AI-driven EMR automation for private practices

The forms eating your day are already answered in the chart.

Polanyi agents draft the forms your practice spends hours on, straight from the patient's chart, and hand each one to a doctor or nurse practitioner for a roughly 30-second review before it's submitted.

The rule every draft follows

Every filled field traces to its source in the chart.

Not a guess. Not a value typed from memory. The clinician can see where each answer came from before approving it.

Illustrative, not a real client

A disability form arrives by fax. The agent drafts it from the chart. The physician approves it in under a minute.

1
fax received and matched to the patient's chart
14
fields drafted from the chart in this example, each traced to its source
30s
of physician review before the form was submitted
Date of last examination: 08/22/2026. Source: office visit note, 08/22/2026.One of the 14 drafted fields in this example. The physician checks the source, not just the value.

This block is an illustration of how a Polanyi agent handles one form. It is not a real client result. We do not publish client names, forms, or chart data without written permission.

What we do

Requests in, finished forms out, and a clinician's approval in between.

A.

Read the request

Form requests come in by fax, by email, or through the EMR. The agent picks them up as they arrive.

B.

Draft from the chart

The agent drafts the form from the patient's chart. Every field links back to where it came from.

C.

Clinician approves and it sends

A doctor or nurse practitioner reviews the draft, roughly 30 seconds, and approves it. Then it's submitted and a copy is kept in the chart.

Across Polanyi diagnostics, small practices spend 3 to 5 hours a day on form work.

The research points the same way. Physicians average 8.7 hours a week on administration, 16.6% of their working time, and heavier EMR use went with more admin time, not less (Woolhandler and Himmelstein, International Journal of Health Services, 2014). The chart already holds most of what the forms ask for. Someone still has to find it, copy it over, and sign.

How it works

Four steps, and a clinician approves every form.

01

Route incoming forms

Faxes, emails, and EMR requests are picked up and sorted by form type. We start with HEDIS chart reviews, patient disability forms, and patient dispute forms, and add new form types per practice.

02

Software completes forms

The agent drafts the form from the patient's chart and notes where each value came from.

03

Clinician review queue

Drafts wait for a doctor or nurse practitioner. The review takes roughly 30 seconds. The clinician approves the form or corrects it first.

Nothing is submitted until a doctor or nurse practitioner has signed off.
04

Submit and log

On approval, the form is submitted and a copy is kept in the chart.

Optional: the voice diagnostic

Not sure which forms eat the day? We'll ask the people filling them out.

Twenty-minute AI phone interviews with your front desk, medical assistants, billing staff, and nurses. You get a report where every finding traces to a quote. We then tune the agents to your practice's forms, payers, and EMR. It's an add-on, not a requirement. Practices that already know where the form work piles up can start with the agents.

Who we are

A two-person team building the tool we wanted to use.

Polanyi is named after Michael Polanyi, the philosopher who showed that the most important knowledge inside an organization is the kind nobody writes down. We know more than we can tell. Our work is to make that knowledge visible.

Ali Lalani
Chief Executive Officer · Chief Technology Officer
Builds and runs the agent pipeline and the AI interview system end to end. Based in Houston.
Joaquin Arnold
Chief Financial Officer · Chief Operating Officer
Runs practice onboarding, finance, and operations. Based in Houston.

Hand the forms to an agent. Keep the final say.

Twenty minutes to walk through your form volume, your EMR, and where the first three form types fit your practice. No prep needed.