The Fee Schedule Agent chases current PPO fee schedules, compares them to your UCR fees and flags underwater procedures, so your office manager is free.
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The Accounts Receivable Agent watches aging daily, sends kind reminders with a payment link, and flags balances at booking so your manager can lead.
The Practice Analytics Agent pulls the reports from your practice software each week and flags trends, so the owner and manager decide from real numbers.
The Practice Performance Analytics Agent sends the owner a weekly read on production, case acceptance, overhead and hygiene, and flags trends to act on.
The Practice Performance Analytics Agent sends each dentist and hygienist their own production and acceptance numbers, so the owner coaches from facts.
The Staff Scheduling Agent handles time off, tracks hours and lines up coverage when someone calls out, so your office manager can lead the team.
The Engagement Letter Agent spots work that has outgrown the signed letter, drafts the amendment and new fee for the partner, and chases the signature.
The Staff Workload Allocation Agent reads time entries, matches engagements to staff skills and flags overloads early, so partners assign work with facts.
The Client Onboarding Agent sends the engagement package, sets up portal access and runs one welcome for every client, freeing paralegals and attorneys.