Working With Agents in Scribeberry
Let virtual assistants pre‑screen, pre‑chart, and pre‑fill—before the patient walks in.
What Exactly Are “Agents”?
Agents are voice‑ and chat‑based AI assistants you spin up inside Scribeberry.
They phone, text, or web‑chat with patients to gather history, complete forms, and draft notes—all asynchronously and securely.
Why Agents Save the Day
Benefit | Impact on Your Clinic |
Zero Chair Time | Patient intake and form completion happen while you sleep. |
Cleaner Visits | Arrive at the encounter with HPI, meds, and ROS already in the scribe. |
Seamless Form Automation | Agents can fill CRA DTC, AISH, MVA, and custom PDF forms hands‑free. |
Flexible Outreach | Patients can call a dedicated number, click a link, or receive a scheduled callback. |
Compliant & Secure | Same HIPAA/PIPEDA safeguards as core Scribeberry; calls are not stored. |
How to Launch an Agent (5‑Minute Setup)
- Open the Agents Tab
- Sidebar → Agents → Create Agent.
- Give It a Role & Name
- e.g.,
Pre‑Op History Taker.
- Choose Agent Type
- History Taker (collects CC/HPI/ROS)/Form Filler (focuses on specific PDF)
- Front‑Office Staff (coming soon).
- Configure Behavior
- Opening Statement: “Hi, I’m Dr. Chen’s assistant calling to gather your medical history.”
- Instructions: Bullet points on tone, question order, escalation rules.
- Clinic Knowledge: Upload policies, hours, or custom instructions.
- Select Output
- Pick a Template (SOAP, consult, or custom form).
- Save & Deploy
- Scribeberry assigns a phone number and shareable URL.
- Optionally schedule automatic calls based on your EMR calendar.
- The agent can be called, call out, or can be sent via a secure link
Patient Interaction Workflow
- Patient Connects – dials the agent’s number, gets called, or clicks the web link
- Conversational Interview – agent asks dynamic, branching questions.
- Real‑Time Transcription & Logic – answers are parsed, validated, and inserted into the chosen template or PDF.
- Clinician Review – final note/form appears in your Scribes list for one‑click approval, editing, or chaining to further documents.
Power Features & Best Practices
Feature | How to Leverage |
Knowledge Injection | Paste knowledge so the agent can answer scheduling or prep questions on the fly. |
Slot‑Filling Logic | Describe critical fields as required; the agent will re‑prompt until completed. |
Multilingual Support | Patients can interact in 40 + languages; final note returns in your default language. |
Cost Control | Current pricing ≈ FREE; monitor usage in Agents → Analytics. |
Template Chaining | Use a background agent to pre‑fill ROS, then your live visit generates the final SOAP with all context included. |
Dynamic Agents | Create conditional statements to let your agent follow different pathways depending on the questions asked |
Compliance & Security Notes
- No Audio Storage: Conversations are transcribed live; raw audio is never saved.
- End‑to‑End Encryption: Patient answers travel the same encrypted channels as core notes.
- BAAs in Place: Microsoft Azure, Google Cloud, OpenAI, Anthropic - all under healthcare data agreements.
Frequently Asked Questions
Can an agent call my patient automatically?
Yes - use the Schedule Call option, pick date/time, and enter the patient’s number.
What if the patient hangs up early?
Partial data still saves; the agent flags incomplete fields for your follow‑up.
Can I review or edit the script?
Absolutely. Update the Opening Statement or Instructions anytime; changes take effect instantly.
Quick‑Start Checklist
Bottom Line
Scribeberry Agents work like tireless digital interns—collecting histories, populating forms, and handing you a pristine note before the visit even starts. Set them up once, and let the automation run while you focus on higher‑value patient care.