Meet your Health Assistant
Give your patient access and care coordination teams AI support to handle scheduling, refills, and patient questions consistently, safely, and at scale.
Track authorization requirements
Maintain recent insurance information
Capture complete patient data
Sync current patient demographics
Sync patient context across interactions
Guide initial visits and next steps
Explain and resolve billing questions
Support flexible payment options
Support patients in preferred languages
Adapt when patient needs change
Recover canceled appointment slots
Navigate Rx affordability
Monitor ongoing med adherence
Secure sharing of patient information
Capture feedback and surface gaps
Handle refills and Rx requests
Match patients to right visit type
Manage appointments end to end
Onboard patient intake
Communicate empathetically across channels
Skills
Description
Adapt when patient needs change
Allows patients to resolve multiple needs in one interaction without restarting or being transferred repeatedly.
Capture feedback and surface gaps
Identifies friction before patients disengage or churn.
Support flexible payment options
Improves cash flow while preserving patient relationships.
Explain and resolve billing questions
Improves patient trust and reduces post-visit frustration and call volume.
Track authorization requirements
Helps anticipate eligibility limits or authorization needs before they disrupt patient care.
Maintain recent insurance information
Ensures appointments, medications, and services align with active primary and secondary coverage.
Secure sharing of patient information
Ensures safe handling of medications, payments, and medical records while reducing compliance and fraud risk.
Communicate empathetically across channels
Reduces escalations, repeat contacts, and frustration by making digital interactions feel human.
Sync patient context across interactions
Prevents patients from repeating themselves and enables faster, more accurate resolution across channels.
Support patients in preferred languages
Improves access, equity, and engagement for diverse populations without adding staff burden.
Manage appointments end to end
Handles booking, reminders, rescheduling, and cancellations to improve access and reduce no-shows.
Recover canceled appointment slots
Turns cancellations and no-shows into recovered revenue through intelligent waitlist and outreach workflows.
Match patients to right visit type
Ensures the right patient gets the right visit at the right time, improving outcomes and clinician efficiency.
Onboard patient intake
Streamlines registration and intake so new patients can quickly establish care without friction.
Capture complete patient data
Prevents downstream access, billing, and care issues caused by missing or inaccurate data.
Guide initial visits and next steps
Improves early engagement, satisfaction, and likelihood of long-term retention.
Handle refills and Rx requests
Reduces delays and staff workload while keeping patients on therapy.
Navigate Rx affordability
Helps patients overcome cost issues that lead to non-adherence and avoidable complications.
Monitor ongoing med adherence
Improves outcomes, reduces avoidable utilization, and protects value-based performance.
Sync current patient demographics
Prevents breakdowns in communication, scheduling, and billing caused by outdated or incomplete patient details.
Works Inside Your Existing
EHR and Workflows
Patient Navigator follows the same workflows your teams already use making adoption simple for administrators and seamless for IT.
Uses your scheduling, refill, and escalation rules
Writes actions and context back into the EHR
Centrally managed through Merlin Admin
