Agentic Session Canvas

Benefits verification · Voice AI + Human agent

Connecting…
Inbound Call
INBOUND Patient → Ava
Identity (EHR)
Ava · Athena
Benefits Call
OUTBOUND Ava → Insurer
Write-back
Eligibility note
Patient Call-back
OUTBOUND Ava → Patient
Now: Connecting
Voice AI Human

EHR Patient Record

EHR · Athena
GET /api/athena/patient — waiting…
Patient
Phone
Appointment
Department
Provider
Visit type
Status
Outcome
Clinical & eligibility notes
  1. No notes yet
Prescriptions & refills
  • Not fetched — press Fetch from EHR
Book an appointment (human intervention)
Previous appointments
  • Not fetched — press Fetch from EHR
Manual actions
No eligibility note yet

Session Ledger

  1. No events yet

Benefits & Coverage

Point-in-time eligibility for this appointment — the payer stays the source of truth. Saved to the EHR as a timestamped note, re-verified on each new patient call.

Verify via phone = human payer call
No benefits request yet
Ava ↔ Insurer outbound benefits call — fields fill as confirmed
Press Voice-AI verify to place the outbound call to the insurer.
Outcome

Live Call — Ava ↔ Patient

Waiting for the inbound call
The inbound patient call transcript appears here when a session starts.
No call-back yet
The outbound call-back transcript appears here after the outcome is recorded.
Also notify via placeholders — comms integration point