1. After-hours call answering with morning callback queue
Answers calls outside normal office hours, captures the caller's details and request, and prepares a callback queue for the front desk.
HEALTHCARE
Healthcare.
Useful work, defined.
A 45-minute discovery call plus a written report: your workflow map, a data-exposure review, automation priorities ranked by value, the tools list, and a setup checklist. The assessment call is advisory; implementation follows an agreed scope and your approval.
YOUR INDUSTRY MENU
Choose the service level.
A CPAI Host is required to manage the work, including scheduling and reporting. Sanitation depends on the service. The sanitation tier is included with AI Employees.
A human approves outward messages before sending. Timing and integration details are confirmed in the implementation scope.
Clinical decisions, diagnosis, treatment, and medical advice remain with authorized clinicians.
SERVICE LIBRARY
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Automations
Performs a specific task when an event occurs, such as preparing an appointment reminder before a scheduled visit. You define the trigger and the action.
Example from this menu: After-hours call answering with morning callback queue.
Front desk
2. Peak-hour overflow answering
Handles incoming calls when staff are busy, captures the caller's details and request, and routes the inquiry through the agreed process.
3. New patient phone intake
Collects patient demographics, insurance information, and the reason for the visit for staff review and appointment preparation.
4. Appointment booking by phone or chat
Collects the appointment request by phone or chat, checks the configured schedule, and books an available time under the agreed booking rules.
5. Reschedule and cancel handling
Processes appointment changes and cancellations under the practice's scheduling rules and updates the calendar to reflect the available time.
Reminders and recare
6. Appointment reminders by SMS, email, and voice
At 48 hours, 24 hours, and day-of. One no-show costs more than the automation.
7. No-show rebooking outreach
Identifies a missed appointment and prepares same-day follow-up offering the patient a way to arrange another appointment.
8. Recare campaigns
Identifies patients due for routine or overdue care and prepares invitations to schedule, using the practice's approved recall criteria.
9. Waitlist backfill
A cancelled slot is offered to waitlisted patients within minutes.
Intake and paperwork
10. Pre-visit digital intake
Collects the information requested in the practice's digital intake forms and files it to the patient record before the visit.
11. Insurance eligibility checks
Checks the patient's recorded insurance eligibility through the approved connection before the appointment and makes the result available to staff.
12. Consent form collection and filing
Requests the practice's approved consent forms, collects completed forms, and files them to the patient record for staff review.
Follow-up
13. Post-visit check-ins
Prepares a follow-up check-in after a visit using care instructions approved by the practice and routes responses for staff attention.
14. Prescription refill triage
Collects refill requests, organizes the information for authorized clinical staff, and flags requests that meet the practice's urgency rules.
15. Treatment plan follow-up
Patients with unscheduled treatment get followed up. Practices leave six figures of this on the table.
16. Specialist referral follow-up
Tracks recorded specialist referrals and prepares follow-up to check appointment progress and flag outstanding steps for staff.
Reviews
17. Post-visit review requests for Google and Healthgrades
Prepares Google or Healthgrades review requests after visits using a consistent process, without screening patients by satisfaction.
18. Complaint interception
Dissatisfied patients are routed to the office manager for follow-up. Honest public feedback remains available to all patients.
Billing and admin
19. Outstanding balance reminders
Checks recorded patient balances and prepares payment reminders through the practice's agreed billing and messaging process.
20. Inbox triage
Patient messages sorted and routed to the right staff member.
Workflows
Connects several tasks in an agreed sequence, such as collecting an inquiry, checking the required information, arranging an appointment, and preparing follow-up messages.
Example from this menu: New patient onboarding.
Patient acquisition
1. New patient onboarding
An inquiry comes in, intake is collected, insurance is verified, the appointment is booked, confirmations and reminders are set, first-visit prep is sent. One pipeline, no dropped handoffs.
2. Lead nurture
A web or ad lead arrives, a response is prepared for approval, qualification questions are asked, booking is offered, and non-bookers enter a follow-up sequence.
Scheduling
3. Recare workflow
Overdue patients are identified, multi-touch outreach goes out across SMS, email, and voice, then booking and confirmation. Hygiene chairs stay full.
4. Waitlist management
A cancellation is detected, the waitlist is prioritized by urgency and fit, outreach goes in order, the slot is filled, confirmations are sent.
5. Referral intake
A referral is received, the patient is contacted, insurance is checked, the specialist visit is scheduled, and confirmation goes back to the referring office.
Clinical
6. Pre-visit prep
48 hours out the visit is confirmed, forms are sent, insurance is re-verified, missing items are flagged to staff, and a day-of checklist is ready.
7. Post-visit follow-up
The visit completes, care instructions are sent, a recovery check-in goes out, a review request is queued, and treatment plan follow-up is scheduled.
8. Prescription refill workflow
A request arrives, patient and medication are verified, it is routed to the provider, approval is given, the pharmacy is notified, the patient is confirmed. Approval loop on every send.
9. Lab and imaging results
Results land, the provider reviews, the patient gets the approved notification, follow-up is scheduled if needed. Approval gate before the patient hears anything.
Revenue
10. Treatment plan acceptance
The plan is presented, the estimate is sent, a follow-up sequence runs, financing options are offered, treatment is booked.
11. Balance collection
An aging balance triggers a polite reminder sequence with a payment link, and unanswered balances escalate to staff.
12. Insurance claim follow-up
The claim is tracked, denials are flagged, an appeal is drafted and resubmitted. Denied claims are found money.
Reputation and admin
13. Review generation
After the visit, request honest feedback consistently. Route complaints to the office manager for follow-up without screening who may leave a public review.
14. Missed call recovery
A missed call prepares a text-back for the approved messaging process, followed by booking or a queued callback.
15. Patient reactivation
Dormant patients are identified, a win-back campaign runs, booking is offered.
16. Review Defense
We prepare and track disputes for reviews that may violate platform policies; the platform decides whether to remove them. Genuine reviews get a professional response. Monitoring across Google and Healthgrades for new reviews. Each negative review is checked against the platform's removal policies. Dispute filings are drafted for fake, spam, or policy-violating reviews, human-approved before submitting. Appeals are tracked on denials with documentation. Genuine reviews get a professional drafted response instead of a dispute.
Agents
Works toward a defined goal and chooses its next step using approved information and tools. For example, it can check appointment availability and recommend how to fill an opening.
Example from this menu: AI Receptionist Agent.
Front of house
1. AI Receptionist Agent
Goal: no call goes unhandled. Answers 24/7, books, reschedules, cancels, answers FAQs, takes messages, separates urgent from routine.
2. Schedule Fill Agent
Goal: keep every chair full. Watches for cancellations, works the waitlist in priority order, runs rebooking outreach, flags high-value slots that will not fill themselves.
3. Recare Agent
Goal: bring overdue patients back. Finds lapsed patients, personalizes the outreach, handles "I've been meaning to call" objections, books the visit.
Revenue
4. Treatment Plan Agent
Goal: convert presented treatment into booked treatment. Follows up on unscheduled plans, answers cost questions, presents financing options, books.
5. Billing Agent
Goal: shrink outstanding receivables. Sends reminder sequences, offers payment plans within office policy, escalates the stubborn ones to staff.
Clinical support
6. Intake Agent
Goal: every chart complete before the visit. Collects forms, verifies insurance, chases missing items, flags discrepancies for staff.
7. Refill Agent
Goal: organize refill requests for timely provider review. Triages requests, checks them against protocol, routes to the provider for approval, notifies the patient. Approval loop on every send.
8. After-Hours Triage Agent
Goal: safe after-hours handling. Assesses urgency against office protocols, books the routine, escalates the urgent to on-call, documents everything. It routes. It never diagnoses.
9. Recovery Check-in Agent
Goal: catch problems early. Checks in post-visit or post-op, reads the patient's responses, escalates anything concerning to clinical staff the same day.
Reputation
10. Reputation Agent
Goal: grow five-star presence and contain damage. Times review requests consistently after visits, routes dissatisfied patients to staff for follow-up, drafts responses for the office to approve.
AI Employees
Handles the recurring responsibilities of a defined business role, such as intake, scheduling, and follow-up. It combines the automations, workflows, and agents assigned to that role, with agreed human approvals.
Example from this menu: AI Patient Coordinator.
Patient-facing
1. AI Patient Coordinator
Jobs: schedule, reschedule, and cancel; send reminders; prep charts (intake plus insurance); run recare outreach; work the waitlist; follow up post-visit. Frees the human coordinator for in-person patient care.
2. AI Front Desk Receptionist
Jobs: answer every call 24/7, book appointments, take messages, route urgent matters to the right person, greet website chat visitors. Escalates calls that need staff attention.
Revenue
3. AI Billing Specialist
Jobs: verify eligibility before visits, track submitted claims, chase denials and draft appeals, remind patients of balances, set up payment plans within office policy.
4. AI Treatment Coordinator (dental)
Jobs: follow up every unscheduled treatment plan, answer cost questions, present financing options, book the work, track acceptance rate.
5. AI Recare Coordinator
Jobs: find overdue patients, run multi-touch outreach, book recare visits, confirm attendance, drive no-shows down.
Coordination
6. AI Referral Coordinator
Jobs: log every inbound referral, contact the patient, schedule the visit, track outbound referrals to completion, report back to the referring office. No referral falls through.
7. AI Reputation Manager
Jobs: request reviews at the right moment, route dissatisfied patients to staff for follow-up, draft responses for the office to approve, watch the ratings.
After hours
8. AI After-Hours Navigator
Jobs: answer overnight and weekend calls, assess urgency against office protocols, book the routine, escalate the urgent to on-call, document everything. Routes and escalates. Never diagnoses.
HOST AND SYSTEM
Host and
complete-system options.
CPAI Host manages your selected services, including scheduling work and reporting results. It is $299/month without PII sanitation or $499/month with PII sanitation. The sanitation tier is included with AI Employees.
The Complete Automation System includes all AI Employees within one industry and the automations, workflows, and agents in their job bundles. Compliance modules and remaining automations, workflows, and agents are billed separately. Once added to the Host system, servicing of those add-ons is included in the monthly system service.
Gives staff a conversational AI assistant, like your own ChatGPT or Claude, to ask questions, draft text, and summarize approved business information in a client-controlled environment.
Compare the Host and local LLM services · Compare all services and pricingCOMPLIANCE AND MAINTENANCE
Compliance work
and ongoing service.
Relevant modules listed for this industry: HIPAA, PCI DSS, GLBA, SOC 2, ISO 27001. Modules are one-time add-ons scoped to client requirements. A module does not itself establish compliance or independent certification.
Explore the available compliance modulesMaintenance is included in the local LLM host service and the Complete Automation System. AI Employee pricing includes ongoing service and support. Other services have an optional maintenance service for CPAI Host realignment, updates, and patching. Clients receive email notices when updates are available and may choose to perform updates in-house.
View IT response timesENGAGEMENT DETAILS
Terms and
local LLM certification.
A one-year term applies only to AI Employees, the Complete Automation System, and the local LLM service. All other services, including the Host, cancel with 30-day written notice by email with a digital signature to begin offboarding.
AI model usage and messaging are passed through at cost. Call for pricing for adds, changes, and technician work. Two revision rounds are included with one-time items; further revisions are billed at that rate in 15-minute increments.
Certification applies only to the Certified Private AI local LLM host service. A Certificate of Conformance records a named environment, scope, assessor, date, and result against the four conditions. The implementer may also perform the assessment. It is not independent third-party certification or a legal compliance determination.
Read the local LLM conformance conditionsPRICING FOR YOUR BUSINESS
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