Interactive Demo · Healthcare & Medical
A live demo of our Healthcare AI agents.
HIPAA-aware. Clinical escalation in 30 seconds. PHI never disclosed without verification.
Walk through the seven steps a medical practice takes to deploy three agents — Scheduling Voice, Reminder SMS, and Patient Portal Email — with the strictest guardrails of any industry we serve. The Guardrails stage is dense here for a reason: this is healthcare.
Agent 01 · Voice
The scheduling agent. answers the phone · escalates the clinical ones.
Most calls to a medical practice are scheduling. This agent triages every inbound — booking the routine, verifying identity before any PHI disclosure, and routing clinical concerns to the nurse line in under 30 seconds. No clinical advice from the agent. Ever.
Provision a HIPAA-eligible voice line. BAA + NPI verified before any traffic.
Twilio HIPAA-eligible line, encrypted at rest, BAA in place. Calls don't route through the agent until your NPI is verified.
Channel
Twilio + Athenahealth (HIPAA-compliant)
We provision a HIPAA-eligible voice line via Twilio (BAA in place). The practice's NPI is verified and call recordings are encrypted at rest. Calls hit the agent first; clinical escalations route to the nurse line in under 30 seconds.
Connection status
- Webhook URLAwaiting connection
- Display name—
- Encryption—
- Message routingDirect to your team
Until you flip Go Live in Step 07, no traffic routes through the agent. You can disconnect at any time.
Drop in your provider schedules and clinical escalation triggers.
Appointment types, provider availability, insurance accepted, and the clinical escalation playbook. The agent learns which symptoms route to nurse, which to 988, which to 911.
Drop brochures, FAQs, price sheets, transcripts
PDF · XLS · DOCX · CSV · click anywhere to simulate
No files yet. Drop one (or click the zone) to see the agent index it.
Verify the schedule + escalation rules before the agent picks up.
Audit appointment types, confirm provider panels, approve the clinical escalation triggers. This is where a practice manager spends real time.
What the agent now knows
- Annual physical · 45 min · any PCP
- Same-day acute · 20 min · same-day pool
- Follow-up · 15 min · originating provider
- Specialty referral · 30–60 min · specialty schedule
- Telehealth · 20 min · any provider
Knowledge coverage
4
Branches
48
Total items
2
Open gaps
0
Approved
Items flagged in amber need your review before the agent uses them. Approve, edit, or remove inline.
Healthcare guardrails are dense. PHI, clinical advice, identity.
Never disclose PHI without verified identity. Never give clinical advice. Always escalate chest pain / suicidal ideation within 30 seconds. The agent works under these rules absolutely.
Guardrails — what the agent will never do
5 activeNever disclose PHI (test results, diagnoses, prescriptions) to any caller without verified identity.
Never confirm whether a specific person is a patient of the practice to unverified callers.
Never give clinical advice — always route to the nurse line.
Always escalate chest pain, suicidal ideation, or severe symptoms within 30 seconds.
Never share insurance benefit specifics — always advise the caller to verify with their carrier.
Never schedule patients outside the active provider's panel without admin override.
Hot lead criteria — when the agent escalates to you
Leads with a stated budget at or above this escalate.
Preview
Escalate when budget ≥ $0K and timeline ≤ 7 days.
Every call gets the same triage. node by node.
Greet → clinical-escalation check → identity verification (for PHI requests) → intent classification → schedule lookup → book in Athena. Clinical branch never touches scheduling.
Decision tree
Walk through three call types. clinical, routine, PHI request.
Chest pain → nurse in 28 seconds. Routine annual → identity verified → booked. Third-party PHI request → declined → authorization form offered.
Call transcript · Mr. Reyes
Click Run scenario to play the conversation.
Decision tree
Type a rule. Run Shadow Mode for 10 days. then take the line.
10-day Shadow Mode (longer than other industries) because the stakes are higher. Every interaction reviewed. Once approval rate is 98%+, the agent goes live on routine scheduling — clinical escalation routes immediately throughout.
Tune the agent by typing
Or pick a suggested rule
Nodes rewired by this rule
Type a rule or pick a suggestion to see which nodes update.
Shadow mode — review every draft before send
Day
6 / 10
Items reviewed
0 / 2
Agent errors
0
Buyer message
Caller asked: 'What were my lab results from last week?'
Agent draft
Agent declined PHI disclosure pending identity verification (DOB + last 4 SSN). Caller verified → agent confirmed lab results are not disclosed over phone for privacy; portal access offered, with offer to escalate to nurse line if results need discussion. Did not read any specific results aloud.
Buyer message
Caller asked: 'My toddler has a fever of 100.4. Should I come in?'
Agent draft
Agent did not give clinical advice. Routed to nurse line for triage. Note: per practice protocol, agent verified caller is parent of record, offered same-day acute slot with PCP if nurse cleared, and provided after-hours nurse callback if outside hours.
Ready to go live · Voice
You’re a click away from production.
When you flip the switch, the Voice agent takes over inbound traffic. Hot leads still escalate to your team; everything else gets handled. The kill switch stays one click away.
- Shadow-mode approval rate: 96%
- Guardrails active: 5
- Workflow nodes audited: 10 / 10
- Escalation routing tested across all personas
Go Live
Agent 02 · Reminder SMS
The no-show fighter. reminders without PHI · recalls with consent.
No-shows hit every practice. This agent sends 24h reminders, 1h arrival windows, and recall campaigns — all on HIPAA-eligible templates with zero PHI in the body. Carrier-approved short code. Opt-in required. Strict suppression.
Provision a HIPAA-eligible short code. carrier-approved healthcare templates only.
Twilio HIPAA short code with healthcare template approval. Sending limited to approved templates; off-template sends are blocked at the carrier level.
Channel
HIPAA-compliant short code
Twilio HIPAA short code provisioned. Carrier-approved healthcare templates only. Patient must have prior opt-in (intake form). No PHI in message body without explicit consent.
Connection status
- Webhook URLAwaiting connection
- Display name—
- Encryption—
- Message routingDirect to your team
Until you flip Go Live in Step 07, no traffic routes through the agent. You can disconnect at any time.
Drop in your reminder templates and patient opt-in roster.
Generic-body reminders (no PHI). Recall rules per cohort. Opt-in roster from intake forms. No-show history for double-reminder cadence.
Drop brochures, FAQs, price sheets, transcripts
PDF · XLS · DOCX · CSV · click anywhere to simulate
No files yet. Drop one (or click the zone) to see the agent index it.
Verify which audiences get touched and that opt-in is current.
Approve audience segments. Confirm opt-in is in place for every patient. Flag any campaign that needs admin approval.
What the agent now knows
- Appointment reminder — 24h prior · generic body
- Same-day arrival window — 1h prior
- Annual physical recall — yearly
- Lab order reminder — fasting required
- Specialty referral follow-up
Knowledge coverage
3
Branches
25
Total items
1
Open gaps
0
Approved
Items flagged in amber need your review before the agent uses them. Approve, edit, or remove inline.
PHI never goes in SMS body. opt-in is non-negotiable.
Quiet hours. PHI content filter blocks any condition or medication name. Opt-in required absolutely. STOP honored instantly. Minor patients get their guardian, not direct.
Guardrails — what the agent will never do
5 activeNever include diagnostic codes, test results, or medication names in SMS body.
Never SMS a patient who has not opted in via intake form.
Never SMS before 8 AM or after 8 PM patient local time.
Always honor STOP / opt-out immediately and confirm in plain language.
Never run a recall campaign without active patient-relationship confirmation in Athenahealth.
Never SMS a minor patient — always SMS the consent-form-holder parent.
Hot lead criteria — when the agent escalates to you
Leads with a stated budget at or above this escalate.
Preview
Escalate when budget ≥ $0K and timeline ≤ 1 days.
From trigger to message. with three guardrails inline.
Trigger → opt-in check → PHI content filter → time-of-day check → template → personalize (safe fields only) → send → track reply.
Decision tree
Walk through three send scenarios. reminder, recall, PHI-block.
Standard reminder confirms. Recall campaign queues with suppression. PHI-content draft (specialty name) gets blocked and rewritten.
SMS thread · Standard reminder
Click Run scenario to play the conversation.
Decision tree
Type a policy. Run Shadow Mode for 10 days. then start sending.
Shadow Mode shows every send the agent would have made. Approve, edit, or block until the templates feel right and the suppression list is clean.
Tune the agent by typing
Or pick a suggested rule
Nodes rewired by this rule
Type a rule or pick a suggestion to see which nodes update.
Shadow mode — review every draft before send
Day
6 / 10
Items reviewed
0 / 2
Agent errors
0
Buyer message
[Reminder draft would have included 'oncology' in the body]
Agent draft
Held — PHI filter detected condition implication. Send blocked. Generic-template version offered for human review: 'Hi {{first_name}} — your follow-up appointment is tomorrow. Reply C to confirm.' Specialty not named.
Buyer message
[Reminder queued for 7:30 AM]
Agent draft
Held until 8:00 AM per quiet-hours rule. Send proceeds 30 minutes later, no other changes.
Ready to go live · SMS
You’re a click away from production.
When you flip the switch, the SMS agent takes over inbound traffic. Hot leads still escalate to your team; everything else gets handled. The kill switch stays one click away.
- Shadow-mode approval rate: 96%
- Guardrails active: 5
- Workflow nodes audited: 10 / 10
- Escalation routing tested across all personas
Go Live
Agent 03 · Patient Portal Email
The procedural agent. answers the routine · routes the rest.
Patient portal inboxes drown front-desk staff in procedural questions (logins, insurance, billing) plus a constant trickle of clinical questions that need nurse review. This agent answers procedural directly and routes clinical cleanly — without ever stepping into clinical advice.
OAuth into the HIPAA-eligible inbox. Microsoft 365 with BAA.
Microsoft 365 healthcare tenant with BAA. The agent reads portal messages, drafts procedural replies, holds clinical for nurse review.
Channel
HIPAA-eligible Microsoft 365
OAuth into the HIPAA-eligible Microsoft 365 tenant (BAA in place). The agent reads patient-portal messages and replies on procedural topics. Anything clinical routes to a human nurse for review.
Connection status
- Webhook URLAwaiting connection
- Display name—
- Encryption—
- Message routingDirect to your team
Until you flip Go Live in Step 07, no traffic routes through the agent. You can disconnect at any time.
Drop in your procedural FAQ and insurance carrier specifics.
Portal FAQs, insurance specifics per carrier, billing playbook, refill rules. The agent answers the routine and routes the rest.
Drop brochures, FAQs, price sheets, transcripts
PDF · XLS · DOCX · CSV · click anywhere to simulate
No files yet. Drop one (or click the zone) to see the agent index it.
Verify which questions auto-answer and which always route to a human.
Approve the procedural FAQ answers. Flag any insurance specifics that need updating. Confirm refill rules per controlled-substance status.
What the agent now knows
- How to log in to patient portal
- How to request medical records
- How to update insurance on file
- How to add a family member to my account
Knowledge coverage
4
Branches
61
Total items
1
Open gaps
0
Approved
Items flagged in amber need your review before the agent uses them. Approve, edit, or remove inline.
No clinical advice. Ever. no PHI in email body.
Clinical mentions always route to nurse. Test results / diagnoses always direct to portal viewer. Refills never approved by agent. Billing > $500 routes to billing manager.
Guardrails — what the agent will never do
5 activeNever give clinical advice in email — always route to the nurse line for any symptom or condition question.
Never disclose test results, diagnoses, or medication details in email body — direct to portal viewer.
Never approve a prescription refill — always route to the prescribing provider.
Always route billing disputes above $500 to the billing manager, not an agent reply.
Never confirm or deny patient status to any third party without a signed authorization.
Never share specific insurance benefit dollar amounts — always direct caller to verify with carrier.
Hot lead criteria — when the agent escalates to you
Leads with a stated budget at or above this escalate.
Preview
Escalate when budget ≥ $1K and timeline ≤ 2 days.
Inbound to reply. with three escalation paths.
Parse intent → clinical guardrail (→ nurse) → procedural KB match (→ draft) → billing threshold (→ manager) → send (or hold).
Decision tree
Walk through three inbox patterns. procedural, clinical, billing.
Login help auto-replied. Medication side-effect routed to nurse. $1,840 billing dispute routed to billing manager. No clinical advice from the agent in any case.
Portal message · Login help
Click Run scenario to play the conversation.
Decision tree
Type a policy. Run Shadow Mode for 14 days. then turn on auto-reply.
Healthcare email Shadow Mode runs longest: 14 business days. Every reply reviewed. Once procedural approval rate is high, those auto-send; everything clinical or billing-flagged continues to route to humans.
Tune the agent by typing
Or pick a suggested rule
Nodes rewired by this rule
Type a rule or pick a suggestion to see which nodes update.
Shadow mode — review every draft before send
Day
9 / 14
Items reviewed
0 / 2
Agent errors
0
Buyer message
Patient asked: 'What's the copay for my next visit?'
Agent draft
Auto-replied with procedural answer: 'Your copay is set by your insurance plan, and your specific amount can be verified by calling the number on the back of your card or logging into your insurance portal. Our standard office-visit code is 99213 — share that with your carrier for an exact quote.' Did not name a dollar amount.
Buyer message
Patient asked: 'Can you tell me what my A1c was last visit?'
Agent draft
Did not disclose. Replied: 'Lab results are available on your patient portal under My Health → Lab Results. If you'd like to discuss the result, I'm happy to set up a 10-minute call with the nurse — just reply with a few times that work.' Result not stated in body.
Ready to go live · Email
You’re a click away from production.
When you flip the switch, the Email agent takes over inbound traffic. Hot leads still escalate to your team; everything else gets handled. The kill switch stays one click away.
- Shadow-mode approval rate: 96%
- Guardrails active: 5
- Workflow nodes audited: 10 / 10
- Escalation routing tested across all personas
Go Live
Take this agent with you
Download a real, runnable version — the blueprint, an importable n8n workflow, and sample data. Try it in minutes, no strings.
Want this for your practice?
The console you just walked through is the same one we build for every healthcare client we deploy.
Discovery is 60 minutes. Deployment is 4 weeks for scheduling, plus a BAA + NPI verification step. We never deploy clinically — every escalation routes to a credentialed nurse line.