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Answer pre-visit questions with an approved-document FAQ assistant for a clinic
Quick answer: A website assistant answers only from an approved document (hours, parking, insurance, what to bring) and hands anything clinical to staff.
Last updated October 15, 2026
Steps
- Write one approved document with hours, parking, accepted insurance and what to bring.
- Set up a website chat widget that retrieves answers only from that document.
- Add a hand-off rule: anything clinical or personal goes to a human.
- Review unanswered questions weekly and update the document.
What you need
Tools: Chat widget with retrieval from a fixed document. Costs: see each vendor's current pricing page.
What to watch
No patient health information goes into a tool without a HIPAA Business Associate Agreement, and the assistant must never give medical advice.
FAQ
Do I need to code?
No. These recipes use no-code tools like Zapier, Make or n8n. If you'd rather not set it up yourself, StorenTech AI can build it for you.
Want this built for you?
StorenTech AI can set up this automation for your business.
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