What the AI handles safely — and only these
Leadilla's scope at a clinic is deliberately narrow. The agent only answers categories you pre-approve, grounded in your own knowledge base (unlimited size, no per-article fee). In practice, that's the repetitive, non-clinical work your front desk is already doing on autopilot — just faster, 24/7, and in the patient's language.
- Appointment requests & rescheduling: acknowledge the request, confirm available slots from your calendar rules, and either book (if you allow it) or hand off to staff with the patient's preferred times already extracted.
- Directions, hours & parking: "Where are you?", "Are you open Saturday?", "Is there parking?" — answered instantly from your KB.
- Insurance basics: which plans are accepted, in-network vs out-of-network language, how to submit a claim. Plan-specific coverage questions are escalated.
- Prep instructions (pre-approved only): the AI can only send prep text that your clinical lead has explicitly approved and versioned. Nothing ad-libbed.
- Form requests: intake forms, consent forms, records release forms — sent from your pre-approved library with correct links.
- Patient portal login help: password reset walk-throughs, portal URLs, browser compatibility — pure IT-style admin, zero PHI required.
- Billing admin (high-level): where to find invoices, how to update a card on file, what the payment options are. Disputed charges and specific balances escalate.
Everything outside this list goes to a human. Read How to Automate Customer Support Email for the general model, or Features for the full capability list.