Ready-made AI agents for the jobs that slow you down
Start from a proven template, then IHS tailors it to your SOPs, systems and approval rules. Below is a sample of the 20+ agent roles we deploy today.
What every agent is made of
Role & Instructions
A written job description from your SOPs: what to do, what never to do, and when to ask a person.
AI Model
Choose Anthropic Claude or OpenAI models per agent, with speech engines for voice agents.
Tools & Connectors
Only the systems the agent needs — EHR, mailbox, phone extension, browser playbooks, files, APIs.
Knowledge
Your policies, fee schedules, payer rules, templates and FAQs — kept current by your team.
Guardrails
Approval gates, PHI handling rules, spending limits and escalation contacts.
Scorecard
Quality scores, volume, turnaround and cost — reviewed with you every month.
Reception, scheduling & communication
AI Receptionist
Answers every call, identifies the caller, answers common questions and routes or transfers to the right person.
Scheduling Agent
Books, moves and cancels appointments in your EHR or calendar; fills cancellations from a waitlist.
Reminder & Recall Agent
Confirms appointments, runs recalls and follows up on no-shows by call, text and email.
After-Hours Agent
Covers nights and weekends, triages urgency by your rules and pages on-call staff when needed.
Inbox Triage Agent
Reads shared mailboxes, classifies, replies to routine requests and routes the rest with a summary.
Web Chat Assistant
Answers website questions, captures leads and books appointments — handing off to staff when needed.
Clinical admin & billing
Eligibility & Benefits Agent
Verifies coverage, copays and deductibles before every visit and flags problems to the front desk.
Prior Authorization Agent
Assembles clinical documentation, submits requests, tracks status and escalates pending cases.
Fax & Referral Intake Agent
Reads incoming faxes, identifies the document type and patient, and indexes it to the correct chart.
Refill Request Agent
Captures refill requests from calls and messages, checks the chart, and queues them for provider approval.
Medical Records Agent
Handles records requests, verifies authorization and tracks fulfillment deadlines.
Claim Status & Denial Agent
Checks claim status, reads remits, categorizes denials and prepares appeals for review.
Patient Balance Agent
Sends statements, answers balance questions and takes payment-plan requests by phone and text.
Charge Review Agent
Checks encounters for missing charges, modifiers and documentation before claims go out.
A/R Follow-Up Agent
Works the aging report by priority, documents every touch and escalates stuck claims.
Legal, accounting & operations
Legal Intake Agent
Screens new matters, runs a conflict pre-check, collects documents and schedules consultations.
Docketing & Deadline Agent
Extracts dates from court notices and correspondence and keeps calendars and reminders current.
Client Document Collection Agent
Chases missing tax documents, organizes uploads and updates engagement status.
AP Invoice Agent
Extracts invoice data, matches to POs, routes approvals and posts to your accounting system.
Reconciliation Agent
Matches bank and card transactions, flags exceptions and prepares month-end schedules.
HR Onboarding Agent
Sends offer paperwork, collects forms, provisions checklists and answers new-hire questions.
IT Helpdesk Agent
Answers first-line IT questions, resets, and opens tickets with full context for engineers.
Sales Follow-Up Agent
Responds to new leads in minutes, qualifies them, books meetings and updates your CRM.
Reporting Agent
Pulls numbers from your systems and delivers daily, weekly and monthly reports on schedule.
Ready to put AI agents to work?
Book a free workflow analysis. We’ll map your processes, identify what AI can take over, and show you the time and cost you can recover — before you commit to anything.