Part of our Sales agents

AI workforce for Healthcare Practices Sales & New Patients

AI agents for sales teams in healthcare practices

Actionist is an AI automation tool whose agents operate the apps your practice already uses, from replying to enquiries when someone finds a minute to an agent drafting every reply and chaser for approval.

Practices lose new patients to the enquiry nobody answered before a rival clinic did. Agents close that gap.

Your AI workforce
26 hrssaved on avg per person / month
$832avg saved per person / month
29avg scheduled jobs a week
Operates your stackActionist App Store
How it works

AI Employees for Healthcare Practices Sales & New Patients in 4 simple steps

  1. Manual Time

    We'll go over where you currently waste your time doing manual tasks.

  2. Actionist Automations

    We'll show you exactly how Actionist can automate these manual tasks.

  3. Your Benefits

    How much time and money you'll save by onboarding AI agents.

  4. Easy to use

    We'll show you how easy it is to enable AI across your business.

01

Where you spend your time

Why Healthcare Practices Sales & New Patients teams switch

We know how your week actually goes

What matters to you
  • Every new enquiry gets a reply drafted fast
    A form fill or lead ad becomes a service-specific reply in about a minute, waiting for your approval before it sends.
  • Enquirers who go quiet get a second touch
    Anyone who replied once and never booked is chased on a staged schedule instead of being forgotten by Friday.
  • Referrers hear thanks and stay engaged
    Each GP or consultant who sends a patient is logged and thanked, and the ones who stop sending are flagged early.
  • Quotes and plans do not sit unanswered
    Self-pay quotes and treatment plans your clinicians prepared are chased until the patient books or declines.
  • Employer and insurer proposals keep moving
    Wellbeing day pitches, panel recognition packs and employer follow-ups are drafted and tracked to a decision.
  • Built around how your practice grows
    These are examples of what a growth agent can do. Build a custom agent for any sales job your practice repeats.

And hundreds of other tasks you do manually..

An agent can take a lot off your team's plate. Take a look below to see the time and cost you could save by adding AI agents to your Healthcare Practices Sales & New Patients team's day.

The problem

Where the hours go

  • A new-patient enquiry sits unread through a packed clinic morning, and by the time anyone replies the person has already booked with the practice down the road that answered within the hour.

    An agent reads each new enquiry from the web form, lead ad or directory listing, drafts a service-specific first reply with the booking link in about a minute, and queues it for your approval.

  • Half the people who ask about a first appointment reply once and then go quiet, and nobody has the time to work out who to chase, so the pipeline fills with enquiries that quietly die.

    An agent finds every enquirer without a booking after 48 hours, drafts a staged follow-up for each, and closes out the ones who will not book with a reason logged, so the list stays honest.

  • A GP sends three patients in a quarter, then nothing, and no one notices because the referral letters are filed one by one and the thank-you note never gets written.

    An agent logs each referral by referrer, drafts the thank-you, and flags any referrer who has gone quiet for sixty days, so the relationship gets attention before the patients stop coming.

  • Self-pay quotes and employer wellbeing proposals go out, then nobody tracks who answered, so revenue that was one polite nudge away from booking sits in an inbox for months.

    An agent tracks every open quote and proposal, drafts the nudge when one goes quiet, and reports which channels actually produce booked patients, leaving you to decide the price and the pitch.

02

Actionist Will Automate

Anatomy of an automation

What one automation looks like

Trigger·Every weekday morning before the first clinic session starts
Trigger
Step 1
Actionist
Schedule fires each weekday at 08:00, before the first clinic session
Confirmation
Step 5
Human
You read the drafted replies and chasers, edit the tone, and approve which go out
Saved per run
45 min
Runs / week
~1×
Every enquiry gets a reply drafted before the first patient arrives, and none is chased twice
A week in the life

A week with your Healthcare Practices Sales & New Patients agents

29Scheduled jobs
6Agents at work
24/7Always on
Agents
Mon–Wed
Mon
Tue
Wed
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Apps

Some of the apps for your Healthcare Practices Sales & New Patients team

Some of the sales and growth apps your agent operates for you. Hundreds more are in the Actionist App Store.

Triggers

Your Agent wakes up Automatically whenever something happens

Your agents watch the apps you already use and act the moment something happens, usually within about a minute, handle it based on your instructions, 24/7.

WhenA lead-ad or Google Ads form fill comes infires within about a minute
The agent automatically

When someone submits a Facebook Lead Ad or Google Ads lead form, the agent reads the fill within about a minute, tags the campaign and the service they asked about, notes whether they are self-pay or insured, and drafts a first reply with the right booking link. The draft waits in Slack for your approval before it sends.

03

Your benefits

Manual vs agent

Where the time goes back

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • New enquiries
    150 min / week
    Replying to enquiries between patients

    Someone opens the shared inbox after the morning session, reads each form fill, hunts for the right service page and writes each first reply by hand.

    New enquiries Agent
    0 min
    Agent drafts a tagged first reply for approval

    An agent reads each new enquiry, tags the source, picks the service page and drafts the reply with the booking link, then queues it in Slack for one-pass approval.

  • Stalled enquiries
    120 min / week
    Remembering who went quiet

    The enquiry list grows, nobody can tell who was replied to or who booked, so follow-ups depend on someone scrolling the CRM on a quiet afternoon.

    Stalled enquiries Agent
    0 min
    Agent finds and drafts every chaser

    An agent checks the booking system against the list daily, skips anyone who booked, and drafts a staged follow-up for each quiet enquirer, held for your approval.

  • Referrers
    75 min / week
    Filing letters and forgetting the thank-you

    Referral letters are filed one at a time, the sheet is updated when someone remembers, and a GP who has stopped sending patients goes unnoticed for months.

    Referrers Agent
    0 min
    Agent logs referrers and flags the quiet ones

    An agent logs each referral by referrer, drafts the thank-you, and flags any referrer who has gone sixty days quiet, so you can act before the patients stop coming.

  • Quotes and plans
    90 min / week
    Hoping a self-pay patient replies

    Quotes go out and are rarely revisited, so patients who were interested drift away because nobody wrote the polite nudge a week later.

    Quotes and plans Agent
    0 min
    Agent tracks each quote and drafts the nudge

    An agent tracks every open quote and plan, drafts a nudge at ten days quoting your own figure, and stops the moment the patient books, leaving price decisions with you.

  • Growth reporting
    105 min / week
    Pasting three systems into one sheet

    Before the growth meeting someone counts enquiries, bookings and ad spend from the CRM, the booking tool and the ad accounts, and the numbers rarely agree.

    Growth reporting Agent
    0 min
    Agent builds the funnel and cost per booking

    An agent reconciles the CRM, booking system and ad platforms each week, showing conversion by source and cost per booked patient, so the meeting starts with numbers.

+ 100s of other automations
Average monthly
24 hrs / person / month
ROI

What that's worth

Calculator

Calculate what your team saves

Team size
2 people
Hourly rate
$32 / hr
Hours saved / week
12
Hours saved / year
600
Annual ROI
$19,200

Based on typical team usage: the visible tasks plus a few other automations the agent runs: ~6 hrs / person / week of admin work automated.

04

How easy it is to use

Automatic onboarding

We'll do all the heavy lifting for you.

From entering your website address to having a working AI team, no effort from you.

  1. Step 1

    Enter your website

    • We'll research your business
    • Automatically configure everything for you
    Try the demo
  2. Step 2

    Actionist Auto

    Optional
    • Watches you work
    • Creates your agents, workflows and schedules
    Get the extension
  3. Step 3

    Marketplace

    • Hundreds of apps, plus agents and workflows
    • Pre-configured by other users
    Browse the App Store
  4. Step 4

    Invite your team

    • We'll automatically onboard them too
    • Focus on the things that matter
    Open Actionist

Enter your website URL for a personalised demo

See exactly what Actionist would automate for your business.

Trust & control

You stay in control

An agent that touches new-patient enquiries only earns its place if you stay in charge. Actionist drafts, you decide, and every message, quote and proposal waits for a person before it reaches anyone outside the practice.

Replies and chasers wait for your approval

A first reply, a follow-up or a referrer note is drafted and held in Slack or Telegram until you approve it. Nothing reaches a patient on its own unless you widen that autonomy.

Health questions go to a clinician untouched

If an enquiry describes symptoms or asks a health question, the agent does not answer or judge urgency. It routes the message to a clinician exactly as it arrived.

Prices and terms stay your decision

The agent drafts quotes and proposals from the figures you supply and follows them up. You set fees, discounts and package terms, and you sign off before anything is sent.

Your enquiry data stays under your control

The agent works inside your CRM, forms and inbox without copying patient details elsewhere, and every action it takes is recorded in an audit trail you can read.

Healthcare & Medical Practices

More Healthcare & Medical Practices teams

More to automate

More use cases for Healthcare Practices Sales & New Patients teams

FAQ

Frequently asked questions

Does our practice team need to be technical to use Actionist?
No. Actionist is built for practice managers and front-desk and growth staff, not developers. You describe how enquiries, referrals and quotes work in plain language, connect the apps you already use, and the agent handles the repetitive work. Most tools need no API setup, because the agent operates them the way a person would.
How do we get started with a sales agent for our practice?
Book a free demo and tell us how enquiries reach you today: forms, lead ads, directory listings, voicemail or referral letters. We build a first agent around one job, usually the first reply and the 48-hour follow-up, and you approve drafts for a week before widening anything.
How do I make customised AI agents for how our practice actually grows?
You can build a custom agent for any growth job your practice repeats. The pages here show examples, not the limit. Common custom builds include a referrer-specific thank-you tone, an insurer-panel application pack, or a seasonal health-check package push shaped to your own services and price list.
How quickly can we set a sales agent up?
A first agent on one job, such as drafting replies to new web-form enquiries, can usually be running the same day, because it connects to the inbox and CRM you already use. Wider jobs like referrer logging and quote chasing are added one at a time as you grow comfortable with the drafts.
Where does our enquiry and referral data live, and is it used to train AI models?
The agent works inside your CRM, forms, inbox and sheets rather than copying records elsewhere, and every action is written to an audit trail you can read. Memory is encrypted on your own machine, with a self-host option for stricter policies. Your enquiry data is not used to train AI models.
Our booking system and referral tools have no real API. Can the agent still work with them?
Yes. Actionist operates apps on screen the way a team member would, so it can read and update platforms with no integration, including directory dashboards and older practice tools. Screen automation runs in the cloud, while the CRM, email and sheets connect directly where an integration exists.
Will an agent ever message a prospective patient without us seeing it first?
No. Every reply, chaser, referrer note and quote follow-up is drafted and posted to Slack or Telegram for approval first. You can approve with one tap, edit the wording or reject it. Anything that sends a message outside the practice keeps that approval step unless you deliberately widen the agent's autonomy.
Many of our new patients phone rather than fill in a form. Does the agent handle those?
The agent does not answer or make calls. It can read voicemail transcripts and call logs produced by your phone system, such as RingCentral or CallRail, list the callers who need a call back, and draft a written follow-up. A person still speaks to the patient, and anything about symptoms goes to a clinician untouched.
Will it quote prices or answer health questions for us?
It drafts quotes from the fee schedule and plan details your practice supplies, and you approve every figure before it goes out. It never advises on health, never judges urgency, and routes any message describing symptoms or results to a clinician exactly as it arrived.
Get started

See an agent answer and chase your next new-patient enquiry

Book a free demo and watch an Actionist agent read a new enquiry, draft the first reply, and queue the follow-up for your approval, end to end.