Patient-to-Payment
Patient inquiry. Fewer missed appointments. with agents, systems, and approvals wired into one flow.
How Patient-to-Payment actually runs
Three deployment patterns, two demo businesses. fully populated Trigger → Context → Controller → Agent → Action → Approval → Dashboard.
Fully autonomous patient-to-payment. agent runs end-to-end inside policy. Humans see the dashboard, not the work.
- Trigger
Patient inquiry arrives in ehr at Vista Retail.
- Context
Controller pulls live context from EHR + Billing. customer record, history, entitlements, balances, and current SLA state.
- Controller
Intake Agent classifies the case, picks the right play from the policy library, and dispatches the work.
- Agent
Specialist agents (Intake Agent, Insurance Agent, Billing Agent) execute in parallel. extracting fields, calling APIs, drafting responses, and writing back to ehr.
- Action
Agent confirms insurance, books the appointment, captures the encounter, and bills the claim.
- Approval
Anything over the clinical sign-off threshold pauses with a one-click approval card to the named human owner. everything else ships autonomously.
- Dashboard
Operators at Vista Retail watch a live board: volume, cycle time, exception rate, value captured, and per-agent confidence. drillable to the underlying ledger.
Systems, agents & approvals
- Intake Agent
- Insurance Agent
- Billing Agent
- EHR
- Billing
- Calendar
- Clinical sign-off
What Patient-to-Payment returns to the business
Run Patient-to-Payment as an agent, not as a backlog.
We map the trigger, wire the systems, ship the agents, and put the dashboard on your wall. in four weeks.