Lorikeet
for Carepatron
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for Carepatron
for Carepatron
An AI support agent for Carepatron that goes beyond FAQ deflection. Handles account, billing, scheduling, documentation, telehealth, portal, and integrations end-to-end — while routing clinical crisis signals to humans, every time.
For demo purposes, the agent accepts whatever you give it and returns realistic mock data — make up any name, clinic, plan, or integration. Tap any prompt below to copy it, then paste into the chat:
Fin deflects. Carepatron's users are clinicians between sessions — they need the agent to actually resolve. That's what we built.
Proactive SMS when a clinician adds their first client but doesn't schedule. Proactive SMS when they invite their team but don't connect calendar. Real drivers, nudged at the right moment.
Password reset, 2FA, email change, locked accounts — end-to-end, not just an article link.
Upgrade, downgrade, cancel with data retention rules, refund triage — with price and seats live from Stripe.
Google Calendar, Outlook, Zoom, Doxy, Stripe — detects broken tokens and sends a re-auth link. 80% of "it stopped working" tickets resolve without a human.
When a clinician relays a client's self-harm, suicidal ideation, or abuse disclosure — recognises it and routes to local crisis protocols + human support. Doesn't try to triage a clinical emergency.
Every ticket scored against factuality, tone, and PII guardrails. Add a new QA check with Command+J — no engineering required.
Grounded in help.carepatron.com, the six product pillars, and the specific Fin gaps Jerrard called out.
400+ articles across Schedule, Message, Meet, Document, Treat, Bill — direct from help.carepatron.com.
Two outbound activation flows plus inbound breadth across every product pillar and technical triage.
User lookup, subscription, password reset, integration re-auth, plan change, activation SMS — all resolving actions, not just reads.
Indirect crisis relay (the clinician talking about their client) and cross-account PII — both escalate without missing the signal.
Between sessions is a precious five minutes. Carepatron's agent resolves login, billing, and scheduling questions before the next client joins.
Two proactive nudges at the exact moments Fin can't handle — first-session scheduling and calendar connection.
Integration self-healing, subscription self-serve, and live password reset handle the long tail. The human team picks up only what needs them.
Indirect disclosure (clinician relaying client crisis) is recognised and routed — no more false "Fin said everything's fine" moments.
Every ticket gets a Coach score against hallucination, PII, and tone. Problems surface before clinicians complain.
Handles the volume trajectory Jerrard's seeing without a linear headcount ramp.
Happy to walk through the guardrail architecture and show Coach in action.
Talk to the team