Harnessing the Power of AI Agents in Clinics

AI is changing the way clinics run. From scheduling appointments and collecting patient info to writing visit notes and handling billing, AI agents can save doctors hours of work and let them focus on patients. In many modern practices, AI agents for healthcare now support front-desk, clinical, and billing workflows with far less manual effort. Paratus Health brings all of this together in one simple, EHR-integrated platform.

McKinsey and Company found that leveraging AI agents in healthcare can save $150 billion in costs annually by automating up to 45% of administrative tasks. Clinics have plenty of time-consuming action items that cost valuable time, which could be spent with patients, from long hours of charting to appointment scheduling at the front desk. These efficiencies are among the most practical AI healthcare use cases because they free up clinicians to spend more time in direct patient care. Here is how AI can play a role in each component of your clinic’s workflow.

Step One: Appointment Scheduling and Patient Intake

Patient intake sounds straightforward, but AI agents can make it smarter. A well-designed healthcare AI agent can handle early scheduling steps, capture histories, and route patients before staff even pick up the phone.

Speeding Up Intake: According to the American Academy of Family Physicians in 2022, the average wait time to book new appointments for non-urgent primary care has increased to 26 days, up 8% from 2017. Also, patient intake consists of complicated, messy paperwork. AI can be critical to streamlining this process by using voice AI agents and digitized forms to collect answers to HPI and Review of Systems questions. These agents can also ask follow-up questions about specific clinical presentations so doctors can access this information before the visit, saving time. For instance, if a patient is presenting with fever, chills, and cough, a helpful question to ask would be, “Have you recently traveled outsideof the country?”

EHR Integration: Instead of requiring human intervention to enter answers to intake questionnaires into a patient’s chart, AI agents can integrate with your EHR to enter information free of human error. This also allows for automatic scheduling, as agents can peek into the EHR to find available appointment slots, removing the need for human intervention. When this works smoothly, an AI agent for healthcare becomes a reliable bridge between online forms, phone intake, and the live schedule.

Triaging Appointments: Given the long wait times for primary care, it is helpful for clinics to triage patients based on priority. By fine-tuning agents to identify higher-priority cases, clinics can bolster patient satisfaction and avoid overwhelming emergency care systems.

Mental Health Screenings:

Here, AI agents in healthcare can also introduce brief screening questions that flag concerning symptoms before the visit even starts.

Step Two: Pre-Visit Summary Dashboard

Synthesizing Information: Before patient visits, physicians spend hours combing through patient histories for information relevant to the case. Fine-tuned AI agents can pull out critical information from the patient chart, such as relevant family history or recent irregular lab results, and display it in an easy-to-read, digestible manner. This is one of the clearest AI in healthcare use cases, turning scattered chart data into a focused pre-visit snapshot. Having the entirety of the relevant details available in a single place can save time and frustration.

Improving Billing: According to the American Academy of Family Physicians in 2016, many clinics miss key billing codes that could increase revenue. Examples include billing for Transitional Care Management, Chronic Care Management, and Advanced Care Planning. The pre-visit summary can offer physicians suggested additional services to bill for that may be relevant to the case, ensuring that the physician has a conversation with the patient about these services during the visit. With the right rules, AI agents in healthcare can highlight likely billable services without replacing clinical judgment.

Step Three: Visit Scribing and SOAP Note Generation

Visit Scribe: While transcribing information from a visit can appear straightforward, AI agents can be critical to ensure that transcription captures complex medical terminology in a precise manner. For many clinicians, the best AI agents for healthcare are those that quietly capture every detail while staying in the background.

SOAP Note Generation: Clinicians spend anywhere from 25 to 47 minutes transferring notes and orders to the chart for each patient, according to the American Medical Association in 2024. SOAP notes (Subjective, Objective, Assessment, Plan) are the standard format for writing patient notes. By summarizing the visit transcript through a key keyword search, agents can generate SOAP notes and transfer them directly to the EHR. These documentation workflows are classic AI use cases for healthcare, reducing late-night charting and incomplete notes.

Step Four: Post-Visit Follow Ups and Billing

Answering and Making Administrative Calls: Many clinics offer a messaging or calling service to address patient questions after hours. Instead of requiring a receptionist to handle these calls, a voice AI agent can answer these calls and alert the physician on call if relevant. In this context, healthcare AI agents extend coverage beyond office hours while still scaling only the cases that truly need a clinician.

Improving Billing: To ensure CPT codes are documented for each billable service, either providers, administrative staff, or medical coders need to document services in the EHR correctly. Leveraging input from the care provider, AI agents can correctly bill for services provided during the appointment. What’s critical here is how time-sensitive billing can be. If a service is not billed within a few days, it may not generate revenue for the clinic. For revenue cycle teams, this is a powerful AI use case in healthcare, catching missed codes before claims go out the door.

What does Execution Look Like

This is alot of different use cases. The good news? ParatusHealth’s EHR-integrated platform offers a solution at every step outlined above in just one packaged service. By combining these capabilities, coordinated AI agents for advancing healthcare give clinics a single, cohesive system instead of scattered tools. Book a demo here.

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