An overview of the AI agents and workflows powering the Sarthi platform.
in the last 30 days
user tasks enhanced by AI
across all automated calls
estimated time saved this month
Daily, monthly, and annual invocation counts for each AI service.
15
Daily
470
Monthly
5,240
Annual
12
Daily
380
Monthly
4,500
Annual
7
Daily
210
Monthly
2,500
Annual
6
Daily
180
Monthly
2,100
Annual
5
Daily
150
Monthly
1,800
Annual
3
Daily
97
Monthly
1,100
Annual
Compares AI-automated successes against necessary human corrections.
These workflows show how multiple specialized AI agents collaborate to automate complex, end-to-end processes.
Automated Appointment Backfill
When an appointment is cancelled, one agent detects the opening and instructs another to proactively contact a waitlisted patient.
End-to-End Prior Authorization
The clinical documentation agent identifies a need for prior auth and triggers the specialist agent to handle the submission.
Proactive Lab Result Follow-up
An agent monitors for missing or critical lab results and instructs the voice agent to perform outreach to the lab or patient.
These agents work independently in the background to automate tasks and workflows, requiring no direct user interaction to operate.
Intelligent Waitlist Manager
Monitors the schedule for cancellations. When a slot opens, it finds a matching patient from the waitlist and triggers the Voice Agent to offer them the appointment.
| Task | Channel | Target | Status | Sentiment |
|---|---|---|---|---|
| Contact Patient | Voice | Maria Garcia | Sent | Positive |
| Monitor Schedule | System | Dr. Carter's Schedule | Active | N/A |
Prior Authorization Submitter
When a medication requiring prior auth is identified by the AI Scribe, this agent gathers necessary clinical data from the encounter note and submits the request to the insurance payer's portal.
| Task | Channel | Target | Status | Sentiment |
|---|---|---|---|---|
| Submit PA | API | Sarah J. (Ozempic) | Processing | N/A |
| Gather Data | System | John S. (Wegovy) | Pending Note Signature | N/A |
AI-Monitored Pending Labs
Monitors for missing lab results needed for upcoming appointments. When a result is missing, it triggers the Voice Agent to proactively contact the patient or lab to track it down. It also monitors for critical results that have been finalized and triggers patient outreach.
| Task | Channel | Target | Status | Sentiment |
|---|---|---|---|---|
| Monitor Labs | System | All Upcoming Appointments | Active | N/A |
| Contact Patient | Voice | John Smith (Missing EKG) | Sent | Neutral |
Referral Leakage Outreach
Identifies referring physicians whose patients are not scheduling appointments and automatically initiates a re-engagement campaign to strengthen the referral relationship.
| Task | Channel | Target | Status | Sentiment |
|---|---|---|---|---|
| Send Email | Email | Dr. David Chen's Office | Queued | N/A |
AI Device Monitoring Agent
Monitors devices assigned to patients for at-home use. Automatically sends reminders via the patient portal and SMS when devices are overdue for return.
| Task | Channel | Target | Status | Sentiment |
|---|---|---|---|---|
| Monitor Overdue | System | All Assigned Devices | Active | N/A |
| Send Portal Reminder | Portal | Sarah Johnson (Holter) | Sent | N/A |
These features involve a user-in-the-loop, where AI assists a person in completing a task more efficiently and accurately.
Automated Claim Creation & Scrubbing
Takes a clinical note and generates a clean claim, identifies potential denial risks based on payer rules, and suggests corrective actions.
Clinical Visit Prep Analysis
Reviews a patient's chart before a visit to generate a concise analysis and a checklist of items for the doctor to consider.
AI Scribe & Note Generation
Listens to a patient-doctor conversation and automatically generates a structured SOAP note and suggested billing codes. It can also trigger the Prior Authorization agent for new prescriptions.
AI-Assisted Secure Messaging
Drafts replies to patient messages based on their message, clinical context, and specific user instructions.
Patient Check-in Automation
Extracts patient details from scanned documents (ID, insurance cards), verifies insurance eligibility, and generates a tentative bill for the visit.
MA Interaction Handoff Summary
Listens to the MA-patient conversation and generates a concise summary for the doctor to review before they enter the room.
AI Health Assistant Chatbot
Answers common administrative questions for patients 24/7 directly within the patient portal, providing instant support.
AI-Assisted Medication Entry
Scans a photo of a medication bottle to automatically extract its name, dosage, and frequency, simplifying medication reconciliation.
Referral Document Processing
Analyzes uploaded referral documents to extract patient data, assess clinical urgency, and suggest the most appropriate provider.
AI-Assisted Lab Result Entry
Analyzes an uploaded lab report image, automatically extracts individual test values, assesses them against normal ranges, and provides a summary for technician review.
This panel provides an overview of the purpose and implementation of this dashboard.