The gap is real.
This is how we close it.
Existing core platforms decide and orchestrate. Residual work still leaks into browser payer portals, attachments, status phone trees, and appeals packets. DeskGate stages that leftover work inside the operator’s own session. AI plans. Our multi-rail access mesh retrieves locked policy evidence when needed. The human remains the non-negotiable approval gate.
🏛️ EHR · RCM · PA/UM Decision Engines
They already handle patient chart records, medical necessity guidelines, eligibility checks, billing routing, and general orchestration. They do not finish the residual last-mile clicks and document transfers that lack a direct clearinghouse API.
⚠️ Un-automated clicks, attachments, & phone trees
Regional payer web portals without APIs, multi-PDF packet merges, missing clinical evidence notes, IVR telephony status checks, and appeal packet re-submissions. Today, this work is pushed onto overworked internal staff or outsourced offshore.
🌐 Reach Locked Policy Surfaces
Web Unlocker, SERP, formulary coverage portals, and semantic policy extraction when an insurer or medical evidence source is locked, geofenced, or bot-blocked. This is robust access infrastructure—not care decisioning.
🧠 Map Context & Stage Steps
Analyzes the active screen and medical records, plans the exact sequence of residual form inputs, drafts justification narratives, and flags anomalies. It does not submit irreversible actions on its own.
👁️ See What the Operator Sees
Optical character recognition, active DOM viewport mapping, and document scanning ensure that actions are bound directly to the live page state rather than blind heuristic guesses.
⚡ Execute in Operator Session
Everything stays local to the operator's authenticated browser. DOM micro-actions, WebRTC voice agent assist, case memory, and PDF dossier foundry forge live without shipping credentials offsite.
🛡️ Human Operator Remains in Command
All mundane keystrokes, document lookups, and form staging are prepared automatically. Submit buttons, appeal filings, prescription verifications, and irreversible clicks await explicit human confirmation. Zero unauthorized autonomous filings.
📜 Cryptographically Verified Audit Trail
Every completed case generates a tamper-evident, SHA-256 hashed dossier detailing what was scraped, what was drafted, the operator's approval timestamp, and the exact portal response payload.
📊 Responsibility Matrix (Who Does What)
L1 Access Engine
Multi-Rail- Unblocks rate-limited or geofenced policy portals
- Automated failover across web access rails
- Authorized data extraction pipeline
- Never renders medical determinations
AI Core (L2)
Grok / Gemini- Reads unstructured medical charts & cards
- Plans the residual portal form steps
- Generates step-therapy exception notes
- Flags ambiguous policy rules to human
Local Last-Mile (L4)
In-Browser- Injects
embed.jsinto active tabs - Executes DOM clicks under user credentials
- WebRTC telephony & IVR transcription
- Forges PDF evidence dossiers on the fly
Human Operator
Final Authority- Reviews staged fields in 10 seconds
- Presses final Submit / Confirm button
- Decides clinical nuance & edge cases
- Owns full regulatory accountability
⚡ Residual Workload Split & ROI Model (Illustrative)
Estimate potential operational hours and labor efficiency gains when staging 70–90% of repetitive residual steps.
🎯 Not a Full Platform Replacement
DeskGate does not replace your billing platform, your EHR, or your clinical decision engine.
It connects underneath existing systems to complete the residual 15–30% of work that currently requires human staff to copy-paste between windows, wait on hold, or navigate legacy payer portals.