For RCM Teams — Agentic AI Platform

RCM Agent Orchestrates
the Work. Skills Get It Done.

The RCM Agent routes each task to specialized Skills like Prior Auth and Appeals, with more on the way.

RCM Agent
Prior Auth Skill
ACTIVE
Appeals Skill
ACTIVE
Payer Policy Skill
ACTIVE
Custom Agent Skill
ACTIVE
More Skills Coming
COMING SOON

— The Agent orchestrates. Skills execute. —

Agent Skills

Modular skills, purpose-built for RCM

Each skill is a specialized AI capability that plugs directly into your workflows. The Agent orchestrates. Skills execute.

Prior Authorization

Assesses every prior auth denial, identifies root cause instantly, and delivers a precise AI-recommended action plan. 45 minutes → under 5.

● Active

Appeals

AI-drafted, human-approved. Payer-specific appeal letters assembled in under 2 minutes. Every appeal requires analyst sign-off before it sends.

● Active

Payer Policy Agent

Ingests and applies coverage criteria from 300+ payer LCDs, NCDs, and proprietary policies in real time — with full citations.

● Active

Custom Agent

Build your own RCM workflow agent with no-code templates. Define triggers, logic, actions — deploy in minutes, no engineering needed.

● Active
RCM Agent — Prior Auth

Denial assessment & AI recommendations
that give your analysts 10x productivity

The Prior Auth RCM Agent assesses every prior authorization denial, identifies the root cause, and delivers a precise AI-recommended action plan — so your analysts spend their time executing, not investigating.

Instant denial assessment — root cause identified the moment a claim is denied
AI-generated action plan tailored to the denial type, payer, and applicable SOP
Guides analysts through CPT mismatches, field locator 63 errors, retro auth, and 3rd party failures
New analysts productive from day one — no institutional knowledge required
10x
Analyst productivity increase
45→5min
Per prior auth denial worked
Prior Auth Agent — Active AI AGENT
Denial analyzed — root cause identified
CPT mismatch detected. Auth approved for 27447-LT, claim billed 27447-RT (laterality discrepancy).
Invalid AuthCPT Mismatch
Payer guidelines retrieved
Aetna allows auth update for CPT laterality corrections within 90 days of DOS. Within timeframe confirmed.
3
Route to coding team for CPT review
Verify if 27447-RT was the correct procedure. If correct, contact Aetna to update auth. If coding error, submit corrected claim.
4
Submit retro auth or corrected claim
Based on coding review outcome — submit retro auth within 90-day window or file corrected claim with updated CPT.
5
Document outcome and close
Update account notes, log resolution action, confirm reprocessing or payment posted.
RCM Agent — Appeals

AI-drafted. Human-approved.
Faster than ever.

The Appeals Agent handles research, drafting, documentation assembly, and batch queuing — autonomously. Your analysts review every appeal before it goes out. Nothing leaves without explicit human sign-off.

Avg appeal build time — before
45 min
Avg appeal build time — with agent
< 2 min
Appeal success rate
76%
Human review before sending
100% Always

Core Agent Skills

Payer-Specific Letter Drafting

AI generates appeal letters using denial reason codes, claim details, auth history, and clinical context — with payer-specific formatting applied automatically.

AI Automated

Payer Form Pre-Population

Required payer forms auto-populated from claim data. Analysts review a fully assembled package — no manual entry, no hunting for the right form.

AI Automated

Documentation Bundle Assembly

Appeal letter + payer forms + clinical documentation consolidated into a single file, ready for one-click upload to the payer portal.

AI Automated

Batch Queue Management

High-volume appeals batched and prioritized by filing deadline, payer, and denial amount. Analysts work in urgency order — no missed timely filing windows.

AI Automated

Mandatory Human Review Gate

Every appeal is held in a review queue until an analyst explicitly approves it. Nothing is sent autonomously. Full compliance control stays with your team.

Human Required

Win Rate Analytics by Reason Code

Tracks which denial reason codes produce successful appeals — your team continuously improves quality and win rates over time.

AI Automated

Live Analyst Review Queue

Pending Analyst Review 3 awaiting approval
APL-0441$4,200
United Health · CO-15 · CPT 99285 — ED E&M Level 5
AI Note — Auth #UHC-PRE-774821 obtained prior to DOS. Inadvertently omitted from field locator 63. Letter requests expedited reprocessing with enclosed authorization confirmation.
APL-0442$18,450
Aetna · CO-15 · CPT 27447 — Total Knee Replacement
AI Note — Laterality correction applied. Auth updated to 27447-RT. Retro auth submitted. Appeal references Aetna §4.2.7 — within 90-day correction window confirmed.
APL-0443$9,100
BCBS · PR-96 · CPT 93306 — Echo w/ Doppler
AI Note — Medical necessity documentation attached. Clinical notes from ordering physician included. Standard BCBS appeal template applied per payer guidelines.
Approved & Sent Today 12 sent
APL-0438 · $24,800
✓ Approved by J.S. · 9:14 AM · Sent to UHC portal
APL-0436 · $6,400
✓ Approved by M.K. · 8:52 AM · Sent to Humana portal
APL-0434 · $12,200
✓ Approved by J.S. · 8:31 AM · Sent to BCBS portal
APL-0430 · $3,900
✓ Approved by R.T. · 8:10 AM · Sent to Cigna portal
100%
Human review every time
Payer
Specific format auto-applied
2 Min
Draft time vs 45 min manual
76%
Win rate all payers
RCM Agent — Payer Policy Skill

Ask about payer policies.
Get answers instantly.

Stop digging through 200-page policy documents. The Payer Policy Agent answers questions in plain English and returns accurate answers with citations from commercial payers, Medicare, and Medicaid — directly inside your RCM workflow.

45 min
Avg time to find one answer — manually
200+
Pages per policy manual
12%
Denials caused by policy errors
Weekly
Payer policy update frequency
Payer Policy Agent
Online
Is CPT 43239 covered by Aetna for Barrett's esophagus?
Yes. CPT 43239 (upper GI endoscopy with biopsy) is covered by Aetna for Barrett's esophagus surveillance when patient has documented history and follows ACG guidelines.
Aetna CPB 0667 LCD L35092
What are the prior auth requirements for Humana lumbar MRI?
Humana requires prior authorization for outpatient lumbar MRI. Criteria: 6 weeks of conservative treatment failure OR red flag symptoms.
Humana MRI-001 PA Guidelines 2024
🔔 BCBS Tennessee Update · Just now
Change: Prior auth now required for all outpatient CT scans with contrast effective 1/1/2025.
💡 Affects ~340 claims/month based on your volume.
Comprehensive policy coverage
50+
Commercial payers
Aetna, BCBS, Cigna, UHC, Humana
100%
Medicare coverage
LCDs, NCDs, CMS Guidelines
45
Medicaid states
State-specific policies
10K+
Policy documents indexed
Updated continuously
Aetna BCBS Cigna UHC Humana Medicare Medicaid

Instant policy answers

Ask in plain English. Get accurate answers with citations from payer policies, LCDs, NCDs, and clinical guidelines — in under 5 seconds.

Real-time policy update alerts

Never miss a payer policy change. Get instant alerts when payers update coverage criteria, auth requirements, or documentation rules that affect your claims volume.

Medical necessity verification

Verify coverage criteria before billing. The agent checks diagnosis, CPT codes, and payer criteria together — surfacing exactly what documentation is needed.

Cross-payer comparison

Compare how Aetna, BCBS, UHC, and Humana handle the same procedure side by side — auth requirements, coverage thresholds, and documentation needs at a glance.

Denial appeal research

When a denial lands, the agent finds the exact policy language you need to win the appeal — cited, formatted, and ready to attach to your letter.

🔗 Built into Denials 360

When you're working a denial in Denials 360, policy answers are one click away. No switching tabs. Policy citations auto-attach to your appeal.

Context-aware answers for the claim you're working
Policy citations auto-attached to appeals
One-click lookup from denial worklist
History synced across your team
50+
Payers covered
10K+
Policy documents indexed
<5 sec
Avg response time
12%
Fewer policy-related denials
RCM Agent — Custom Agent Skill

An AI trained on
your knowledge.

Upload your documents. Get instant, accurate answers. Your team stops searching and starts doing — with a custom AI agent built on your SOPs, payer policies, and internal knowledge base.

8 hrs
Saved weekly per user
<5 min
To deploy your agent
100%
HIPAA compliant
Three steps. Five minutes.
01
Upload your documents
Drag and drop PDFs, Word, Excel, or text files — SOPs, payer policies, training docs, anything your team references. Takes 5 minutes.
PDF DOCX XLSX TXT
02
AI indexes your content automatically
Our AI processes and indexes everything. Add new documents anytime, remove outdated ones. Your knowledge base stays current automatically.
03
Start asking — get instant cited answers
Your team asks questions in plain English. The agent answers instantly with citations pointing to the exact source document and page.
API-first design
Embed your agent anywhere — internal portals, patient apps, or existing workflows. Full REST API.
Conversational memory
Ask follow-ups. Reference earlier answers. The agent remembers context just like a colleague.
Role-based access control
Admins assign users to specific knowledge bases. Everyone gets exactly what they need.
Enterprise security
HIPAA compliant. SOC 2 Type II certified. All data encrypted. Documents never leave your environment.
Your Custom Agent Trained on your knowledge base
Ask Agent...
Based on the uploaded policy documents, Aetna covers CPT 99213 for telehealth visits when the patient is located in their home and the visit meets medical necessity criteria. The originating site restriction was removed as of January 2024.
Sources:
Aetna Telehealth Policy 2024 (p.12) Aetna Provider Manual v3.2 (p.45)
Billing · 12 docs
Compliance · 8 docs
Clinical · 24 docs
Payer policy lookup
4 hrs/week saved
Stop digging through 200-page PDFs. Ask "Does Aetna cover CPT 99213 for telehealth?" and get an instant cited answer.
Staff training & onboarding
60% faster onboarding
New hires ask questions. The agent answers from your SOPs and training docs. Consistent answers every time — no senior staff interrupted.
Compliance queries
8 hrs/audit saved
Instant answers from your HIPAA docs, contracts, and regulatory filings. Audit prep just got dramatically easier.
Patient eligibility at front desk
2 min/patient saved
Front desk staff check coverage rules instantly. No more putting patients on hold while searching for answers.
Frequently Asked Questions

Everything you need to know

Questions about the RCM Agent, Prior Auth Skill, and Appeals Skill — answered.

Prior Auth Denials

How does the Prior Auth Agent assess a denial?
The moment a prior auth denial arrives, the agent reads the CO/PR reason codes and instantly classifies the root cause — CPT mismatch, invalid authorization, no auth on file, or laterality discrepancy. It then retrieves the applicable payer policy and generates a step-by-step action plan for your analyst.
What types of prior auth denials can it handle?
The Prior Auth Skill handles invalid authorization, no auth obtained, CPT/laterality mismatches, field locator 63 omissions, retro auth scenarios, and third-party authorization failures from Evicore, Carelon, and Turning Point.
How much time does it save per denial?
What previously took an analyst 45 minutes to research and action is reduced to under 5 minutes with the Prior Auth Agent. That's a 10× productivity increase per denial worked.

Appeals

Does every appeal require human review before sending?
Yes — without exception. Every appeal drafted by the agent is placed in a review queue. An analyst must read, edit if needed, and explicitly approve before anything is submitted to a payer.
What is included in the appeal package?
Each appeal package includes the payer-specific letter, pre-populated payer forms, and supporting clinical documentation — bundled into a single file ready for one-click upload to the payer portal.
What is the appeal success rate?
The Appeals Agent achieves a 76% success rate across all payers and denial reason codes — compared to an industry average of 45%.

RCM Agent

What is the RCM Agent?
The RCM Agent is the central orchestrator in Denials 360. It receives incoming denial work, determines which specialized Skill is needed, routes the task accordingly, and ensures every action is logged.
Does the RCM Agent replace my analysts?
No. The RCM Agent and its Skills are designed to augment your analysts — handling time-consuming research, classification, and drafting so analysts can focus on decisions, reviews, and approvals. Every appeal still requires human sign-off.
Which Skills are available today?
Four Skills are live today: Prior Auth, Appeals, Payer Policy Agent, and Custom Agent Builder. Additional Skills including Coding Assist, Contract Intelligence, and CDI Advisor are in development and coming soon.

Ready to recover more revenue?

The denial management platform built for healthcare RCM teams. Your team productive on day one.