Custom, built in days
Intake and booking agent for Epic
The intake and booking agent for Epic is a ready-made agent on Health Loops.
Riverside Family ClinicIntake and booking agentWhatsApp
- Customer: Hi, I’d like to book. A cough that has lasted two weeks.
- Red-flag check: none foundSymptom red flags
- Read open slotsEpic
- Intake and booking agent: Thanks Johan. I can book you in at Riverside Family Clinic on Tuesday at 10:30 or Wednesday at 15:00. Which suits you?
- Customer: Tuesday.
- Booked and intake filedEpic
- Intake and booking agent: You’re booked for Tuesday at 10:30. I’ll send a reminder the day before. If anything gets worse before then, message me straight away.
What it can do with Epic
- Reads open slots in Epic, books the visit and files the intake for the clinician
- Read upcoming appointments and the reason for each visit from Epic
- Write the intake given before the visit into the record, for the clinician to review
- Attach a call transcript, a scan report or a summary to the right record
Questions
What does the intake and booking agent do with Epic?
Reads open slots in Epic, books the visit and files the intake for the clinician.
Is the Epic connector live?
Not yet as a ready-made connector.
Does the intake and booking agent triage people clinically?
No.
Does the agent write into Epic?
Only what you allow: usually intake answers, call summaries and documents, for your clinicians to review.
Does the agent triage or diagnose patients?
No.
Ollie’s agents give wellness guidance. They don’t diagnose or prescribe, and hand off to a human expert when needed.
The intake and booking agent by vertical
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