Features
Automated clinical data extraction from referrals and documents
Generation of letters of medical necessity (LMNs)
Submission of prior authorizations to payer portals
Flagging denials before they occur
Enrollment in patient assistance programs (PAP) and clinical trials
Medical benefits verification and test claims in ~5 seconds
End-to-end workflow mapping using reinforcement learning (Copy)
Proprietary data analysis and process optimization (Capture)
Step-based workflow execution with tool library (Execute)
Outbound phone call automation for patient communication
Vial optimization and JW modifier guidance
NDC-to-HCPCS crosswalk for infusion claims
Payer policy navigation for drugs like Eylea and Remicade
Coding support for infusion services (units, modifiers, MUE)
Buy-and-bill denial prevention with top root cause analysis
AI meeting preparation with deep research and battle cards (Evan)
CRM auto-updates via plain English commands (Atlas, coming soon)
Account monitoring with stakeholder and org change alerts (Nico, coming soon)
LinkedIn network analysis for warm lead generation (Iris, coming soon)
Lookalike customer discovery (Nova, coming soon)
Custom AI workers tailored to specific workflows
Secure isolated environment, no data training
Integration with CRM, email, calendar, call recorders
Slack and email notifications for AI worker outputs
Org chart mapping and stakeholder identification
Pipeline analytics and field updates
Record cleaning and standardization
Multi-agent system for task planning and execution (Z1 Engine)
Schema-level accuracy for enterprise workflows
