AI Engagement

Two AIs.
One portal.

One AI answers patients in website chat. The other reads your staff's portal threads, surfaces unresolved asks across every patient, and drafts the replies.

For patients
Website Chat
For staff
Patient Brief
The Open File
Draft Reply
Channels

Website chat.
One AI. One knowledge base.

An AI agent trained on your practice's services, providers, and protocols answers patients on your website and portal.

Website Chat Widget

One script tag embeds on any practice website or patient portal. Patients book appointments, check prescriptions, track orders, and message their provider — all without leaving the conversation.

  • Embeds on any website
  • Live appointment scheduling
  • Prescription & refill status
  • Order tracking
  • Lab results status
  • New patient registration
  • Secure provider messaging
Self-Service

"Where's my prescription?"
Answered instantly.

Patients check prescription status, track orders, view lab results, and message their provider -- all through the same AI chat widget. No portal login. No phone call. No waiting.

Prescription Status

"Is my prescription ready?" The AI checks active prescriptions, refills remaining, and expiration dates in real time. No PHI exposed -- just medication name and status.

Order Tracking

"When will my order arrive?" Real-time order status for every purchase. Order number, current status, and next steps -- delivered in the chat conversation.

Lab Results Status

"Are my labs back?" The AI checks whether results are pending, processing, or ready -- and directs patients to the portal to view them securely. Results stay in the portal; status comes through chat.

Chat-Based Registration

New patients register directly in the conversation. The AI collects name, email, phone, and date of birth conversationally -- then creates the account and proceeds to booking. One fluid flow.

Provider Messaging

"I have a question for my doctor." Patients send secure messages to their provider through the chat widget. The AI confirms the message before sending and routes it to the right physician.

Proactive Notifications

The AI reaches out first. Appointment reminders 24 hours before. Lab results ready alerts. Payment failure notices. Delivered in the chat widget automatically -- no patient action needed.

In HIPAA Review

AI for the people
doing the work.

The same AI infrastructure your patients talk to also reads your portal threads, surfaces the asks your staff owes, and drafts the replies. Less time reconstructing where things stand. More time on patients who actually need a clinician's attention.

Patient Brief
One paragraph per patient: where things stand, what's open, what's promised. Reads every recent portal message and composes a 250 to 450 word brief your clinician can scan in 30 seconds. Re-composes only when new messages arrive, so refreshing 50 patient briefs costs the price of a cup of coffee.
The Open File
Cross-patient list of every unresolved ask your staff owes a reply on. Ranked by urgency, deadline, and tone. Compose once in the morning. Work the list down. The AI re-reads the threads, not your team.
Draft Reply
Single-click to draft the next reply in any thread, grounded in the patient brief and the last twenty messages. Staff edits and sends. The AI defers automatically when the thread shows clinical urgency, returning a single line that tells the staff to take the call.

All three surfaces run under the same HIPAA gate as the patient-facing AI. PHI is encrypted at rest, never logged, every call is audited, and per-tenant daily cost caps are enforced. Available to LUKE clinics after the BAA review completes.

Intelligence

First visit or fiftieth.
It remembers.

First-time visitors get a guided intake flow. When memory is enabled for your practice, a returning visitor is recognized and greeted with the preferences they shared before.

Turns that disclose health information are not written to memory. Anything the agent does in LUKE, like booking a visit, goes through the platform and its audit trail.

New Patient
1 Visitor arrives on practice website
2 AI initiates intake conversation
3 Collects demographics & preferences
4 Books consultation, creates CRM lead
when memory is on
Returning Patient
1 Returning visitor recognized
2 Greeted with stated preferences
3 Health details are not remembered
4 Clinical requests go to the platform
Conversion

Every conversation is a
potential patient.

Every chat is a conversion opportunity. The AI captures contact details and creates CRM entries in real time, before a human ever gets involved.

Real-Time Staff Alerts
High-intent leads trigger immediate notifications to practice staff. No waiting for someone to check the inbox. Hot leads get attention in minutes, not hours.
Automatic CRM Entry
Every conversation that captures a name, phone, or email automatically creates a lead in the CRM with algorithmic scoring (0--100). No manual data entry required.
Review Solicitation
After visits, the AI requests patient reviews tied to Google Business profiles. Consistent, automatic reputation building -- the kind practices never have time to do manually.
Reach

English. Spanish.
And whatever's next.

The AI agent supports English and Spanish out of the box and switches language automatically based on patient preference. Additional languages are configurable per tenant -- no separate agent required.

English Spanish Configurable per tenant
The Full Loop

From first click to
lifelong patient.

The AI agent doesn't operate in isolation. It's part of a closed loop: traffic arrives, the agent captures and qualifies, the platform converts, and the cycle compounds.

01

Visitor arrives on practice website

Advertising, organic search, or referral drives a potential patient to the practice website.

02

AI agent captures the lead

The chat widget greets the visitor, answers questions about services, and collects contact details -- all within the first conversation.

AI Engagement
03

Lead scored and entered in CRM

Intent is scored algorithmically (0--100). The lead enters the pipeline with source attribution. High-intent leads trigger instant staff alerts.

CRM
04

AI books the consultation

The agent queries real-time physician availability, presents open slots, and books directly into the clinical calendar -- no phone tag, no portal redirect. The patient receives confirmation in the same conversation.

AI Engagement
05

Lead converts to patient

One atomic transaction: lead converts, patient record created, clinical intake attached, scheduling enabled, prescriptions writable. COMMIT or ROLLBACK.

Clinical
06

Rx-verified commerce begins

Prescription verified, checkout gate passed, subscription products enabled. Revenue flows through Rx-gated commerce with full audit trail.

Commerce
07

AI solicits review, cycle repeats

After the visit, the AI requests a Google review. Positive reviews drive reputation, reputation drives traffic, and the loop compounds.

AI Engagement

Every step connected. Every handoff automatic. Every action audited.

Compliance

Every conversation.
Encrypted. Audited.

Encrypted Storage
Chat transcripts are encrypted at rest, message by message. Patient records in LUKE use field-level AES-256-GCM encryption.
Conversation Audit Trail
Actions the agent takes in LUKE, like bookings, status lookups and messages, are written to LUKE’s hash-chained, tamper-evident audit trail.
Clinical Escalation Protocols
Sensitive clinical inquiries are automatically routed to licensed providers. The AI knows its boundaries: scheduling and service questions are handled; medical advice is escalated.
conversation_log Encrypted
Patient I need to refill my testosterone prescription.
AI I can help with that. I see your last prescription was filled on January 15th. Let me check your refill eligibility with Dr. Chen.
Patient That would be great. Also, should I adjust my dosage?
AI Dosage adjustments need to be discussed with your provider. I'll flag this for Dr. Chen's review and schedule a follow-up. Would Thursday at 2 PM work?
Encrypted at rest Encrypted per message

Ready to stop
missing leads?

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