Grow revenue, not your payroll.
AI Agents that work 24/7, handling referrals, booking appointments, and creating claims, all within your EHR.
Shift Agents · Patient Access
Ashley R. · Ready for Tue 7:30am
1 of 4
- DI
Document Intake Agent
Order confirmed — L4-L5 injection, Dr. Alvarez.
- IV
Insurance Verification Agent
Coverage
- PA
Prior Auth Agent
Authorization
- PB
Patient Balances Agent
Copay
One platform, composed into the journeys you already run.
From referral to booked, verified, and ready, automatically.
- Screen and qualify every referral
- Verify coverage before the visit
- Book the visit, and bring back overdue patients
Charge Capture
Stop leaving revenue in your notes.
Show us 90 days of notes and we’ll tell you how much you’re leaving on the table.
Book a demoDenial Management
Recover the denials your team doesn’t have time to fight, and stop them recurring.
One platform. Every step, one agent, no handoff lost.
Runs on your EHR
Works inside Athena, NextGen, AdvancedMD, and more. No rip-and-replace.
You set the autonomy
Four levels, from assist to fully autonomous, per agent, per task.
Every action logged
Full audit trail. Nothing happens off the record.
The math
The numbers your practice is already living with.
Every figure below is a cited industry benchmark, not a Shift claim. Beside each one: the agent that goes after it.
11.8%
of claims denied on first submission
$25–118
to rework one denied claim, and up to ~65% are never reworked at all
~3–5%
of revenue lost to coding errors and missed charges
68%
of providers name bad intake data a top denial driver, the #3 cause overall
~13 hrs
per physician, per week, on ~40 prior authorizations
~$200
per missed appointment
Want your numbers instead of the industry’s?
Book a demoSafety and control
You keep legal authority. We keep the receipts.
Autonomy you control
Four tiers, from assist to fully autonomous, gated by confidence and dollar thresholds.
Every write verified
Reads run free. Writes are confidence-checked and read back to confirm they posted.
Nothing off the record
Full audit trail, per-action rationale, 7-year retention.
BAA with every customer · HIPAA safeguards.
Security & compliance →Before Shift, and with it.
| Pillar | Agent | Before Shift | With Shift |
|---|---|---|---|
| Patient Access | Referral / Scheduling | New patients often wait days before a team member calls to schedule | Shift Agents reach out within seconds of receiving the referral |
| RCM | Charge Capture / Denial Management | ~3–5% of revenue lost to under-coding (HFMA); 11.8% of claims denied on first submission (Kodiak) | Every encounter coded from scratch; denials worked and resubmitted before they age out |
| Contact Center | Channels | Patients wait on hold or leave a voicemail that doesn’t get returned same-day | Every call, text, and chat answered and resolved, 24/7, no hold time |
Sourced figures are cited industry benchmarks, not Shift claims.