AI Agents & Automation
A HIPAA-compliant chatbot on your website, patient portal or text line. It answers common questions from your approved content, books and reschedules appointments, collects intake details, and routes anything clinical or complex to your team with the full conversation attached.
Best for: Practices, groups and digital health teams with high message volume.
What we support
Engage the full scope or pick the functions you need. Each item below can be included, excluded or phased in your proposal.
- 01
Website and portal chat, plus two-way text messaging.
- 02
Answers trained only on your approved content: hours, locations, insurance accepted, visit prep.
- 03
Appointment booking, rescheduling and cancellations through your scheduler where integrations allow.
- 04
Intake and pre-visit questionnaires collected before the appointment.
- 05
Billing and balance questions routed to the right team.
- 06
Escalation to a staff queue with the transcript and a short summary.
- 07
English and Spanish, with other languages where configured.
- 08
Conversation reporting: top questions, resolution rate and handoffs.
How we work
We gather your approved answers and rules, connect scheduling where available, test against real patient questions with your staff, and launch with every handoff path monitored.
Connect scheduling
Test with real questions
Launch with handoffs
Review transcripts monthly
What you receive
Deliverables, not promises.
- Approved answer library
- Escalation rules
- Integration map
- Test results
- Monthly conversation report
What we measure
Defined before baselined.
Every metric gets an agreed definition, denominator and reporting period before we compare performance.
- Questions resolved without a handoff
- Handoff speed
- Appointments booked
- After-hours conversations
- Patient satisfaction
Often chosen by
Organizations that usually start with AI Chatbot.
FAQ
The questions practices raise most often about AI Chatbot.
No. It answers from your approved, non-clinical content and follows your escalation rules. Symptoms and clinical questions are routed to your team or emergency guidance, as you define.
Yes. An engagement can address one workflow, a defined project or an ongoing delivery function. Additional services can be scoped as your requirements evolve.
Pricing depends on scope, volume, staffing, coverage, complexity and third-party costs. We provide a proposal that separates implementation, recurring services and optional work.
Yes. Carevory is HIPAA compliant. We sign a Business Associate Agreement before anyone on our team accesses protected health information, work only inside the systems you authorize, and cover subcontractor arrangements too.
Related in AI Agents
Clinical judgement, triage and prescribing remain with your licensed staff. Scope, coverage and responsibilities are agreed in writing before launch.
Start with one workflow
Tell us what is slowing your organization down or what you want to build. We will help define a focused starting point.
Business inquiries only. Please don't include patient information.