Secure AI Agent · Clinics
AI applied to
your clinic's back office
A specialist configured to confirm patients, reduce gaps in the schedule, follow insurance billing, and keep regulatory deadlines on the radar.
Companies that trust UPX
Capabilities
What the Clinics Agent
can do
Main areas of work for the Clinics and Medical Offices AI Agent in your operation.
Appointment confirmation
Confirms attendance in advance and records the patient's response.
Schedule occupancy
Identifies gaps and taps the waiting list to fill open slots.
Insurance billing
Organizes claim forms and tracks the submission of each batch.
Claim appeals
Gathers the evidence and prepares the appeal for the officer to sign.
Regulatory deadlines
Monitors permits, licenses, and required renewals for the facility.
Patient documents
Flags what is missing in the record for care and for billing.
Skills
Capabilities that compose the specialist
Skills add specific capabilities to the Secure AI Agent according to the processes it needs to execute.
- Schedule management
- Confirms attendance and reuses open slots.
- Claim checking
- Verifies completeness before submitting to the insurer.
- Appeal preparation
- Gathers the evidence that supports contesting the denial.
How it worksFrom the schedule to billing,
From the schedule to billing,
with review at every step
Connect your systems, define what the agent can do, and let the back office run within your clinic's limits.
- Connect scheduling and billing
- The agent works where the clinic already records.Connect the schedule, the billing system, and the patient channels so the Secure AI Agent has access only to what it needs to support the operation.
- Ask for the work
- Talk to the agent in natural language.Request the day's confirmations, the claim status, or the denials to appeal through the available channels. The agent understands the context, applies the configured skills, and follows the clinic's rules.
- The agent prepares. The team decides.
- From preparation to decision, with control.The agent confirms, organizes, and chases within the defined permissions. Every clinical decision and the appeal's signature stay with the responsible professionals.
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Integrations
Connected to the systems your clinic already uses
The Clinics AI Agent can query your schedule and billing and run tasks in the systems your team already uses.
Google Calendar 
Conta Azul 
Flow
What goes in,
what the agent does, and what comes out
From the raw schedule to prepared billing, following your clinic's rules and permissions.
Inputs
- Daily scheduleCSV
- Insurance claimPDF
- Denial responseDOC
Processing
Secure AI Agent
Processing the task
- Read
- Confirm
- Checkrunning
- Prepare
Skill appliedRules verified
Output
Completed
Back office prepared
- Patients confirmed
- Claims checked
- Appeal ready for signature
Control
You define how far the Agent can act
Different actions can operate with different autonomy levels, always within your clinic's rules.
- 1
Query
Reads the schedule and claims and answers with the reference.
- 2
Prepare
Confirms patients and organizes billing.
- 3
Request review
Waits for validation from the responsible team.
- 4
Execute
Performs the action within the defined limits.
Levels are configured per type of action, according to each clinic's policy. Any clinical decision, the appeal's signature, and access to medical records always stay under the responsible professionals' control.
Get started
Put a Secure AI Agent to work.
Start on the platform or choose the plan that fits the pace of your operation.
Security and compliance
Security that can be verified.
Certifications and attestations
UPX maintains SOC 2 Type II and ISO 27001, with independent audit over its information security controls.
Privacy and regulation
- LGPD
- Operations follow Brazil's Law 13.709/2018. In AI Agent contracts, UPX acts as data processor; the legal basis remains with your company.
- Zero Data Retention
- A product policy, not a certification: with compatible providers and configurations, processed content is not retained after execution.
- Retention and deletion
- The retention policy is defined by contract. Once the contract ends, data is deleted within the agreed period.
Frequently asked questions
Common questions about the Clinics Agent
What clinics usually ask before putting an agent to support the operation.
Does the agent triage or advise patients clinically?
No. The scope is administrative: scheduling, confirmation, billing, and documentation. The agent does not assess symptoms, suggest diagnoses, or advise on treatment — that always stays with the health professional.Does it access the patient's medical record?
Only the minimum required for the task, and only if you authorize it. Medical records are sensitive data under professional privilege: access is limited by permission and every query is logged for auditing.Does it sign the claim appeal?
No. The agent gathers the evidence, organizes the rationale, and leaves the appeal ready. Review and signature stay with the technical officer or authorized billing staff.How does it confirm patients?
Through the channels you connect, such as WhatsApp or email. The agent records responses, taps the waiting list when someone cancels, and keeps the schedule current.Is patient data used to train models?
No. Content processed by Secure AI Agents is not used to train UPX models or third-party models.Can we audit what the agent did?
Yes. Every action is logged: what was queried, what was proposed, when, in which system, and under which permission. The history stays available for review and auditing.How long does it take to go live?
It depends on the systems involved. The starting point is connecting the schedule and configuring patient confirmation, then expanding to billing and appeals.
Secure AI Agent
Bring a Secure AI Agent to your clinic
Talk to our specialists and see how to adapt this AI Agent to your processes, systems, and needs.