Clinic & team

Use AI reception help and confirm an appointment safely

Get non-clinical workflow help and keep booking details inside your clinic.

Guide for clients · Rapivexa 1.0.4 · Reviewed 6 October 2026

Step by step

  1. Open Clinic → Administration → AI support as an Admin, or Reception help → AI support as a Receptionist. The page is available only in the secured clinic workspace.
  2. The AlphaRapid billing Admin configures one active AI provider and model in Admin → Your Platform → AI settings. A clinic Admin enables or disables the clinic switch in Clinic → Settings → AI receptionist support.
  3. Use chat for general software navigation, front-desk checklists and wording. When a message asks to book an appointment, Rapivexa intercepts it locally and does not send that request or its patient details to the AI provider.
  4. In Book an appointment securely, search the correct clinic patient, choose an active doctor, visit reason and proposed date/time. Verify the patient ID in the result.
  5. Press Review appointment. Check the patient, doctor, reason and date/time summary; tick the confirmation and press Confirm and book appointment only when it is correct.
  6. Check Front desk → Appointments for the saved booking. Any notification still follows patient consent, clinic opt-out, approved-template and provider settings.

Keep in mind

AI chat text that is actually submitted is sent to the selected external AI provider, so never include a patient name, phone, identifier, diagnosis, prescription or health details. Booking records stay in the clinic CRM and are created only after explicit staff confirmation. The helper does not diagnose, triage, prescribe or provide treatment advice. A queued notification is not proof of delivery.

Menu names and available actions can vary by specialty, role and plan.

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