10 AI agents transforming everyday work in healthcare

Healthcare teams are under more pressure than ever — from shrinking margins and staffing shortages to growing documentation demands. Too often, clinicians, coders, and operations staff are stuck toggling between systems, chasing down missing details, and wasting hours on work that should be instant.

That’s where AI agents come in. These agents handle high-friction tasks, surface the right information at the right time, and give teams back the time and focus they need to deliver quality care.

Glean’s Work AI platform makes this possible by connecting to the tools healthcare teams already rely on — tools like SharePoint, OneDrive, Outlook, Epic SharePoint sites, ServiceNow, and Salesforce Health Cloud. It builds a unified knowledge graph that respects existing permissions and keeps everything up to date. AI agents then use that graph to automate repetitive work, reduce errors, and improve both efficiency and employee experience.

What are healthcare AI agents?

Healthcare AI agents are digital assistants that automate routine tasks, support decision-making, and surface institutional knowledge in natural language. They combine large language models, semantic search, and retrieval-augmented generation to interpret unstructured content —  as policies, forms, and analytics workbooks — and act on it within familiar interfaces like Microsoft Teams or Outlook.

Unlike standalone chatbots or generic copilots, Glean’s agents connect directly to your enterprise systems. They respect existing permissions, maintain audit trails, and enforce “minimum necessary” access for PHI. That means clinicians and staff see only what they’re entitled to, keeping data secure and compliance intact.

Why AI agents matter in healthcare

The pressure on healthcare teams isn’t letting up — but the right AI agents can help ease the load. By streamlining repetitive tasks and reducing friction in day-to-day workflows, AI agents make it easier for teams to focus on what really matters: delivering care, driving efficiency, and keeping operations running smoothly.

Here’s how AI agents are already making an impact:

1. Save time across the board: Agents handle time-consuming tasks like finding policies, pulling documentation, or prepping dashboards, giving teams more time for high-impact work.
2. Reduce errors before they escalate: By cross-checking codes, payer rules, and documentation automatically, agents catch inconsistencies early — helping teams avoid denials, rework, and compliance issues.
3. Help teams move faster: Instant access to real-time checklists, dashboards, and next steps means decisions that once took days can now happen in minutes.
4. Improve financial performance: Agents make it easier to spot revenue leaks, track denial trends, and take early action — leading to stronger margins and lower administrative costs.
5. Create a better staff experience: Freeing teams from repetitive, frustrating tasks helps reduce burnout and turnover while improving job satisfaction.

10 strategic healthcare AI agent use cases

These 10 AI agent examples illustrate what’s possible when healthcare teams build on Glean. They highlight how organizations can create agents that address real workflow challenges — from prior authorizations and chart gaps to registration and transport. Think of this as a starting point to imagine how agents could connect your systems, respond in natural language, and deliver meaningful results.

1. Intelligent prior authorization assistant

Simplifies approvals by matching requests to payer rules.

• Problem to solve: Coordinators had to jump between portals to submit the right documentation
• What it does: Matches CPT codes to payer-specific requirements, attaches completed forms from SharePoint, and routes requests via Salesforce Service Cloud
• The impact: Procedures are scheduled 20% faster, reducing stress for staff and patients alike

2. Chart-gap tracker

Keeps documentation moving so billing doesn’t stall.

• Problem to solve: Chasing down missing signatures was time-consuming and delayed billing
• What it does: Monitors OneDrive for discharge packets, spots gaps, and sends clinicians reminders with direct links in Teams
• The impact: Reduces days-to-bill by 1.5 days and gives teams real-time visibility into what’s still pending

3. Charge-edit auto-review agent

Flags billing issues before they lead to denials or rework.

• Problem to solve: Manual claim reviews were slow and missed key errors
• What it does: Scans draft UB-04s in Box, checks against coding guidance in Confluence, and opens ServiceNow tickets for flagged claims
• The impact: Teams catch issues earlier, raise clean-claim rates, and reduce rework

4. Real-time denial and margin dashboard

Helps finance and revenue teams stay on top of performance without manual reporting.

• Problem to solve: Building margin reports used to take days and delay action
• What it does: Gathers data from SharePoint and OneDrive, highlights denial and underpayment trends, and posts a daily Teams update with key insights
• The impact: Analysts spend more time solving problems, not wrangling spreadsheets — leading to faster interventions

5. Policy navigator

Gives staff instant access to the right version of quality, safety, or release-of-information policies.

• Problem to solve: Staff were emailing PDFs back and forth and risking outdated info
• What it does: Delivers the latest SOP based on location or department, complete with revision history and highlighted updates
• The impact: Policy lookup goes from hours to seconds, helping teams stay audit-ready and avoid CMS penalties

6. Radiology slot optimizer

Maximizes imaging capacity by automating the scheduling shuffle.

• Problem to solve: Schedulers were juggling spreadsheets, emails, and phone calls, leaving high-value imaging slots unused
• What it does: Monitors open CT/MRI slots, canceled appointments, and prep guides across Outlook, Gmail, and Confluence. Then it recommends a better schedule and automatically texts patients about earlier openings
• Why it matters: Increases scanner utilization, creating room more scans per year and adding incremental revenue

7. Transport command center

Connects transport staff with real-time assignments to keep hospital flow moving.

• Problem to solve: Coordinating patient transport involved calls, delays, and manual tracking
• What it does: Checks Teams presence, identifies the next available escort, and updates the whiteboard in real time
• The impact: Imaging cycles are faster and bed capacity increases — contributing to annual margin impact

8. Birth-cert auto-prep

Takes the paperwork burden off birth recorders so families get certificates faster.

• Problem to solve: Staff were re-keying information from discharge summaries into state systems, causing delays and occasional late filings
• What it does: Pulls parent details from discharge summaries in SharePoint and pre-fills the state’s birth certificate form, only flagging what needs human review
• Why it matters: Cuts turnaround time and improves filing accuracy — while improving the parent experience with faster documentation

9. QuickClear registration assistant

Streamlines check-ins and call triage for busy front desk teams.

• Problem to solve: Staff were toggling between portals, cheat-sheets, and phone scripts
• What it does: Verifies insurance in real time, fills in missing EMR fields, and serves up relevant knowledge via Slack for common questions
• The impact: Check-ins move faster and  errors drop avoiding unnecessary costs

10. Access insights hub

Makes it easy for access leaders to spot issues and drive consistent workflows across regions.

• Problem to solve: Data was scattered across systems and hard to synthesize
• What it does: Pulls analytics from Zendesk, Tableau, Slack, and SharePoint into a single report that shows no-show trends, SOP usage, and key benchmarks
• The impact: Helps execs make smarter decisions and reduces registration errors

Why Glean is the right platform

Glean’s Work AI platform is purpose-built for complex, regulated environments like healthcare, where security, compliance, and scale aren’t optional.

• 100+ native connectors: Connect to Microsoft 365, Google Workspace, Epic SharePoint, ServiceNow, Salesforce Health Cloud, Slack, and more without custom development.
• Permission-aware indexing: Agents follow your existing identity and access controls, maintaining HIPAA “minimum necessary” protections and logging every interaction for full auditability.
• No data migration: Content stays where it is. Glean indexes documents and metadata in place, so there’s no need to create separate repositories or move sensitive files.
• Built-in compliance: Glean supports version control, deployment traceability, and secure hosting options that meet requirements like GxP and SOC 2 — without slowing you down.
• Fast time to value: Agents can be configured in weeks. Prebuilt workflows and a self-serve interface make it easy to scale across departments and use cases.
  
  

By turning fragmented knowledge into action, Glean helps healthcare teams reduce errors, move faster, and focus on what matters most: patient care.

Getting started with healthcare AI agents

AI adoption in healthcare does not require sweeping overhauls. Follow these steps:

1. Identify high-friction workflows. Look for processes that are document-heavy, time-sensitive, and prone to errors — such as denials, prior authorizations, and chart completion.
2. Pilot agents in one area. Choose a use case with clear KPIs and a willing team. Configure Glean agents to connect to your content sources and validate results.
3. Measure and expand. Track time saved, denial reduction, and revenue impact. Share success stories and onboard additional departments.
4. Ensure ongoing support. Provide training, collect feedback, and iterate on agent prompts to keep performance aligned with evolving needs.

Bringing AI to the frontlines of healthcare work

AI doesn’t have to overhaul everything to make a meaningful impact. Some of the biggest wins come from improving the workflows teams already use — the ones that quietly drain time, resources, and energy every day. That’s where AI agents deliver the most value.

The future of healthcare work isn’t about replacing systems. It’s about making them smarter, faster, and easier to use. And it’s about doing that with the security, scalability, and trust that healthcare requires. That’s what Glean is built for.

See how Glean’s AI agents can help your teams move faster, stay compliant, and focus on what matters most. 

Get a demo or download the healthcare whitepaper to learn more.