Getting Started with Patient Assist
Set up your practice's AI chatbot in under an hour. This guide walks you through everything from gathering content to embedding on your website.
What You'll Need
Gather Your Practice Information
Before setup, collect the information your chatbot needs to answer patient questions accurately.
- Office locations with addresses and hours
- Provider names, specialties, and brief bios
- Insurance plans accepted
- Phone numbers and fax numbers
- Common patient FAQs
- Appointment preparation instructions
Upload Your Content
Add your practice information to the Patient Assist dashboard. Our system processes and indexes it automatically.
- Upload documents (Word, PDF) or paste text directly
- Add each location as a separate entry
- Include provider headshots if available
- Review the auto-generated Q&A suggestions
Customize Your Assistant
Make the chatbot feel like part of your practice with custom branding and personality.
- Choose a name (we suggest "Bowman" for nephrology practices)
- Select colors that match your brand
- Upload your practice logo
- Set the greeting message patients see first
Test Before Launch
Try common patient questions to ensure accurate responses before going live.
- Ask about insurance acceptance
- Request location and hours information
- Test provider-specific questions
- Verify handoff behavior for complex questions
Embed on Your Website
Add Patient Assist to your site with a single line of code.
- Copy the embed snippet from your dashboard
- Paste before the closing </body> tag
- The chat widget appears automatically
- Works with any website platform
The Embed Code
Once you've configured Patient Assist, you'll receive a snippet like this to add to your website:
<script src="https://cdn.nephroassist.com/patient-assist.js"
data-practice-id="your-practice-id"
async></script>
Paste this code before the closing </body> tag on every page where you want the chat widget to appear.
Frequently Asked Questions
How long does setup take?
Most practices complete setup in 30-60 minutes. The actual embedding takes less than 5 minutes once your content is uploaded.
What if Patient Assist gives a wrong answer?
You can review conversation logs in your dashboard and update your content to improve accuracy. The system learns from your corrections.
Can patients schedule appointments through the chatbot?
Patient Assist focuses on answering questions. For scheduling, it directs patients to call your office or provides a link to your online scheduling system if you have one.
Is patient data stored?
Patient Assist is designed to be non-PHI. It answers general practice questions and never asks for or stores protected health information.
Ready to get started?
Schedule a demo to see Patient Assist in action, or contact us to set up your account.