Patient intake & scheduling assistant

The challenge & approach

Patients complete intake once; the agent validates insurance fields, proposes slots, and sends reminders. Staff see a clean queue instead of scattered emails and voicemails — and the clinic keeps a human-in-the-loop for exceptions that need judgment.

We scoped the highest-leverage workflow first, instrumented the handoffs, and shipped with human-in-the-loop controls so the team stayed in control while the busywork disappeared.