Instant work status reports.Any caller. Any EMR. 24/7.
Alana is an AI voice agent that answers work status calls on behalf of your clinic — verifies the caller, looks up the patient record, reads back restrictions and next appointment, and emails or faxes the PDF. All in under two minutes.
Your clinic staff are answering the same call. Every day.
Insurance adjusters, employers, and patients call constantly to ask the same two questions: "What are the restrictions? When's the next appointment?" It's not a clinical call. It's a status lookup — it shouldn't require a human.
Each call pulls a staff member away from patient care for 5–7 minutes.
Calls stack up during peak hours — callers wait, get frustrated, call back.
After-hours calls go unanswered. Voicemails pile up.
The answer is always the same: restrictions and the next appointment date.
A typical call, in under two minutes.
Seven steps. Most callers never know they spoke to an AI.
Caller dials the clinic line
"Press 2 for Work Status Report." Alana answers immediately: "This is Alana. I can help you with a work status report."
Identifies the caller
Patient, employer, or insurance adjuster — confirmed at the start.
Collects identity
First name, last name, DOB, and date of injury — one question at a time.
Looks up the record
Queries the EMR in real time.
Reads the answer
"No lifting over 10 lbs. Next appointment Tuesday the 26th at 10 AM."
Delivers the document
Emails or faxes the PDF to the contact on file — no address shared over the phone.
Closes or transfers
Professional close. If anything goes wrong, transfers to a human with full context.
What Alana can do.
Caller identification
Patient, employer, or adjuster — identified at the start.
4-field identity verification
First name, last name, date of birth, date of injury.
Spelling fallback
If no match, asks the caller to spell names and retries automatically.
Multi-visit support
When a patient has multiple visits, reads the dates and lets the caller choose.
Document delivery
Emails or faxes the work status PDF to the contact on file for the caller's role.
Graceful escalation
Transfers to a live person — with caller context — when no match or no contact is found.
24/7 coverage
Evenings, weekends, and holidays. No voicemail backlog.
Configurable agent name
Each clinic can run their own agent name — not just "Alana."
SMS delivery (Phase 2)
Sends a secure, expiring link to the work status PDF via text message.
We integrate with any EMR. No rip and replace.
- Connects through a simple, secure REST API.
- Two calls — one to look up the patient, one to trigger document delivery.
- No changes to the EMR itself — we build a lightweight integration layer.
- Works with Epic, Athenahealth, eClinicalWorks, custom systems, and more.
- Sandbox testing before any production connection — no risk to live data.
The integration contract
- Patient lookup (name, DOB, DOI)
- Work status visits with restrictions
- Trigger for document delivery (email/fax)
- Work restrictions
- Next appointment, date & time
- Confirmation the document was sent
Built for healthcare. HIPAA compliant by design.
Disclosure is locked
Alana only ever shares work restrictions and next appointment. No diagnosis, no treatment notes, no medications. Hardcoded — not a prompt suggestion.
No PHI in logs
Patient identifiers are hashed in application logs. Plain values exist only in the encrypted audit table.
Full audit trail
Every call, lookup, and document send — logged with timestamp, result, and fields disclosed.
No address read aloud
Email and fax addresses are never spoken — always referred to as "the address on file."
BAA-eligible infrastructure
Hosted on AWS / Fly.io with Business Associate Agreements available.
Session expiry
All session data expires automatically. No data retained beyond the call.
Three caller types. One consistent experience.
Insurance Adjuster
Highest volumeNeeds current restrictions to process a workers' comp claim. Calls multiple clinics daily.
Instant verification, restrictions, next appointment, and email/fax of the document — in 90 seconds.
Employer / HR
Needs to know if the employee can return to work, on what terms, and when.
The same answer, delivered to the employer contact on file via email or fax.
Patient
Forgot their restrictions or next appointment date. Shouldn't wait on hold for that.
Immediate answer, with the option to have it sent to their email.
The ROI is immediate.
| Low-volume clinic | High-volume clinic | |
|---|---|---|
| Status calls per day | 10 | 40 |
| Avg. staff time per call | 7 min | 7 min |
| Staff cost (fully loaded) | $25 / hr | $25 / hr |
| Monthly staff cost | ~ $900 / mo | ~ $3,500 / mo |
| After-hours calls answered | 0 | 0 |
| Caller wait time | Variable | Variable |
From signed agreement to live calls: 4 weeks.
| Week | What happens | Who |
|---|---|---|
| Week 1 | Confirm EMR API access. Set up sandbox. Configure clinic details — name, hours, transfer number. | Alana Health + clinic IT |
| Week 2 | Integration development and internal testing against the sandbox. Configure the Alana agent. | Alana Health |
| Week 3 | UAT with clinic staff. Test all call scenarios including edge cases. Sign-off from clinic ops. | Alana Health + clinic staff |
| Week 4 | Go-live. Monitor call volume and resolution rate. Debrief at the end of the week. | Alana Health + clinic |
Additional clinics after the first: 1–2 weeks each — same integration, new configuration.
Frequently asked.
Who can request a work status report through Alana?+
Patients, employers, and insurance adjusters can all request a work status report. Alana identifies the caller's role at the start of the call and verifies identity with four fields (first name, last name, date of birth, date of injury) before releasing any information.
How does Alana deliver the work status PDF?+
Alana emails or faxes the PDF to the contact on file for the caller's role — never to an address provided over the phone. SMS delivery via a secure expiring link is available as a Phase 2 option.
Is the work status workflow HIPAA-compliant?+
Yes. Calls run on a HIPAA-aware architecture with encrypted communications, full audit logging, four-field identity verification, and Business Associate Agreements with every vendor in the stack.
Does Alana work with my EMR?+
Yes. Alana queries the EMR in real time during the call. We integrate with major EMR/EHR systems via secure APIs and run a full integration assessment in week 1 of deployment.
What happens if Alana can't find a match or the document?+
Alana asks the caller to spell names and retries automatically. If it still can't match, it transfers the call to a live person with the full caller context attached — so nothing has to be re-collected.
How long does deployment take?+
Four weeks from signed agreement to live calls at the first clinic. Additional clinics roll out in 1–2 weeks each — same integration, new configuration.
Let's replace hold music with Alana.
Every work status call your staff answers today is a call Alana can handle tomorrow. Start a 30-day pilot at one clinic — clear success metrics, no long-term commitment.