Use Cases
Explore the workflows Indite can automate for hospitals, clinics, diagnostic labs and health tech companies. Each AI agent is set up around your systems, your rules and your approval steps.
Insurance Pre-Approval
Pre-approval requests prepared for staff review.
The agent checks the insurer's or TPA's requirements, gathers supporting documents from your systems and prepares the request for your staff to review and send.
- Requirement checks for each request
- Supporting documents gathered
- Staff review before anything is sent
Claims and Denials
Rejected claims sorted and prepared for your billing team.
The agent reads each rejection, groups it by reason and drafts corrections and appeals for your billing team to approve.
- Rejections sorted by reason
- Draft corrections and appeals
- Billing team approval before resubmission
Patient Billing
Billing questions answered and payment links sent.
The agent explains bills using your billing data, sends payment links and passes disputes to your billing team.
- Answers from your billing data
- Payment links by WhatsApp, SMS or email
- Disputes passed to your staff
Referral Management
Incoming referrals read and checked.
Each referral is read when it arrives by email, fax or form, checked for missing documents and sent to the right department.
- Referrals read from email, fax and forms
- Missing document checks
- Routing to the right department
Document Processing
Key details pulled from forms and files.
The agent reads PDFs, scanned forms and faxes received by email, pulls out the key details and prepares them for your staff to check before they’re saved.
- PDFs, scans and emailed faxes
- Key details extracted
- Staff check before saving
Data Sync Across Systems
Updates shared between your connected systems.
When details change in one connected system, the agent updates the others, such as your EHR, scheduling or billing system, and logs each change.
- Updates through FHIR, APIs and databases
- Mismatches flagged for review
- A log of every change
Lab Result Routing
Results sent to the right doctor using your rules.
Lab results are matched to the right patient. Results that meet thresholds your clinicians set are sent to the right doctor, with escalation if nobody responds.
- Results matched to the right patient
- Routing based on your clinicians' rules
- Escalation if a result isn't reviewed
Health Tech Customer Support
Support for users of your health tech platform.
For health tech companies, the agent answers questions from your help center, creates support tickets and hands complex issues to your team with the full conversation.
- Answers from your help center
- Tickets created in your helpdesk
- Handoff to your support team
Staff Assistant
Answers for your staff from your own documents.
Your staff asks on Microsoft Teams, Slack or WhatsApp. The assistant answers from your policies and guides, and creates tasks for the right team.
- Answers from your policies and SOPs
- Tasks created for the right team
- Approval before any change is made
Staff Onboarding
New staff paperwork and setup in one workflow.
The agent sends forms and documents for signature, answers common policy questions and creates setup tasks for HR and IT.
- Forms and e-signatures
- Answers to common policy questions
- Setup tasks for HR and IT
Front-Desk Assistant
Routine questions and bookings handled outside clinic hours.
The assistant answers common questions from information you've approved, books and changes appointments, and passes anything medical to your staff.
- Answers from your approved information
- Appointment booking and changes
- Medical questions sent to your staff
Pre-Visit Intake
Forms sent and checked before the visit.
The agent sends the right forms, checks what comes back, asks for anything missing and prepares a summary for the care team.
- Forms by WhatsApp, SMS or email
- Missing details requested
- A summary for the care team
Post-Discharge Check-Ins
Scheduled check-ins, with concerns sent to staff.
The agent sends check-ins after discharge, reads the patient's replies and sends any concern to the right staff member.
- Scheduled check-ins
- Concerns routed to the right person
- Every concern logged for your staff
Reminders & No-Shows
Appointment reminders sent and replies handled.
The agent sends reminders at times you set, updates your schedule when patients confirm, move or cancel, and offers freed-up slots to patients on your waitlist.
- Reminders by WhatsApp, SMS or email
- Confirm, move or cancel by reply
- Freed-up slots offered to your waitlist
Preventive Care Outreach
Patients due for care invited to book.
Using rules your care team sets, the agent finds patients due for screenings, vaccines or check-ups and sends invitations with wording you approve.
- Patients found using your care team's rules
- Invitations with your approved wording
- Patients who don’t reply listed for your staff
IT Operations
IT tickets sorted and routed.
The agent sorts incoming IT tickets, answers common questions and sends each issue to the right person on your IT team.
- Ticket sorting and routing
- Answers to common questions
- Alerts sent to the right person
Security Operations
Security alerts gathered and summarized.
The agent collects details for each alert, groups related events and prepares a summary for your security team.
- Alert details collected
- Related events grouped
- Summaries for your security team
Lead Management
New leads checked and assigned.
The agent collects leads from forms, ads and chat, checks them against your criteria and assigns them in your CRM.
- Leads from forms, ads and chat
- Checks against your criteria
- Assignment in your CRM
CRM Automation
CRM records updated from your conversations.
The agent updates contacts and deals from emails, chats and forms, and creates tasks for your team.
- Contact and deal updates
- Notes from emails and chats
- Tasks for your team
Embedded Automation
Indite's workflows inside your own product.
Software companies can offer Indite's workflows, AI agents and integrations inside their own product, on their own domain.
- Embeddable in your product
- AI agents inside your product
- Integrations for your customers
App Integrations
Your tools connected through integrations, APIs and files.
Indite connects your apps through native integrations, APIs, webhooks, database connections and secure file transfer.
- Native integrations and APIs
- Webhooks and database connections
- Secure file transfer
Backend Automation
Backend tasks run as workflows.
Indite can create API endpoints, run scheduled jobs and automate backend processes as workflows.
- API endpoints
- Scheduled jobs
- Backend process automation
Have a workflow your staff spends too much time on?
Tell us how it works today. We'll show you how an AI agent could handle it, where your staff stays in control and what it would cost.
- 30-minute call with our specialists
- Written plan before any build
- Your approval before anything goes live
- One-time build price, then running costs