AI Agents must fit into your existing systems.

An AI chatbot is typically web/app messaging. An AI voice agent handles real-time phone calls with speech recognition and voice responses. Many clinics use both, so patients can reach you via phone + SMS + chat with consistent policies and workflows.

Common workflows include appointment scheduling, rescheduling, new patient intake, FAQ handling, after-hours triage routing, refill request routing, care-gap outreach, reactivation, and program follow-ups (e.g., chronic care check-ins). The best results come from workflow-first design, not generic chat.

They protect PHI with secure infrastructure, encryption, least-privilege access, audit logs, and controlled data retention, plus clear escalation rules for sensitive scenarios. Compliance also depends on vendor readiness and your configuration, including a BAA when required.

Automation improves patient appointment scheduling by handling repetitive tasks instantly: booking, confirming, rescheduling, reminders, and waitlist fills. This reduces call volume, shortens wait times, and helps staff focus on exceptions.

AI patient intake is an automated conversation that collects visit reason, symptoms, demographics, and insurance details and turns them into structured intake data. Clinics use it to reduce missed information, speed up response times, and save staff phone time.

HIPAA compliant AI agents are AI Voice Assistants designed to handle patient conversations and automate workflows while protecting PHI with the required administrative, technical, and physical safeguards. In practice, this includes secure deployment, access controls, audit logs, encryption, and typically a BAA with the vendor when applicable.

Puppeteer is compliant with HIPAA and PIPEDA standards, ensuring patient data remains secure and confidential.

Absolutely! Puppeteer includes a dashboard with real-time metrics, allowing you to track patient engagement, monitor flagged cases, view data from connected medical devices, and generate custom reports for operational insights.

Yes. Puppeteer adapts to your clinic’s specialties and workflows, whether you operate a telehealth platform, in-person clinic, or hybrid model.

Yes, Puppeteer provides a detailed interface where you can review all agent-patient interactions. This ensures transparency and allows you to track communication quality and effectiveness.

If the platform detects critical issues—such as abnormal readings from medical devices or concerning patient-reported symptoms—it automatically triggers workflows. This includes notifying care teams, initiating telehealth sessions, or scheduling urgent follow-ups to address the problem promptly.