EMR/EHR
WhatsApp
Website

Patient questions answered.

Appointments booked. Zero phone calls. StepsAI handles the front-office friction so your medical staff can focus on care.

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Compliance-safe · Full audit trail · Live in 5 minutes

60%
Reduction in phone calls
24/7
Patient support availability
0
Missed appointment opportunities
95+
Languages supported
FEATURES

Total intake. Zero friction.

Patient Education

Instant, accurate answers to medical questions, pre-op instructions, and post-care follow-ups, all sourced from your verified clinical data with citations.

Verified sources24/7 accessAudit trail
Top patient questions
Pre-op instructions92%
Medication questions85%
Post-care follow-up78%
Procedure info71%

Self-Service Scheduling

Patients book, reschedule, or cancel appointments via natural conversation. Integrated directly with your EMR/EHR.

9:00 AMDr. Patel
2:30 PMDr. Chen
10:15 AMDr. Patel
Synced with EMR/EHR in real-time

Insurance & Billing

Automated eligibility checks and transparent billing explanations. Patients understand their coverage without calling your office.

60% fewer billing calls

Intake Automation

Collect history, consent forms, and insurance cards before the patient arrives. 100% digital, 0% paper.

HistoryConsentInsuranceAllergies

Strict Escalation Rules

Agent knows exactly when to hand off to staff. Sensitive topics escalate immediately. Full audit trail for compliance.

EmergencyClinicalComplaints

95+ Languages

Patients communicate in their preferred language. Auto-detect and respond natively, no separate agents needed.

Compliance & Audit Trail

Every conversation logged. Full control over what the agent can and cannot say. Configurable for healthcare compliance requirements.

HOW IT WORKS

Live in 5 minutes. Compliant from day one.

01

Upload your clinical data

Add pre-op instructions, service catalogs, insurance policies, and patient FAQs. Your agent only answers from your approved, verified content.

Clinical Knowledge
Pre-op instructions
86 docs
Service catalog
124 procedures
Insurance policies
38 plans
Patient FAQ
210 Q&As
02

Configure safety guardrails

Set strict rules: never diagnose, escalate emergencies immediately, always cite sources. Full control over what the agent can and cannot say.

Safety Guardrails
Never diagnose conditionsActive
Escalate emergencies immediatelyActive
Cite source for all medical infoActive
Collect consent before intakeActive
03

Go live on patient channels

Deploy on your website, WhatsApp, and SMS. Patients get instant answers without calling your office. No developer needed.

Patient Channels
Website chat widget
WhatsApp
SMS
Standalone page
3 channels live
04

Watch phone volume drop

Real-time dashboard shows phone call reduction, appointments booked by AI, response times, and patient satisfaction scores.

This Month
Phone calls reduced62%
Appointments booked by AI847
Avg response time1.4s
Patient satisfaction4.8/5

Frequently asked questions

Ready to digitize your front office?

Compliance-safe. Full audit trail. Live in 5 minutes.

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