Clinical Tools

Built-in tools the agent uses during conversations for patient lookup, scheduling, insurance, and outbound management.

Clinical tools include documentation assistance (note polishing, order preparation, style learning), diagnostic support (ICD-10 suggestions, clinical alerts), and encounter management.

The agent has built-in tools for interacting with clinical data during live interactions, whether voice calls or text sessions. These tools execute identically regardless of channel. They read from and write to the world model, and write operations fire outbound sync events that the connector runner delivers to the EHR.

All write operations carry conversation-level confidence and must pass through confidence gates before reaching external systems.

Patient Tools

Tool	Type	What It Does
Patient lookup	Read	Searches patients by date of birth, name, phone number, or medical record number. Returns demographics, insurance, upcoming appointments, and recent visits. Uses a cascading search strategy that tries progressively broader matching.
Patient create	Write	Creates a new patient record with automatic address parsing and location resolution for EHR sync. Duplicate checking is required before creation.
Patient update	Write	Updates patient demographics: phone, email, address (free-text or structured with line, city, state, postal code), gender, and preferred language. Existing fields not included in the update are preserved. Fires outbound sync to update the EHR.
Save patient	Write	Combined create-or-update operation. If an entity ID is provided, updates the existing patient. If not, checks for duplicates by name and date of birth and creates a new record if no match is found. Accepts flexible date formats and natural field names.

Scheduling Tools

Tool	Type	What It Does
Slot search	Read	Searches available appointment slots from the EHR. Filters by location, date, appointment type, provider, and time preference (morning, afternoon, or evening). When a time preference is specified and no exact matches exist, falls back to the nearest available window. Handles timezone-aware filtering based on clinic location. Results are cached per session for fast slot reference during booking.
Schedule appointment	Write	Books an appointment using an available slot. Writes to both the appointment and patient entities atomically, ensuring both stay in sync.
Appointment lookup	Read	Searches a patient's existing appointments by status (booked, pending, fulfilled, cancelled) and date range.
Cancel appointment	Write	Cancels a booked appointment with a required cancellation reason. Fires outbound sync.
Confirm appointment	Write	Confirms a booked appointment. Fires outbound sync.
Reschedule appointment	Write	Reschedules an existing appointment to a new slot. Cancels the original and books the replacement atomically, maintaining continuity in the patient's appointment history.

Medication and Encounter Tools

Tool	Type	What It Does
Medication lookup	Read	Retrieves a patient's active medications from the world model. Returns medication name, dosage, frequency, and prescriber information.
Prescription refill	Write	Creates a refill request for an existing medication. Writes a MedicationRequest event at voice confidence for review before syncing to the EHR.
Encounter lookup	Read	Retrieves a patient's encounter history (visits, diagnoses, participating practitioners). Can be filtered by date range and encounter type.

Encounter Documentation Tools

These tools support clinical copilot workflows where the platform generates structured notes from provider-patient encounters in real time.

Tool	Type	What It Does
SOAP generation	Write	Produces structured Subjective, Objective, Assessment, and Plan sections from the encounter transcript. Updates incrementally as the conversation progresses.
ICD-10 suggestion	Read	Analyzes the clinical discussion and suggests relevant diagnosis codes ranked by confidence. Checks suggested codes against the patient's existing conditions and medication list.
Clinical alerts	Read	Monitors for drug interactions, allergy contraindications, and vital sign concerns using the patient's full world model context. Alerts surface in real time during the encounter.
Encounter finalization	Write	Creates a frozen clinical snapshot at encounter end - SOAP notes, ICD-10 codes, and alerts packaged for review. Finalized encounters can trigger follow-up outbound calls and surface delivery.

Insurance Tools

Tool	Type	What It Does
Insurance create	Write	Creates an insurance coverage record for a patient. Supports primary/secondary priority, non-self relationships (spouse, child), and group numbers. The outbound adapter fuzzy-matches carrier names against the practice's insurance list.
Payer search	Read	Searches the practice's accepted insurance payer list using fuzzy matching. Matches by exact substring, alias expansion (common abbreviations like "Blue Cross" to "BCBS", "UHC" to "United Healthcare"), token overlap, and sequence similarity. The agent can verify a patient's stated insurance carrier against the practice's accepted list mid-call.

Queue and Ticket Tools

Tool	Type	What It Does
Queue lookup	Read	Reads outbound task entities from the world model, returning pending or scheduled tasks ordered by priority or next attempt time. Filterable by status (scheduled, dispatched, completed, failed, cancelled, snoozed). Useful for agents that need to check task backlogs or prioritize follow-ups.
Ticket create	Write	Creates a support ticket event for a patient entity. The event flows through outbound sync to the workspace's ticketing or CRM system. Supports title, description, priority (low, normal, high, critical), and category fields.

Outbound Tools

Tool	Type	What It Does
Schedule outbound call	Write	Schedules a future outbound call to the patient. Creates an outbound task entity that the connector runner's dispatch loop executes. Configurable priority, call window, max attempts, and context for the outbound agent. Deduplicates by patient + reason + date.
Log call	Write	Records a call outcome event for a patient (e.g., appointment booked, confirmed, declined, no answer, rescheduled, voicemail left, callback requested). These outcome events flow through outbound sync back to the source system, enabling downstream reporting and workflow automation.

Search Tools

Tool	Type	What It Does
Semantic patient search	Read	Searches patients by natural language description (e.g., "elderly diabetic patient on insulin"). Uses vector similarity over patient data.
Semantic event search	Read	Searches clinical events by natural language (e.g., "recent blood sugar results"). Can be scoped to a specific patient.

How Tools Interact with the World Model

Write tools follow a consistent pattern:

1. The tool writes a normalized event to the world model at voice-level confidence

2. The world model recomputes the affected entity's projected state

3. The tool publishes an outbound sync event to the connector runner's queue

4. The connector runner delivers the write to the EHR when the external system is ready

This means the patient gets an immediate confirmation during the call (the world model is updated instantly), while the EHR receives the write asynchronously through the confidence-gated pipeline. If the EHR is temporarily unavailable, the write is queued and retried.

These are the platform's built-in clinical tools. Workspaces can add additional capabilities through Platform Functions (declarative SQL, Python, and AI functions) or Skills (LLM-backed micro-agents that can run standard reasoning, orchestration workflows, browser automation, or desktop automation for systems without APIs).