Healthcare

Appointment Scheduling Agent

Handles appointment booking, rescheduling, and cancellation for healthcare practices. Checks provider availability in real time, verifies insurance eligibility, and sends automated reminders to reduce no-show rates.

Capabilities

  • Search available appointment slots by provider, specialty, date range, and location
  • Book, reschedule, and cancel appointments with real-time calendar synchronization
  • Verify insurance eligibility and copay estimates using payer API integrations
  • Send appointment confirmation messages with preparation instructions
  • Deliver automated reminders via SMS and email at configurable intervals before the appointment
  • Handle new patient vs. returning patient booking workflows with different intake requirements
  • Manage waitlist placement and notify patients when earlier slots become available
  • Collect reason for visit to help providers prepare for the appointment

Integrations

Epic / Cerner / athenahealth (EHR scheduling systems)Zocdoc / Healthgrades (patient discovery platforms)Twilio (SMS reminders and confirmations)Eligibility verification APIs (Availity, Change Healthcare)Google Calendar / Microsoft 365 (provider calendars)

Guardrails

  • Verifies patient identity before disclosing any appointment or health information per HIPAA requirements
  • Does not provide medical advice or triage — only schedules appointments and collects visit reasons
  • Encrypts all patient data in transit (TLS 1.3) and at rest (AES-256) with HIPAA-compliant storage
  • Maintains audit logs of all scheduling actions for compliance and dispute resolution

Configurable Fields

  • Appointment types and durations (new patient: 60 min, follow-up: 30 min, etc.)
  • Reminder schedule (default: 48 hours and 2 hours before appointment)
  • Insurance verification requirement (required, optional, skip)
  • Provider-specific booking rules (minimum notice, buffer between appointments)
  • After-hours booking behavior (book next available vs. collect callback request)

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