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Smarter Healthcare
That Moves in Real Time

Easy Access. Better Decisions. Even Better Outcomes.
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Meet Merlin

Universal AI Assistant for the
Entire Care Continuum

Role-based AI that powers access, clinical workflows, and
coordination across every care setting.
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Why Merlin Matters

Healthcare doesn’t need more tools. It needs care that keeps moving.

Merlin manages the work between visits, tasks, and teams - so patients get scheduled sooner and move through care without delays.
Merlin’s Skills

Delivering Measurable Impact Across Every Role in Your Practice

Built on a seamless platform, Merlin learns once and applies everywhere acting as a single AI employee whose skills transfer across workflows.
Communicate empathetically across channels
Capture feedback and surface gaps
Handle refills and Rx requests
Adapt when patient needs change
Monitor ongoing med adherence
Maintain recent insurance information
Navigate Rx affordability
Manage appointments end to end
Track authorization requirements
Sync patient context across interactions
Support flexible payment options
Guide initial visits and next steps
Onboard patient intake
Recover canceled appointment slots
Support patients in preferred languages
Secure sharing of patient information
Match patients to right visit type
Capture complete patient data
Explain and resolve billing questions
Sync current patient demographics
Maintain recent insurance information
Manage appointments end to end
Adapt when patient needs change
Support patients in preferred languages
Capture feedback and surface gaps
Explain and resolve billing questions
Recover canceled appointment slots
Sync patient context across interactions
Secure sharing of patient information
Onboard patient intake
Guide initial visits and next steps
Handle refills and Rx requests
Support flexible payment options
Monitor ongoing med adherence
Match patients to right visit type
Capture complete patient data
Sync current patient demographics
Communicate empathetically across channels
Navigate Rx affordability
Track authorization requirements
Guide initial visits and next steps
Monitor ongoing med adherence
Onboard patient intake
Capture feedback and surface gaps
Manage appointments end to end
Recover canceled appointment slots
Explain and resolve billing questions
Track authorization requirements
Sync patient context across interactions
Adapt when patient needs change
Sync current patient demographics
Navigate Rx affordability
Support patients in preferred languages
Handle refills and Rx requests
Maintain recent insurance information
Communicate empathetically across channels
Capture complete patient data
Support flexible payment options
Match patients to right visit type
Secure sharing of patient information
Capture feedback and surface gaps
Support flexible payment options
Onboard patient intake
Adapt when patient needs change
Recover canceled appointment slots
Track authorization requirements
Secure sharing of patient information
Manage appointments end to end
Support patients in preferred languages
Handle refills and Rx requests
Maintain recent insurance information
Navigate Rx affordability
Monitor ongoing med adherence
Match patients to right visit type
Communicate empathetically across channels
Sync current patient demographics
Sync patient context across interactions
Explain and resolve billing questions
Guide initial visits and next steps
Capture complete patient data
Merlin’s Capabilities

Supporting Patients
at Every Stage of Care

Merlin deploys role-based AI assistants across the care journey, advancing patients, closing loops, and reducing coordination work.
Patient Navigator
A value-based care enablement platform streams clinical documents and data from leading EHRs to support risk stratification, performance tracking, and care and automated care-gap detection.
Care Coordinator
Orchestrates cross-team workflows by tracking next steps, closing care gaps, and routing tasks to the right role at the right time. 



Fully aligned with clinical and operational systems, it replaces manual status checks and message chasing with real-time progression.
Practice Navigator
Keeps the daily schedule, patient flow, and front-office operations running at full utilization by managing changes, confirmations, and intake automatically. 



Embedded within practice systems, it reduces idle slots, call volume, and manual queue management.
Quality & Risk Analyst
Continuously monitors documentation, measures, and patient activity to surface quality risks and compliance gaps as they emerge. 



Instead of retrospective reporting, it enables proactive intervention directly within existing reporting and EHR workflows.
Nurse
Supports clinical teams by preparing patient context, coordinating follow-ups, managing refill and education workflows, and tracking adherence tasks. 



Operating alongside the care team, it removes administrative friction so nurses can stay focused on clinical care.
Platform Overview

Built On One Seamless Operating Platform

Connecting data, intelligence, and automation into a system of action you can trust.
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Out-of-the-box integrations to any EHR or EMR with the most comprehensive connector ecosystem in the market

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EHR-Native AI Assistant

Works Inside the Systems
Your Teams Already Use

Merlin operates directly within leading EHR platforms, supporting care teams without requiring new software, new workflows, or complex integrations.
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Expand Access Without
Increasing your Workforce

Support every step of the care journey with AI 
that supports the operational work behind it.
Talk to UsLearn more