Industry · Healthcare2 / 5

    AI agents for clinics and medical offices

    An AI agent for clinics and medical offices serves patients on WhatsApp and by phone at any hour: it books, confirms and reschedules appointments, answers frequent questions about opening hours, locations and services, and hands anything that requires medical judgment to a person. It gives no diagnoses or health recommendations.

    We have implemented agents for companies in this industry.

    A day at a clinic

    1. Morning

      A patient calls before reception opens.

      Today
      Nobody answers: they call back later or look for another office.
      With the agent

      Answers the call, books the appointment and puts it in your schedule.

      Voice agents
    2. Morning

      Peak hour: several calls at once.

      Today
      The line is busy and reception cannot keep up.
      With the agent

      Handles the calls in parallel and solves the administrative part.

      Voice agents
    3. Afternoon

      WhatsApp questions arrive about how to prepare for a test.

      Today
      Reception answers the same thing over and over.
      With the agent

      Answers with the general preparation you defined and hands any clinical question to a person.

      WhatsApp agents
    4. Afternoon

      Tomorrow's appointments still need confirming.

      Today
      Someone has to call one by one, if there is time.
      With the agent

      Calls or writes to remind each appointment and asks for confirmation.

      Voice agents
    5. Night

      A patient writes to move their appointment.

      Today
      The message stays unread until the next day.
      With the agent

      Offers the available slots, reschedules the appointment and sends the confirmation.

      WhatsApp agents

    How we implement it

    1. Trace the workflow

      We measure how many calls and messages come in, at what hours the line saturates and how many appointments are lost for lack of confirmation.

    2. Rules or AI?

      Booking, confirming and reminding are solved with rules connected to your schedule; AI steps in to understand what the patient asks in their own words.

    3. Agent and human

      Every clinical question goes to a person: the agent only handles the schedule and administrative information.

    4. Safe zone

      We agree on what personal data it asks for and keeps, that it never gives medical recommendations and that patients know they are talking to an AI assistant.

    5. Objectives measured

      We compare confirmed appointments, no-shows and answered calls against the baseline.

    See the full TRAZO Method

    What the agent does not do

    • It gives no diagnoses, recommendations or personalized medical information.
    • It does not ask for or store medical records: only the data needed for the appointment.
    • It does not handle emergencies: it tells the patient where to go and alerts your team.

    Frequently asked questions

    Fig. 09 — Open a lineLine open

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