01 · Intake

Every case starts verified, authorized, and routed to the right place — before day one.

6+ hrs/day

Saved per team*

−85%

Missed referrals*

Prior Authorization

Drafts payer-ready PA requests from clinical documentation, tracks status, and prepares appeals for staff review.

Referrals

Reads and routes inbound faxes and referrals, matching each case to the right service line and provider.

Verification of Benefits

Checks eligibility and coverage in real time across payers, and returns a plain-language benefits summary before the visit.

New referral · OrthopedicsCase R-2041
✓
Fax read & routed
Matched to Orthopedics, Dr. Patel
8:02 AM
✓
Benefits verified
Coverage active · auth required
8:03 AM
✓
Prior auth drafted
Knee arthroscopy · CPT 29881
8:05 AM
·
Reviewed & submitted
Approved by intake coordinator · tracked until decision
Awaiting payer
Fax to draft ready for review3 minutes*

More intake agents in development.

02 · Patient Flow

Operational intelligence that keeps care moving and patients informed, in real time.

−50%

Concurrent auth turnaround*

−30%

Avoidable denied days*

Utilization Review

Generates UR documentation, predicts denials, and manages concurrent review and appeals.

Scheduling

Optimizes provider scheduling, resource utilization, and care-plan milestone tracking.

Patient Engagement

Delivers proactive outreach, reminders, and conversational support across the patient journey.

Concurrent review queueToday
PatientLevel of careDayStatus
M.R.Inpatient4Review drafted
T.K.PHP9Due today
L.S.Inpatient2Approved +3 days
J.D.IOP14Step-down flagged
Reviews prepared before rounds4 of 4*

More patient flow agents in development.

03 · Revenue-Cycle Management

Clean claims out, cash in — without the manual chasing.

+25%

Clean claims rate*

−40%

Denied claims*

Coding Verification

Checks CPT/ICD-10 codes and modifiers against clinical documentation and payer rules before a claim goes out.

Claims, Denials & Resubmission

Scrubs and submits claims, analyzes denials by root cause, and prepares corrected claims for resubmission.

Claim check · Commercial payerClaim C-88217
✓
Codes verified
CPT 99214 · ICD-10 M54.50 match the visit note
!
Modifier 25 missing
Added from same-day procedure documentation
Fixed
!
Prior denial: no authorization on file
Root cause found · auth PA-1452 attached
Fixed
✓
Reviewed & resubmitted
Approved by billing specialist · sent to payer
Denial to corrected claimSame day*

More RCM agents in development.

*Illustrative figures and product views for this mockup — not live screenshots or customer data. Replace with verified pilot data and real product UI before publishing.

Configurable Workflows

The same platform, configured for adjacent operations.

CareChord’s agents, review controls, and integrations aren’t limited to the three core areas. They can be configured around other healthcare workflows. Two examples:

Example workflow

Lab Management

From test order to payment, with fewer errors along the way.

  • Order & requisition review catches missing or mismatched information before accessioning.
  • Medical necessity & authorization prepared against payer coverage policies.
  • Specimen exceptions, results follow-up, and lab billing tracked in one place.

Explore lab workflows →

Example workflow

Provider Outreach

Help outreach and sales teams prepare, personalize, and follow through.

  • Account research & prioritization from your own data and approved sources.
  • Outreach drafting within your approved messaging, with compliance review before anything is sent.
  • Call prep, follow-up, and onboarding that keep your CRM current.

Explore provider outreach →

CareChord — An Extensible Platform

Don’t see your workflow listed?

Talk to us about the issues you need to solve, and we can build AI agents that address your specific workflow and automation needs.