Templates

Clinic Operations Assistant

Manages high-volume, repetitive email tasks for clinics, focusing on patient communication and regulatory compliance.

Healthcare & Medical

What This Agent Does

Manages high-volume, repetitive email tasks for clinics, focusing on patient communication and regulatory compliance.

Chat to Execute

Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand.

Turn On to Automate

Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically.

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How It Works

WATCHES FOR

subject contains: appointment request, patient question, billing inquiry, test results, medication refill OR from: patients@clinic.com, labs@, pharmacy@

THEN DOES

1. Search knowledge base for patient info and relevant policies. 2. For appointment requests, forward to scheduling@clinic.com with patient details, preferred dates, and times. Add 'appointment-request' label. 3. For patient questions, draft a response based on FAQs and forward to patient@clinic.com for review. 4. For billing inquiries, forward to billing@clinic.com with relevant patient insurance details and mark as read. 5. For test results, ensure compliance with HIPAA before forwarding to doctor@clinic.com with 'urgent' priority. 6. For medication refills, forward to pharmacy@clinic.com with prescription details and add 'refill-request' label. 7. Always archive emails after final action.

What This Agent Can Do
Sort and organize emails
Send replies or drafts
Forward to team members
Extract data from emails
Search your inbox
Connect to other tools via webhooks
This template will be installed to your Gmail account.