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Provider Matching

Scheduling
Cevi AI Agents Workflows Background
Real-Time Sync24/7 AvailableMulti-Channel

AI-Powered Patient-Provider Matching

Match patients with the right provider based on clinical needs, insurance coverage, location, availability, language preferences, and specialty expertise.

148+
Integrations
4
Connected Agents
24/7
Availability

No-code AI automation

HIPAA, GDPR, and SOC 2 compliant

Visual workflow builder

Full audit trails and access controls

300+ apps, 50+ EHR integrations

Free pilot available

How Provider Matching Works

1
New patient inquiry received via web form or phone
2
AI collects: insurance, clinical needs, location, language, scheduling preferences
3
Agent cross-references against provider directory — filters by insurance acceptance, specialty, and availability
4
Top 3 provider matches presented with availability and match rationale
Patient selects preferred provider, appointment auto-booked

Integration capabilities

Cevi can read 6 data types and write 3 data types for Provider Matching

Provider profiles
read
specialty credentials
read
insurance panel lists
read
availability schedules
read
patient preferences
read
satisfaction scores
read
Patient-provider assignments
write
referral routing
write
appointment bookings with matched providers
write

Join hundreds of medical practices automating their operational workflows with Cevi

Join hundreds of medical practices automating their operational workflows with Cevi

Build your Provider Matching automation with AI

Describe what you want in plain English. Cevi’s AI builds the workflow.

Frequently asked questions about Provider Matching

Cevi maintains real-time insurance panel data for each provider, cross-referenced with payer directories and credentialing records.
Yes. For complex cases requiring multiple specialists, the AI can coordinate referrals and suggest providers within the same health system for continuity of care.

Connected agents & workflows

this workflow connects to 4 other Cevi agents for end-to-end automation

Ready to automate your practice?

BAA on all plans
SOC2 Type II security
HIPAA compliant
99.9% uptime SLA
HIPAACOMPLIANT
SOC 2TYPE II