A patient-facing help desk for clinics, practices, and small hospital systems handling appointment scheduling, billing, and portal-access questions in Taskade.
What's Included
- Patient Ticket Queue: Board view with priority lanes — Clinical Urgent, Billing, Scheduling, Portal Access
- Patient Database: Table view with name, MRN, plan, and last interaction
- AI Triage Agent: Custom agent classifies the message — clinical-urgent cases flag immediately for human review with no auto-reply
- Knowledge Base: Clinic policies, insurance FAQs, portal walkthroughs
- Appointment Sync: Bidirectional sync with your scheduling system
- Audit Log: Every action recorded for compliance
Why This Template Wins
- Clinical-urgent cases never auto-replied: The agent recognizes clinical keywords and routes to a human immediately — no AI drafts go out without review
- Billing and scheduling answered instantly: The 80% of tickets that aren't clinical get answered in seconds, freeing staff for patient care
- Audit-ready by default: Permissions and audit logs are turned on from clone — supports your compliance posture
How to Use
- Clone this template into your Taskade workspace
- Customize categories, urgency rules, and clinical-keyword triggers
- Connect your scheduler and patient portal
- Train the AI Triage Agent on past tickets and your policy library
- Set up automation triggers for urgent flags, appointment reminders, and follow-ups
FAQ
Does the AI agent provide clinical advice?
No. The agent never responds to clinical questions — it flags them for clinical staff. Auto-replies are limited to billing, scheduling, and portal questions.
Can patients use this without an account?
Yes. The intake form is shareable as a public link or embedded as a Genesis app on your patient portal.
What plan supports a multi-clinic practice?
Business ($25/mo) is recommended for audit logs and access controls. Enterprise ($250/mo) adds custom retention.
CTA
Try this template free in Taskade. For portal embed, see /learn/genesis/faq. To generate a custom version, try the AI Customer Service Generator. Browse healthcare apps in the Community Gallery.