The challenge
Front desks drowned in reschedule calls and incomplete intake forms. Clinical staff repeated the same admin questions; no patient-facing AI was allowed to give medical advice — but admin still needed relief.
What we did
Placed a project-based healthcare ops AI specialist for five months, plus an outsourced automation engineer, to automate booking reminders, form completeness checks and admin FAQ — strictly scoped away from diagnosis or treatment advice.
How it ran
- 1
Policy workshop with medical director
- 2
Pilot two clinics
- 3
Scale with audit logs
Risks handled
- Hard block on clinical advice
- Data residency and access logs reviewed weekly
- Prompts and forms owned by the group for vendor exit
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