It knows how your clinic actually runs
Your services, your pricing, your policies, and the playbooks your team follows — not a generic script with your clinic's name inserted.
AI Employees
Meet the AI employees your clinic has been missing.
Turn every lead, call and follow-up into revenue with AI employees that never clock out.
MiaAI Patient CoordinatorPhoneEmailWeb formChatbotWhatsAppSocial media
Talk to her live, right now. No booking required.Across the whole patient journey
Where clinics lose patients, and what your AI employee does at each step.
Five moments decide whether an inquiry becomes a patient. Here's what happens at each one.
Capture and respond
The first reply, in seconds
A new inquiry arrives and your AI employee answers immediately, not the next morning. Slow replies and missed calls stop costing you patients.
Inbound9:47 PM
New inquiry receivedInstagram DM · knee pain
AI employee replied4 seconds later
Answered before your competition
Keep the conversation moving
Real questions, real answers
It asks what your coordinator would ask, collects the details you need, and keeps the patient engaged until they are ready to book.
Qualifyingin progress
Treatment of interest Regenerative — knee
Timeline Within a month
Been before New patient
Best contact Mobile, evenings
Ready to book
Autonomous scheduling
Straight onto your calendar
When the patient is ready, the appointment is booked on your real calendar. No callback request, no queue, no handoff to a human first.
Your calendarTuesday
9:00 AMFollow-up — J. Alvarez
10:00 AMNew consult — Sara M.
11:30 AMConsult — D. Whitfield
Booked in the conversation
Protect the appointment
Confirmed, reminded, prepared
Confirmations and reminders go out on their own, pre-appointment questions get answered, and the patient arrives knowing what to expect.
Before the visitscheduled
Confirmation sentat booking
Reminder sent24 hours before
Prep questions answeredparking, forms, fasting
No-shows cut in half
Reviews and returns
One visit becomes the next
After the visit it asks happy patients for the review, then keeps in touch so your clinic is the one they come back to.
After the visit2 days later
Review request sentto a happy patient
Re-engagement scheduled6-month check-in
One visit becomes the next
Control, coaching and customization
An AI employee you can actually train.
Custom playbooks, corrections that are applied permanently, and escalation rules you set. You stay in control and it does the work.
Correct it once, in plain English
Coach it the way you'd coach a new hire. The correction applies immediately, it doesn't repeat the mistake, and it tells you where it thinks it could do better.
You can see everything it does
Full visibility into how your AI employee is performing, a training environment to work in before it ever talks to a patient, and escalation rules that decide when a human should take over.
Built in, not bolted on
AI that finishes the job.
It works inside the tools you already run, with the context and the access it needs to move a patient forward on its own.
One inbox, every channel
Calls, texts, email and social — your AI employee works all of them from a single place, and so does your team.
It remembers the whole conversation
Every reply is written from the patient's history with your clinic, so nobody is ever asked to repeat themselves.
It books. It doesn't just reply.
Live access to your calendar, patient records and workflows means it can book, confirm and follow up itself — no human handoff to finish the task.
Around the clock
One platform running your entire front office 24/7.
AI employees work while you sleep, so you never miss a potential patient booking. Here is one patient's journey through your AI team.
Instagram
Vidi posts a knee pain video on your clinic's Instagram.
Comments & DMs
A patient comments asking about your knee pain treatments. Iris replies in your clinic's voice.
Phone
The patient calls for pricing. Mia already has the knee pain context and shares pricing on the spot.
Calendar
Mia books the consult straight into your doctor's calendar.
Protocols
Atlas drafts a knee pain protocol for the patient.
Doctor review
Juno flags the protocol to your doctor for review and sign-off.
Call prep
Sage preps your concierge with the protocol and full patient context before the call.
In clinic
The patient comes in and gets treatment.
Follow-up
Rio follows up for a 5-star review and testimonial.
Side by side
The #1 AI team for medical practices.
Other AI toolsYour Caddie employees
One channel, usually web chatPhone, text, email, web and social from one inbox
Answers the question, then stopsQualifies, books, confirms and follows up
Booking means a callback requestBooked on your real calendar, in the conversation
Nothing happens after the visitReviews collected and past patients reactivated
A generic script you fill inYour services, pricing, policies and tone
Fixes need a support ticketCoach it in plain English; it applies instantly
Static until someone rebuilds itImproves from every conversation
You hope it said the right thingEvery transcript logged and reviewable
The upside
What clinics stand to gain.
15%more patient bookings
20%more revenue
80%of admin hours saved
80%lower operating costs
Modelled outcomes based on clinic response-time and no-show benchmarks. Your numbers depend on your pipeline — we'll model them against it on a demo.
“We did not add a person and we are booking more consults than we ever have. It is the first software we have bought that did the work instead of creating more of it.”
Owner, multi-location dental practicesFAQ
Clear answers for clinics considering Caddie.
Anything else? Bring it to a demo and we will answer it against your clinic's real pipeline.
Can Caddie replace my CRM?
Yes. Caddie's operating system includes an agentic CRM built to replace the generic ones clinics get stuck with — GoHighLevel, Zoho and the rest. The difference isn't the database, it's that Caddie works the leads inside it instead of storing them until someone has time.
Does Caddie integrate with EHR and EMR systems?
Yes. Caddie connects with most existing EHR and EMR platforms, and can act as your system of record instead if you'd rather run everything in one place. Integration takes about two weeks on average, scoped with you during discovery.
Does Caddie integrate with patient management software?
Yes. Scheduling, records and patient communication tools connect to Caddie so your AI employees can read context and write back — booking real appointments on your real calendar, not a parallel one.
Do your AI employees handle all patient scheduling?
They can, and you set the rules. Run them around the clock, only after hours, only on certain channels, or only for certain appointment types. You decide what they own and what always goes to a human.
Do Caddie AI employees handle voice calls?
Yes. Mia answers your clinic's phone, handles treatment and pricing questions, and books consults on the call. You can talk to her yourself on her page before you ever speak to us.
What is an AI-first clinic?
A practice where the front office runs on AI instead of on manual work and disconnected tools. Patients get instant answers at any hour, follow-ups never slip, and staff spend their day on care rather than admin. Caddie makes a clinic AI-first without adding headcount.
What types of clinics does Caddie support?
All of them — regenerative medicine, hormone therapy, IVF, dental, aesthetics, med spa and specialty practices. Because every setup is built on your own company brain, Caddie shapes itself around how your clinic actually runs. Talk to our team about your specialty and goals.