Keep patient and provider records current while reducing administrative burden.
Connected workflows for appointment coordination, provider scheduling, and care team communication - with privacy-aligned controls built in.
Deploy in your environment
Run it inside your own environment. Patient data stays with you. Use your own AI provider.
See private deploymentAppointment Coordinator
Scheduling & admin prep
Appointment confirmed
Coverage check on file
Pre-visit admin sent
Prep reminder queued
Three workflows healthcare teams run with Onpilot
Appointment Coordinator
Scheduling & admin prep
Appointment confirmed
Coverage check on file
Pre-visit admin sent
Prep reminder queued
Appointment and provider record lookup
Pull appointment details, provider schedules, and administrative notes instantly - so every front-desk interaction starts with context instead of repetitive lookups.
Appointment Coordinator
Scheduling & admin prep
Appointment confirmed
Coverage check on file
Pre-visit admin sent
Prep reminder queued
Auto-update admin records through scheduling and follow-up
New appointments, confirmations, and follow-up actions update your admin records automatically. Care teams see a current scheduling picture without manual entry.
Appointment Coordinator
Scheduling & admin prep
Appointment confirmed
Coverage check on file
Pre-visit admin sent
Prep reminder queued
Care coordination reports from your data
Generate scheduling summaries, follow-up lists, and administrative reports in plain English - scoped by role and access level.
Appointment Coordinator
Scheduling & admin prep
Appointment confirmed
Coverage check on file
Pre-visit admin sent
Prep reminder queued
Surface patient context before every interaction
Care coordinators, front desk staff, and nurses get the patient's relevant history - appointments, recent contacts, outstanding tasks, and provider notes - pulled from your CRM before the interaction starts. Less repetitive questioning, better patient experience.
Appointment Coordinator
Scheduling & admin prep
Appointment confirmed
Coverage check on file
Pre-visit admin sent
Prep reminder queued
Keep records current through every patient touchpoint
Appointment scheduling, intake completion, referral status, and follow-up actions write back to the CRM automatically. Patient records build themselves as care progresses - no end-of-day charting backlog for administrative data.
Appointment Coordinator
Scheduling & admin prep
Appointment confirmed
Coverage check on file
Pre-visit admin sent
Prep reminder queued
Generate follow-up communications from records
Draft appointment reminders, post-visit instructions, and care plan summaries grounded in the patient's actual record. Every communication reflects their specific context - not a generic template.
Appointment Coordinator
Scheduling & admin prep
Appointment confirmed
Coverage check on file
Pre-visit admin sent
Prep reminder queued
Deploy with privacy-aligned controls and role-based access
Patient data stays scoped to each session and organization. Admin controls define what each agent can access, update, and log. Role-based CRM access ensures staff see only the records relevant to their function.
Triage and calendars that stay aligned with how care teams work
Care operations
Case study
Integrate with Zendesk
Connect Onpilot to Zendesk so patient and member inquiries stay in your ticketing fabric - triage, macros, and escalations follow the workflows your compliance team already approved.
One integration layer - tenant-scoped, with OAuth, approvals, and audit trails your security team can review.
See all support & scheduling integrationsBook a demo
Reduce admin burden while keeping patient records complete.
We help healthcare teams connect their CRM, automate record keeping, and coordinate care with privacy controls.