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Use case · Patient access

Every call answered. Every appointment captured.

Aqurio's agentic AI workforce runs all 11 patient-access workflows — scheduling, eligibility, insurance, intake, reminders, waitlist fill, callback routing — across voice, SMS, and webchat. Benevis automated 46% of inbound calls and lifted appointments +7%. 73% autonomy, 14 days to deploy.

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HIPAA-safe · SOC 2 Type II · HITRUST r2 · Epic-native · 70+ integrations
Trusted by patient-access teams across DSOs, health systems,
and PPM networks — including Benevis and 42North Dental.
Built for patient access

Four front-door problems every practice has. AI agents that solve them.

Aqurio's agentic workforce replaces the queue, the hold music, and the after-hours voicemail — without replacing the EHR your team already runs on.

1

Inbound scheduling, end-to-end, no human in the loop.

SmartAgent picks up 24/7, checks provider templates in real time, matches symptom + insurance + location, and writes the appointment directly to the PMS. At Benevis, the Access Agent answered every inbound call and captured patient details with zero human handoff.

Benevis: 46% calls automated · +7% appointments scheduled
2

Intake & pre-visit, finished before they arrive.

Demographics, history, consents, ID capture — Aqurio walks the patient through a conversational intake by phone or SMS, posting fields directly into Epic, Athena, or eCW the moment they're confirmed. Waiting rooms get shorter; provider notes get longer.

86% of intake completed pre-arrival
3

Real-time eligibility & insurance verification.

Live 270/271 checks against 1,800+ payers — coverage, copay, deductible, in-network status, prior-auth requirements — surfaced inside the same conversation, so the patient leaves the call knowing what they'll owe.

98%+ eligibility accuracy · 0 manual lookups
4

Waitlist fill, no-show confirmation, callback routing.

The agent watches the EHR for cancellations and openings, runs waitlist matching by provider rules + travel + payer, and re-fills slots in parallel. Every callback is routed; every reminder is sent; every gap closes itself.

42North Dental: 60% of scheduling calls automated

11 patient-access workflows. One agentic platform.

Every inbound touchpoint in the patient-access lifecycle — handled by AI agents, measured by SmartAnalytics, written back to your EHR.

1

Schedule

Inbound appointment scheduling — symptom + payer + provider matched, slot booked, EHR updated.

2

Verify

Eligibility + insurance verification against 1,800+ payers in the same conversation.

3

Intake

Patient intake + pre-visit intake — demographics, history, consents — posted into the EHR.

4

Confirm

Same-day appointment offers, no-show confirmation, appointment reminders in voice + SMS + email.

5

Fill

Waitlist matching + parallel outreach refills cancellations and empty slots automatically.

6

Follow up

Post-visit follow-up and callback routing — every loose end closed, every patient called back.

End-to-end, Aqurio runs all 11 patient-access workflows at 73% autonomy, deploys in 14 days, and delivers ROI in under 90 days. Benevis: 46% of inbound calls automated, 50% agent headcount reduction, +7% appointments, break-even in 6 months.

Three scenarios you've seen this week. Handled before staff arrived.

Scenario 01

New patient · Tuesday, 7:42pm · Spanish-speaking.

Caller has BCBS, never been to the practice, needs an appointment for back pain. The front desk closed at 5. SmartAgent answers in Spanish, runs a live eligibility check, captures intake, and books her into Dr. Lin's first new-patient slot — 8:15am Thursday — with a copay quote and an SMS confirmation in 4 minutes flat.

  • 50+ languages, native fluency — not translation.
  • New-patient chart created in Epic before staff log in Wednesday.
  • SMS confirmation, intake link, and pre-visit instructions auto-sent.
Hear an after-hours scheduling call
7:42pm · Inbound call · Spanish
↓
Eligibility check · BCBS · $35 copay confirmed
↓
Books Dr. Lin · Thu 8:15am · Epic-confirmed
↓
SMS confirmation + intake link sent · 7:46pm
Scenario 02

Reschedule wave · 12:18pm · 14 calls in the queue.

School pickup conflict cascades into the lunch hour. Front desk is at 3 of 6 staff. SmartAgent answers all 14 in parallel — checks calendar conflicts against provider rules, finds the next-soonest matching slot, confirms by voice and SMS, and writes everything back to the EHR before the queue would have cleared by hand.

  • Parallel call handling — no busy signal, no hold music.
  • Respects provider preferences, blackout dates, and care-gap rules.
  • Hands off to a human only on edge cases (clinical urgency, billing dispute).
See the reschedule flow
12:18pm · 14 inbound calls — all answered
↓
Match each to next-best slot per provider rules
↓
Voice + SMS confirm; EHR updated in real time
↓
12:31pm · queue cleared · 0 calls dropped
Scenario 03

Pre-auth status check · Saturday, 10:04am.

Patient calls about her MRI approval status. SmartAgent pulls the open auth from the EHR, checks the payer portal in real time, tells her it's approved as of last night, and books the imaging slot for Monday — all before the practice opens Monday morning.

  • Real-time auth-status lookups via payer API or portal scrape.
  • Auto-booking once approval lands, with patient + provider notified.
  • Escalation to staff queue only on denials or peer-to-peer requests.
See pre-auth automation
Sat 10:04am · Patient asks about MRI auth
↓
Pull open auth from Epic · check payer portal
↓
Approved · book imaging Mon 9:30am
↓
SMS confirmation + prep instructions sent

What patient-access teams measure in year one. In their own numbers.

Named-customer outcomes from Aqurio patient-access deployments in their first 12 months.

"Aqurio's Access Agent answered every inbound call, captured patient details, and wrote appointments directly to PMS — zero human in the loop. We automated 46% of calls, cut agent headcount 50%, and lifted scheduled appointments +7%. Break-even in six months."

Benevis120-location Dental DSO
46%CALLS AUTOMATED
-50%AGENT HEADCOUNT
+7%APPOINTMENTS

"60% of our scheduling calls are now automated end-to-end. The AI agents answer in language, check eligibility, book the slot, and post the appointment — our front-office team focuses on the 40% that actually needs a human."

42North DentalMulti-state dental DSO
60%SCHEDULING AUTOMATED
0 FTEADDED
4.7/5PATIENT SATISFACTION

"Aqurio customers see eligibility accuracy above 98%, parallel call handling that eliminates hold queues, and after-hours coverage that turns voicemails into bookings. The agents arrive trained on 50M+ healthcare interactions and 70+ EHR/PMS integrations.

Patient-access outcomesAggregate across Aqurio customers
98%+ELIGIBILITY ACCURACY
73%AUTONOMY RATE
14 daysTO DEPLOY

"Aqurio agents deploy in 14 days, not 14 months. No engineering, no custom prompting, no pilot risk — the agents arrive pre-trained on Epic, Athena, eCW, NextGen, and 116 other integrations. Patient-access goes live the day the BAA is signed.

Platform deploymentAqurio benchmark · patient-access deployments
14 daysTO LIVE
<90 daysTO ROI
50M+INTERACTIONS TRAINED ON

Frequently asked questions

Common questions from patient-access buyers.

What patient-access workflows does Aqurio automate?
All 11 inbound patient-access workflows: appointment scheduling, eligibility verification, insurance verification, patient intake, pre-visit intake, same-day appointments, waitlist fill, no-show confirmation, appointment reminders, post-visit follow-up, and callback routing — across voice, SMS, and webchat, 24/7.
What outcomes have customers seen?
Benevis (120-location dental DSO): the Access Agent automated 46% of inbound calls, reduced agent headcount 50%, and lifted scheduled appointments +7%. 42North Dental: 60% of scheduling calls automated end-to-end. Break-even at Benevis was reached in 6 months.
Will SmartAgent answer the first ring?
Yes. SmartAgent picks up on the first ring 24/7 with under 800ms latency and conducts a natural conversation in 50+ languages — no IVR tree, no hold queue.
Does Aqurio integrate with our existing EHR and scheduling system?
Yes. Aqurio writes back to Epic, Cerner, Athena, eCW, NextGen, and 70+ other PMS / EHR platforms in real time — using the provider templates and rules your team already maintains.
How accurate is real-time eligibility verification?
Aqurio runs eligibility checks against 1,800+ payers via clearinghouse and direct-payer APIs. Accuracy is 98%+ on validated cases, with confidence scoring on every response and human handoff on edge cases.
How fast does Aqurio deploy?
AI agents arrive trained on 50M+ healthcare interactions and 70+ integrations. Most patient-access deployments are live in 14 days — no engineering, no custom prompting, no pilot risk.
More questions? Talk to a patient-access AI expert

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