By job
Automations for Patient Advocates
Assist patients in obtaining services, understanding policies and making health care decisions.
O*NET occupation: Patient Representatives (29-2099.08). The software list and tasks below come from that record, not from guesswork.
Runs on software patient advocates already use
Matched through the tools this occupation is documented as using.
- CaHGDSMade to order
Calendly booking → HubSpot meeting + Google Docs prep sheet + Slack alert
Scheduling & meetings$199 - DrCGDSMade to order
Google Drive PDF → Claude one-page brief → Google Doc + Slack post
AI drafting, summaries & agents$199 - GSDrGDDSMade to order
Google Sheets row → Google Docs contract → PDF → DocuSign envelope
Documents & e-signature$199 - OAITMade to order
Outlook inbox → AI triage into categories + urgent alert in Teams
Email triage & inbox$99 - ONCTMade to order
Outlook shared inbox → Claude draft reply saved in the thread + Teams ping
Email triage & inbox$199 - QBXTMade to order
QuickBooks weekly finance KPIs → Excel table + Microsoft Teams post
Reporting & dashboards$99
Software patient advocates use that we connect
- GDGoogle Docs
- XMicrosoft Excel
- WMicrosoft Word
- OMicrosoft Outlook
What we can build for patient advocates
The job’s documented tasks, most important first. Each is a request away.
- Coordinate communication between patients, family members, medical staff, administrative staff, or regulatory agencies.Quote it
- Interview patients or their representatives to identify problems relating to care.Quote it
- Refer patients to appropriate health care services or resources.Quote it
- Maintain knowledge of community services and resources available to patients.Quote it
- Explain policies, procedures, or services to patients using medical or administrative knowledge.Quote it
- Investigate and direct patient inquiries or complaints to appropriate medical staff members and follow up to ensure satisfactory resolution.Quote it
Something specific to how you work?
Describe the apps and the outcome. A fixed quote and a delivery date come back within one business day, and the build is yours to keep.
Request a build for patient advocates