AI Patient Admission Workflow Agent

How Cassidy automates this using AI

Step 1: Trigger on new admission request

The Workflow activates when a patient admission is initiated—whether from a scheduling system, portal submission, referral interface, or front-desk check-in.

Step 2: Capture and standardize patient demographics

Cassidy extracts patient information from intake forms, scanned IDs, and insurance cards, normalizing names, addresses, and contact details to match your EHR's required formats and reduce duplicate record creation.

Step 3: Verify insurance eligibility in real-time

Cassidy queries payer systems and clearinghouses to confirm active coverage, plan details, copay and deductible amounts, coordination of benefits, and any prior authorization requirements.

Step 4: Generate cost estimates and flag financial clearance needs

Using eligibility results and contracted rates, Cassidy produces patient cost estimates, identifies charity screening needs, and routes accounts requiring payment plans or counseling to the appropriate work queue.

Step 5: Create or update patient and encounter records in the EHR

Cassidy creates the Patient and Encounter records with accurate MRN and Account/Visit Number assignments, attaching verified insurance data, scanned documents, and consent acknowledgments.

Step 6: Notify care teams and downstream systems

Once registration is complete, Cassidy sends ADT notifications to clinical teams, ancillary systems (lab, radiology, pharmacy), and capacity management—ensuring everyone has the information they need to begin care.

Step 7: Route exceptions for Human-in-the-Loop review

Identity mismatches, eligibility failures, or missing authorizations are flagged and routed to staff work queues with full context, keeping you in control of business-critical decisions while maintaining audit trails.