The AI agent for patient access representatives
Sauna verifies coverage from intake forms, drafts the registration record and estimated patient cost, schedules the visit, and sends the prep instructions — so patients arrive registered, eligible, and informed.
What it does
What Sauna does for patient access representatives
- 01
Verify and register
Reads new patient intake from Typeform, drafts the registration record, checks demographics for completeness, and flags coverage details that need eligibility confirmation.
- 02
Draft cost estimates
Pulls the plan's deductible and copay info and the procedure's expected charge, then drafts a good-faith patient cost estimate in Google Docs for you to review and share.
- 03
Schedule and remind
Books the visit on Google Calendar against provider availability and drafts the confirmation and prep-instruction email so the patient knows where, when, and what to bring.
- 04
Clean the registration queue
Tracks incomplete or unverified registrations in Airtable and nudges you on the ones for tomorrow's schedule before they cause a front-desk delay.
Put Sauna to work on this.
Get started for freeIn context
Ask in chat. It does the work.
Sauna shows up where you already work — the web app, Slack, email, iMessage, and Superhuman. It reads what it needs, does the task, and comes back with the draft for your approval.
Try it
Ask in plain words
The literal prompt for this job. Open it in Sauna and it picks up from there.
“New patient came in through the intake form for a derm visit — draft their registration, flag what eligibility info is missing, draft a cost estimate, and book the next open slot.”
Plugs into the tools you already run — and thousands more, or any MCP server.
Good to know
Questions, answered.
Will it quote a cost estimate it can't back up?
No. The estimate is built from the plan terms and charge data it can read, marked good-faith, and it flags anything it had to assume rather than presenting a false precise figure.
Does it send anything to patients on its own?
No. It drafts the registration, estimate, and confirmation; nothing reaches the patient or the schedule until you approve it.
Is my data safe?
Sauna reads only what you connect, and acts only after you approve. Your workspace and its memory are yours, not training data.
Keep exploring
More ways teams use Sauna
Put Sauna to work for patient access representatives.
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