insurance card and sign forms and consents on their phone, before the visit.
How does it keep bad data out of our system?
Every change it writes to your practice management system is read back and verified before it’s treated as saved.
Does it work with our EHR?
It works with athenahealth, NextGen, AdvancedMD, eClinicalWorks, Greenway, ModMed and SIS, using APIs where they exist and Browser Agents where they don’t.
How is patient data protected?
Every customer gets a BAA, data is encrypted in transit and at rest, and each agent sees only what its task needs. Every action is logged with its reason.
Works alongside
Insurance Verification Agent →
AI insurance verification that catches coverage problems before the visit.
Patient Balances Agent →
AI patient balance collection that checks the bill before it asks for payment.
Scheduling Agent →
AI patient scheduling that keeps the calendar full and every auth intact.
See the Registration Agent work a week like yours.
20 minutes, with Lance Rodela, founder.