Three kinds of agent. One retrieval.
A planner model decides, per provider, the fastest path to a record and dispatches the right agent: voice, browser, or the assembly model that reads everything at the end.
PROGRESS NOTEOkafor Family Medicine · Fax
Patient: Marie Bouchard DOB: 02/09/1984
Date of visit: 03/14/2019. Pt presents 6 wks post L4-L5 discectomy. Reports improvement in radicular pain.
Allergies: Penicillin (rash). Current meds: Atorvastatin 20 mg daily, ibuprofen PRN.
Plan: PT 2x/wk, f/u 6 wks. Consider MRI if sx persist
— J. Okafor, MD
PatientMarie Bouchard0.99
DOB1984-02-090.98
Encounter2019-03-14 · Post-op follow-up0.97
ProcedureDiscectomy L4-L5 SNOMED 801460020.94
AllergyPenicillin · rash RxNorm 79800.96
MedicationAtorvastatin 20 mg QD RxNorm 6173120.95
PlanMRI if symptoms persist handwritten · human review0.71
0/7 fieldsScanning…
Epic · Discharge summary
athena · 12 encounters
Cigna · 31 claims
Portal · MRI report
Fax · Paper chart (OCR)
AllergiesPenicillinEpic · athena
Active medsAtorvastatin 20mgathena · Cigna
Surgery date2019-03-14 2019-03-04Fax vs Epic · resolved
ImagingMRI lumbar, no acute findingsPortal
GapsDermatology 2022 · re-requestedauto
How the agents divide the work
| Channel | When we use it | Typical time | Share of sources |
|---|---|---|---|
| Direct API / network | Provider is on Epic, athena, Oracle Health or a national exchange | 2–30 seconds | ~58% |
| Browser agent | Provider has a patient portal but no usable API | 2–6 minutes | ~19% |
| Voice agent | Small practice, no portal, or portal login requires a call | 4–12 minutes plus provider turnaround | ~17% |
| Fax intake + OCR | Provider insists on fax, or records are paper only | Minutes to days, provider-dependent | ~6% |
Every channel is disclosed to the provider. Voice agents identify themselves as automated in their first sentence, and every session, call and decision is stored with the retrieval for audit.
See it on your own records.
Bring a real case with a messy history. We'll run the agents live on a 30-minute call.
Book a demo