SOLUTIONS · BY JOB-TO-BE-DONE

The jobs your operation runs on. Done by Routina agents.

From intake to invoicing, dispatch to documentation. Routina's agents collaborate across your existing systems to handle the work that keeps your operation moving — without the manual coordination.

01 — INTAKE

Patient & customer intake.

New requests come in by phone, email, fax, web form, EHR referral. Your team triages them by hand, retypes the data into three systems, and the bottleneck shows up everywhere downstream.

Agents on this job
Intake Coordinator Scheduling Assistant Documentation Assistant Patient Outreach
Integrations used
Twilio Voice Gmail Web forms Epic EHR Slack WhatsApp

"What used to take 8 minutes per intake call now happens in real time. Our care coordinators get a Slack ping when a chart's ready, not when the work starts."

— Healthcare operator running Routina intake (anonymized for HIPAA)

Live workflow intake.new-patient
1
Intake Coordinator
Captures call via Twilio. Extracts patient info, insurance, reason for visit. 6 min call → 30 sec parse.
2
Scheduling Assistant
Books first visit based on availability, geography, insurance acceptance. Confirms with patient.
3
Documentation Assistant
Opens chart in Epic. Pre-populates demographics, insurance, intake notes.
4
Patient Outreach
Sends visit confirmation, prep instructions via WhatsApp. Notifies care team in Slack.
Result
4-step workflow · 5 systems · 0 manual handoffs
02 — SCHEDULING

Scheduling & coordination.

Visits, shifts, certifications, geography, overtime rules, patient preferences. The calendar that actually runs your operation lives in five places and someone always rebuilds it manually.

Agents on this job
Scheduling Assistant Patient Outreach Documentation Assistant
Integrations used
Google Calendar Microsoft 365 Epic EHR Twilio WhatsApp ADP Workforce

"Last-minute cancellations used to mean 30 minutes of phone calls. Now the schedule rebuilds itself, and patients get notified before our staff even sees the change."

— Multi-location home care agency

Live workflow scheduling.weekly-build
1
Scheduling Assistant
Pulls open visits, available staff, certifications, geography, overtime caps from ADP and EHR.
2
Scheduling Assistant
Optimizes the weekly assignment. Respects every constraint your team writes down.
3
Patient Outreach
Sends visit confirmations to patients. Asks if the time works. Reschedules automatically if not.
4
Documentation Assistant
Updates the source-of-truth calendar in Epic. Posts daily schedule to Slack.
Result
Weekly schedule built in under 2 hours. Zero manual rebuilds for cancellations.
03 — CLINICAL & CARE

Clinical & care operations.

RPM monitoring. Refill coordination. Adherence follow-up. Prior auth chasing. The clinical work that doesn't fit in a 15-minute appointment but determines whether your patients stay healthy.

Agents on this job
RPM Monitor Refill Coordinator Prior Auth Assistant Adherence Assistant Patient Outreach
Integrations used
Epic EHR PrimeRx RedSail RPM Device Bridge PBM Claims Twilio WhatsApp

"Our RPM enrollment doubled because we finally had the bandwidth to follow up on every alert. Routina handles the routine flags, our nurses handle the ones that matter."

— Specialty pharmacy with home care services

Live workflow care.daily-round
1
RPM Monitor
Reviews overnight readings for 320 enrolled patients. Flags 12 outside thresholds.
2
RPM Monitor
Cross-checks against medication changes, recent visits, baseline. Escalates 3 truly urgent to clinical team via Slack.
3
Refill Coordinator
Processes 47 refill requests. Auto-approves 38. Routes 9 needing prior auth to next agent.
4
Prior Auth Assistant
Submits prior auth packets via PBM Claims. Tracks status. Escalates rejections.
5
Patient Outreach
SMS / WhatsApp updates to patients on refill status, prior auth progress, follow-up appointments.
Result
320 patients monitored daily by 5 agents working as one team. Clinical staff focuses only on what's truly urgent.
04 — LOGISTICS

Logistics & dispatch.

Multi-stop routes. Last-minute cancellations. Driver hours. Clinical priority. The dispatcher's whiteboard rebuilds itself ten times a day, and the customer doesn't know their delivery is delayed until it's late.

Agents on this job
Dispatch Coordinator Routing Optimizer Driver Comms
Integrations used
Flexio Logistics Google Maps Twilio WhatsApp QuickBooks

"Routina runs the same dispatch engine that powers Flexio. Built by operators, for operators. It already knows what 'clinical priority' means for a Baxter delivery."

— Flexio Operations

Live workflow dispatch.morning-route
1
Routing Optimizer
Pulls 47 stops, 6 drivers, traffic data, clinical priority flags. Builds optimal sequence.
2
Dispatch Coordinator
Assigns routes to drivers. Pushes to Flexio dispatch board. Saved 2.3 hours vs. yesterday.
3
Driver Comms
Sends ETAs to clients via WhatsApp. Confirms receipt. Manages reschedule requests.
4
Dispatch Coordinator
Re-routes when stop 14 cancels last minute. Updates affected ETAs automatically.
Result
Daily dispatch in 15 minutes. Live re-routing without dispatcher intervention.
05 — BILLING

Billing & revenue operations.

Invoices that don't match the contract. Eligibility checked too late. AR aging that nobody opens until month-end. Revenue leaks because the work is tedious, not because it's hard.

Agents on this job
Invoice Manager AR/AP Assistant Eligibility Verification CFO Assistant
Integrations used
QuickBooks Stripe PBM Claims Insurance APIs Gmail Slack

"AR aging used to be a quarterly fire drill. Now I see overdue invoices the moment they cross the line, with the follow-up email already drafted."

— Healthcare logistics operator

Live workflow billing.monthly-cycle
1
Eligibility Verification
Verifies coverage for 412 services delivered. Flags 18 with eligibility issues before the claim ships.
2
Invoice Manager
Generates invoices matching contract rates. Posts to QBO. Sends to clients via email.
3
AR/AP Assistant
Tracks payments via Stripe and bank feeds. Escalates 6 overdue invoices. Drafts follow-up emails.
4
CFO Assistant
Reconciles month. Generates AR aging report. Posts cash flow summary to Slack.
Result
Month-end close in 1 day, not 5. Eligibility caught upstream, not after rejection.
06 — DOCUMENTATION

Documentation & records.

Clinical notes drafted at midnight. Intake forms transcribed twice. Compliance docs assembled by hand for the audit. The paperwork that makes everything else possible — and gets done last.

Agents on this job
Documentation Assistant Intake Coordinator Executive Assistant
Integrations used
Epic EHR Google Workspace Microsoft 365 Notion DocuSign

"Clinical documentation that used to land at 11pm now finishes at 5pm. Same notes, same quality. Routina drafts, our clinicians review and sign."

— Multi-specialty practice

Live workflow docs.end-of-shift
1
Documentation Assistant
Pulls visit data, transcripts, vital signs from Epic. Drafts clinical note for each encounter.
2
Documentation Assistant
Routes drafts to clinicians for review. Tracks open items. Escalates anything pending >24h.
3
Executive Assistant
Generates compliance digest weekly. Surfaces missing documentation before audit, not during.
Result
Documentation backlog drops to under 24 hours. Audits become routine.
07 — REPORTING

Reporting & business intelligence.

Dashboards nobody opens. Reports built in five tools that don't agree with each other. The questions you actually need to ask take a week of someone's time, and you only get to ask three.

Agents on this job
BI Assistant CFO Assistant Executive Assistant
Integrations used
QuickBooks Epic EHR PrimeRx Stripe ADP Workforce Notion Slack

"I asked Routina why our refill turnaround spiked last week. It checked QBO, the EHR, and the dispatch system. The answer came back with the math shown — in under 30 seconds."

— Pharmacy chain operator

Live workflow bi.weekly-exec-brief
1
BI Assistant
Queries 7 source systems. Computes weekly KPIs. Math is shown, not hidden in a dashboard.
2
CFO Assistant
Cross-references against budget, prior weeks. Flags anomalies. Prepares cash position summary.
3
Executive Assistant
Drafts weekly exec brief. Posts to Slack #leadership. Files PDF in Notion.
4
BI Assistant
Stays available all week for ad-hoc questions. Plain-language in, math-shown out.
Result
Weekly exec brief delivered Monday 9 AM. Ad-hoc questions answered in seconds.

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