Good morning, Dr. Chen πŸ‘‹

AI ran overnight β€” here's what changed.

342
Patients
12
Care Gaps
7
Trial Matches
94%
Sync Rate
Patients Seen Today
18
of 22 scheduled
↑ 12% vs last week
Pending Prior Auth
6
avg 2.3 days pending
3 expiring today
Open Slots (7 days)
14
5 flagged for backfill
↑ AI identified 3 candidates
Trial Enrollment
73%
11 of 15 slots filled
↑ 4 new matches this week
πŸš€ Modules
πŸ”¬
Cohort Builder
Slice patient data across any clinical dimension instantly
πŸ’Š
Care Gaps
Proactive tracking & automated outreach for at-risk patients
πŸ“‹
Trial Matching
AI screens patients against inclusion/exclusion criteria
⚑
Data Sync
Automated cross-system patient data synchronization
✦
Agent Builder NEW
Build custom AI agents for any clinical workflow β€” drag, drop, deploy
πŸ€–
Patient AI Actions NEW
Run AI agents on individual patients β€” care gaps, trials, outreach, labs, and more
πŸ”” Activity 8h
Maria Santos β€” CBC overdue, SMS sent
2m
James Okafor matched KEYNOTE-590 Β· 97%
14m
8 records synced to REDCap (TIGER-1)
1h
23 stage III NSCLC patients flagged
3h
David Park prior auth approved
5h

πŸ”¬ Patient Cohort Builder

Build precise patient cohorts across any clinical dimension β€” no SQL, no IT ticket, no waiting.

Filter Cohort

πŸ’Š Care Gap Detection & Outreach

AI monitors every patient continuously and flags those falling behind β€” then drafts outreach so your nurses just hit send.

Open Care Gaps
12
across 342 patients
Critical (Act Today)
3
overdue by 30+ days
Outreach Sent (Auto)
47
this month
Response Rate
68%
vs 34% manual avg
🚨 Flagged Patients
πŸ“ AI-Drafted Outreach
Select a patient on the left to generate a personalized message
πŸ‘ˆ
Select a patient to see AI-drafted outreach

πŸ“‹ Clinical Trial Matching

AI screens your entire patient panel against trial criteria in seconds β€” what used to take coordinators weeks.

Select Trial
Choose a trial to screen your patients against
Trial Details
Select a trial to view inclusion/exclusion criteria
πŸ“‹
Select a trial on the left

⚑ Automated Data Sync

Eliminate manual copy-paste between EHR, trial systems, and payer portals. Agents do it for you.

Records Synced Today
847
across 4 systems
Manual Hours Saved
12.4
today
Sync Accuracy
99.7%
0.3% flagged for review
Errors Prevented
23
transcription errors caught
βš™οΈ Active Sync Pipelines
Select a pipeline to trigger a sync
πŸ“Š Sync Execution
Select and run a pipeline to see live execution

πŸ”„ Data Transfer Agent

πŸ₯ β†’ πŸ“‹
Epic β†’ REDCap EDC
Push patient data to clinical trial database
β†’
πŸ§ͺ β†’ πŸ₯
LabCorp β†’ Epic EHR
Import lab results into patient chart
β†’
πŸ₯ β†’ πŸ’°
Epic β†’ Billing / RCM
Extract diagnosis & procedure codes for claims
β†’
Patient:
Speed:
πŸ₯
Epic EHR
Production environment
● LIVE
Select a scenario to load patient data
AI Agent
⚑
0/0
fields
Ready
πŸ“‹
REDCap EDC
KEYNOTE-590 Study
⏳ Waiting
Destination fields will populate here
πŸ“‹ Transfer Log
No transfer started yet. Select a scenario and click Start.

✦ AI Agent Builder

Design, configure, and deploy custom AI agents for any clinical workflow β€” no code required.

πŸ“¦ Start from a Template
Click a template to load it into the canvas
✚ Add Nodes
Drag nodes onto your workflow
✦ Select a template or build from scratch
Click Γ— to remove a node Β· Click Deploy to run live
✦
Your workflow canvas is empty
Pick a template on the left or add nodes to start building

πŸ€– Patient AI Agents

Select AI agentic actions to run on individual patients or across your entire panel β€” from care gap outreach to trial screening, prior auth, and more.

Filter Patients
Risk Filter
Bulk Action
Panel Summary
8 patients Β· 3 high risk Β· 3 med risk
Patient Panel 8 patients
Select an AI action per patient and click Run, or use bulk actions above
πŸ“‹ Agent Activity Log
No agents have run yet. Select an action and click Run to begin.