The AI Assistant that Keeps
Patients and Practices Moving
AI Patient Navigator handles scheduling, prescription renewals, and outbound outreach so patients get faster access to care and your team stays on top of every interaction.
The Market Reality
Patient Engagement Is Broken.
Your Staff is Paying the Price.
80% of patient access still happens by phone. But half those calls are going unanswered. The result isn’t just frustrated patients, it’s compounding operational failure across your entire practice.
31 Day
Scheduling Backlogs
Average wait time for a new patient appointment at overburdened practices.
15–20 hrs
/week on Manual Refills
Average wait time for a new patient appointment at overburdened practices.
15-20 %
Appointment Slot Waste
Open slots that go unfilled because waitlists are managed manually.
What It Helps Your Team Do
Deliver Better Patient Engagement Effortlessly
Patient Navigator supports care teams in real time by handling high-volume patient interactions and guiding next steps without disrupting existing workflows.
Real-time patient support
Guide patients through scheduling, refills, and care questions across voice, SMS, and chat while maintaining context across interactions.
Workflow-aware actions
Initiate scheduling, refill routing, and follow-ups directly from patient conversations no tab-switching, no lost context.
Safe escalation to humans
Detect out-of-scope requests or clinical risk and route cases to the right human at the right time.
One AI Navigator.
Every Channel Patients Already Use.
Patient Navigator supports care teams in real time by handling high-volume patient interactions and guiding next steps without disrupting existing workflows.
Tap
Embed Merlin into your existing patient portal or app through built-in APIs. Patients interact with an interface they already know.
Talk
Patients call your practice and speak naturally with Merlin. Voice-first scheduling, refills, and coordination, no hold music, no phone trees.
Text
Secure SMS and portal messaging for quick requests, follow-ups, appointment confirmations, and insurance updates.
Fax
Merlin automatically ingests, interprets, and routes incoming faxes, turning unstructured documents into actionable EHR workflows without manual handling.
Skills
Driving Meaningful Patient Engagement Across the Care Journey
Adapt when patient needs change
Support flexible payment options
Handle refills and Rx requests
Monitor ongoing med adherence
Track authorization requirements
Maintain recent insurance information
Match patients to right visit type
Manage appointments end to end
Capture feedback and surface gaps
Explain and resolve billing questions
Secure sharing of patient information
Onboard patient intake
Capture complete patient data
Support patients in preferred languages
Communicate empathetically across channels
Navigate Rx affordability
Sync patient context across interactions
Guide initial visits and next steps
Sync current patient demographics
Recover canceled appointment slots
Performance That Pays Off
When patient engagement improves, access, efficiency, and staff capacity follow.
Capture Missed Revenue
Turn schedule gaps, cancellations, and no-shows into recovered revenue instantly using automated waitlist backfilling
Increase Operational Throughput
Save hundreds of staff hours monthly by automating routine intake, scheduling, and after-hours patient inquiries
Deliver Experience & Access
Drive 9+/10 patient satisfaction and retention with frictionless, 24/7 self-service that eliminates frustrating hold times
Automate Safely Within Guardrails
Ensure HIPAA compliance and protect PHI with secure AI that provides auditable trails within defined clinical boundaries
Works Inside Your Existing
EHR and Workflows
The AI Assistant follows the same workflows your teams already use making adoption simple for administrators and seamless for IT.
