Healthcare Appointment Chatbot
Help patients book appointments, understand procedures, and prepare for visits with an AI assistant trained on your practice information.
How it works
Train the AI on your practice information, services, insurance accepted, preparation instructions, and scheduling policies. Patients get instant answers to common questions and can initiate appointment booking through conversation.
Sample conversations
What insurance do you accept?
How do I schedule an appointment?
What should I bring to my first visit?
Do you offer telehealth appointments?
What are your office hours?
How do I get my medical records?
What this template includes
Insurance and billing FAQ handling
Appointment scheduling guidance
Pre-visit preparation instructions
Service and procedure explanations
Office hours and location information
Patient portal navigation help
Key benefits
Example system prompt
Customize this prompt with your company name, tone, and specific instructions. Chatsy lets you edit the system prompt for any chatbot.
Implementation guide
Upload your practice information including services offered, accepted insurance plans, provider bios, office locations, hours, and patient preparation instructions. Create separate content sections for each service type (routine checkups, specialized procedures, telehealth visits) so the AI can provide targeted preparation guidance. Include your cancellation policy and any no-show fees to set clear expectations.
Patient Privacy Configuration
Configure the chatbot to avoid collecting or discussing protected health information (PHI). The AI should answer general questions about services, insurance, and scheduling but redirect clinical questions to the patient portal or a direct call. Add explicit guardrails in your system prompt: "Never ask about symptoms, diagnoses, medications, or medical history. Direct all clinical questions to the patient portal or office phone number." This keeps your chatbot informational and scheduling-focused.
Maximizing Front Desk Relief
Analyze your phone call logs to identify the top 10 reasons patients call your office. Typically these include confirming insurance acceptance, checking hours, scheduling appointments, and getting directions. Ensure your knowledge base covers every one of these topics in detail. Place the chatbot prominently on your website with a greeting like "Questions about scheduling or insurance? I can help instantly." Track call volume before and after deployment to measure front desk relief.
Expected results
Best for
Frequently asked questions
Is this HIPAA compliant?
Chatsy can be configured to avoid collecting protected health information (PHI) in chat. For full HIPAA compliance, use the chatbot for general information and scheduling, and direct clinical questions to secure patient portals.
Can it give medical advice?
No, and it should not. Configure the AI to explicitly avoid medical advice, diagnoses, or treatment recommendations. It answers practice-related questions only.
Is patient data handled securely?
Yes. Chatsy uses encryption at rest and in transit, and does not use customer data to train AI models. You maintain full control over data retention and access policies.