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ClaireMed

Healthcare-first voice AI virtual receptionist with HIPAA-compliant architecture and patient safety protocols.

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System Operational

Healthcare-First Features Built for Medical Practices

A 9-agent specialized team with 36 bidirectional transfer paths, multilingual support, and HIPAA-compliant infrastructure -- so patients never repeat themselves and your front desk never misses a call.

The Full Agent Team

Each agent is purpose-built for a specific healthcare workflow -- not a generalist chatbot trying to do everything at once.

Front Desk

Claire — Primary Router

Every call starts here. Greets the caller, detects intent through natural language, and routes to the right specialist in under 30 seconds. Available 24/7.

  • 7+ language auto-detection
  • Emergency keyword escalation
  • Intent-based specialist routing
  • Context gathering before handoff

Cassidy — New Patient Specialist

Converts new-patient inquiries into booked consultations. Collects demographics, insurance, and chief concern. Critical for after-hours lead capture.

  • New patient consultation booking
  • Demographics & insurance collection
  • Practice services & provider info
  • After-hours lead capture

Sarah — Scheduling Coordinator

Handles appointment booking, rescheduling, and cancellations for existing patients. After-hours bookings are held for next business day confirmation.

  • Multi-provider calendar coordination
  • EHR/calendar integration (Phase 2)
  • Booking, rescheduling, cancellations
  • Conflict detection & optimization

Administration

Shannon — Billing & Insurance Specialist

Handles billing inquiries, insurance verification, and payment plan coordination. Verifies identity via DOB + ZIP before discussing any financial PHI.

  • Billing inquiries & payment questions
  • Insurance verification & eligibility
  • HIPAA identity verification
  • Payment plan setup

Vexa — Records & Follow-up Coordinator

Manages medical records requests with HIPAA identity verification, prescription refill routing, lab result follow-up, and release of information intake.

  • Records requests with HIPAA verification
  • Prescription refill coordination
  • Lab result follow-up relay
  • ROI request intake

Scarlett — Medical Message Taker

Catches overflow and after-hours calls, takes accurate general messages, handles fax and document requests, and routes non-urgent inquiries.

  • Accurate message documentation
  • Overflow & after-hours handling
  • Fax & document coordination
  • Non-urgent inquiry routing

Operations

William — General Support & De-escalation

Safety net for frustrated callers, complex multi-part requests, and situations that don't fit neatly into another specialist's scope.

  • Frustrated caller de-escalation
  • Complex situation handling
  • Complaint documentation
  • Pre-human-handoff buffer

Consult Triage — Provider Check-in / Check-out

Handles physician-facing calls: authenticates providers via secure passcode, routes ER consult requests to on-call staff, and manages doctor check-in/out.

  • Physician passcode authentication
  • ER consult request routing
  • Doctor check-in / check-out
  • HIPAA-compliant consult transcription

Patient Experience — Pre / Post Visit Support

Conducts pre-visit screening questionnaires, collects intake forms before appointments, and handles post-visit follow-up calls and satisfaction surveys.

  • Pre-visit screening & intake
  • Clinical form collection
  • Post-visit follow-up calls
  • Patient satisfaction surveys

36 Bidirectional Transfer Paths

Every transfer preserves the full conversation context -- name, intent, collected information -- so patients never have to repeat themselves. Below is every handoff path in the network and when it triggers.

ClairePrimary Router

Click an agent to jump to their card. Full context preserved at every transfer.

Front DeskAdministrationOperations
Transfer PathWhen It Triggers
ClaireCassidyNew patient wanting consultation or first-time visit
ClaireSarahExisting patient scheduling, rescheduling, or cancelling
ClaireShannonBilling question, insurance verification, or payment concern
ClaireVexaMedical records request or prescription refill routing
ClaireScarlettGeneral message for provider, overflow, or after-hours
ClaireWilliamFrustrated caller, unclear request, or escalation needed
ClaireConsult TriagePhysician calling for ER consult or provider check-in
ClairePatient ExperiencePre-visit intake or post-visit follow-up call
SarahShannonCaller has billing question after scheduling is complete
SarahCassidyExisting patient turns out to be a new patient intake
SarahVexaCaller needs records transferred before appointment
SarahWilliamCaller becomes upset during scheduling; de-escalation needed
CassidySarahNew patient converted; needs first appointment booked
CassidyShannonInsurance verification needed before booking is confirmed
CassidyWilliamComplex or distressed new patient before human handoff
ShannonSarahBilling resolved; caller now wants to reschedule
ShannonVexaBill dispute requires pulling records for verification
ShannonWilliamEscalated billing complaint before human staff handoff
VexaShannonRecords release triggers outstanding balance question
VexaSarahRecords transferred; caller now needs appointment booked
VexaScarlettRecords request needs clinical staff message relayed
ScarlettClaireMessage taken; caller has additional administrative request
ScarlettWilliamCaller is distressed; message taker escalates to support
WilliamClaireSituation de-escalated; re-routing to correct specialist
WilliamShannonComplaint is billing-related; transfers with full context
WilliamSarahComplaint is scheduling-related; transfers with full context
Consult TriageClaireConsult routed; physician has administrative follow-up
Consult TriageScarlettConsult requires message relay to on-call provider
Patient ExperienceSarahIntake complete; caller wants to confirm appointment time
Patient ExperienceScarlettPost-visit call needs clinical message routed to provider
Patient ExperienceClaireIntake/follow-up complete; new question requires re-routing
Patient ExperienceShannonFollow-up reveals billing question from recent visit
CassidyPatient ExperienceNew patient booked; pre-visit intake initiated immediately
SarahPatient ExperienceAppointment confirmed; pre-visit intake triggered
ClaireWilliamCaller situation too complex for direct specialist routing
WilliamVexaDe-escalated complaint requires records pull to resolve

No Repeated Questions. Ever.

When a call transfers, the receiving agent already has the caller's name, intent, and full conversation history.

Example: Multi-Topic Call

Patient: "I need to reschedule my appointment AND I have a billing question."

Scheduling Coordinator (Sarah): "Your appointment is now rescheduled for Friday at 2 PM. Let me connect you with our Billing Specialist."

Billing Specialist (Shannon): "Hi [Patient Name], I see you just rescheduled your appointment with Sarah. How can I help with your billing question?"

✓ No repeated questions. Patient doesn't have to say "I already told the other person."

Why This Matters

  • Patient Experience: Seamless, human-like transfers reduce frustration
  • Efficiency: Staff doesn't waste time re-gathering information
  • Trust: Patients feel heard and understood

Technical Implementation

Each agent maintains a shared conversation state with full call history, detected intents, and collected information -- all transferred in real-time during handoffs.

Multilingual Support (7+ Languages)

Automatic language detection with native-quality speech synthesis. No menus, no language selection -- patients just speak naturally.

English

US, UK, AU accents

Spanish

Latin America, Spain

Chinese

Mandarin, Cantonese

Hindi

Standard, regional

Arabic

Modern Standard, dialects

Portuguese

Brazil, Portugal

Russian

Standard Russian

French

France, Canada

🚨

Emergency Safety Protocols

Built-in keyword detection and escalation paths for medical emergencies.

Emergency Keyword Detection

Detects keywords like 'chest pain,' 'can't breathe,' 'severe bleeding' and immediately escalates to 911 or on-call staff.

Clinical Boundary Enforcement

All agents defer medical questions to qualified clinical staff. AI handles administrative tasks only.