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One Platform for Your AI Coordinators

Your AI Coordinators work inside your EHR, fax and phones. They follow your rules, and your team sees every action they take.

From Referral Intake to Surgery Day,
Automated With AI

The ten steps from referral to surgery day, done by AI. Your staff step in only where something needs a person.

Triage and Schedule

  1. Referral received

    Captured from fax, phone, forms, portals and other sources.

  2. Information extracted

    Patient, insurance, referring provider and referral details are pulled from the fax and other sources.

  3. Insurance eligibility checked

    Coverage is verified and potential eligibility issues are flagged.

  4. Referral classified

    Medical urgency, operational priority and when the patient should be seen are set.

  5. Consult booked

    Routine cases are booked for a consult by AI. Priority cases go to staff with the relevant context.

Prepare for Surgery

  1. Surgery booked

    When the surgeon recommends surgery at the consult, the surgery date and the pre-op and post-op visits are booked, and the patient is told what comes next.

  2. Requirements identified

    What the surgery needs is listed from the surgeon’s and the surgery center’s rules: H&P, clearances, labs, consents and authorization.

  3. Documents collected

    Anything already in the EHR or fax inbox is matched to the case. What’s missing is requested from the PCP and other offices, and followed up by AI phone call until it arrives.

  4. Consents signed, instructions sent

    Consent forms go out for e-signature and are tracked until signed, and the patient gets instructions on medications, fasting and arrival time.

  5. Day-before confirmation

    The patient is called the day before to confirm. Anything still missing has already gone to staff, in time to fix it.

Every Action,
Logged and Visible

Each AI coordinator writes what it did and when, so your team and leadership can see exactly where every patient is.

Patricia ChandlerReferred by Brightview Optometry
Surgery day
  1. Fax
  2. Referrals
  3. Scheduling
  4. Readiness
  1. AI Fax Coordinator

    Referral from Brightview Optometry read, matched to Patricia and filed in 35 seconds.

  2. AI Referral Coordinator

    Flagged as a cataract evaluation. Insurance verified. Ready to book.

  3. AI Scheduling Coordinator

    Called Patricia and booked her consult for Tue, Oct 13 with Dr. Lee.

  4. AI Scheduling Coordinator

    Dr. Lee recommends surgery. Surgery booked for Thu, Nov 19, with the pre-op and post-op visits.

  5. AI Surgical Coordinator

    Consents signed by e-signature. PCP clearance requested, chased, received and filed. Case marked ready, three days before surgery.

  6. Surgery day

    Patricia arrives prepared, the ASC has a complete packet, and Brightview Optometry gets the report.

Example patient · every action is logged

AI Does the Work
Your Coordinators Do Today

Today, by hand

Your coordinators do the work.

  • Search for documents across fax, the EHR and portals
  • Call PCPs and offices for what’s missing
  • Answer patient calls about dates, forms and prep
  • Find out on surgery day that something is missing

With Carethink

AI does the work.

  • Every document read, matched and filed automatically
  • Clearances, consents and records requested and chased automatically
  • Patient calls answered and appointments booked by AI
  • Every case checked as ready three days before
  • Orchestrated by your rules and protocols
  • Managed with your staff in the loop
  • Visible, with every action logged

See Every Path to Surgery
In One Place

Every step from referral to surgery day is tracked, so you see where patients come from, where they drop and which cases need attention before surgery day.

  • Path to surgery

    How many referrals become consults, surgeries and cases ready on time.

  • Cases at risk

    Upcoming surgeries with a clearance, consent or record still missing.

  • Referral sources

    Which practices send surgical patients, and which send fewer.

  • Your BI tools

    Connect the data to Power BI or your analytics suite.

Path to surgery · This monthLive report
Referrals in
200
Surgeries booked
60
Ready on time
95%
  1. Referrals in200
  2. Consults booked150
  3. Surgeries booked60
  4. Ready on time57

Cases at risk

  • J. MooreSurgery ThuPCP clearance
  • K. ShahSurgery FriConsent
  • P. GrantSurgery MonH&P

Integrations Into Your Existing
EHR and Practice Tools

Prebuilt connections for fax, email, voicemail, phone and EHR. No new system for your team to learn.

  • NextGen Healthcare
  • eClinicalWorks
  • AdvancedMD
  • Nextech
  • Sightview
  • And more

Don’t see your EHR? We’ll connect Carethink to it, free of charge.

  • HIPAA compliant

    A BAA is included with every contract.

  • End-to-end encrypted

    AES-256 in transit and at rest.

Measured at Practices
Running Carethink Today

Less time spent on document work
85%
Staff time back per provider each month
70 hrs
Saved per provider each year
$24K

Get Every Surgical Patient Ready, Without Another Hire

Book a demo to meet your AI Coordinators.

hello@carethink.com+1 (617) 941-6144