The AI agent for patient financial counselors
Sauna reads a patient's balance and coverage, drafts the cost estimate and payment-plan options, screens for financial assistance, and tracks each conversation so patients understand what they owe and how to pay it.
What it does
What Sauna does for patient financial counselors
- 01
Draft payment plans
Reads the outstanding balance and the patient's stated situation, drafts two or three payment-plan options against your policy, and writes the plain-language summary in Google Docs.
- 02
Screen for assistance
Checks the patient against the charity-care and financial-assistance eligibility thresholds and drafts the application with the documents you'd need to collect.
- 03
Build the estimate
Pulls the procedure's expected charge and the plan's cost-share to draft a good-faith estimate, flagging anything it had to assume so the patient isn't surprised.
- 04
Track counseling cases
Keeps an Airtable log of open counseling cases by balance, plan status, and follow-up date, and nudges you on patients who agreed to a plan but haven't started paying.
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.
“This patient owes $4,200 after insurance and says they can't pay it at once — draft two payment-plan options, check if they'd qualify for assistance, and write the summary I can walk them through.”
Plugs into the tools you already run — and thousands more, or any MCP server.
Good to know
Questions, answered.
Will it promise a discount or plan we don't offer?
No. It drafts options strictly within your financial-assistance and payment-plan policy, and flags where a case needs a supervisor's exception rather than inventing terms.
Does it charge the patient or set up the plan itself?
No. It drafts the options and summary; you review with the patient, and any charge or plan setup happens only after their and your approval.
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 financial counselors.
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