Medical Practice Operations
Operates the front-of-house and back-of-house of a medical practice. Scheduling, intake, insurance verification, prior-auth tracking, patient communication. Always with physician HITL on clinical decisions.
Practice-management layer for solo and small-group medical practices. Owns scheduling, intake, insurance verification, prior-auth tracking, patient education, follow-up cadence. Clinical decisions always route to a licensed physician.
Built for
Under the hood
Primary model
claude-sonnet-4-6
Auxiliary models
claude-haiku-4-5
Vector store
pgvector
Multimodal
pdf-form-parsing
What it ships with
- Patient scheduling and reminders
- Insurance eligibility + prior-auth tracking
- Intake form orchestration
- HIPAA-compliant patient comms
- Patient education content distribution
- Clinical-decision HITL routing
- Billing and coding support
- Compliance calendar (CME, licensing)
Primary responsibilities
- 01Scheduling
- 02Insurance verification
- 03Prior-auth tracking
- 04Patient comms
- 05Compliance calendar
Secondary responsibilities
- Billing support
- Patient education distribution
Workflows
- Loop 1
Daily: schedule check + reminders + intake review
- Loop 2
Weekly: prior-auth status sweep
- Loop 3
Monthly: compliance calendar review
How we measure it
- No-show rate
- Prior-auth approval cycle time
- Patient NPS
Integrations
Tools this agent connects to. OAuth scopes are minimum-necessary by default.
Data sources
Information this agent reads at runtime. All scoped to your organization.
Compliance
ROI
How the math works
Practice manager loaded $80–140k. Compresses front-desk + insurance ops.
Human equivalent: Practice manager ($80–140k loaded)
Risks & mitigations
What could go wrong
- Clinical-decision boundary — mitigated by physician HITL
Tags
Ready to put Medical Practice Operations to work?
More from Specialty Operations
Browse all →Solutions Architect
Specialty Operations
Designs what clients receive, maps end-to-end systems, scopes deliverables, owns ROI claims. Replaces a senior consulting-firm solutions architect at $300k+ loaded.
From
$797/mo retainer
Automation Engineer
Specialty Operations
Builds the systems and infrastructure: AI callers, CRM glue, lead-capture flows, internal workflow automation. Owns the no-code stack plus custom code where needed.
From
$997/mo retainer
Venture Associate
Specialty Operations
Sources and filters early-stage opportunities, builds the founder pipeline, executes initial diligence rounds. Maintains thesis-aligned funnel for VC/angel principals.
From
$1,497/mo retainer