Healthcare · Inbound
Patient Screening
Meet Nora, an AI assistant for clinical pre-screening. Nora gathers symptom and eligibility details before patients meet with a clinician.
What it does
Built around four
core capabilities.
Symptom check
Pre-screens patients with clinically-informed questions before they meet a clinician.
Eligibility screen
Handles eligibility screen reliably, every call.
Risk flagging
Handles risk flagging reliably, every call.
Triage handoff
Pre-screens patients with clinically-informed questions before they meet a clinician.
Sample conversation
A typical
inbound call.
Every prompt is editable in the workflow editor after you import the playbook.
Customer
Nora (Finn)
Customer
▸ Captured: Symptom check
Nora (Finn)
Customer
▸ Captured: Eligibility screen
Nora (Finn)
How it works
Three steps from
playbook to live calls.
Import
Pick the Patient Screening playbook and Finn drops the full workflow into your dashboard.
Customize
Tweak the persona, prompts, captured fields, and integrations — no code, just drag-and-drop.
Deploy
Connect a phone number, upload an audience or set up inbound routing, and go live in minutes.
What's included
Everything ships
ready to go.
Pre-built workflow, captures, and integrations — every node editable. Wires into the tools your healthcare team already uses.
- Pre-written inbound welcome message
- Pre-built workflow nodes covering every step
- Capture fields for symptom check, eligibility screen, risk flagging
- Recommended voice + language pair for the industry
- Suggested handoff rules (live agent transfer + voicemail fallback)
- Editable persona — tweak tone, name, and prompt without code
- Phone-number-aware routing and business-hours logic
Suggested integrations
Don't see yours? Finn plugs into any system via webhooks + API.
Real outcomes
Teams that already shipped.
"Conversion rate up from 65% to 82%. Agent workload reduced by 40%. Lead response time under 2 minutes."
Ayush Pateria
CEO & Cofounder, Snazzy
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OpenFAQ
Questions and answers.
What is a Voice AI Agent, and how does it improve healthcare call management?+
Finn is an advanced AI-powered voice assistant designed to handle patient calls, automate scheduling, and improve operational workflows in healthcare settings. Finn's phone agents assist hospitals, clinics, and pharmacies by booking and confirming patient appointments, answering common inquiries, navigating IVR menus, and transferring calls to the right department or human agent with full context. Additionally, the AI can handle prescription refill requests and post-appointment follow-ups, reducing the administrative workload on healthcare staff. By using AI voice automation, providers can improve efficiency, reduce patient wait times, and create a seamless experience for both patients and healthcare professionals.
How does Finn compare to traditional IVR systems in healthcare?+
Unlike traditional IVR (Interactive Voice Response) systems, which rely on pre-recorded menu options and rigid rule-based navigation, Finn uses large language models (LLMs) to engage in dynamic, human-like conversations. Instead of requiring patients to press buttons to navigate menus, Finn allows them to describe their needs naturally, and the AI will intelligently interpret and route the call accordingly. This eliminates frustration and improves call resolution rates. Additionally, Finn provides context-aware call transfers, ensuring that when a patient needs to speak to a human agent, the full conversation history is passed along. This leads to higher first-call resolution rates, reduced operational costs, and an improved patient experience.
Is Finn HIPAA-compliant for handling patient data?+
Finn supports HIPAA-compliant deployments for enterprise customers under a Business Associate Agreement (BAA). Interactions are encrypted in transit and at rest, with role-based access control (RBAC), multi-factor authentication, and audit logging to guard against unauthorized access. Finn can integrate with EHR systems such as Epic, OpenDental, and eClinicalWorks for secure data retrieval, and does not retain patient information beyond the configured retention window. A BAA and HIPAA-aligned configuration are available on enterprise plans; standard and self-serve plans are not intended for Protected Health Information (PHI).
Can AI-powered voice agents handle patient appointment scheduling and follow-ups?+
Finn automates appointment booking, confirmations, and follow-ups, reducing the burden on front desk staff. By leveraging LLM-powered Phone AI Agents, the system can verify patient details, schedule appointments, and send automated reminders to minimize no-show rates. Additionally, Finn can conduct post-appointment follow-ups, including patient satisfaction surveys and medication reminders. The AI can also handle prescription refill requests by communicating with pharmacies, streamlining medication management for both patients and providers. This automation significantly enhances patient engagement, improves scheduling efficiency, and reduces administrative overhead.
How does Finn integrate with EHR systems like Epic and OpenDental?+
Finn offers seamless integration with electronic health record (EHR) systems, enabling automated updates and real-time access to patient data. It connects with major platforms such as Epic, OpenDental, Dentrix, ChiroTouch, and eClinicalWorks to synchronize appointment schedules, verify patient records, and log call interactions automatically. The AI can check provider availability, update patient visit history, and retrieve essential health data, with HIPAA-aligned handling available for enterprise customers under a BAA. This integration allows healthcare staff to manage patient communications more efficiently, eliminating manual data entry and reducing errors. By streamlining EHR workflows with AI, healthcare organizations can enhance operational efficiency, reduce administrative costs, and improve overall patient care.
Ready to ship
Import Patient Screening
and go live today.
Every account starts with a 30-minute free trial. No credit card needed.