RCM companies
Move high-volume queues without more seats or integration delays.
- Patient credit refunds
- Eligibility and benefits checks
- Denial follow-up and appeal prep
- Payment posting and reconciliation
AI agents for healthcare operations
Clicks runs the manual work behind RCM companies, orthopedic practices, and hospitals inside the systems they already use.
Live at a leading RCM company
Patient refunds
60%+
cost reduction
Faster
refund turnaround
Your tools
and workflows
Checks before refund
Find patient credit
Identify accounts with refund balances
Check bad debt
Make sure nothing is owed before refunding
Check insurance payments
Confirm no outstanding payer balances remain
Prepare refund
Route for approval or processing
Works inside healthcare systems
Built for healthcare operators
One agent layer for the queues your team still works by hand
Orthopedic practices
Keep surgery, therapy, and imaging workflows moving across portals.
- Prior authorization packets
- Referral and benefits verification
- Claim status checks
- Patient balance updates
Hospitals
Clear repetitive work across EHRs, PM systems, payer portals, and spreadsheets.
- Denials backlog work
- Authorization status tracking
- Claim submission cleanup
- Audit-ready exception queues
Patient credit refunds
A live refund workflow, built for control
For an RCM company, Clicks is speeding up patient credit refund processing, reducing the backlog, and cutting process cost by 60%+.
Clicks handles
- Credit identification and account review
- Balance validation across systems
- Refund packet preparation
- Exception routing and audit logs
Your team controls
- Refund policy and thresholds
- Approval rules and escalations
- Patient communication standards
- Final exception decisions
Use cases
Healthcare work that should not require another queue
Eligibility
Verify coverage, benefits, and patient responsibility before work reaches the front desk or billing queue.
Prior auth
Compile documentation, submit requests, and track status across payer portals until the next action is clear.
Claims
Submit clean claims, correct portal rejections, and monitor status without manual rekeying.
Denials
Categorize root causes, gather support, draft appeals, and move routine denials out of the backlog.
Payment posting
Post ERAs and EOBs, reconcile adjustments, and flag underpayments or exceptions for human review.
Refunds
Process patient credit refunds faster with controlled approvals, documentation, and audit trails.
Security and deployment
Runs in your tools, with the controls healthcare work needs
Clicks can use APIs where they exist, or operate through the same UIs your team already uses. Every action is logged, every exception can route to a person, and sensitive workflows stay governed.
HIPAA-compliant PHI handling
SOC 2 Type 2 compliant
Human review for exceptions
Full action audit trail
Works with the systems healthcare teams already use
EHRs, PM systems, payer portals, spreadsheets, inboxes, and internal tools. No rip and replace.
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Ready to build your healthcare agent?
Show us one workflow. We'll map the manual steps, estimate the impact, and scope a pilot.