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YourCase / Automation Studio

Routine front-office work, running on your rules.

Automation Studio turns your routine calls, follow-ups and paperwork into automations that run on the systems you already use. You set what the AI may do on its own. Your staff handle the exceptions and the conversations that need a person.

Tell us your caseSee inside the studio
  • Runs on your existing system
  • You set what is automatic
  • Every action is logged
Flow designerIllustrative screen, sample data

Ready-made automations

Four kinds of routine work, already built.

Each one is a reusable pattern. We configure it for your case: your hours, your staff, your appointment types and your rules. Switch on the ones you need.

01 / InboundCalls, texts, email

Front Desk

Answers calls, texts and emails, and decides what to handle and what to hand over.

CallTextEmail
Who is it, and which rule applies?
AnswersDraftsHands to staff
  • After-hours and overflow callsPicks up when your staff cannot.
  • Common questionsHours, location, insurance participation and appointment lookup.
  • Booking by phone and textBooks, reschedules and cancels in your system of record.
  • Schedule rulesBooks by provider, appointment type and reserved blocks, not the first empty slot.
  • Same-day waitlistOffers a cancelled slot to waitlisted customers who fit it.
  • Text and email repliesAnswers routine messages and drafts the rest for approval.
  • Message captureTakes a structured message and sends it to the right person.
  • One thread per customerCalls, texts and emails appear in one history.
  • Transfer on requestAsking for a person, or saying a staff member's name, transfers the call.
02 / OutboundSequences

Follow-up

Runs outreach sequences until the customer acts or a person needs to step in.

SMS−30
SMSDue
SMS+14
Chat+30
Call+45
Call+60
Last+90
Staffthen

Example recall sequence, in days from the due date. It stops the moment the customer books.

  • Recall sequencesContacts customers who are due or overdue for a visit.
  • ReactivationA separate sequence for customers who have been away a long time.
  • Treatment follow-upFollows up on recommended work that was never scheduled.
  • Balance remindersPayment reminders that offer a person for payment options.
  • Seasonal campaignsFor example, unused insurance benefits before year end.
  • Two-way replies"I can't come Monday" gets two real open slots back.
  • Stop conditionsA sequence ends when the customer books, pays or opts out.
  • Reasons for not schedulingRecords cost, timing, insurance and other reasons for reporting.
  • Handoff after no responseUnanswered sequences land in the staff queue.
03 / PaperworkExceptions only

Back Office

Prepares and checks paperwork so your staff only see what needs a decision.

Upcoming visit
Coverage and documents checked
Clear: recordedGap: staff queue
  • Insurance eligibility checkChecked before the visit. Your staff see only the exceptions.
  • Authorization packetsGathers notes and images and drafts the packet for staff review.
  • Referral packetsAssembles the referral and tracks it to completion.
  • Records requestsVerifies identity and opens a request for staff to approve.
  • Pending-item trackingFollows up on anything still waiting on a third party.
04 / ReportsRead-only

Briefing

Reports drawn from your system of record. No customer contact, so it is the safest place to start.

Patients today16
Unconfirmed2
Unverified insurance3
Needs you3

Morning briefing tiles, shown with sample data.

  • Morning briefingToday's schedule, unconfirmed visits, unverified insurance and open capacity.
  • Follow-up listsNightly lists of overdue recalls and unscheduled work, by priority.
  • Balances snapshotOutstanding balances by age.
  • Owner summaryWeekly results across locations.

Topic rules

You decide how far each topic goes.

Every topic a customer can raise sits in one of three lanes. You can move a topic between the first two at any time. The third is locked to your people by design.

Automatic

Lane 1

The studio answers or acts on its own, then logs what it did.

  • Office hours
  • Address and directions
  • Appointment lookup
  • Confirmations
  • Rescheduling
  • New customer requests
  • Insurance participation

Draft for approval

Lane 2

The studio writes the reply. A person reads it and sends it.

  • Records requests
  • Referral questions
  • Anything unclear
  • Any topic you are still testing

Human-only

Lane 3

Goes straight to your staff with the full conversation attached.

  • Treatment cost
  • Financing and payment plans
  • Clinical advice
  • Prescriptions
  • Complaints
  • Medical concerns
  • Anyone who asks for a person

Automation is earned, one topic at a time.

A new topic starts in Draft. After a run of correct drafts in a row, you can promote it to Automatic. You set the length of the run.

New customer requests14 of 20 correct in a row

Example with a run of 20, shown with sample data.

Division of work

The studio takes the routine. Your people keep the judgment.

The studio handles

  • Answering routine questions by phone, text and email
  • Booking, rescheduling and cancelling within your schedule rules
  • Sending follow-up sequences and reading the replies
  • Checking coverage and assembling paperwork for review
  • Preparing the morning briefing and the nightly lists
  • Logging every action it takes

Your people handle

  • Prices, estimates and payment plans
  • Clinical and medical questions
  • Prescriptions
  • Complaints and upset customers
  • Final sign-off on authorizations, referrals and records
  • Anything a customer wants a person for

What it does not do

  • It does not replace your system of record.
  • It does not give clinical, legal or financial advice.
  • It does not discuss prices, payment plans or insurance guarantees.
  • It does not do clinical documentation or charting. Those stay in your own software.

Tell us your case.

Tell us what your front office handles every day and which system you run on. We will show you which automations fit and what stays with your team.

Tell us your case

Screens shown are illustrative and use sample data.