02 — Playbooks
What we deploy for medical clinics.
Playbook 01 · Access
Every patient contact answered in seconds
Voice + chat + WhatsApp coverage that books, reschedules, and answers the routine 70% instantly in the patient’s language — with warm transfer and full context when a human is needed, and clinical questions routed under your protocols.
24/7 coverageEHR schedulingWarm handoff
Playbook 02 · Intake
Intake done before the patient arrives
The AI collects demographics, history forms, insurance images, and consents by chat before the visit, validates completeness, and files them where your workflow expects — exceptions flagged to staff with what’s missing.
Pre-visit intakeDocument collectionValidation
Playbook 03 · Retention
Follow-up that runs itself
Post-visit instructions, review requests, recall reminders, and membership/package renewals (med spas) fire on schedule, in the right language, with responses handled — no staff time attached.
Post-visit sequencesReviewsRecalls & renewals