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Hi everyone. I'm Nima from Clicks Health. Today I'll be giving you a walkthrough of our AI agent doing pre-certification for an MRI following a motor vehicle accident.

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This includes filling out an attending provider treatment plan form, creating the corresponding authorization packet, and including the relevant supporting documentation for human review.

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All the data you see here is fake, and this is a test environment. The agent will run this workflow from end to end.

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The agent opens Elena Marquez's chart and identifies the diagnostic procedure: MRI spine without contrast. It reads the information in the chart to understand the next step and the information needed for the form.

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The agent opens the requisition, confirms it is for an MRI lumbar spine without contrast, and downloads the diagnostic imaging order for the final submission packet.

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The agent navigates to the encounter, identifies the correct encounter and progress note, verifies the MRI again, and downloads the note for the final submission.

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The agent finds the prior lumbar MRI, verifies it is the correct document, and downloads it. It then finds and downloads the correct physical therapy evaluation.

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The agent has gathered the relevant context about the case and filled out the attending provider treatment plan form.

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The completed form includes the claim number, accident date, patient demographics, provider information, diagnosis codes, and proposed course of treatment. The supporting documents are attached to the packet.

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The agent uploads the completed, comprehensive packet to the APTP Drafts folder for human review.

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The agent assigns the packet to a staff member, Haley Morgan, who can review the packet and ensure it is ready for final submission.
