Document Inbox
Fastest setupReads, matches, files and routes every incoming fax and document.
- Labs, imaging, referrals, authorizations, refills, records
- Plain-language summary on each document
- Unclear ones go to a review queue
AI back-office agents for clinics
Your whole back office, done before your staff arrive.
MedAgent247 puts AI agents on the work that piles up behind the front desk: incoming documents, claims, payments, AR follow-up and audits. They work inside your EHR around the clock, and your team only sees what needs a person.
Works with your EHR. Set up on your clinic's own computer.
Overnight 10 pm to 6 am
Lab report · Northside DiagnosticsDocuments · filed to chart, sent to Dr. Alvarez's teamFiled
38 visits from yesterdayClaims · drafted and ready for coder reviewDrafted
ERA · Summit Health Plan, 14 claimsPayments · 2 denials explained in plain EnglishReported
AR worklog · 52 follow-up notesAR audit · 49 verified against the EHRChecked
Payment posting · claim 10482Payments · posted amount differs from the ERANeeds a person
Example with made-up patients, payers and numbers
8agents running daily at one practice
~2,480claims drafted from visit notes
6,257documents filed to charts
~80%of documents filed with no one touching them
Results from a live deployment at a US neurology practice, 2026.
See it work
Watch one agent work, start to finish.
Every agent follows the same pattern: read the work, check it against your EHR, do the task, and hand anything unclear to a person. Here the document agent files an incoming record into the chart.
Demo with made-up patients. Demos of the claims, payments and audit agents are on the way.Open full screen
How it works
The same steps your staff take. Without the backlog.
Reads the work
Incoming documents, visit notes, remittances, aging lists and worklogs, page by page.
Checks your EHR
Finds the right patient, claim or payment, and checks what's already been done.
Does the task
Files to the chart, drafts the claim, builds the report or records the audit result, following your rules.
Asks a person
If anything isn't certain, it doesn't guess. It goes to a review queue for your staff.
Agents
Nine agents for the back office. Start with one.
Start where the backlog hurts most, then add more agents when you're ready. Every agent shows up on one dashboard, with daily counts, a history of every action, and a review queue for your team.
Visit Claims
Add-onDrafts claims straight from the visit note, ready for your coders to review.
- Diagnosis ranking, modifiers, add-on codes
- Checks for an existing claim first
- Saves drafts only. A person submits.
Care Management Claims
Add-onBills the monthly programs from your enrolled-patient list.
- CCM, PCM, BHI and RPM
- Codes come from what was documented, never guessed
- Saves drafts only. A person submits.
Remittance Report
Add-onTurns every ERA into one clear report.
- Every payer, check and claim in one place
- Denial and adjustment reasons in plain English
- Ready for your billing team each morning
Payment Posting Check
Add-onChecks that payments were posted to the right claims, for the right amounts.
- Compares the remittance with the EHR
- Flags postings that look wrong
- Read-only. It never changes a record.
AR Follow-up Audit
Add-onChecks your billers' follow-up notes against what the EHR actually shows.
- Verified, discrepancy or unable to verify, on every row
- Cites claim number, amount and status
- Read-only. It never changes a record.
Patient Balance Aging
Add-onWorks through your patient aging list, claim by claim.
- Opens every open claim on each account
- Pulls status, amount due and the latest claim note
- One sheet your team can work from
Care Plan Follow-up Audit
Add-onChecks that what the provider ordered actually got done.
- Orders, prescriptions and referrals from the care plan
- Lists what was missed, by visit
- Read-only. It never changes a record.
Insurance Aging
Coming soonBuilds your insurance aging report and reads the notes on every open claim.
- Aging buckets by payer
- Status, paid, due and last update per claim
- Shows which claims nobody has touched
Built for a clinic's rules
Careful by design.
Never guesses
No certain match on a patient, claim or payment means a person decides.
Saves, never signs
Agents file, draft and report. Signing, submitting and posting stay with your staff.
Runs on your computer
The agents work on a machine in your clinic, inside your EHR, with their own login.
Your rules, written down
Routing, coding rules, payer quirks and who gets what are set up from your team's own process.
Every action logged
Your dashboard shows what each agent did, where it went and what is waiting for review.
Works with your EHR
We set the agents up for your EHR and your workflows during onboarding.
Two-week pilot
Try it on your real work before you decide.
Pick the agents you need. Your staff check everything they do. At the end you see exactly how much they handled and how much they got right.
Start a pilot- 15-minute call. We learn your EHR, your volumes and where work piles up.
- Setup. We install the agents on a clinic computer and load your rules.
- Two weeks live. The agents do the work while your team checks it.
- Review the numbers. Tasks done, hours saved, anything sent to a person.
Questions
What practice managers ask us.
Which EHRs does it work with?
The agent works inside your EHR the way a staff member does, through its screens. It is live today on one EHR, and we set it up for yours during onboarding. Tell us which one you use on the first call.
Which agent should we start with?
Wherever the backlog is worst. Clinics buried in incoming documents usually start with the Document Inbox. Billing teams often start with Visit Claims or the AR Follow-up Audit. We'll recommend one on the call.
What if an agent gets something wrong?
Agents only act when the match is certain. Anything unclear goes to your review queue instead. Claims are saved as drafts, and audits are read-only. Every action is logged on your dashboard, so your staff can check any of it.
Do we need IT staff?
No. We need a computer in the clinic that stays on, a login for the agents, and an hour with whoever knows your workflows today.
Do you work with billing companies?
Yes. The claims, payments and AR agents fit billing and RCM teams that work across several practices.
Does it replace my staff?
It takes the repetitive work off their plate. Your team keeps the patients, the calls and the decisions, and handles what the agents flag.
Book a demo
See it on your own back office.
A 15-minute call. We'll show the agents working and tell you honestly which ones fit your clinic.
1. Pick a day
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2. Pick a time
Choose a day first.
Your spot is reserved.
Requested time
Demand for demos is high right now, so a specialist personally reviews every request. We'll reach out within 24 hours to confirm your call and send the link.
- Request receivedYour time is held for you.
- We review your clinicWe look at your EHR and what you want help with.
- Confirmation within 24 hoursBy email or phone, with your call link.
- Your 15-minute demoSee the agent on a workflow like yours.
You're in the right place. Most clinics start with one or two agents and a two-week pilot.