Automation
Working with
Agents
Set up AI voice agents in Scribeberry for patient intake, form completion, and pre-charting—all before the visit starts.
Watch video
What Are Agents?
Agents are voice- and chat-based AI assistants you spin up inside Scribeberry. They phone, text, or web-chat with patients to gather history, complete forms, and draft notes—all asynchronously and securely. Patient intake and form completion happen while you sleep, so you arrive at the encounter with HPI, meds, and ROS already in the scribe.
How to Launch an Agent (5-Minute Setup)
Open the Agents tab from the sidebar and click Create Agent. Give it a role and name (e.g., “Pre-Op History Taker”). Choose an agent type: History Taker, Form Filler, or Front-Office Staff. Configure the opening statement, instructions, and clinic knowledge. Select an output template (SOAP, consult, or custom form).
Save & Deploy—Scribeberry assigns a phone number and shareable URL. Optionally schedule automatic calls based on your EMR calendar. The agent can receive calls, call out, or be sent as a secure link.
Patient Interaction Workflow
Patient connects by dialing the agent’s number, receiving a call, or clicking the web link. The agent asks dynamic, branching questions. Answers are parsed, validated, and inserted into the chosen template or PDF. The final note/form appears in your Scribes list for one-click approval, editing, or chaining to further documents.
Compliance & Security
No audio storage—conversations are transcribed live and raw audio is never saved. End-to-end encryption—patient answers travel the same encrypted channels as core notes. BAAs in place with Microsoft Azure, Google Cloud, OpenAI, and Anthropic—all under healthcare data agreements.
