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AI agents routing care across organizations
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Care coordination
across every care team

Genie agents read referrals, prior authorizations, and follow-up tasks across Epic, Cerner, and Salesforce, then match and route each one to the right team in real time so multi-org care handoffs don't stall.

Adopted by fast-scaling companies moving mission-critical data in real time

Case study
Migrated from Mulesoft
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Migrated from Celigo
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Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Where care handoffs break down

Three reasons referrals and follow-ups get lost.

Coordinating a patient across organizations means stitching together systems that don't share a queue. The judgment work that connects them usually falls on overloaded staff.

01 - Manual triage

Referrals routed by guesswork

A referral lands and someone decides by hand which specialist, plan, and org it belongs to. The matching is slow, inconsistent, and the patient waits while it sits in a queue.

IDENTITY
02 - Prior auth limbo

Authorizations stall with no owner

A prior auth crosses provider, payer, and pharmacy systems and stops the moment one step needs a human. Nobody owns the gap, and the case ages until the patient calls.

RELIABILITY
03 - Dropped follow-up

Post-discharge tasks never get assigned

Discharge generates follow-up actions across Epic and partner systems, but with no agent watching, half never become a task. The patient slips out of the loop entirely.

DATA QUALITY
PLATFORM

Six products. One Platform.
Replace many legacy vendors.

Every tool Stacksync replaces is one fewer vendor, one fewer bill, one fewer integration to maintain.

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Connectors

Every team a patient is handed to, on one workflow.

Stacksync ships pre-built connectors for the EHRs, CRMs, and partner systems care coordination spans, so Genie agents can read, match, and route across all of them with full audit logs.

EHR & clinical
05
  • Epic
  • Cerner
  • NextGen Healthcare
  • eClinicalWorks
  • athenahealth
Coordination & CRM
05
  • Salesforce
  • Salesforce Health Cloud
  • Redox
  • Microsoft 365
  • Veeva
Outreach & messaging
05
  • Twilio
  • SendGrid
  • Slack
  • FHIR R4
  • HL7v2
Records & reporting
05
  • Snowflake
  • BigQuery
  • Postgres
  • MongoDB
  • Oracle DB
Custom referral types, payer rules, and your own care-team schema are first-class, no scripting required.
Browse all 1,000+ connectors
SECURITY

Security teams love Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

What do the AI agents actually decide?

Genie agents read each referral or prior auth, match it to the right specialist, payer, and org, and route it as a task. A human approves edge cases; the routine matching runs autonomously.

Does coordination work across separate organizations?

Yes. Pre-built connectors join Epic, partner EHRs, and Salesforce, so an agent can move a case across org boundaries while keeping every system's record in sync in real time.

How is the agent's reasoning auditable for PHI?

Every match and route is logged with the inputs, the decision, and a timestamp, and each event is replayable, so you can show exactly how a case was handled and who saw what PHI.

What happens when a downstream system is down?

Stacksync queues and retries with backoff, and events are replayable. A stalled prior auth resumes the moment the payer or pharmacy system is back, in order, with no manual re-run.

Coworkers laughing in front of a laptop in a casual office setting

Stop routing referrals by hand.
Let agents close the loop.