AI agents for healthcare

End-to-end resolution for every patient request

Agentic AI that books visits, refills prescriptions and resolves billing questions in your systems, so your staff can focus on patient care.

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G2-Bewertung: 4.9 von 5SOC 2 Type II & SOC 3GDPRCCPAHIPAA

Das Vertrauen von über 100 Unternehmen, darunter

Agentic AI in action

Completed inside your systems of record

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Scheduling and intake

  • Books from live EHR availability
  • Checks the referral and eligibility
  • Sends intake forms before the visit
  • Hands symptom questions to a nurse

Use cases

Built for everyday patient requests

  • Lab visits

    Check the requisition is on file and in date, relay the prep printed on the order and book the nearest open time.

  • Results status

    Tell patients their results are posted and their clinic has them. What results mean stays with the care team.

  • Cancellations and waitlists

    Move or cancel visits with full options, and offer freed-up slots to patients on your waitlist.

  • Reminders and visit prep

    Send appointment and refill reminders, and the prep instructions written on the clinician’s order.

  • After-hours calls

    Answer nights and weekends, book or move visits, and send anything urgent straight to your nurse line.

  • Vaccine bookings

    Check eligibility and book flu and other routine shots at the nearest pharmacy with an open slot.

  • New patient registration

    Register new patients, collect details and insurance, and book their first visit with the right provider.

  • Prior authorization status

    Tell patients where a request sits, what is missing and when a decision is due. The insurer decides.

Human in the loop

Escalates with full context

Symptoms, medical advice, prescribing decisions, test results and financial assistance stay with your care and billing teams. Expertise hands over a verified, documented case with the work done so far.

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A clinician holding an X-ray up to a bright window

Why Expertise

Service your patients can see

  • Face to face

    AI video service on your website and app, in your brand and your patient’s language.

  • On their screen

    It walks the patient through each step and shows every change live, on their screen.

  • In your systems

    It verifies the patient, acts in your EHR and other systems and logs every step for audit.

Nachgewiesene Ergebnisse im Live-Betrieb

Alle Kundenstories
David Sklar & Associates case study

From 9 staffed hours to 24/7 coverage

A debt relief firm now answers the 2 AM inquiries its daytime chat team missed. 1 in 5 conversations books a consultation.

Story lesen →
Holistiplan case study

2.7× more leads at 90% lower cost

Tax-planning software for advisors answers pricing questions around the clock and routes support questions to its team.

Story lesen →
“It frees up my team to handle other responsibilities and reduces the need for headcount.”
Logan OllingerLogan OllingerCustomer Experience Manager, Gutterglove

How it works

Every step under your control

Full audit trail of every lookup, response and action.

  1. Authenticate

    Verify patients with your existing methods, such as the signed-in portal or a one-time code.

  2. Understand the request

    Pull only what the request needs, such as the referral, the prescription profile or the bill.

  3. Take action

    Book, refill, request renewals or set up payment plans in your EHR, pharmacy and billing systems, within the limits you set.

  4. Confirm

    Patients review the change, such as the new visit time, before anything is saved.

  5. Document

    Close the case with a reference and a full record for audit, privacy and complaint reviews.

Governance und Kontrolle

Legen Sie fest, worauf Agenten zugreifen dürfen, was sie tun dürfen und wann ein Mensch übernehmen muss.

AICPA SOCGDPRCCPAHIPAA
Zum Trust Center

  • Human review where it counts

    You decide what an agent completes on its own and what needs a person to approve, such as a payment plan above a set amount.

  • Approved content only

    Answers come from your policies, procedures and patient materials. It never gives medical advice.

  • A full audit trail

    Every conversation, lookup and system update is logged for audit, privacy and complaint reviews.

  • HIPAA and SOC 2 Type II

    HIPAA compliant and SOC 2 Type II audited annually, with Canadian data residency available.

  • Your infrastructure, your region

    Dedicated hosting with data residency in Canada, the US or Europe, and your choice of model.

  • Always a path to a person

    Patients can reach your staff at any point, and the conversation goes with them.

  • Every change on record

    Every prompt, policy and change is versioned, so you can show what the agent was told and when.

  • Only what the request needs

    It asks for and shares only the details a request needs, and keeps texts and voicemails free of drug and test names.

Enterprise-Einführung

Built to scale with your team

Arbeiten Sie direkt mit Expertise, behalten Sie Ihre bestehenden Systeme und erweitern Sie die Nutzung ohne Verbrauchslimits.

  • Unlimited usage

    Handle flu season, statement runs and Monday mornings without metering every call, chat or message.

  • Forward deployment

    We help configure workflows, connect systems, test real scenarios and tune agents in production.

  • Works with your existing stack

    Connect to your scheduling, EHR, pharmacy, billing, contact centre, CRM and email systems.

Häufige Fragen

Most healthcare chatbots answer questions and send the rest to your staff. Expertise is agentic AI: it verifies the patient, then completes the request in your systems, such as booking a referral, refilling a prescription or setting up a payment plan, within the limits you set. Your team gets a finished, documented case instead of a transfer.

Yes. Expertise is HIPAA compliant and SOC 2 Type II audited, with access controls, audit logs and data residency in Canada, the US or Europe. It asks only for the details a request needs, and texts and voicemails carry no drug or test names.

No. It completes administrative requests from your approved content. Symptoms, medication questions and anything clinical go to your nurses or pharmacists, and urgent symptoms get your emergency guidance straight away.

Yes. It books against live availability in your EHR, inside the visit type and target date your clinic set. It checks insurance eligibility and the referral, confirms imaging is on file and sends intake forms before the visit. Triage and priority stay with your clinicians.

Yes, within your protocol. It refills prescriptions that are due, sends renewal requests to the prescriber and texts the patient when the order is ready. Prescribers and pharmacists make every renewal decision.

Yes. It explains the bill against what insurance paid, takes payments and sets up payment plans within your policy. Financial assistance goes to a counsellor, and disputes go to your billing team.

Symptoms and medical advice, triage and priority, prescribing decisions, what test results mean, financial assistance, billing disputes and complaints. When it hands over, your team gets a verified patient, the transcript and the work already done.

Yes. Navi is labelled as your AI assistant on screen for the whole conversation, says so out loud wherever your rules require it, and patients can ask for a person at any point. The conversation and the case go with them.

Yes. Video, voice and chat work in 175+ languages, including English, Canadian French and Spanish, with the same approved knowledge behind every conversation.

Which request fills your phone lines? Let’s resolve it live.

Bring your busiest call reason to a demo. We’ll show the agent finish it, with every step on record.

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