Your practice team answers the same 40 questions every day. It does not have to be that way.
This playbook shows you step by step how an AI agent takes over appointment requests, patient FAQ and prescription info, 24/7, GDPR-compliant, without medical advice.
Free access to the playbook plus Leadmatix software. No code required.
Monday, 8:15 AM. The phone is already ringing for the 12th time.
Your medical assistants juggle between phone, reception and admin. Patients are stuck on hold. And most calls are about questions that require no medical expertise.
Phone chaos
Busy signals, queues, missed calls. Patients give up after the third attempt and switch practices.
Always the same questions
Office hours, parking, "Do I need to come on an empty stomach?" - 2 hours per day are spent on questions that require no expertise.
Medical assistant overload
Phone calls, prescriptions, referrals, documentation. The core competency - patient care - gets lost in administrative noise.
of all calls in medical practices go unanswered. Each one is a patient who feels poorly cared for - or switches to a competitor.
Free access. No code. No credit card.
A relieved practice in 3 steps
The playbook gives you the prompt, knowledge base template and daily plan - no IT knowledge needed.
Enter your practice knowledge
Office hours, services, insurance types, preparation instructions and FAQ - everything your medical assistants answer on the phone every day.
Configure the system prompt
Ready-made prompt with strict medical boundaries, GDPR protection and emergency escalation. Copy, customise, done.
Embed the widget, brief your team
Chat widget on your practice website, connect online booking, brief the medical assistant team - live from day 7.
Most playbooks give you knowledge. This one gives you a digital practice assistant that answers patient questions 24/7.
What you will know after reading, and can implement right away:
Patients book at 10 PM - your team is asleep
The agent clarifies the concern, distinguishes new patients from existing ones and routes directly to online booking. No phone call needed.
- Integration with Doctolib, Jameda, samedi and more
- Preparation instructions sent automatically
- New patients receive intake information
Leadmatix Agent
Online
60-70% of questions answered by the agent - your team has time again
Office hours, insurance types, parking, fasting instructions, prescription orders - everything asked multiple times daily runs automatically.
- Save several hours per day
- Practice-specific answers, not generic
- Knowledge base updatable anytime
The agent informs. It does not diagnose. It does not treat.
Strict rules in the prompt prevent medical advice, diagnoses and medication recommendations. In emergencies, 112 is referenced immediately. GDPR-compliant: no health data in the chat.
- No diagnoses, no dosages, no therapy
- Emergency escalation to 112 / 116117
- GDPR Art. 9 - no health data captured
Leadmatix Agent
Online
Works for every practice with patient contact
Whether general practitioner, specialist or therapist - the playbook adapts to your range of services.
18 pages, no marketing fluff
Everything you need to digitally relieve your practice in one week - field-tested, GDPR-aware, in German.
Chapters
From the practice problem to go-live. Every chapter with concrete templates and checklists.
System prompt with medical boundaries
GDPR-compliant, with emergency escalation and data protection rules. Ready to copy.
Implementation plan
1-2 hours per day. By the end of the week your agent is live and your team is briefed.
Who is behind this?
Leadmatix builds AI chatbot systems for businesses across the DACH region. The strategies in this playbook come from real projects with medical practices, clinics and therapists.
This playbook is not for every practice
Save yourself the download if …
- Your practice has no website - the agent needs a digital place where patients can find it.
- You are looking for a chatbot that makes diagnoses or gives medical advice. This agent organises - it does not practise.
- You expect a full-service IT solution. This playbook is for implementing it yourself with your team.
- Your phone barely rings anyway and your team gets through the day relaxed.
For all other practices: Download, implement, relieve your team.
Before you ask …
The system prompt is configured so that no health data is collected or stored (Art. 9 GDPR). The agent never asks about diagnoses, findings or medications. The playbook includes clear guidance on this.
No. The 7-day plan is written for practice owners and medical assistants. The system prompt is ready - you just enter your practice data.
No, under no circumstances. The prompt contains strict boundaries: no diagnoses, no treatment recommendations, no dosages. For symptoms, the agent always refers to the practice team or emergency services.
Yes. The agent links directly to your existing booking system. It does not replace it but makes it easier for patients to reach.
7 days, 1-2 hours per day. In total about 8-10 hours. After that your agent answers the most common patient questions around the clock.
Give your team back the time lost on the phone
18 pages, ready to implement. System prompt with GDPR boundaries, 7-day plan, real example dialogues. Free.
- Download 18 pages of playbook instantly
- Create your own AI agent for your practice
- No credit card, no subscription, no code
Free access to the playbook plus Leadmatix software. No code. No credit card.
From the first patient question to the booked appointment, your AI agent takes over.
