Sierra agent suite

Agents that work inside the systems you already run.

No rip-and-replace platform. Each Sierra agent has a bounded job, clear permissions, and a person who owns the exceptions. Sierra deploys, secures, and manages every one of them.

PO Agent

01

Stop chasing missing purchase orders.

  • Detects cases without a matching PO
  • Matches POs to case and billing records
  • Routes exceptions with context attached

Connects to

Hospital portalsEmailBilling and ERP

Your team approves disputed amounts and escalations.

Case Agent

02

Every case covered, every detail staged.

  • Tracks schedules, facilities, products, and reps
  • Flags conflicts and open tasks before the case
  • Keeps the office and field on one record

Connects to

CalendarsCRMInventory

Reps and coordinators confirm coverage changes.

Inventory Agent

03

Trays and implants where the next case is.

  • Coordinates case requirements and allocation
  • Drafts restock requests after usage
  • Supports reconciliation and counts

Connects to

Inventory systemsCase recordsManufacturer order forms

Your team approves transfers and restock orders.

CRM Agent

04

Account activity captured without double entry.

  • Logs follow-ups, notes, and tasks
  • Prepares account summaries before visits
  • Surfaces accounts that need attention

Connects to

Your existing CRMEmailCalendars

Reps review and edit anything customer-facing.

Contract Agent

05

Pricing and terms, answered in seconds.

  • Makes customer agreements searchable
  • Checks case pricing against contract terms
  • Flags upcoming renewals and mismatches

Connects to

Contract filesBilling recordsFacility profiles

Contract owners resolve pricing disputes.

Authorization Agent

06

Prior authorizations that keep moving.

  • Assembles requirements and documentation
  • Prepares submissions and tracks status
  • Requests missing documents from the surgeon's office

Connects to

Payer portalsPhysician officesDocument storage

Staff sign off before anything is submitted.

DME Agent

07

From physician order to patient delivery.

  • Connects orders, coverage, and delivery
  • Coordinates patient communication and fittings
  • Prepares billing-ready documentation

Connects to

Digital physician ordersPayer systemsPatient messaging

Patient-facing care decisions stay with your clinical team.

Knowledge Agent

08

The right answer for every rep and coordinator.

  • Answers product, policy, and training questions
  • Cites the source document
  • Respects each person's access level

Connects to

Product literaturePoliciesTraining material

Your team owns and approves the source content.

Agents are rolled out through Sierra's managed deployment, starting with the workflow that costs your team the most time.