Works with what you already have.
Shift Agents connect through Tools, built for whatever your practice actually runs. No rip-and-replace.
One agent, any number of tools
An agent’s abilities come from its Tools, not from a fixed integrations list. A Tool is a single, auditable action bound to a real system, read a schedule, check a payer portal, file a document, post a payment. Build a Tool once, every agent that needs it can use it.
Not a checklist, a capability
If your practice runs it, an agent can very likely have a Tool built for it, your EHR, a payer’s portal, a shared drive, a payment processor. The connection method (API, EDI, or a Browser Agent navigating the screen directly) is whatever actually gets full read and write access, the agent doesn’t know or care which.
Built once, shared everywhere
A Tool built for one agent is available to every agent that needs it. Connecting your document library once means every agent that touches documents can use it, not a separate integration per agent.
Reads run free, writes are gated
Every Tool follows the same rule as everywhere else on this platform, reads execute freely, writes are confidence-scored and read back to confirm they actually posted.
Tools in action
- A Tool that pulls tomorrow’s schedule from your EHR.
- A Tool that files a signed referral to your shared drive.
- A Tool that checks a prior authorization’s status on a payer’s portal.
- A Tool that posts a payment through your payment processor.
Already built, and growing
Some Tools already exist because practices already asked for them.
Including your EHR and practice management system (Athena, NextGen, AdvancedMD, SIS, HealthFusion), your documents (Microsoft 365, Google Workspace), your payers and claims (payer portals, EDI, Medicare, Medicaid), and your payment systems.
What a Tool actually connects through
API wherever one exists
EHR/PM, documents, and payment gateways typically have real APIs, and that’s what a Tool uses first.
Browser Agents for everything an API can’t reach
Shift’s own Browser Agents, the same category of technology behind tools like Computer Use, navigate a system’s actual screens directly, the way a person would, for the chart access, scheduling changes, and portal lookups most APIs don’t expose.
EDI for standardized claims and eligibility data
270/271 eligibility and 837/835 claims and remittance already have a standard electronic format. A Tool built on EDI uses that standard directly, not a workaround.
Every write, regardless of connection method, is confidence-scored and read back to confirm it actually posted, same rule as every Tool on the platform.
Explore the platform →Don’t see your system?
Request it.
If your practice runs it, Shift can very likely build a Tool for it, no rip-and-replace, no waiting on your vendor’s roadmap.
Book a demo