How it works

How Clinekt's AI agents work, from first contact to a kept visit.

Clinekt is AI patient engagement software for specialty and primary care practices. Its agents talk with patients by phone, text, email, and website chat in your practice's name, hold the conversation until a visit is booked, verify insurance before the visit, and hand your team only the patients who need a person. Every conversation is remembered, and every patient is traced to a completed visit.

  • HIPAA compliant
  • SOC 2 Type II
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Start to finish

Five steps, and your team only sees the last two.

The same path for a new patient who calls at 9 pm and an overdue patient who stopped answering letters.

Connect

One script tag on your website and a phone line for the agents. Clinekt works alongside the EHR you already run, and the first agent is live the same day.

Same day
Reach

The Inbound Agent answers every new patient who calls, texts, or writes. The Recall Agent finds the overdue patients in your records and reaches out first.

Around the clock
Converse

A real conversation in your practice's name: questions answered, the right provider matched, insurance verified, the patient's own calendar worked around.

Phone, text, email, chat
Book

The conversation ends with a confirmed appointment with the right provider, reminded until the day. Your schedulers get the booking with the conversation attached.

Your schedule
Report

Every patient is followed from the first call or click to the completed visit, in one portal, so you see what each agent returned.

One portal
What each agent handles

Every job, grouped by the agent that owns it.

Each agent runs its own list, all of them share one memory of the patient, and every job below is tracked from first touch to completed visit.

Inbound Agent
  • Scheduling and bookingPatients pick a real time with the right provider, day or night.
  • Calls and website chatCalls and messages answered the moment they arrive.
  • Registration and intakeNew patients registered and their history gathered in about two minutes.
  • Insurance verificationCoverage checked before the visit.
  • ReferralsEvery referral received, routed, and booked.
Meet the Inbound Agent
Recall Agent
  • Recall and reactivationOverdue patients found in your records and booked back in.
  • Appointment remindersEvery visit confirmed by text, call, or email.
  • No-show follow-upMissed visits followed up and rebooked.
Meet the Recall Agent
Outbound Agent
  • Growth campaignsNet-new demand from every channel, traced to the visit.
  • Marketing attributionEvery patient followed from first click to completed visit.
Meet the Outbound Agent
Care Agent
  • Reputation managementNPS after every visit, Google reviews asked for, your rating tracked.
  • Patient retentionMonthly check-ins keep patients connected between visits.
  • Medication adherenceReminders to take and refill, with concerns sent to your team.
  • BillingBilling questions answered and balances collected.
Meet the Care Agent

Receptionist AI waits for the call. Clinekt's agents go get the patient. Everything a front desk handles is included, and the agents keep working the patients who never called.

Built into every agentHIPAA compliant and SOC 2 Type IIPhone, text, email, and website chat in one threadCustomizable voicesMultiple languagesReal-time dashboardOne memory of every patient
Channels

One conversation, on whichever channel the patient picks.

A patient can start by phone, answer by text, and get the confirmation by email. The agent carries the whole thread, so nobody repeats themselves.

Phone

Answers the call in your practice's name.

In a voice you choose and the languages your patients speak. Books on the call, or texts a link when the patient prefers. After hours, the same agent answers.

Text

Replies to texts, and starts them.

Reminders, recall outreach, and booking links go by text, and the patient can answer in a word. Replies are read and acted on, not just logged.

Email

Reaches the patients who prefer their inbox.

Recall and follow-up by email for the patients who read it, with the same conversation carried over from phone and text.

Website chat

Greets every new patient on your site.

Answers their questions, matches them to the right provider, and books the visit, with no form, login, or download.

Handoffs

What the agents finish, and what they send to a person.

The rule is simple: the agent finishes everything administrative, and anything clinical, urgent, or requested goes to your team right away, with the full conversation attached.

01

Finished by the agent

Scheduling and rescheduling, hours and directions, insurance questions, referral calls, billing questions, recall outreach, reminders, and every after-hours call.

02

Sent to your team

Anything clinical, anything urgent, and anything the patient asks to take to a person. Your staff gets the patient and the conversation, not a voicemail.

03

The patient decides

The agent says what it is when asked, works around the patient's schedule, and stops the moment a patient asks it to.

04

What your staff sees

The booked visit and the conversation, in one portal and in the EHR workflow they already use. Nothing lands on them that the agent could finish.

EHR and practice management systems

Works with the EHR you already run.

Clinekt works alongside Epic, athenahealth, ModMed, NextGen, eClinicalWorks, Cerner (Oracle Health), AdvancedMD, Greenway, Veradigm, and Nextech, and with Dentrix, Eaglesoft, Open Dental, and Denticon in dental practices. Your scheduling workflow stays as it is, and there is no IT project to start. Every system we work with

EpicCernerathenahealthModMedNextGeneClinicalWorksAdvancedMDGreenwayNextechVeradigm
Security

Built for healthcare, signed off by your compliance team.

The three things to require from any vendor before it talks to a patient, and how Clinekt answers each.

01

HIPAA and SOC 2 Type II

We sign a BAA with every client, and compliance evidence is in our Trust Center.

02

Encrypted everywhere

AES-256 protects every conversation in transit and at rest, with keys managed and rotated in a dedicated key service.

03

Minimum necessary

The agents work from your schedule and your patient list, and data handling follows your BAA.

What it produces

Engagement you can count on the schedule.

What practices on Clinekt see, across every specialty we serve. Ventura Orthopedics, a five-location group, had more than 300 completed appointments and more than 200 new patients in its first month live. Every patient is traced from first call or click to completed visit, so the numbers come from your own schedule.

By the numbers
+12%
Average lift in appointment volume after go-live
1M+
Patient interactions handled by the agents
82%
Of patients try to book outside office hours
Same day
From signed agreement to the first agent live
By specialty

The same agents, trained for your specialty.

Each specialty page covers the questions, the routing, and the recall intervals that specialty's patients need.

Orthopedic patient engagement softwareBody-region screening and surgical candidates›Physical therapy patient engagement softwareEvaluations booked and plans of care finished›Oral surgery patient engagement softwareReferrals and consults, booked around the clock›Dental patient engagement softwareNew patients and overdue hygiene recall›Dermatology patient engagement softwareMedical, surgical, and cosmetic visits›Ophthalmology patient engagement softwareExams, surgical consults, and rechecks›Urology patient engagement softwarePrivate intake and surveillance recall›Primary care patient engagement softwareWellness visits and chronic-care follow-ups›Cardiology patient engagement softwareReferrals, tests, and device follow-ups›Pediatric patient engagement softwareWell visits, sick visits, and immunizations›Rheumatology patient engagement softwareLong wait lists and infusion schedules›Behavioral health patient engagement softwareFirst appointments kept, drop-offs brought back›
Pricing

Pricing without the fine print.

Your plan is sized to your practice and grows as you add providers.

Book a Demo
  • One simple rate per provider per month, with nothing hidden
  • Support and tuning from our team, for as long as you are with us
  • No multi-year contract. Stay because it works
FAQ

How it works, question by question.

How does Clinekt connect to our EHR?

Clinekt works alongside Epic, athenahealth, ModMed, NextGen, eClinicalWorks, Cerner (Oracle Health), AdvancedMD, Greenway, Veradigm, Nextech, and the other major systems. The agents work from your schedule and your patient list, and your team keeps booking in the EHR the way it does today. You can also start without an integration and add one at your pace.

Does the agent book the appointment, or hand it to staff?

Both, in that order. The agent holds the conversation until the patient has a confirmed time with the right provider, then your schedulers get the booking with the conversation attached. Anything the agent cannot finish goes to a person right away.

Which channels do the agents use?

Phone, text, email, and website chat, in one thread. A patient can start on one channel and answer on another, and the agent carries the whole conversation across all of them.

What happens after hours?

The same agent answers. 82% of patients try to book outside office hours, so the Inbound Agent takes the call, text, or chat at 9 pm the same way it does at 9 am, and books the visit while the patient is still interested.

What does the agent hand to a person?

Anything clinical, anything urgent, and anything the patient asks to take to a person. It goes to your team right away with the full conversation attached, so nobody asks the patient to start over.

Does it verify insurance?

Yes. Coverage is checked before the visit, as part of the same conversation that books it, so the patient arrives with the answer and your front desk does not chase it.

How does the Recall Agent know who is overdue?

From your records. It knows who is due for a recall, who stopped partway through a plan of care, and who has not been seen in twelve months, and the list refreshes itself every day. Then it reaches each patient by phone, text, and email until the visit is booked or the patient says no.

How fast can we go live?

Same day for the website agent: one script tag and about 10 minutes of work. Phone answering is set up with you, not by you, and none of it needs an IT project, staff training, or a new workflow.

How is Clinekt priced?

One simple rate per provider per month, with support and tuning included and no multi-year contract. Your plan is sized to your practice and grows as you add providers. Book a 15-minute demo and we will walk through pricing for your practice size.

Resources

Go deeper on how Clinekt works.

Our research, a customer by name, and the pages that answer the next question.

Book a demo

See it work on a website like yours.

A 15 minute demo: the agent engages a new patient, books the visit, and hands it to your team while you watch.

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Clinekt

HIPAA-compliant AI agents that book new patients, bring back overdue ones, and follow up between visits, around the clock.

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