Intake & Automation

AI Patient
Assistant & Automation

It handles every inquiry the moment it comes in, walks patients through pre-screening against your trial's exact criteria, and books qualified patients directly into your calendar — without anyone on your team being available.

See It In Action
What It Is

Your Staff Only Sees
Qualified Patients

Your staff only ever sees patients who are pre-screened, interested, and already scheduled. No more chasing unqualified leads, no more missed inquiries, no more manual follow-up loops that fall apart when someone is out.

The AI Patient Assistant is available 24 / 7. It responds in seconds, not hours, and it never forgets to follow up. Every patient who reaches out is handled immediately and consistently, regardless of what your team is doing.

AI Patient Assistant
& Automation

Pre-screen and schedule at scale — the AI Patient Assistant handles every inquiry, walks patients through eligibility questions, and books the qualified ones directly into your calendar while your team focuses on enrolled patients.

How It Works

From Inquiry
To Appointment

01

Instant Response

The moment a patient submits an inquiry — any time of day or night — the AI Patient Assistant responds within seconds. No delays, no auto-replies. A real conversation starts immediately.

02

Guided Pre-Screening

The AI walks each patient through your trial's exact inclusion and exclusion criteria in a natural conversation. It handles objections, answers questions, and flags red flags — all without your team involved.

03

Direct Scheduling

Patients who pass pre-screening are offered times from your actual calendar and book themselves in. Your team sees a confirmed, pre-screened appointment — nothing else reaches the calendar.

What Changes

What Your Team
Stops Doing

When the AI Patient Assistant handles intake, your team gets their time back. Here is what changes the moment the system goes live.

No More Missed Inquiries

Every patient who reaches out is responded to immediately. No inquiries fall through the cracks because someone was busy, out of office, or the voicemail was full.

No Manual Pre-Screening

Your staff stops spending hours on the phone asking eligibility questions. The AI handles it for every patient, consistently and completely, using your exact criteria.

Calendar Fills With Qualified Patients

Your team arrives to pre-screened, confirmed appointments — not speculation. Every slot on the calendar represents a patient who has already answered your eligibility questions and said yes.

24/7 Coverage, Zero Overhead

The system handles patient intake at 2am on a Sunday the same way it does at 9am on a Tuesday. No overtime, no on-call burden, no response gaps that cost you a qualified patient.

What’s Included

Every Tool Your AI
Patient System Runs On

The AI Patient Assistant is the core, but a complete automation system covers every touchpoint from first inquiry to scheduled appointment. Every capability below is available as part of your build.

See The AI Patient Assistant In Action

On a 1-hour call we will show you exactly how the AI Patient Assistant handles intake for trials like yours — the conversation flow, the pre-screening logic, and how qualified patients land on your calendar.

Book Your Discovery Call

Free · 1 hour · No commitment required