Healthcare agents for patient intake and document review
In short
Dynamiq gives healthcare organizations agents for patient intake, referral document processing and clinical knowledge questions, deployed behind a private endpoint. Detectors classify PII and prompt injection before any reasoning model sees the text, and a clinician or intake coordinator reviews anything a detector flags or that falls outside the expected schema. Built for organizations that need a BAA for HIPAA workloads, a DPA under GDPR and a full trace of every run.
What makes it hard
- Intake buried in scanned paperwork
- Referral letters, medication lists and lab summaries arrive as scans that someone still has to retype into the record system.
- Patient data needs screening before any model sees it
- Every document contains PII by nature, and it has to be classified before a reasoning model reads it, not after.
- Clinical knowledge scattered across teams
- Intake protocols, coding guidance and referral rules live in enough different places that staff spend real time just finding the current version.
Agents we deploy
- Patient intake and schedulingAnswers scheduling and intake questions over phone and chat, and hands off to staff for anything clinical or urgent.
- Referral and document intakeConverts referral packets to structured intake data, screened for PII and prompt injection before a model reads them.
- Clinical guideline assistantAnswers staff questions from intake protocols and coding guidance, with a citation back to the source passage.
- Claims and prior-authorization supportGathers the supporting documentation for a claim or authorization request and drafts it for staff to submit.
- Supplier invoices and paymentsReads supplier invoices, matches them to purchase orders and receipts, and routes exceptions, with approval before anything posts or pays.
Care team handoff
Routes anything outside protocol to a clinician or coordinator, with the full conversation and any extracted fields attached.
Controls your reviewers ask for
Self-host in your own AWS, Azure, GCP, IBM Cloud, OpenShift or any Kubernetes 1.32+ cluster, or run on Dynamiq Cloud behind a private endpoint. Dynamiq holds SOC 2, and signs a BAA for HIPAA workloads and a DPA under GDPR.
Visit the Trust Center- Detectors before the model
- PII and prompt injection are classified on incoming text before any reasoning model sees it, and the verdict is recorded on every run.
- Private endpoint, scoped access
- The deployed agent sits behind a private endpoint, reachable only with a scoped, expiring access key.
- Dedicated project per pipeline
- Intake, connections and knowledge bases live in a project scoped to only what that pipeline needs, nothing shared.
- Structured output only
- Extracted data is forced into a fixed schema, so a downstream system receives structured fields, never free text.
- Full audit trail
- Every run is traced and replayable, including each detector's verdict, inspectable in the UI or exported as JSON.
Use cases
- Customer serviceAnswer inbound calls and chats, look up and act on the account, and hand complex cases to a person, with every conversation traced.How it works
- Contact center voice agentsAnswer your phone lines with voice agents that look up the caller's account, resolve routine calls and transfer to a person when a call needs one.How it works
- Document review and underwritingRead loan files, underwriting submissions and contracts, check them against your rules, and flag exceptions for a reviewer instead of a rubber stamp.How it works
- Research and knowledge assistantsAnswer questions across your documents and systems, grounded in retrieval that respects who can see what, with citations back to the source.How it works
- Back-office and finance operationsReconcile accounts, clear payment exceptions, prepare dispute cases and draft reports across the systems you already run, with approval before anything commits.How it works
- AI agent governanceScreen what reaches the model, approve what the agent does, and keep a replayable record of every run, with the same controls on every agent.How it works
Questions and answers
Does Dynamiq support HIPAA workloads?
Yes. Dynamiq supports HIPAA workloads and signs a business associate agreement (BAA) with healthcare customers.
Does the platform redact patient data automatically?
No. Detectors classify and flag PII and prompt injection; they do not redact or rewrite the text. Routing a flagged document to a person is the control.
Where does patient text travel?
Only to the model and detector providers you connect, under the connections you configure, and it is recorded in the run's trace like any other input and output.
Can this run behind our own private endpoint?
Yes. Deploy behind a private endpoint with a scoped access key, or self-host the whole platform inside your own environment.
Can a voice agent answer patient calls?
Yes. Voice Agents answer inbound calls on your existing numbers for scheduling and intake questions, and transfer to staff for anything clinical or urgent. Dynamiq does not place outbound calls.
Who reviews what the agent extracts?
An intake coordinator or clinician, for anything flagged by a detector or falling outside the expected schema. Extraction does not skip review on its own.
See a healthcare agent on your data.
Talk to our team. We will show an agent built for your workflow and how it runs in your environment.