TYPICAL TOOLS
The employee runs inside the systems you already use.
The point is less manual work, not another app to manage.
Cliniko
Healthengine
HotDoc
Outlook
If your stack is different, it almost certainly connects too.
WORKDAY PRESSURE
Start where someone is already getting chased.
Clinics and allied-health operators managing referrals, eligibility, scheduling, and front-desk follow-up.
Owner
Practice manager, clinic operations lead, or front-desk supervisor protecting patient flow and provider utilization.
Workday sentence
Is this referral ready to book, or are we still missing paperwork, eligibility, or patient details?
Where it gets stuck
Referrals stall because admin gates live across faxes, emails, forms, phones, and scheduling rules.
What cannot go wrong
A patient drops off, the clinic books from incomplete information, or staff touch sensitive health details without enough context.
What stays human
They protect patient care, privacy, and provider time.
They do not want AI making clinical or eligibility calls.
First useful version
A referral packet that shows missing items, admin blockers, chase drafts, and the booked-visit handoff staff can approve.
WORK + APPROVAL
What changes when this work gets handled.
Mia is useful only if this work gets cheaper, faster, cleaner, or easier to trust.
She handles prep, drafts, chases, and handoffs.
Work to clear
What your team gets back
Referral intake summary with missing documents and next admin action
Impact
Why it matters
Faster turnaround, fewer dropped handoffs, clearer updates, and less manager attention spent chasing status.
Current cost
What it costs now
Referral emails, faxed documents, forms, call notes, and patient details
Human approval
Where people stay in charge
Clinic staff approve patient communication, scheduling decisions, clinical routing, and any eligibility or authorization escalation.
WHY THIS RESULT MATTERS
Clinics do not lose referrals only because the phone rings too much.
Referrals stall when documents, eligibility, authorizations, patient details, and scheduling all live in separate queues.
This AI employee keeps the admin chain moving without making clinical decisions.
CURRENT COST
- Referral emails, faxed documents, forms, call notes, and patient details
- Eligibility, authorization, appointment, and recall rules
- Clinic escalation paths, provider capacity, and front-desk inbox context
RESULT DELIVERED
- Referral intake summary with missing documents and next admin action
- Patient or referrer chase drafts and appointment-reminder queue
- Booked-visit handoff for staff with source links and unresolved blockers
PROOF MOMENT
“Specialist referral arrives with missing insurance details. The AI employee drafts the patient chase, flags the authorization blocker, and prepares a booked-visit handoff once staff approve.”
MORE IN OPERATIONS
Other results on the same track.
Maintenance coordination
Unstick tenant maintenance tickets by triaging the request, chasing vendor ETAs, drafting tenant updates, and preparing owner-ready summaries.
Construction RFQ follow-up
Start with one RFQ chase: track missing subcontractor pricing, scattered attachments, due dates, and change-order context until the review packet is ready.
Inbox triage
Surface what needs you.
Kill the noise.
Draft the rest in your voice.
Executive ops
The chief of staff you couldn’t hire.
Meeting prep, action capture, weekly cadence — owned end to end.
Work scorecard
Before you hire for it, send us the stuck work.
Mia checks the cost, risk, approval line, and whether an AI employee can clear the first version.
WORK + APPROVAL SCORECARD
A short check for cost, speed, quality, risk, and the first safe version.
What keeps piling up?
Replies, reports, checks, handoffs, document chases, approvals, or follow-up that keeps coming back.
What does it cost now?
Staff time, manager attention, customer wait time, rework, missed follow-ups, or lost revenue.
What would make it useful?
Better drafts, faster turnaround, fewer errors, cleaner handoffs, and less chasing from managers.
What still needs human approval?
Customer promises, pricing, refunds, legal language, financial decisions, or anything that can damage trust.
HIRE YOUR FIRST
One stuck task. Referral intake automation. First proof in 48 hours.
Send the referral backlog.
Mia maps the first intake, missing-doc, eligibility, and scheduling loop.
LIVE IN 48 HRS
One stuck workflow. Unstick referral; Mia maps the first fix.