Clinical Tools

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

The voice agent has 13 built-in tools for interacting with clinical data during a live call. These tools 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 voice-level confidence (0.3-0.5) and must pass through confidence gates before reaching external systems.

Patient Tools

Tool	Type	What It Does
patient_lookup	Read	Searches patients by DOB, name, phone number, or MRN. Returns demographics, insurance, upcoming appointments, and recent visits. Uses a cascading search strategy: exact ID match, then phone lookup, then DOB+name, then name similarity, then DOB alone.
patient_create	Write	Creates a new patient record. Parses free-text addresses into structured FHIR format using an LLM. Auto-resolves clinic location for EHR sync. The agent must call patient_lookup first to check for duplicates.
patient_update	Write	Updates patient contact information (phone, email, address). Fires outbound sync to update the EHR.

Scheduling Tools

Tool	Type	What It Does
slot_search	Read	Searches available appointment slots from the EHR. Filters by location, date, appointment type, and provider. Returns slot references (e.g., "slot:0") that the agent uses when booking. Handles timezone-aware filtering based on clinic location.
schedule_appointment	Write	Books an appointment using a slot reference from slot_search. Writes to both the appointment and patient entities atomically, ensuring both stay in sync. Can optionally set the patient's primary care provider.
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.

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.

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 (1-10), call window, max attempts, and context for the outbound agent. Deduplicates by patient + reason + date.

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 entity embeddings.
semantic_event_search	Read	Searches clinical events by natural language (e.g., "recent blood sugar results"). Can be scoped to a specific patient. Returns event summaries with FHIR resource types.

How Tools Interact with the World Model

Write tools follow a consistent pattern:

1. The tool writes a FHIR-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 Skills (LLM-backed micro-agents) or Actions (versioned code packages).