Clinical Front Office & Triage Support
Scheduling, forms and reminders for a clinic — symptoms go to licensed staff
Clinical Front Office support handles the administrative front desk of a licensed practice: scheduling, intake forms, insurance details for the billing team, reminders and prescription-refill requests routed to the clinical team.
Licensed clinicians make every clinical decision. The assistant never diagnoses, advises on symptoms or medications, or decides urgency; anyone describing an emergency is told to call 911, and other symptoms go straight to licensed staff. It runs only under a signed HIPAA business associate agreement.
Supports a licensed professional only — never gives the advice itself.
Serves a licensed practice under a HIPAA business associate agreement. Diagnosis, treatment advice and clinical triage are the practice of medicine or nursing (Cal. B&P §2052, §2725); the assistant never does them and routes symptoms to licensed staff or 911.
Reports to the licensed professional it serves, not to a seat on this org chart.
This seat is built and can be switched on for your business as a free evaluation. It is not for sale and has no price yet. Ask below; a person reviews every request and replies by email. Nothing is charged.
SARA is our AI assistant. Calls are recorded.
Morning: books and confirms appointments. A caller describes chest pain — told to call 911 now, and the clinic is alerted. Midday: sends intake forms. Afternoon: routes refill requests to the nurse's queue. Daily: no-show and waitlist report.
- ·Schedule, confirm and reschedule appointments
- ·Send intake forms and collect insurance details
- ·Route symptoms and clinical questions to licensed staff
- ·Tell anyone describing an emergency to call 911
- ·Route refill requests to the clinical team
- ·Handle protected health information under the BAA
- ●Calls answered
- ●No-show rate
- ●Clinical questions routed to licensed staff (target: 100%)
- · Medical and dental practices
- · Physical therapy clinics
- · Veterinary practices