AI Team Assistant answers your staff from internal documents patients never see: the cancellation-fee policy, which provider sees which visit types, the after-hours on-call rotation, the steps for a records request, the script for a billing complaint. Each answer shows its source, so staff learn where the policy lives instead of interrupting the office manager.
TRY AI TEAM ASSISTANT FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install


You talk. Lisa sets it up.
You“Load the office policy manual and the provider schedule rules for staff only.”
Lisa“Done: your office policy manual and provider schedule rules are loaded as staff-only knowledge; patients never see them.”
Any setting, in any module · applied only on your yes
How Healthcare use it
A new medical assistant asks which provider sees pediatric patients on Wednesdays and gets the schedule rule with its source.
A receptionist checks the late-arrival policy while a patient waits at the counter and reads it from the policy manual.
A billing clerk looks up the internal steps for handling a records request from a law office.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
Available on its own or inside a solution · See pricing › · Per company, never per seat.
Everything AI Team Assistant does, for every business ›
Works withAI File CabinetLisa, your AI assistant
Questions & answers
Yes. AI Team Assistant answers from internal-only documents such as your policy manual, schedule rules and procedures, and shows the source with each answer. Patients never see that content.
It answers from the internal documents you load and nothing else. Clinical judgment stays with your licensed staff; the assistant is for policies, procedures and front-office rules.
Yes. Each location's hours, providers and procedures can sit in the knowledge, and staff see the answer for their own location with the source shown.
Keep exploring
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Healthcare ›
Answers & books
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Helps your team
Included
Award-winning AI
REAL AI - the whole Front Office is AI, not old software with an AI button.
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