Patient Access and Scheduling Agent
Books, moves and cancels appointments by phone or chat, checks eligibility, and fills cancelled slots from the waiting list.
The challenge
People wait in queues for answers and simple requests, and staff spend their day repeating the same information.
How it works
- 1Someone gets in touch by phone or chat.
- 2The agent works out who they are and what they need, and asks if anything is unclear.
- 3It finds the right information in your data.
- 4It completes the request in your system, after confirming with the person.
- 5If a member of staff is needed, it hands over with the full conversation.
Your people stay in control
The agent confirms before it changes anything, and hands over to a member of staff whenever a request is outside what it is allowed to do.
Systems we work with in Healthcare
- Electronic health records via FHIR and HL7
- Practice management and scheduling
- Payer portals and clearing houses
- Contact-centre telephony
- Imaging and lab systems
How we measure success
- How many requests are resolved without a handover
- How satisfied people are afterwards
- How long people wait
Kind of work
Conversations. The agent talks with people by phone or chat, answers their questions and completes their requests.
More in Healthcare
Clinical Note-Taking AgentListens to the appointment, writes up the clinical notes and prepares the orders for the clinician to check and sign.Post-Discharge Follow-up AgentCalls or messages patients after they leave hospital, checks for warning signs and books follow-up appointments.Patient Billing ConciergeExplains medical bills in plain language, arranges payment plans and takes payments.Clinical Intake & Triage AgentAnswers patients at any hour, asks about their symptoms, judges how urgent the case is and directs them to the right care.
Want this working in your organisation?
We can show it working on real examples from your business before you commit to a full build.