An AI agent that handles scheduling, intake, insurance, and patient questions — with hard policy enforcement between the AI and your EHR.
LLMs handle understanding and language. Code handles decisions. A separate LLM audits the output.
Reads the message, classifies intent, extracts entities, and decides which tools to call.
Hard rules and workflow prerequisites evaluated as code. Zero latency, zero cost.
Writes a natural language response with configurable persona, tone, and guidance rules.
A separate LLM reviews against every guidance rule. Violations retry, double failure escalates.
The full patient interaction lifecycle — from first question to booked appointment — with real EHR integration.
Searches available slots across providers, filters by insurance and appointment type, and books directly into your EHR. Handles rescheduling and cancellation with policy enforcement.
Real-time eligibility checks against your EHR. Matches patients to in-network providers automatically. Handles self-pay pricing transparently.
Collects registration info conversationally — demographics, insurance card via photo upload, preferred provider. Books the first appointment in a single flow.
Replaces paper forms with AI-driven data collection. Conditional logic, dynamic data sources, and OTP-verified submission — patients complete intake through natural conversation.
Patients can ask about lab results, upcoming appointments, medication refill status, and general clinic FAQs. Identity-verified access to their health data through natural conversation.
Stripe integration for copays and card-on-file via secure iframes. Patient card data never touches your backend. Supports pre-visit and post-visit payment flows.
Two-step OTP verification before any patient data is accessed. Supports pre-authentication for patients already signed in to your patient portal.
Deterministic hard rules gate every action. 48-hour cancellation window, 90-day booking horizon, staff-only appointment types — configured by admins, enforced by code.
Every tool call, PHI access, policy violation, and supervisor verdict logged to date-partitioned JSONL files. Immutable audit trail for HIPAA compliance review.
Pluggable adapter pattern for Healthie, athenahealth, and FHIR. Handles patient search, appointment booking, cancellation, lab results, and insurance eligibility out of the box.
13 configurable events — chat lifecycle, scheduling, payments — firing to GTM, postMessage, or webhooks with HMAC signing. Per-field toggles and PHI controls.
Test different personas, guidance rules, widget styles, and policies against each other. Traffic splitting with live results, then promote the winner across your whole config.
Test with your EHR's sandbox environment — real API calls, real OTP verification, sandbox Stripe keys. Separate analytics destinations so test data never touches production.
Invite staff with three roles: viewers monitor conversations, editors configure the AI, owners manage integrations and team members. Session-based auth with RBAC.
Real-time dashboard with KPIs, conversion funnels, outcome breakdowns, activity heatmaps, and full audit trails. Know exactly what your agent is doing.
Admins configure rules through the dashboard. Each rule is a pure function — field, operator, value. No LLM, no latency, no cost.
Enforce tool ordering without coding state machines. The engine tracks completed tools per session and blocks actions whose prerequisites haven't been met.
{
"name": "Insurance check before booking",
"trigger": "Book Appointment",
"requires": ["Check Eligibility"],
"then": ["Request Card"],
"message": "Insurance eligibility must be verified before booking."
}
// The engine checks session tool history:
// "Check Eligibility" completed? → allow Book Appointment
// Not completed? → block with message
// After booking succeeds: inject "Request Card" into result
Persona, guidance, hard rules, workflows, knowledge — all managed through the dashboard. Changes take effect immediately.
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Guided setup wizard, automatic EHR sync, one embed code. We host everything.
Plug into your existing system. Adapter pattern supports multiple EHRs.
We handle the infrastructure. You configure the experience. Patients get answers.