AI Workforce for Health & Wellness Practices | Free Live Training

Free live training • For health & wellness practices

Build an AI Workforce for Your Practice—Eight Roles That Run the Front Office Without Eight Salaries

See how medical, dental, and wellness practices are putting specialized AI employees to work—confirming appointments, recovering no-shows, following up with patients, and handling the front-desk work that never ends.

  • Meet eight AI agents built for a practice—including a Patient Scheduling & Confirmation agent that fights no-shows around the clock.
  • Pinpoint the one role that would take the most pressure off your front desk first.
  • Leave with a realistic 30-day roadmap to deploy your own practice AI workforce.
Keith Kravitz

Presented live by Keith KravitzFounder, Optimizing Group · Medical-device founder who has trained clinicians across a dozen specialties

Built for practice owners
not IT departments
Real front-office workflows
not AI theory
Privacy-conscious rollout
human oversight where it matters
30-day deployment
prioritized around ROI

What you will see

Eight AI agents. One coordinated practice.

Each agent owns a specific job. Together they fill the schedule, keep patients engaged, and stop opportunities—and appointments—from slipping through the cracks.

The difference-maker

🗓️

Patient Scheduling & Confirmation Agent

Confirms appointments by voice and text, fills cancellations, and chases no-shows before they cost you the chair.

🎯

New-Patient Lead Agent

Finds and organizes prospective patients so new-inquiry leads never fall through.

Follow-Up & Recall Agent

Brings patients back for recalls, re-care, and follow-ups with timely, personal outreach.

💬

Front-Desk Support Agent

Answers routine patient questions instantly—hours, directions, forms, insurance basics—so staff aren’t stuck on the phone.

📅

Appointment Booking Agent

Qualifies interest, answers common questions, and moves new patients toward a booked visit.

✍️

Content & Education Agent

Turns your expertise into patient emails, posts, and educational material—consistently.

📊

Records & CRM Agent

Keeps patient records clean, summarizes activity, and surfaces the next best action.

🧠

Practice Operations Agent

Coordinates tasks, produces briefings, and helps turn priorities into execution.

The practical takeaway

Leave knowing exactly where AI fits in your practice—and where it shouldn’t.

You don’t need eight agents on day one. You need the right first fix—usually the empty chair—a clean rollout sequence, and a system that supports your staff instead of adding more complexity.

Choose the highest-value starting point—most practices start with no-shows.
Understand what can be automated safely and what still needs a human touch.
Avoid wasting money on disconnected tools that never talk to your schedule.

Your 30-Day Practice AI Roadmap

Days 1–10Find the biggest front-office leak—usually no-shows or missed follow-up—deploy the first agent, and connect your scheduling and patient data.
Days 11–20Launch the first workflow, measure recovered appointments, and add guardrails and human review.
Days 21–30Expand into coordinated agents that share context across scheduling, follow-up, and the front desk.
Months 2–12We keep building with you—a new specialist trained into your practice each month, scored and improved as it goes.

Who should attend

For practice owners who want a fuller schedule—not another AI lecture.

Too many empty chairs

No-shows and last-minute cancellations cost you revenue every week, and recovery is hit-or-miss.

Your front desk is buried

Staff spend the day confirming, rescheduling, and answering the same questions instead of caring for patients.

You’ve tried tools but have no system

Point solutions that don’t share context with your scheduling, records, or follow-up.

See what an AI workforce could do inside your practice.

The August 20 session has finished. Join the waiting list and we’ll tell you the moment the next date is set.

JOIN THE WAITING LIST →

For health & wellness practice owners and staff. Educational business training only—not medical, legal, or compliance advice. Results vary by practice, implementation, data quality, and level of human oversight.

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