Intake handled instantly. Clinical questions handed to your staff, every time.
The medical template asks the questions your front desk asks first - new or existing, insurance, reason for visit - and defers anything clinical to a human before it's ever answered.
A real conversation
Hi, I need to see someone about a follow-up. Is Dr. Reyes available this week?
I can help set that up. Are you a new or existing patient with us?
Existing.
Great - what days and times work best for a follow-up this week? I'll also confirm your insurance is on file.
Workflows that matter here
New and existing patient intake
Captures patient status, insurance plan, and reason for the visit - without clinical detail - before a human is involved.
Appointment requests
Collects preferred days and times, then hands off to staff to confirm against the real schedule.
Insurance and plan questions
Answers what's loaded into Knowledge (plans accepted, what to bring); coverage and cost verification stays with a human.
Clinical deferral
Any question resembling a diagnosis, prescription, or result is caught by the sensitive-domain guardrail and escalated automatically.
Qualifying questions the AI asks
- New or existing patient?
- Insurance plan?
- Reason for visit (no clinical detail needed)?
What to load into Knowledge
- Services offered: new patient visits, follow-ups, annual physicals
- Hours and which providers are in which days
- Insurance plans accepted and what to bring to a first visit
- Practice policies: cancellations, referrals, prescription refill process
Compliance notes for medical practices
- The agent tone for this template is explicit: calm and professional, and it never gives medical advice or shares results.
- Any question resembling a diagnosis, prescription, or test result is caught by the sensitive-domain guardrail before an answer is attempted, and escalated to a human instead.
- This describes product behavior, not legal or compliance advice for your practice - confirm your own HIPAA and state medical-board obligations with counsel.
Medical practices FAQ
Will the AI ever discuss a patient's results or give medical advice?
No. Those questions are caught by a guardrail before any answer is attempted and handed to a human instead - this is enforced in the runtime, not just a content guideline.
Can it verify insurance coverage?
It can tell a patient what plan types you accept from your approved knowledge; verifying a specific patient's coverage and cost stays a human task.
Does it work for a multi-provider practice?
Yes - knowledge and qualifying questions are shared across the practice; provider-specific scheduling logic is part of Bookings (in development).
Where to go next
The features that matter here
What it costs
Start with the medical practices template.
Built for dental, med spa, home services, and the businesses that live on the phone.