Patient Access
From referral to procedure, without the bottlenecks.
Shift Agents work every step between the referral and the procedure at the same time, and flag the few patients who need your team.
Shift Agents · Patient Access
Marcus T. · Injection scheduled this week
1 of 4
- DI
Document Intake Agent
Order read — lumbar epidural injection, Dr. Alvarez.
- RF
Referral Agent
Qualification
- IV
Insurance Verification Agent
Coverage
- SC
Scheduling Agent
Procedure
Referred Mon 8:12am · wants in this week
The front end today
Most denials start before the patient is seen.
Referrals sit in a fax queue, coverage isn’t re-checked until the front desk, and a missing auth is discovered too late. Every figure below is a cited industry benchmark, not a Shift claim.
44%
of inbound documents are time-sensitive, and most are still processed by hand
Documo, 2025
68%
of providers name bad intake data a top denial driver, the #3 cause overall
Experian, 2025
~13 hrs
per physician, per week, on ~40 prior authorizations
AMA, 2025
~$200
lost per no-show
BMC Health Services Research, 2016
Referral to procedure
Patients don’t get lost. They get stuck.
Between the referral and the procedure, patients stall in the gaps: a note that never came, an auth nobody chased, a card that expired. Shift Agents clear every one of them at the same time, so more referrals become scheduled procedures.
- The fax no one has sorted Document Intake
Every referral read and filed to the right patient, and anything missing requested from the sender.
- The referral sitting in a queue Referral
Qualified and routed the day it arrives, before the patient schedules somewhere else.
- The coverage no one re-checked Insurance Verification
Verified when the procedure is scheduled, and again before it.
- The auth waiting on one more note Prior Auth
Documentation assembled, submitted, and followed all the way to a decision.
- The procedure no one scheduled Scheduling
Scheduled the day the referral clears, confirmed by text, and rescheduled without breaking the auth.
- The form left for check-in Registration
Card, consents, and copay done before the patient arrives.
- Procedure scheduled. Patient ready. Claim starts clean.
Your steps, not a template. Shift Agents follow what each procedure and payer actually requires. A repeat injection might need two steps; a lumbar MRI, five.
Every text, call, and email to the patient goes out over Channels: Voice, Messaging, Podium, or Email.
This week’s referrals
Mon 9:00am
+ 32 more referrals this week
Priya S. · Prior Auth Agent · working
Auth required. PT notes weren’t in the chart, so they were requested from the therapy clinic, received, and submitted. Decision expected Wednesday.
MemoryThis payer wants 6 weeks of PT documented for lumbar MRI.
Illustrative week. Patients and times are representative, not results.
How it works together
Shift Agents hand off the same patient record, the same coverage data, the same referral, from the moment it arrives to the procedure. Nothing gets re-entered, nothing gets lost between steps, and they remember what they learn: this payer wants imaging attached, this office sends notes separately.
Explore the platform →Control & trust
Choose the autonomy tier per agent: start with review on everything, move to autonomous as it proves out. Every action logged.
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