Agents absorb the repetition
Answering every call. Confirming every appointment. Verifying every insurance. The work that has to happen but doesn't require judgment — that's where the agents earn their keep.
Solutions
Solutions built for the independent practice.
Two halves of one operating model: advanced AI that runs your administrative operations, and an advisory practice that systematizes the work humans still do best. Pick one. Pick both. The pieces are built to fit together.
Machines do the repetition.
Humans do the judgment.
Our advisory work systematizes the operations that depend on human judgment. Our AI absorbs the work that doesn't. Together they form a single operating model — but each can stand alone if that's where you're starting.
Sage AI Agents
Advanced AI. Purpose-built for your practice.
Advanced intelligent agents and real-time analytics designed from the ground up for the independent practice — packaged, priced, and operated for the way you actually work. Turnkey. Fully managed. Works with the EHR and phone system you already have.
- Agents Suite — autonomous AI agents for voice, confirmations, and eligibility that absorb administrative workloads end-to-end.
- BI Agent — real-time practice visibility into the metrics that actually move revenue.
Advisory Services
Operational excellence, systematized for the practice you actually run.
Evidence-based assessment of how your front desk really works, documented operating procedures that outlast the people who write them, and a 90-day execution roadmap that turns findings into operating reality.
- Front Desk Evaluation Framework — evidence-based assessment of operational workflows, delivered as a written report you can act on or shelve.
- Operational SOP Definition — documented, standardized processes — workflow maps, role checklists, training material — that survive turnover.
- Strategic Transformation — a 90-day execution roadmap with quarterly accountability built in.
The patient journey, mapped to the work.
Every touchpoint has its own leakage — and its own solution. Some get solved by an SOP and a trained human. Others get solved by an autonomous agent. We tell you which is which based on what we observe, not what we sell.
Phone
Voice Agent
Schedule
Voice Agent + SOP
Confirm
Smart Confirmations
Arrive
Front desk SOP
Check-in
Eligibility Intelligence
Visit
Clinical (not our scope)
Checkout
SOP + Practice BI
Follow-up
Recall agent (roadmap)
Every solution maps to a workflow. Every workflow has a leakage cost. We size the cost, then deploy the right fix.
The AI doesn't replace your front desk.
It runs alongside it.
SOPs handle the judgment
The conversations that need a person — the upset patient, the complicated insurance question, the appointment that needs to be slotted around clinical logic. We give your staff the documented playbook.
BI proves it's working
Every metric the assessment flagged becomes a metric on the dashboard. You see the change in real time — not in a quarterly report nobody reads.
Let's build together.
Independent practices deserve intelligent practice operations. Get started with a quick conversation.