Healthcare

Patient Registration & Insurance
AI Agent

An AI agent that collects patient details, verifies insurance eligibility in real-time, assesses coverage with AI, handles self-pay routing, and generates consent forms.

18 Steps
AI Coverage
Insurance Check
Consent Form

Scroll down to walk through the agent

Start Step 1

Welcome

Customer receives a welcome message with process overview.

Form Step 2

Patient Details

Smart form collects structured data with real-time validation.

Form Step 3

Emergency Contact

Smart form collects structured data with real-time validation.

One of Group Step 4

ID Proof

Customer uploads any one document from a set of options.

Question Step 5

Insurance Status

Customer answers a routing question to determine the next step.

Condition Step 6

Has Insurance Check

Workflow branches based on rules or AI recommendation.

Form Step 7

Insurance Details

Smart form collects structured data with real-time validation.

Document Step 8

Insurance Card Policy

Document upload with OCR auto-extraction of key fields.

API Call Step 9

Insurance Eligibility

External system integration via API call.

AI Step 10

Coverage Assessment

AI-powered analysis, validation, and decision-making.

Condition Step 11

Coverage Check

Workflow branches based on rules or AI recommendation.

Message Step 12

Insurance Covered

Automated notification or status message to the customer.

Form Step 13

Medical History

Smart form collects structured data with real-time validation.

E-Signature Step 14

Consent Form

Auto-generated document pre-filled with collected data for digital signing.

Notification Step 15

Registration Complete

Automated notification sent to relevant stakeholders.

End Step 16

Registration Process Complete

Process complete. Confirmation sent.

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Agent at a Glance

18 automated steps from start to completion.

1

Data Collection

Welcome

Start

Patient Details

Form

Emergency Contact

Form

ID Proof

One of Group

Insurance Status

Question

2

Verification & Analysis

Has Insurance Check

Condition

Insurance Details

Form

Insurance Card Policy

Document

Insurance Eligibility

API Call

Coverage Assessment

AI

3

Decision & Completion

Coverage Check

Condition

Insurance Covered

Message

Medical History

Form

Consent Form

E-Signature

Registration Complete

Notification

Platform Capabilities Used

This AI agent leverages 12+ built-in capabilities of turrant.ai

Dynamic Forms

Collect structured data with validation

Document Upload + OCR

Auto-extract data from uploaded documents

AI Analysis

AI-powered validation and decision-making

Conditional Logic

Auto-route based on rules and AI output

E-Signature

Legally binding digital signatures

Messaging

Automated notifications at each stage

Flexible Documents

Accept any one from a set of options

Branching Questions

Route flow based on customer choices

Notifications

Automated alerts to stakeholders

API Integrations

Connect to external systems in real-time

No-Code Builder

Drag-and-drop agent builder

Why Use This AI Agent?

10x Faster

Reduce processing time from days to minutes with end-to-end automation.

99% Accuracy

AI cross-validation catches discrepancies that manual review misses.

Fully Compliant

Built-in compliance with regulatory requirements and complete audit trails.

80% Cost Reduction

Eliminate manual data entry, follow-ups, and paper-based processes.

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