PTENES
INEMA.CLUB PRO Agents in the Clinic

Professional Workbook · Healthcare · 3 lessons

Agents in the clinic: the administrative side for the AI, people for the team

In 3 lessons, you’ll take an administrative process from your clinic (confirmations, claim denials, treatment plans) and leave with it specified in the Agent Architect Kit: medical records out of reach, confidentiality as a constraint, and one owner for each permission. No coding, no video.

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~21 to 24 min per lesson · assumes the core course · nothing to download

Professional Workbook

At a clinic, the AI conversation gets stuck on “what if it makes a mistake with a patient?” The answer is one line: the agent does the work administrative and never handles clinical work. On this side of the line are the three hours a day reception loses to confirmation calls and denial spreadsheets.

What you'll know how to do

Results, not theory

Separate administrative from clinical with a one-sentence test, and list the ten processes at your clinic that an agent can perform.

Map confirmations and claim denials across six links, with the reason for the appointment kept out and every patient question routed to a person.

Decide on the permissions matrix for a clinic agent: medical records kept out, confidentiality and LGPD as constraints, and a named owner for each row.

Build and rehearse the specification in the kit, starting from the health preset, and test it in an AI chat before building anything.

Who it’s for

Designed for people who manage clinics and medical offices

this is for you if

  • You’re a clinic or medical office administrator, or the owner who approves what reception does.
  • You’ve already taken (or will take) the foundation course Arquiteto de Trabalho com IA and want to apply it to your clinic.
  • You want the agent to handle scheduling, confirmations, and claim denials, while the team takes care of people.

this isn't for you if

  • You’re looking for AI to support diagnosis, clinical triage, or prescribing: by design, this workbook covers administrative tasks only.
  • You don’t yet know the six links, the chain, or the permissions matrix (take the foundation course first).

Pathway

Three lessons, one specified process

1

Ten clinic processes an agent can handle, and the line it must never cross

Leave with the list of ten and one mapped across six links.

21 min
2

What the agent can see and do in a clinic

Leave with the permissions matrix decided, medical records out of scope, and confidentiality written down.

21 min
3

Your specification in the kit: confirmation and denials

Leave with the specification built in the kit and rehearsed in an AI chat.

24 min

see the full track →

This workbook assumes you’ve completed the base course AI Work Architect and uses the Agent Architect Kit with the healthcare preset.