Your front desk
never sleeps.
A HIPAA-compliant AI agent that answers calls, responds to chats, captures leads, books appointments, checks prescription status, tracks orders, and handles patient self-service -- 24/7, in English and Spanish. Adapted from a production system running across 100+ live deployments.
Chat. Voice. WhatsApp.
One AI. One knowledge base.
The same AI agent -- trained on your practice's services, providers, and protocols -- answers patients across every channel. No separate vendors. No duplicate configurations.
Website Chat Widget
One script tag embeds on any practice website or patient portal. Patients book appointments, check prescriptions, track orders, and message their provider — all without leaving the conversation.
- Embeds on any website
- Live appointment scheduling
- Prescription & refill status
- Order tracking
- Lab results status
- New patient registration
- Secure provider messaging
Voice Phone Agent
Answers inbound calls without hold music or voicemail. Books appointments against real-time physician availability, handles refill requests, and covers after-hours calls.
- No hold music, no voicemail
- Real-time appointment booking
- Refill request handling
- Urgent matter escalation
- After-hours coverage
WhatsApp Integration
Full WhatsApp Business integration. Same AI agent, same knowledge base, different channel. Two-way messaging for appointment reminders and international patient support.
- WhatsApp Business API
- Two-way messaging
- Appointment reminders
- International patients
- Same AI, same context
"Where's my prescription?"
Answered instantly.
Patients check prescription status, track orders, view lab results, and message their provider -- all through the same AI chat widget. No portal login. No phone call. No waiting.
Prescription Status
"Is my prescription ready?" The AI checks active prescriptions, refills remaining, and expiration dates in real time. No PHI exposed -- just medication name and status.
Order Tracking
"When will my order arrive?" Real-time order status for every purchase. Order number, current status, and next steps -- delivered in the chat conversation.
Lab Results Status
"Are my labs back?" The AI checks whether results are pending, processing, or ready -- and directs patients to the portal to view them securely. Results stay in the portal; status comes through chat.
Chat-Based Registration
New patients register directly in the conversation. The AI collects name, email, phone, and date of birth conversationally -- then creates the account and proceeds to booking. One fluid flow.
Provider Messaging
"I have a question for my doctor." Patients send secure messages to their provider through the chat widget. The AI confirms the message before sending and routes it to the right physician.
Proactive Notifications
The AI reaches out first. Appointment reminders 24 hours before. Lab results ready alerts. Payment failure notices. Delivered in the chat widget automatically -- no patient action needed.
First visit or fiftieth.
It knows.
First-time visitors receive a full intake flow -- collecting demographics, symptoms, and scheduling preferences. Returning patients are recognized automatically and greeted with context from their history.
Conversation memory persists across channels. A patient who starts on chat and calls back the next day picks up where they left off. The AI knows their name, their last inquiry, and their provider.
Every conversation is a
potential patient.
Every chat, call, and WhatsApp message is a conversion opportunity. The AI captures contact details, scores intent, and creates CRM entries in real time -- before a human ever gets involved.
English. Spanish.
And whatever's next.
The AI agent supports English and Spanish out of the box and switches language automatically based on patient preference. Additional languages are configurable per tenant -- no separate agent required.
From first click to
lifelong patient.
The AI agent doesn't operate in isolation. It's part of a closed loop: traffic arrives, the agent captures and qualifies, the platform converts, and the cycle compounds.
Visitor arrives on practice website
Advertising, organic search, or referral drives a potential patient to the practice website.
AI agent captures the lead
The chat widget greets the visitor, answers questions about services, and collects contact details -- all within the first conversation.
AI EngagementLead scored and entered in CRM
Intent is scored algorithmically (0--100). The lead enters the pipeline with source attribution. High-intent leads trigger instant staff alerts.
CRMAI books the consultation
The agent queries real-time physician availability, presents open slots, and books directly into the clinical calendar -- no phone tag, no portal redirect. The patient receives confirmation in the same conversation.
AI EngagementLead converts to patient
One atomic transaction: lead converts, patient record created, clinical intake attached, scheduling enabled, prescriptions writable. COMMIT or ROLLBACK.
ClinicalRx-verified commerce begins
Prescription verified, checkout gate passed, subscription products enabled. Revenue flows through Rx-gated commerce with full audit trail.
CommerceAI solicits review, cycle repeats
After the visit, the AI requests a Google review. Positive reviews drive reputation, reputation drives traffic, and the loop compounds.
AI Engagement