AI agent for clinics: appointments and patient intake
An agent for clinics and medical practices that books and moves appointments over WhatsApp, the web and email, collects intake forms before the visit, sends reminders and answers routine questions, so reception spends less time on the phone.
- Booked 11 appointments from overnight messagesDone
- Intake forms complete for 9 of today's 12 new patientsDone
- 3 new patients reminded to finish their formsAwaiting approval
- A patient describes chest pain in a message; passed to the nurseAsks a person
An example. Your agent is built around your own work.
How it works
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Book
Offers open slots for the right doctor and visit type from the clinic calendar, and books, moves or cancels on request.
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Intake
Sends the intake form before a first visit and checks it is complete. Missing answers are asked for before the day.
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Remind
Sends reminders and preparation notes, and offers a cancelled slot to people on the waiting list.
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Answer and hand over
Answers questions about hours, listed prices, location and preparation. Anything about symptoms or treatment goes to clinic staff.
Connects to your tools. You stay in control.
- Works with what you have
- Your practice management or booking system, Google or Outlook calendar, WhatsApp Business, website forms, email, SMS.
- A person approves what matters
- Payments, orders, discounts or anything you choose wait for approval. Every action is logged.
- Can run on your own servers
- The agent, its data, its logs and even the language model (open models such as Llama, Qwen or Mistral) can run on your servers, so documents and customer data stay inside your network. How that works
Questions
Does it give medical advice?
No. It answers practical questions only. Messages about symptoms, results or treatment go to clinic staff, and urgent ones are flagged at once.
What about patient data privacy?
It sees only what each step needs and logs every access. It can run on your own servers with an open model, so patient data stays inside the clinic.
Can it work with our booking system?
Usually, through the system's API or calendar. If there is no API, the agent can work in its screens with its own limited account.
How much does an agent like this cost?
It depends on the task and the systems it connects to. After a first call we give you a clear estimate of cost and time.
Want this agent built around your work?
Tell us in a few lines what the job looks like today and we will set up an online intro call.
Request sent
We will contact you to set up an intro call.