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What Is the Autochart.ai Voice Agent?

Learn what the Autochart.ai Voice Agent is, what it can do for your clinic, and how it supports pre and post appointment workflows.

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Written by Admin
Updated today

Overview

The Autochart.ai Voice Agent is an AI powered virtual voice agent designed to support your clinic with pre and post appointment tasks.

It handles common front desk workflows through natural phone conversations, helping reduce administrative workload while ensuring patients receive timely, professional support.

The Voice Agent can assist with:

  • Booking appointments

  • Collecting intake information

  • Sending reminders and follow up instructions

  • Answering common administrative questions

  • Escalating complex issues to your team

It works alongside your staff, not in place of them. When a situation requires human review, the Voice Agent automatically routes the interaction to the appropriate person.


Why Clinics Use the Voice Agent

Many clinics struggle with:

  • High call volumes

  • Missed calls during busy hours

  • Administrative burnout

  • Delayed follow ups

  • Inconsistent patient communication

The Voice Agent helps by:

  • Responding to patients promptly

  • Operating outside regular office hours if configured

  • Following consistent scripts and workflows

  • Reducing repetitive front desk tasks

  • Creating a documented record of interactions

This allows your team to focus on patient care and higher value tasks.


How the Voice Agent Works

1. A Patient Calls or Is Contacted

The Voice Agent can:

  • Answer incoming calls

  • Make outbound calls for reminders or follow ups

  • Trigger calls based on appointment status or workflows

Patients interact naturally through conversation, just like they would with a receptionist.


2. The Agent Follows Your Clinic’s Workflow

The Voice Agent is configured based on your clinic’s:

  • Office hours

  • Appointment types

  • Booking rules

  • Escalation preferences

  • Scripts and tone

It gathers information step by step, confirms details with the patient, and completes the task according to your settings.


3. Documentation and Logging

Each interaction is:

  • Logged within your system

  • Time stamped

  • Available for staff review

Your team can see what was discussed, what actions were taken, and whether follow up is required.


4. Escalation to Human Staff

If a patient:

  • Asks for clinical advice

  • Has a complex request

  • Becomes distressed

  • Uses language outside of configured workflows

The Voice Agent will escalate the call or create a task for your team to follow up.

The system is designed to support administrative workflows only and does not provide medical advice.


Privacy and Security

The Voice Agent follows the same privacy and security standards as the Autochart.ai platform.

  • Conversations are securely handled

  • Access is controlled

  • All interactions are logged

  • The system operates within healthcare privacy guidelines

For detailed information, please refer to our Trust Centre.


What It Does Not Do

The Voice Agent:

  • Does not provide medical advice

  • Does not diagnose or treat

  • Does not replace clinical judgment

  • Does not override your clinic’s booking rules

It is designed specifically to support administrative and receptionist level tasks.


Who Is It For?

The Voice Agent is ideal for:

  • Family practices

  • Specialist clinics

  • Multi provider clinics

  • High volume outpatient settings

  • Clinics looking to reduce front desk strain

If you are unsure whether the Voice Agent fits your workflow, contact our team for guidance.


Need Help?

If you have questions about setting up or configuring the Voice Agent, our team is here to support you.

You can:

We’re happy to walk through your workflow and help tailor the Voice Agent to your clinic’s needs.

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