Industries · Clinics
An AI Operations Assistant for clinics.
Schedule gaps, intake paperwork, vendor orders and the business side of the practice. The assistant handles the operations work and stays out of clinical decisions.
Clinics
A full schedule and a quiet front desk
Clinic front offices lose time to gaps, paperwork and supplies. The assistant works the operations side only and routes anything clinical to your staff.
6:30 AM
Gap fill
Overnight cancellations are matched against the waitlist and offers are drafted for staff to send.
Day before
Paperwork check
New patients missing intake forms get a reminder drafted with the form link and no health details.
Weekly
Supply levels
Usage against reorder points is checked and reorders are drafted at the last invoiced price.
As they post
Review replies
Replies are drafted that never confirm someone is a patient.
What it does Monday morning
Monday at 7 AM for a clinic front office
Cedar Wellness Clinic is a fictional business used to show the work.
Daily Ops Brief
Cedar Wellness Clinic · Mon 7:00 AM
- draft
3 open slots Wednesday
TodayCancellations at 10, 11:30 and 2. Waitlist offers drafted for the first 4 names.
- draft
2 intake forms missing
TodayNew patients booked for tomorrow. Reminder drafted with the form link. No health details included.
- approval
Supply reorder point
MoneyNitrile gloves projected under reorder level by Thursday. Reorder drafted at last price.
- draft
Review posted
FYIA new 5-star Google review. Response drafted. It does not confirm the person is a patient.
Scheduled jobs
Illustrative- 6:30 AMSchedule gap check. Finds cancellations and drafts waitlist offers.
- 7:00 AMDaily ops brief. Open slots, missing paperwork, supply and vendor items.
- 4:00 PMIntake form reminders. Drafts reminders for tomorrow's new patients.
- Mon 8 AMReview responses. Drafts replies that never confirm anyone is a patient.
7:02
Monday
Daily Ops Brief is ready
4 items. 4 need a tap from you.
Approval needed
Reorder 20 boxes of nitrile gloves
Flagged for you
One message is outside my rules. I did not reply.
Cedar Wellness Clinic is a fictional business. The brief, names and amounts are illustrative.
Approval · Pro and Max
You tap. It does the rest.
On Basic the same change arrives as a draft for you to make yourself.
Needs your approval
approvalReorder 20 boxes of nitrile gloves
Places the order draft with your usual supplier at the last invoiced price for your approval.
When it is unsure
It stops and flags you.
“A patient emailed asking whether they should stop their medication before the visit.”
That is a clinical question, so I will not answer it. I flagged it as urgent for your clinical staff and drafted only a note saying someone from the clinic will call them today.
It will never
- Answer clinical or medication questions
- Read or write clinical records unless a signed BAA and scope allow it
- Confirm in public that someone is a patient
Systems
What it connects to here.
Typical systems: Google Workspace or Microsoft 365, Cal.com or Calendly, Google Drive or SharePoint, Stripe. Each is marked with its real status.
- Google CalendarBETA
- Google DriveBETA
- SharePoint and OneDriveBETA
- Microsoft TeamsBETA
- StripeBETA
- Cal.comROADMAP
- CalendlyROADMAP