Read the request
Read supported referral documents and connect the information to the appropriate record.
PATIENT ACCESS
Get patients to the
right next step.
AI agents that coordinate referrals, collect intake information and help manage scheduling across the systems and conversations involved in getting a patient seen.
Talk to us about patient accesshandofPatient access agent
AGENT WORKSPACE WORK QUEUE
Patient access
✓Referral received
✓Patient record matched
✓Missing document requested
✓Scheduling follow-up queued
Every step connected to the case.
A referral should not become a pile of follow-up work.
From the incoming document to the scheduling conversation, Handof connects the steps that usually land on different desks. Your team keeps the patient relationship; AI takes on the repetitive coordination.
WHAT YOUR AGENTS CAN DO
Take the repeated steps
off your team’s plate.
01
Read and organize incoming referrals
02
Collect intake forms and missing documents
03
Apply provider, location and appointment rules
04
Coordinate patient outreach and follow-up
HOW IT WORKS
Less chasing paperwork.
More time helping patients.
Get the visit ready
Collect missing information and apply provider, location and scheduling preferences.
Carry the follow-up
Continue approved outreach and bring unresolved questions back to your team.
Referral intakeScheduling rulesIntake formsDocument collectionPatient follow-upCampaign reporting
A few things
you may be wondering.
Can Handof use our scheduling rules?
Workflows are configured around your providers, locations, appointment types and patient preferences. We review the intended applications and rules with your team before deployment.
What happens when information is missing?
The agent identifies the gap, prepares the appropriate outreach or routes the case to your team. It does not silently guess.