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For Occupational Therapy

AI agents that get every plan of care completed.

Aqurio's agentic AI workforce answers every referral and eval request 24/7, keeps authorized visits scheduled and attended through the full plan of care, fills cancellations the same day to protect therapist utilization, and recovers every aged balance across your OT group.

HIPAA · HITECH · SOC 2 · HITRUST CSF
Trusted by 65+ enterprise healthcare organizations across 30+ specialties.
Built for occupational therapy

Three problems every occupational therapy group fights. One platform that ends them.

OT economics run on arrivals: authorized visits that actually happen, therapists whose schedules stay full, and plans of care that reach completion. Aqurio protects all three — without adding front-office headcount.

1

The referral and eval request nobody calls back fast enough.

Referrals arrive by fax, portal, and phone — and families ready to start therapy book with whoever responds first. SmartAgent captures every referral 24/7 across voice, SMS, MMS, email, fax, and digital, reaches the scheduling conversation immediately, and books the eval into the right therapist's schedule.

Every referral captured and scheduled — including fax, 24/7
2

The plan of care that ends four visits early.

Authorized visits that never happen are lost outcomes and lost revenue — and mid-plan drop-off is constant. SmartEngage runs reminder and rebooking cadences across outbound voice, SMS, MMS, and digital, segmented by plan stage, and re-engages every patient who drifts off schedule.

Outbound outreach on every off-schedule patient — automatically
3

The cancellation that idles a therapist for an hour.

In a utilization business, an unfilled cancellation is pure margin loss. SmartAgent handles reschedules in-flow by two-way SMS, and SmartEngage refills same-day openings from your reschedule list — keeping therapist schedules full without a single staff call.

Unpredicted no-shows cost U.S. healthcare $150B a year

From the referral to the completed plan of care. One connected platform.

Six stages of the occupational therapy patient lifecycle — each handled, measured, and grown by Aqurio.

1

Refer

Referrals by phone, fax, and web — captured 24/7 and worked immediately.

2

Evaluate

SmartAgent books the eval and verifies eligibility and benefits before the visit.

3

Authorize

Visit-authorization work handled inside the operational flow — visits scheduled against what's approved.

4

Attend

Visit reminders, in-flow rescheduling, and same-day cancellation fill keep therapists utilized.

5

Re-eval

Re-eval and plan-milestone visits scheduled and confirmed automatically.

6

Complete & Recover

Drop-off reactivation and aged-balance recovery — fed by SmartAnalytics.

Across these six stages, Aqurio's AI agents handle the work end to end. Across the platform: 1B+ automated patient interactions, 65+ enterprise healthcare customers, 70+ native EHR/PMS integrations — and measurable ROI in under 90 days.

Three workflows that move occupational therapy margin. Automated end to end.

Use case 1

Evals booked the day the referral lands.

Every referral — faxed, phoned, or submitted online — is captured the moment it arrives. SmartAgent reaches the patient or family immediately, verifies eligibility and benefits, and books the eval directly into the right therapist's schedule with confirmation and intake sent by SMS.

  • Every channel covered — voice, SMS, MMS, email, fax, and digital.
  • Referral details captured and attached to the appointment.
  • Live eligibility and benefits verification before the eval.
See referral intake
Physician office faxes an OT referral at 3:40pm
SmartAgent captures it and reaches the family by call and text
Eval booked for Wednesday · written to the practice system
Confirmation and intake forms sent by SMS
Use case 2

Authorized visits that actually happen.

SmartEngage runs the reminder rhythm a plan of care demands — segmented by plan stage, visit cadence, and outreach history — while SmartAgent reschedules in-flow and refills openings the same day. Patients finish their plans; therapists stay utilized; authorized visits convert to delivered care.

  • Visit-cadence reminders segmented by plan stage.
  • Instant two-way SMS rescheduling.
  • Same-day opening refills that protect therapist utilization.
See plan-of-care automation
Patient misses visit 7 of a 12-visit plan of care
SmartEngage texts within minutes, then follows with a voice call
Visit rebooked for tomorrow — written to the schedule
SmartAnalytics logs the pattern to sharpen future reminders
Use case 3

Visits scheduled against what's approved. Balances worked every day.

Aqurio's agents handle visit-authorization work inside the operational flow — so scheduling stays aligned with what's approved — and SmartEngage works aged balances across every bucket, negotiating payment plans in-call and recording them with a full audit trail.

  • Visit-authorization work handled in the operational flow.
  • Every aging bucket worked — consistently and compliantly.
  • TCPA compliance embedded in every outbound campaign.
See revenue recovery
A plan of care nears its authorized visit limit
Authorization work is handled ahead of the next scheduled visit
Visits continue without an interruption in the schedule
Every step logged, transcribed, and audit-ready

Built for the people running occupational therapy practices and groups.

See all occupational therapy resources
Guide

AI agents for occupational therapy: referral velocity, plan completion, and utilization.

Ebook

The plan-of-care completion playbook: turning authorized visits into delivered care.

Report

The Agentic AI flywheel: why every patient interaction makes the agents better.

Frequently asked questions

Common questions from occupational therapy buyers.

How does Aqurio help us complete plans of care?
SmartEngage runs visit-cadence reminders segmented by plan stage, SmartAgent reschedules in-flow by two-way SMS, and drop-offs get reactivation outreach — so authorized visits actually happen and plans reach completion.
Does the AI give any therapy or clinical advice?
No — by design. Aqurio's agents do operational, administrative, and revenue-cycle work: intake, scheduling, eligibility and benefits, authorization, reminders, and collections. They never make clinical judgments or give medical advice; clinical questions go to your therapists.
Can it help manage visit authorizations?
Yes — visit-authorization work is part of the operational workflow Aqurio's agents handle, alongside eligibility and benefits verification, so scheduling stays aligned with what's approved and plans aren't interrupted.
Will it integrate with our EHR and practice management system?
Aqurio maintains 70+ native EHR/PMS integrations with bidirectional write-back — appointments booked, payment plans recorded, notes attached. Our team maps coverage for your specific system during scoping.
Is the platform compliant for patient data and outbound outreach?
Yes — HIPAA, HITECH, SOC 2, PCI, HITRUST CSF, ISO 27001, CCPA, and GDPR are built into the architecture. Patient data stays in your own system of record, every interaction is logged, transcribed, and audit-ready, and TCPA compliance is embedded in every outbound campaign.
What ROI should an OT group expect?
Aqurio customers see measurable ROI in under 90 days, with outcomes that are visible, auditable, and documented. Across the customer base, Aqurio holds 121% Net Revenue Retention.

Smarter healthcare starts with us, together.

Schedule a demo to explore our platform, or talk with an AI expert about solutions custom-tailored to your occupational therapy group.