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Azure reference architecture

Automated patient intake and eligibility checks

A Azure reference architecture for automated patient intake and eligibility checks in Healthcare. Triggered by new patient form submitted (portal, fax, or referral), Padiso orchestrates 3 specialist agents on Azure AI Foundry, reaching ehr (epic / cerner) and your tools through the Model Context Protocol, with budgets, approvals and an audit trail throughout.

AzureRuntime: Azure AI Foundry

Trigger

New patient form submitted (portal, fax, or referral)

Healthcare

Orchestration

Padiso

Padiso Orchestrator

goals · tasks · heartbeat

Governance

budgets · approvals · audit

Runtime & agents

Agent runtime

Azure AI Foundry

Intake coordinator

agent

Claims & billing agent

agent

Scheduling agent

agent

Integrations · MCP

MCP gateway

salesforce
google-drive
slack
airtable

Your systems

EHR (Epic / Cerner)

Payer eligibility (X12 270/271)

Document store

How the data flows

Trigger: New patient form submitted (portal, fax, or referral)

  1. 1

    Intake agent parses the form and structures demographics and insurance into your schema

  2. 2

    Eligibility agent sends an X12 270 to the payer and reconciles the 271 response

  3. 3

    Records agent writes the verified patient and coverage into the EHR, flagging gaps

  4. 4

    Any coverage mismatch is held for staff approval before the chart is finalized

Agent team

  • Intake coordinator
  • Claims & billing agent
  • Scheduling agent

Integrations

salesforce
google-drive
slack
airtable

Reached through the Model Context Protocol, scoped and governed.

Runtime & data

Azure AI Foundry

EHR (Epic / Cerner)

Payer eligibility (X12 270/271)

Document store

Security & operational considerations

  • PHI stays in your environment; only minimum-necessary fields leave it
  • HIPAA audit trail on every read and write
  • Human approval before chart finalization

Azure deployment

Deployed in your Azure tenant on AI Foundry, with Entra ID scoping, Private Endpoints into your VNet, and Azure Monitor for audit and observability.

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