Eligibility and benefits
Verify coverage, benefits, and patient responsibility across EHRs, PM systems, and payer portals.

Payer rules, portals, and requirements change from plan to plan. Clicks follows your documented workflows, gathers the required information, completes the repetitive work, and keeps pending cases moving.
Your payerrules
Follow your team'sdocumented rulesfor every payer.
Every requiredsystem
Work across EHRs,payer portals, PDFs,and desktop apps.
Exceptionsunder control
Route exceptionsfor human reviewor approval.
Works inside your existing systems
Clicks AI agent automatically gathers the relevant patient information and supporting clinical documentation from your EHR and creates a submission-ready prior-auth packet.
Read the prior auth case studyeClinicalWorks demo using fictional patient data in a test environment.
Verify coverage, benefits, and patient responsibility across EHRs, PM systems, and payer portals.
Pull CPT and diagnosis codes, gather clinical notes, complete payer-specific submissions, and monitor pending authorizations.
Show us the repetitive payer or administrative workflow your team wants off its plate. We can map whether an agent fits.
Real workflows, measured before and after the agent.
Clicks works through APIs or the same screens your team uses. Your team keeps control of every action and exception.
Clicks Health gives revenue cycle and healthcare operations teams AI agents to run repetitive work inside the EHRs, PM systems, payer portals, spreadsheets, and internal tools they already use.
Clicks Health is built for RCM companies, orthopedic practices, rural hospitals, and healthcare operators that still rely on manual, outsourced, or offshore revenue cycle work.
Any repetitive workflow with a documented path and a clear review point. Today that includes eligibility and benefits, prior authorization, claim cleanup, denials and appeals, payment posting, patient credit refunds, payer portal follow-up, credentialing, and FMLA and disability forms. The work is not only on screen: agents call payers for status and authorizations, and they read incoming faxes and send outgoing ones.
Clicks receives authorized user access and works through the same payer portal screens your team uses. Agent actions are logged, completed work returns to the queue or person you choose, and exceptions can pause for human review.
Specialty groups carry the heaviest payer paperwork per visit: prior authorization, state-specific forms, and appeals on top of normal billing. Clicks gives them agent capacity for that work inside the EHR and PM system they already run. No system replacement, no integration project, and exceptions still come back to staff.
Clicks maps the manual steps, estimates the impact, and automates the selected workflow in 5 weeks or less, with the right controls in place.
We'll map the manual steps, identify the right review points, and show what Clicks can automate in 5 weeks or less.