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Telehealth · Custom agent · by proposal

Patient Concierge

Pre-consult questions and bookings, web and phone. New patients arrive with the same questions and a booking to make, at every hour of the day.

Agent facts

Patient Concierge

Telehealth · Custom build

Reads
Your published service information, open appointment times
May change
Bookings, a conversation summary on the contact
Never
Gives clinical advice, discusses medication, assesses symptoms
Approval
Clinical questions go to a nurse
Written to
The HubSpot record, every action, with a timestamp
Run cost
AI usage at cost, with a cap you set
Off switch
One toggle. Nothing is lost

An example run, start to finish.

Press replay to watch each step, and where a person approves.

The work
New patients arrive with the same questions and a booking to make, at every hour of the day.
The agent
Pre-consult questions and bookings, web and phone. It changes: bookings, a conversation summary on the contact.
A person approves
Clinical questions go to a nurse.
Example run · website chat
VisitorDo I need a referral, and how soon can I get a consult?
Patient ConciergeNo referral needed. The next consult is Thursday 2:30pm or Friday 9am. Shall I book one?
VisitorThursday. Also, is this safe with my blood pressure tablets?
Patient ConciergeThat is one for a nurse, not me. I have asked one to call you before Thursday.
  • Consult booked · Thu 2:30pmDone
  • Clinical question passed to a nurseWaiting on a person

$3k to $9k to set up.

$175 to $300 a month to run, plus AI usage at cost, with a cap you set. All prices in Australian dollars, excluding GST.

How long until it is live?

Three to eight weeks, including testing on your real records and a pilot with a person in the loop.

What happens when it gets something wrong?

Anything that matters stops at a named person before it takes effect. Every action is written to the HubSpot record with a timestamp, so mistakes are visible and reversible, and one toggle switches the agent off.

Who approves its work?

Clinical questions go to a nurse.

What does it need from us?

A HubSpot account on Professional or Enterprise, someone who knows the process today, and an hour to agree the rules: what it may touch, and what it must never do.

Agents that read the same record.

They share one HubSpot record, so each picks up where the other left off.

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