◆ Resources
Patient access automation resources
How Saga’s AI agents handle referral and fax intake, eligibility verification, and prior authorization, organized by use case, by the EHR you run, and by specialty.
Use cases
What Saga automates across patient access.
Prior authorizationSaga's AI agents assemble, submit through payer portals, and track prior authorizations across medical, pharmacy, and DME benefits, inside your EHR.
Referral intakeSaga reads every referral and fax, matches or creates the patient, and files diagnoses, referring provider, and insurance to your EHR. No manual entry.
EligibilitySaga picks the right payer and plan, runs real-time X12 270/271 checks, writes benefits to the chart, and re-verifies coverage before every visit.
Guides
In-depth guides to the rules and transactions behind patient access.
CMS-0057-F prior auth ruleWhat the CMS Interoperability and Prior Authorization Final Rule requires: 72-hour and 7-day decisions, denial reasons, metrics, and 2027 FHIR APIs.
X12 transactions glossaryWhat each HIPAA X12 transaction does (270/271, 278, 837, 835, 276/277, 275), version 5010, operating rules, the 2026 attachments rule, and FHIR.
By EHR
How Saga works inside the EHR you already run.
athenahealthSaga's AI agents read referrals and faxes, verify eligibility, and submit prior auths inside athenahealth, live with practices today. No API required.
eClinicalWorksSaga's AI agents finish the referral in eClinicalWorks: read the fax, match or create the patient, verify eligibility, and submit prior auths.
EpicSaga's AI agents clear referral, eligibility, and prior auth work in Epic through user access you control, with staff sign-off on sensitive actions.
Cerner / Oracle HealthSaga's AI agents handle referral intake, eligibility, and prior auth inside Oracle Health (Cerner), live today, through user access and no API project.
By specialty
Patient access workflows for your specialty or organization.
Orthopedics & ASCsSaga's AI agents assemble and submit prior auths for orthopedic surgery and imaging, verify coverage before scheduling, and file every referral.
InfusionSaga's AI agents read infusion referral faxes, file them to the chart, verify coverage, and track drug prior auths, so patients start therapy sooner.
Radiology & imagingSaga's AI agents read faxed imaging orders, file them to the chart, verify coverage, and clear MRI and CT prior auths before the scan is scheduled.
Behavioral healthSaga's AI agents run behavioral health intake: capture new patients, verify insurance in real time, and match them with in-network providers.
Health systemsSaga's AI agents clear referral, eligibility, and prior auth work queues across sites in Epic or Oracle Health, with governance you control.
Compare
How AI agents compare with other approaches.
CompareHow AI agents compare with fax OCR, RPA bots, and outsourced intake teams for referral intake, eligibility, and prior auth, and when each fits.
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