Role bundle

Clinic, Medical

All roles

A four-agent preset for 1-10 provider medical / dental practices - Practice Manager, Front Desk, Clinical Assistant, and Billing Specialist - wired with Practice Fusion / Athena, eligibility APIs, claims clearinghouses, and HIPAA-compliant messaging.

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kwave.ai

What's inside

ContentCount
Agents4
Skills8
Companies running this4

Agents

4 AI agents wired for this role. The CEO Dashboard is the hub; the rest report up to the CEO unless flagged owner-direct (escalation paths that bypass the CEO, like crisis routing).

AgentRoleReports to
Practice ManagerOperations Leadowner-direct
Front DeskIntake + Schedulingpractice-manager
Clinical AssistantCharting Supportpractice-manager
Billing SpecialistInsurance + Patient Billingpractice-manager

Skills

8 workflows the agents can run for you. Each is triggered by natural-language commands. The full SKILL.md (inputs, procedure, output format, write guards) is mounted in your workspace under .claude/skills/<slug>/ after install.

SkillDescription
patient-intakeUse for new-patient onboarding - collects medical history, insurance cards, HIPAA + financial consents, demographics, and ID via HIPAA-compliant portal, flags missing info before the visit.
appointment-schedulingUse for daily scheduling - books, reschedules, fills cancellations from the waitlist; routes by provider availability, room, equipment, and visit type; sends SMS / email confirms 48h + 24h before.
charting-assistUse post-visit - drafts SOAP / DAR notes from provider voice memo or transcript, ICD-10 + CPT code suggestions, surfaces follow-up tasks (labs, imaging, referrals).
insurance-verificationUse when verifying insurance 48h before each visit - pings Availity / Change Healthcare / Waystar eligibility API, confirms active coverage + copay + deductible status, flags prior-auth needs, sends patient a benefits estimate.
claims-submissionUse when submitting claims after each encounter - applies ICD-10 + CPT codes (with provider review), scrubs the claim for clean submission, files via clearinghouse, tracks adjudication, and routes denials to denial-management workflow.
recall-remindersUse weekly - pulls due-for-recall lists (6mo dental cleanings, annual physicals, follow-up windows, vaccine boosters), drafts and sends HIPAA-compliant text / email reminders with online booking link.
referral-lettersUse when referring out - drafts the referral letter with relevant history + reason, packages chart records, faxes / portal-uploads to the specialist, and tracks receipt confirmation.
patient-payment-followupUse when following up patient AR at 30 / 60 / 90 days post-statement - drafts payment-plan offers (3 / 6 / 12-month), AutoPay enrollment links, collection messages, and surfaces accounts for write-off / collections decision at 120 days.

Companies running this

Public listings only — opted in by the company. 4 companies below.

Sunset Family Medicine
Long Beach, CA · 5-10 team
Three-physician primary-care practice.
Bright Smiles Dental
Irvine, CA · 3-5 team
Solo dentist + 2 hygienists, family practice.
Pasadena Pediatrics
Pasadena, CA · 10-15 team
Six-pediatrician group, English + Spanish + Korean.
Westside Dermatology
Los Angeles, CA · 5-10 team
Dermatology + aesthetic dermatology two-provider group.

Getting started

Create a company in KWAVE and the full Clinic, Medical preset above runs in your workspace from day one - all 4 AI agents and 8 skills, wired and ready.

Detailed workflow guides for each skill live inside the workspace dashboard. Sign up at kwave.ai to access them.

Part of KWAVE. Each role ships with this default spec for any company that adopts it.
companies.kwave.ai