Manage incoming referrals and triage them for the clinicians
An agent can read referrals, extract details and flag urgent ones. The secretary checks with the clinician when unsure.
AI for Medical Secretaries
Medical Secretary
Runs the paperwork side of a medical or health practice, typing clinic letters, managing referrals and results, answering phones and managing appointments.
What should stay human.
Keep and amplify
Type clinic letters and reports from dictation
Manage incoming referrals and triage them for the clinicians
Answer patient calls about appointments, results and letters
Automate
Send appointment reminders and recall letters
Send letters to referrers and file copies
Tasks, by type of work.
Each task has an experience tag (CX, SX or BX), a verdict, and example agents that often help with this kind of work. Agent suggestions come from our editorial scores, not vendor claims.
Inbox
Track results and make sure each one is seen by a clinician
An agent can match results to requests and chase results not yet reviewed. The secretary checks nothing has been missed.
Bookings & calendar
Book and change appointments around clinician schedules
An agent can book standard appointments and fill gaps. The secretary handles urgent and complex bookings.
Example agents: Retell AI, Vapi, ElevenLabs
Send appointment reminders and recall letters
Reminders and recalls can be sent automatically from the appointment book.
Example agents: n8n, ElevenLabs, Gemini
Phone & voice
Answer patient calls about appointments, results and letters
An agent can answer routine calls and book appointments. The secretary handles worried patients and clinical questions.
Example agents: ElevenLabs, Retell AI, Vapi
Talk with a distressed patient or family member on the phone
Calls from distressed patients need patience, care and a person who knows when to get a clinician.
Documents
Type clinic letters and reports from dictation
An agent can transcribe dictation and format letters. The medical secretary checks names, medicines and results before they go out.
Example agents: Grok Bot, Claude, Microsoft Copilot
Send letters to referrers and file copies
Signed letters can be sent to referrers and filed in the patient record automatically.
Time freed, and where it goes.
Work an agent can take on
What comes off the desk.
- Send appointment reminders and recall letters
- Send letters to referrers and file copies
Where those hours should go
Back into people, and the business.
- CX —Type clinic letters and reports from dictation
- CX —Manage incoming referrals and triage them for the clinicians
- CX —Answer patient calls about appointments, results and letters
- CX —Book and change appointments around clinician schedules
- CX —Talk with a distressed patient or family member on the phone
- SX —Staff experience: more time for the work that needs a person
- BX —Track results and make sure each one is seen by a clinician
Seen at
Business types where this role often appears, with a note on how it shows up there.
Business type
AI agents for Optometry Clinics
Writes referral letters to ophthalmologists, manages recalls and appointments, and handles patient records.
Business type
AI agents for Veterinary Clinics
Types clinical letters and referral summaries, manages appointments and handles client correspondence and records.
Business type
AI agents for Mental Health Clinics
Types assessment letters and reports, manages referrals and appointments, and handles sensitive patient calls with care.
Business type
AI agents for Chiropractic Clinics
Writes reports for doctors and insurers, books appointments and manages patient correspondence and records.
Business type
AI agents for Physiotherapy Clinics
Writes reports and letters to doctors and insurers, books appointments and manages patient records and correspondence.
Business type
AI agents for Urgent Care Centres
Sends visit summaries to GPs, manages referral letters and follow-up appointments, and answers patient calls.
Business type
AI agents for Dental Clinics
Writes referral letters and treatment plans, manages recalls and appointments, and handles patient correspondence.
Business type
AI agents for Medical Clinics
Types referral and clinic letters from dictation, manages results and referrals, books appointments and answers patient calls.
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