Shift Agents · Scheduling
AI patient scheduling that keeps the calendar full and every auth intact.
The Scheduling Agent schedules new patients from requests and referrals, answers appointment calls and texts around the clock, and reschedules or cancels on the spot. Before a date moves, it checks the auth tied to it. And it reaches out to patients who are due back.
Tom R. · MRI
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Scheduling Agent
Tom: “I need to move Tuesday’s MRI.”
Offering his next openings…
Tom: “October 7th works.”
New date agreed on the call.
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Prior Auth Agent
The auth ends Oct 3. The new date is outside it.
Memory: This payer extends dates through its portal, no new request.
Auth extended through Oct 31.
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Scheduling Agent
Confirming by text…
Moved to Tue Oct 7, confirmed by text.
What it does
What it handles
New patients
Scheduled from new-patient requests.
Referrals
Scheduled the day the referral clears.
Appointment calls
Schedule, reschedule and cancel, by phone or text.
Auth-safe changes
Checks the auth before a date or provider changes.
Recall
Reaches out to patients who are due back.
Where it works
One agent, two places it saves you money.
From referral to procedure
Scheduled the day the referral clears, confirmed by text, and rescheduled without breaking the auth.
Contact CenterOn the phone
Changed on the call and confirmed by text. Prep questions answered from your own instructions; clinical questions go to your nurse.
The line it won’t cross
A reschedule never breaks an auth.
Checks before a provider or visit-type change, so a reschedule never silently voids an auth or referral.
And no medical advice: a clinical question goes to your nurse line with the patient’s words attached.
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
Phone calls, text messages and email.
- Voice
- Messaging
Questions
Scheduling Agent, answered.
Can it answer our appointment line?
Yes. It answers calls and texts, schedules, reschedules and cancels on the spot, and confirms by text. It introduces itself as a virtual assistant.
How does it avoid breaking a prior auth?
Before moving a date or changing the provider or visit type, it checks the auth or referral tied to the original appointment and gets it extended or updated first.
Does it do patient recall?
Yes. It reaches out to patients who are due back, and schedules them when they reply.
What if a patient asks a clinical question?
It doesn’t answer it. The question goes to your nurse line with the patient’s words attached.
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.
Works alongside
Referral Agent →
AI referral management that turns every referral into a scheduled procedure.
Prior Auth Agent →
AI prior authorization that submits complete, and chases every auth to a decision.
Insurance Verification Agent →
AI insurance verification that catches coverage problems before the visit.
See the Scheduling Agent work a week like yours.
20 minutes, with Lance Rodela, founder.