Medical clinic
Patient-first AI that respects HIPAA and keeps humans in the loop.
Independent primary care, family medicine, urgent care and specialty clinics.
Illustrative scenario
Common problems
- High call volume during triage hours
- Referral coordination delays
- Prescription refill request backlog
- Patient portal adoption is low
Customer journey
- 1Google search for symptoms/services
- 2Reach clinic via phone/portal/chat
- 3Front desk triages request
- 4Book appointment / speak with nurse
- 5Visit + follow-up plan
- 6Billing + satisfaction feedback
AI opportunities
- Answer administrative FAQs (hours, insurance, forms)
- Triage non-clinical questions before they reach staff
- Post-visit satisfaction and adherence check-ins
- Multilingual reception
Recommended WebsiteTech modules
- AI Digital Representative
- Lead & Customer Center
- AI Feedback Assistant (Customer Voice AI)
- Missed-Call Recovery
Recommended integrations
- EHR (Epic/Athena)
- Twilio SMS
- Google Calendar
- Insurance eligibility check APIs
Sample AI conversations
Visitor
How much does a physical cost?
Nova (AI Employee)
For our patients with in-network insurance, annual physicals are typically covered at 100%. Without insurance our self-pay rate is $185. Would you like me to check your coverage?
Visitor
I need to see someone today for a sore throat
Nova (AI Employee)
I can help — do you have a fever or difficulty swallowing? Based on your answer I'll route you to same-day urgent-care or a nurse call-back within 30 minutes. I'll never give medical advice — only help you reach the right person quickly.
Sample automations
Trigger
New patient inquiry from web
Actions
- Verify insurance eligibility
- Send intake link
- Notify scheduler with insurance status
Trigger
Post-visit + 48h
Actions
- Send CSAT survey
- If low: escalate to office manager
Setup requirements
- HIPAA-compliant hosting
- BAAs with all vendors
- Approved receptionist persona with restricted-topic guardrails
- Consent + AI-disclosure enabled by default
Implementation sequence
Week 1
HIPAA review + BAAs + WTC seed
Week 2
AI receptionist + restricted-topic rules
Week 3
Missed-call recovery + surveys
Week 4
Reporting + ongoing
Compliance considerations
- HIPAA
- State medical board disclosure rules
- Consent-first — AI disclosure on every channel
- PII/PHI redaction in every stored transcript
KPIs
- Missed-call recovery %
- Same-day booking rate
- Portal adoption
- CSAT ≥ 8 rate
- Complaint response time
Common mistakes
- Letting the AI give clinical advice — always route to human
- Sending PHI over unencrypted SMS
- Publishing testimonials without patient consent
Want this built for your business?
We'll turn this playbook into a proposal tailored to your specific business, integrations and budget.
Request implementation