AI Patient
Acquisition Agent
An autonomous clinical intake and appointment booking system for private clinics, physiotherapy centres, dental groups, and specialist medical practices. Triages clinical urgency, checks private health insurance (Bupa, AXA, Vitality), quotes transparent self-pay fees, books appointments into your PMS, and sends automated pre-visit prep kits.
AI Patient Acquisition Agent
├── Modular Healthcare Intake Architecture
│ ├── 01. Patient Triage & Clinical Intake
│ ├── 02. Specialty & Clinician Advisor
│ ├── 03. Urgency & Insurance Scoring
│ ├── 04. Fee Transparency & Self-Pay Matcher
│ ├── 05. Live PMS Appointment Setter
│ ├── 06. Pre-Registration & Referral Chase
│ ├── 07. Clinical Prep Kit & DNA Reducer
└── 08. PMS, EHR & Clinician Handoff
Master Architecture
8 Modular Sub-Agents Powering Patient Intake
Private clinics and medical groups can deploy the complete autonomous intake engine or activate modular sub-agents to capture after-hours inquiries and reduce reception workload.
01. Patient Triage Intake
Captures patient inquiries across WhatsApp, web chat, and ads. Classifies primary complaint, duration, and urgency while applying emergency safety boundaries.
Clinical Triage Intake02. Specialty Advisor
Recommends appropriate clinical disciplines (e.g. Physiotherapy, Orthopaedics, Private GP, Dermatology) and presents specialist clinician credentials.
Specialist Routing03. Insurance & Triage Score
Verifies coverage with Bupa, AXA Health, Vitality, Cigna, or WPA. Computes a 0–100 Clinical Booking Urgency Score for appointment prioritization.
Insurance Pre-Auth04. Self-Pay Fee Matcher
Communicates initial consultation fees, diagnostic ultrasound/MRI pricing, and ongoing treatment block packages transparently upfront.
Fee Transparency05. Live PMS Appointment Setter
Syncs directly with Cliniko, Jane App, or Nookal live calendars to lock in 30–60 minute consultation slots with assigned clinicians.
Automated Booking06. Pre-Reg & Referral Chase
Sends digital patient intake forms, GP referral upload links, and medical history questionnaires via secure WhatsApp links.
Digital Intake Forms07. Clinical Prep Kit (DNA Reducer)
Dispatches 48h and 2h WhatsApp reminders with clinician bio, clinic GPS directions, and specific pre-visit fasting or attire instructions.
-62% DNA Reduction08. PMS & Clinician Handoff
Pushes structured patient records, insurance pre-auth codes, and clinical intake notes directly to Cliniko, Jane App, or Epic.
EHR & PMS SyncInteractive Experience
Simulate the Master Patient Acquisition Agent
Click any sub-agent module below to see conversational patient triage, insurance verification, live PMS booking, and EHR JSON payloads.
Simulated User Actions
Real-Time PMS & EHR Webhook Payload
Cliniko / Jane App JSONEcosystem
Healthcare & Practice Tech Stack Integrations
HIPAA and GDPR-compliant integrations across Practice Management Systems, insurance clearinghouses, and patient communication platforms.
Cliniko
Patient Records & SchedulesJane App
EHR & Telehealth BookingNookal
Allied Health Practice SyncWhatsApp Business
Patient Intake & RemindersHealthcode / Clearinghouse
Insurance Pre-Auth VerificationGoogle Calendar
Clinician Duty RotaStripe Health
Deposit & Self-Pay SettlementSlack
On-Call Clinician Priority AlertsArchitecture Core
Production Patient Intake System Prompt
The verified orchestrator prompt driving the 8 sub-agent healthcare booking pipeline.
Proven Results
Private Practice Intake Benchmarks
Knowledge Base
Frequently Asked Questions
Fill Every Clinician's Diary with Qualified Patients
Deploy the AI Patient Acquisition Agent Today
Connect Cliniko, Jane App, WhatsApp, and insurance verification in under 15 minutes. Let AI handle patient triage, insurance validation, and appointment booking while your clinical team delivers world-class care.