Read every document.Resolve every task.Run patient access on autopilot.
Saga deploys AI agents onto the back office of patient access — for practices, groups, and health systems. It reads every referral, fax, and form, then acts on it in the EHR.
A back office that's underwater.
Patient access runs on unstructured paper — faxes, charts, plan PDFs — and a team that can't keep up. Saga takes the repetitive, high-volume work off their plate, so the people you have focus on the patients and exceptions that need them.
The back office today
- —Faxes and prior auths pile up in a queue
- —Minutes of manual data entry per document
- —Work stalls when staff are out
- —Details lost between systems and people
The back office on Saga
- →Thousands of documents and auths cleared in parallel
- →Full chart assembled automatically
- →Submitted, tracked, and written back to the EHR
- →Perfect recall and a complete audit trail
RE: New patient referral. Patient Robert Kim, DOB 03/14/1978. Insurance Blue Cross PPO, member #BC4471902.Please evaluate for M51.26 lumbar disc degeneration.Referring provider Dr. A. Chen. Records attached for review prior to scheduling.
One live model of your practice. Every action runs on it.
Most tools turn a fax into a digital form and stop. Saga reads the document, reasons about it against the full chart, and completes the work — inside the EHR, systems, and SOPs you already run. Plug and play, no rip-and-replace, live in under a month.
Read anything
Faxes, referrals, PDFs, portal exports, handwriting — Saga ingests any format and extracts the key facts, structured and verified.
VIA → computer-use agent · no API lift required
Reason against the chart
Every task opens with the complete record — history, meds, insurance, prior auths and care gaps, pulled live — so the agent decides what to do, not just what to file.
WRITE scope → orders · documents · status — with approval
EHRs → Epic · Cerner · athenahealth · eCW · MedENT
Governed by humans
High-priority and sensitive items wait in a review inbox for sign-off. Every resolved task feeds back into your protocols — so the agent improves as your processes evolve.
PRIVACY → your data stays yours · never trains our models
Fewer hours on paperwork. More capacity for patients.
See how Saga works for your workflow, EHR, and specialty.
Common questions about Saga
What does Saga do?
Saga deploys AI agents onto the back office of patient access. The agents read inbound referrals, faxes, and forms, then complete the follow-up work inside the practice’s EHR: entering intake data, verifying insurance eligibility, submitting and tracking prior authorizations, and requesting missing records.
Who is Saga for?
Saga is built for medical practices, physician groups, and health systems whose intake and prior-auth teams are buried in faxes and paperwork, including orthopedics and ambulatory surgery centers, infusion, radiology and imaging, and behavioral health.
Which EHRs does Saga work with?
Saga works inside Epic, Cerner, athenahealth, eClinicalWorks, MedENT, and other EHRs. It uses a computer-use agent that operates the EHR the way a staff member would, so no API integration or IT project is required.
How is Saga different from fax OCR or RPA tools?
Fax OCR tools turn a document into a digital form and stop there, and RPA bots follow fixed scripts that break when a screen or workflow changes. Saga reads the document, checks it against the patient’s full chart (history, medications, coverage, prior authorizations, and care gaps), and then completes the task in the EHR.
Does a person review what Saga does?
Yes. Each practice chooses which actions need staff sign-off, and denials, appeals, and out-of-network cases always do. Items awaiting approval sit in a review inbox, and every completed task has a full audit trail.
How do faxes and referrals reach Saga?
Saga can read from a practice’s existing eFax inbox, receive documents forwarded to Saga, or pick them up from the EHR’s incoming document queue.
Is Saga HIPAA-compliant?
Yes. Saga is HIPAA-compliant and includes a Business Associate Agreement (BAA). Customer data is never used to train Saga’s models.
How long does implementation take?
Saga typically goes live in under a month, with no rip-and-replace of existing systems. The practice provides an EHR user account for the agent, routes its faxes or referrals to Saga, and shares its SOPs and payer rules.
What results do practices see?
In early multi-site deployments, practices saw 94% less manual back-office work and a 48% increase in labor capacity. Results depend on volume and workflow, so Saga models expected figures against each practice’s own volumes during onboarding.
See how Saga compares with fax OCR, RPA, and outsourced intake: Saga vs. the alternatives →
Put patient access on a platform that acts.
Live in under a month · writes back to your EHR · your data stays yours