AI chatbots for healthcare: A guide for medical centers and healthcare providers
Explore 15 essential use cases for AI healthcare chatbots, core technologies like NLP and LLMs, and key considerations such as privacy and safety, showing how they improve patient care and operational efficiency in healthcare.
In most industries, it’s quite simple to create and deploy a chatbot, but for healthcare and pharmacies, things can get a little tricky. You’re dealing with sensitive patient information, diagnosis, prescriptions, and medical advice, which can all be detrimental if the chatbot gets something wrong.
So, how do healthcare centers and pharmacies incorporate AI chatbots without jeopardizing patient information and care? In this blog we’ll walk you through healthcare use cases you can start implementing with an AI chatbot without risking your reputation.
What is a healthcare chatbot?
Healthcare chatbots, or medical chatbots, are intelligent assistants used by medical centers, pharmacies, and medical professionals to help patients get assistance faster. They can be AI-powered to handle more complex situations and provide a conversational experience to the patient, critical in a sensitive situation.
Here are a few examples of tasks they can help with:
- FAQs
- Appointment booking
- Reminders
- Symptom tracking and triage
- Administrative tasks
What are the benefits of a healthcare chatbot?
- Always-on availability: Not every healthcare provider can give patients 24/7 support, but a healthcare chatbot can help make that possible by providing round-the-clock access to medical services like appointment booking, FAQs, and much more.
- Speed up time to resolution: Using a chatbot can help healthcare centers resolve various patient issues much faster, leaving reception open to urgent calls and complicated issues.
- Improve operational and cost efficiency: Healthcare chatbots automate administrative tasks, reduce call center workload, send appointment reminders, and efficiently triage patients, resulting in measurable reductions in administrative work, missed appointments, and ER visits. These efficiencies also help decrease per-visit costs, freeing staff for more complex patient needs.
- Offer anonymity: Many patients value privacy and prefer to ask sensitive medical questions anonymously. Chatbots provide a judgment-free way to seek information without revealing their identity.
- Scalable solution: A medical chatbot is a scalable solution, meaning healthcare providers can start simple, test, adjust, and add more use cases, and expand the capabilities of the solution. It also allows medical centers to manage multiple patients at the same time, easing the workload of human workers.
15 use cases for AI medical chatbots
1. Appointment booking
With an AI chatbot, your patients can book appointments, get personalized reminders, confirm their attendance, reschedule, and cancel in one chat. No more calling and waiting on the line to speak with reception. An AI chatbot can make the entire booking experience smoother and streamlined for both healthcare providers and patients.
2. Patient onboarding and education
AI chatbots can help onboard patients with ease. The chatbot can answer all FAQs associated with onboarding at your clinic, and you can create conversation flows to guide them through the onboarding process.
Use rich media and features of the channel of your choice to enrich the entire experience. Try sending educational videos over chat so patients can watch and review when it’s convenient for them.
3. Personalized reminders
Life is busy, and remembering to refill prescriptions, take medication, or even stay up to date with vaccinations can sometimes slip people’s minds. With an AI chatbot, you can set up messages to be sent to patients with a personalized reminder.
Patients can interact with the bot if they have more questions like their dosage, if they need a follow-up appointment, or if they have been experiencing any side effects that should be addressed.
4. Search for local medical services
An AI chatbot can quickly help patients find the nearest clinic, pharmacy, or healthcare center. The chatbot can also be trained to offer useful details such as operating hours, contact information, and user reviews to help patients make informed decisions.
Use the home address your patient provided on file to offer them the closest location or use GPS location features in the channel you are chatting over to share clinics and pharmacies in their current vicinity.
5. Pre-appointment support
Before a diagnostic appointment or testing, patients often need to prepare in advance. Use an AI medical chatbot to send automated messages, videos, images, and advice to patients in preparation for their appointment.
The chatbot can easily converse with patients and answer any important questions they have at any time of day. The chatbot can also help remind patients of certain criteria to follow such as when to start fasting or how much water to drink before their appointment.
6. Healthcare insurance support
Healthcare insurance claims are complicated, stressful, and something patients do not want to deal with, especially if they are in the middle of a health crisis. Using an AI chatbot for health insurance claims can help alleviate the stress of submitting a claim and improve the overall satisfaction of patients with your clinic. Answer questions about patient coverage and train the AI chatbot to navigate personal insurance plans to help patients understand what medical services are available to them.
7. Disease management services
Set up messaging flows via your healthcare chatbot to help patients better manage their illnesses. For example, healthcare providers can create message flows for patients who are preparing for gastric bypass surgery to help them stay accountable on the diet and exercise prescribed by their doctor.
8. Symptom tracker
An AI medical chatbot can serve as an effective symptom tracker, enabling patients to regularly log and monitor symptoms or health changes over time. Patients can interact with the chatbot to record details about their condition, such as pain levels, frequency of symptoms, or medication side effects.
This ongoing digital record not only helps patients recognize patterns and triggers but also provides healthcare providers with valuable data to inform more accurate diagnoses and tailor treatment plans. Real-time tracking and reminders encourage adherence and empower patients to take a proactive role in managing their health.
9. Disease awareness campaigns
Launching an informative campaign can help raise awareness of illnesses and how to treat certain diseases. Before flu season, launch a campaign to help patients prevent colds and flu, send out campaigns on heart attacks in women, strokes, or how to check for breast lumps.
These campaigns can be sent to relevant audiences that will find them useful and can help patients become more aware and proactive about their health.
10. Send diagnostic results and requested medical records
Patients sometimes need fast access to their medical records. Instead of waiting on hold for a healthcare call center and waiting even longer for an email to come through with their records, train your AI chatbot to manage this kind of query. You can speed up time to resolution, achieve higher satisfaction rates, and ensure your call lines are free for urgent issues.
11. FAQs
It’s natural for patients to have a list of common questions for their healthcare provider. Set up a medical FAQ chatbot that can quickly answer these questions at any time of day. You can set up the right flows, flag particular questions that might need human intervention, and ease up the number of queries that are sent to medical providers.
12. Referrals
An AI chatbot can streamline the specialist referral process by keeping patients informed about their referral status, appointment scheduling, and required documentation. It can answer common questions, send reminders, and provide instructions to help patients prepare for specialist visits. This reduces stress, improves transparency, and ensures a smoother transition from primary care to specialized treatment.
13. Post-appointment feedback and surveys
Patient satisfaction is vital for enhancing the healthcare journey. Automated surveys and feedback forms sent through chat apps like WhatsApp make it easy for patients to share their experiences, leading to higher response rates. This streamlined process provides providers with valuable insights to improve care quality.
14. Form-fill abandonment
If patients have started filling out an intake form or pre-appointment form on your website but did not complete it, send them a reminder with a chatbot. Better yet, ask them the questions you need answered through a conversation with your AI chatbot. This allows for a more relaxed and conversational approach to providing critical information for their file with your healthcare center or pharmacy.
15. Handover to a medical professional
Your chatbot can schedule and set up calls with a tele-health professional. Use video or voice to transfer patients to speak directly with a healthcare professional with solutions like WhatsApp Calling, Viber Business Calls, or traditional Voice.
An AI chatbot is also trained to understand when it can no longer assist a patient, so it can transfer patients to speak with a representative or healthcare professional and avoid any unpleasant experiences.
Healthcare chatbot technology (AI, automation, governance, and more)
So, what kind of technology actually enables these use cases and helps you build a reliable medical chatbot? There are several core components that typically work together. You don’t need to implement all of them from day one, but you should understand what each brings to the table. In practice, the first step is almost always speaking with an AI expert who can help you design the right mix based on your use case, risk level, and regulatory requirements.
Here are the key technologies involved:
1) Natural language processing (NLP)
Natural language processing (NLP) enables medical chatbots to understand, interpret, and generate human language, including medical terms, abbreviations, and informal phrases. By extracting key details such as symptoms, medications, and dates, and handling spelling mistakes, NLP allows chatbots to engage in accurate, meaningful conversations with patients by interpreting free-text questions, recognizing medical terminology, and differentiating between symptoms, conditions, and procedures for effective triage, scheduling, and improved patient interactions.
2) Machine learning (ML) and large language models (LLMs)
Machine learning drives the chatbot’s ability to detect user intent, predict next actions, personalize advice, and generate medically accurate responses. It adapts through user feedback, ensuring continual improvement.
Key features enabled by machine learning include:
- Identifying user goals (e.g., booking appointments, managing prescriptions)
- Choosing appropriate chatbot actions or escalating to humans
- Tailoring messages using patient data
Healthcare chatbots use large language models (LLMs) and retrieval-augmented generation (RAG) to:
- Produce human-like answers grounded in approved medical sources
- Minimize errors by referencing clinical guidelines and protocols
- Handle multiple languages efficiently
Ongoing learning from interactions and surveys helps refine accuracy and performance over time.
3) Speech recognition and voice technologies
Converts spoken words to text (ASR) and text to speech (TTS), enabling voice-based interactions for accessibility and convenience. For voice‑based healthcare chatbots (for example, hotlines or IVR systems), speech tech is essential:
- Automatic speech recognition (ASR): Converts spoken language into text the chatbot can understand, even with background noise, accents, or medical terms.
- Text‑to‑speech (TTS): Converts the chatbot’s responses back into natural‑sounding speech.
This enables voice assistants for appointment scheduling, medication reminders, and check‑in calls. It helps with accessibility for patients who prefer speaking over typing or have limited mobility or vision.
4) Sentiment analysis and emotion detection
Sentiment analysis in healthcare chatbots identifies emotions like anxiety or distress and adjusts responses or escalates as needed, especially in emergencies.
- It detects user emotions through language cues and adapts replies with empathy or clearer explanations.
- Critical messages (e.g., self-harm or severe symptoms) trigger immediate alerts for human intervention.
In regulated environments, sentiment models distinguish between routine symptoms (like “My chest feels tight when I run”) and emergencies (“I have severe chest pain right now”). Effective models route non-urgent cases appropriately and escalate high-risk situations immediately.
5) Contextual awareness and dialog management
The chatbot keeps track of conversation history, session context, and patient details (with consent) for personalized, compliant interactions. It remembers previous messages, workflow steps, and patient-specific factors like age or medications to avoid repetition and ensure relevant responses. Dialog management guides the conversation, decides when to escalate to a human, enforces clinical rules, and maintains consistency across all channels, such as web, apps, WhatsApp, SMS, and voice.
6) Integration with medical systems and knowledge bases
Healthcare chatbots provide real value when securely integrated with Electronic Health Records (EHR), scheduling, billing, medication systems, and trusted medical knowledge sources.
Chatbots should connect to:
- EHR/EMR for patient data updates
- Scheduling for appointments
- CRM for outreach and reminders
- Billing/insurance for coverage and cost info
- Medication management for refills and reminders
Secure APIs and access controls protect health information, while event-driven workflows can trigger messages like new lab results or missed refills. These integrations enable chatbots to deliver reliable, secure, and context-aware care for both routine and complex tasks.
7) Omnichannel and orchestration layer
Provide consistent experiences on web, mobile, messaging, and voice platforms with a central layer for managing context and handoffs. To ensure your medical chatbot is effective, offer multiple communication channels, such as on apps, portals, messaging (WhatsApp, SMS, Viber, RCS), and voice, so patients can choose their preferred method. The orchestration layer maintains conversation history and context across all channels, allowing agents or clinicians to access the full patient story and enable seamless transitions.
8) Governance and lifecycle management
Maintain safety and compliance in healthcare AI with ongoing version control, clinical reviews, safety testing, documentation, and escalation protocols. Implementing healthcare AI requires continuous management:
- Version control & approvals: All updates to chatbot content, rules, or models should be reviewed and approved, preferably with clinical input.
- Testing & validation: Test new logic or models through A/B testing and safety checks to ensure reliability.
- Documentation: Keep clear records of chatbot purpose, limitations, and escalation steps to meet internal and regulatory needs.
Putting it all together
In practical terms, a healthcare AI chatbot is not a single “magic” model. It’s a combination of:
- AI capabilities (NLP, ML, LLMs, sentiment, speech).
- Healthcare‑specific knowledge and rules.
- Secure integrations with existing systems.
- A strong governance and safety framework.
The right technology stack will depend on your organization’s goals, whether you’re focused on simple appointment reminders, full‑scale digital triage, or chronic disease management. That’s why engaging with AI and healthcare technology experts early is critical. They can help you design an architecture that is not only intelligent and user‑friendly, but also clinically safe, compliant, and scalable.
Which healthcare practices use AI chatbots?
Megi Health Platform
86%
CSAT score
65%
reduction in data collection time
The Megi Health platform at the Magdalena Clinic introduced a WhatsApp-based virtual assistant using Infobip chatbot building platform for chronic-care patients, especially those with hypertension. Patients can easily share blood pressure readings, report symptoms, receive reminders, access educational materials, and connect with doctors securely. This led to a 65% reduction in data collection time and an 86% patient satisfaction score. Doctors benefited from quicker workflows and earlier treatment adjustments, while patients appreciated the convenience and supportive interaction.
Apollo 24|7
95%
omnichannel delivery rate
72%
increase in average revenue per order
Apollo 24|7 partnered with Infobip to implement a unified omnichannel communications platform by combining data, chatbots, live chat, messaging, voice and automation. Patients can check symptoms, book appointments or diagnostic tests, get lab results, receive reminders, and get live support via WhatsApp, RCS, voice, or other preferred channels.
Apollo 24|7 achieved a 95% message delivery rate, reduced call-center workload by 20%, increased diagnostic bookings by 49%, and boosted revenue per order by 72%. The chatbot provided a more convenient and personalized experience, with 67% of sessions actively engaging patients.
Hospital Alemão Oswaldo Cruz
96%
customer satisfaction rate
82%
increase in appointments via WhatsApp
Hospital Alemão Oswaldo Cruz partnered with Infobip to unify patient communications using chatbots and messaging platforms integrated with its CRM. This automation streamlined appointments and check-ups, boosting WhatsApp bookings by 82%, cutting response times by 63%, and raising patient satisfaction to 96%.
Limitations and concerns around AI healthcare chatbots and how to mitigate them
AI healthcare chatbots offer many advantages, but they also present unique challenges and risks that must be carefully managed to ensure patient safety, privacy, and trust. Below are some of the main limitations and concerns, along with practical ways to mitigate them.
Lack of medical specialization
Publicly available AI chatbots such as ChatGPT or Perplexity were not designed specifically for medical use. While these platforms include general safety features, they may lack the clinical expertise and tailored logic required for accurate healthcare advice. Using generic chatbots can lead to inappropriate or unsafe recommendations.
Mitigation:
Develop custom solutions for healthcare providers that incorporate clinical guidelines, medical knowledge bases, and rule engines to ensure responses are medically sound and contextually appropriate.
Privacy and data protection risks
Handling protected health information (PHI) introduces significant privacy concerns. If chatbots are not built with robust security features, sensitive patient data could be exposed, leading to identity theft, violations of privacy laws, or reputational damage.
Mitigation:
Implement security by default, including end-to-end encryption for data in transit and at rest, strong identity and access management, data minimization, and anonymization or pseudonymization wherever possible. Ensure audit logs and configurable data residency for compliance with local regulations.
Regulatory compliance challenges
Healthcare chatbots must comply with complex regulations such as HIPAA (in the U.S.), GDPR (in Europe), and other local healthcare data laws. Failure to comply can result in legal penalties and loss of patient trust.
Mitigation:
Design chatbots to adhere to all relevant data protection laws. Regularly update compliance policies and conduct audits to monitor access and data flows. Provide clear consent flows and disclaimers so patients understand the chatbot’s scope and limitations.
Safety concerns and scope limitations
Chatbots must not provide diagnoses or treatment recommendations beyond their approved scope. There is a risk of patients relying too heavily on automated advice, which could result in missed or delayed care for serious conditions.
Mitigation:
Use policy filters and guardrails to block unsafe or non-compliant responses. Always include clear disclaimers and escalate red-flag symptoms, high-risk cases, or patient requests for human interaction to qualified clinicians. Maintain strict boundaries on what the chatbot can and cannot do.
Human oversight and escalation
AI chatbots can struggle with complex, ambiguous, or high-risk cases that require professional judgment. Without effective escalation mechanisms, patients may not receive the care they need.
Mitigation:
Incorporate human-in-the-loop workflows. Enable seamless handovers to clinicians or care coordinators when necessary, passing along patient context and conversation history to reduce repetition and speed up care. Allow for continuous quality review, so healthcare professionals can correct chatbot interactions and refine training and rules based on real-world feedback.
Bias and inaccuracy
AI models can inadvertently reflect biases present in training data or produce inaccurate information if not properly managed. This can compromise the quality of care and erode patient confidence.
Mitigation:
Regularly review and update chatbot content and rules. Involve clinical experts in training and evaluation. Conduct A/B testing and safety checks before deploying new features, and maintain documentation of intended use and known limitations.
Building trust and transparency
Patients may be skeptical about the accuracy, privacy, and reliability of chatbot interactions. Lack of transparency can discourage adoption and engagement.
Mitigation:
Clearly communicate the chatbot’s capabilities, limitations, privacy policies, and escalation procedures. Use transparent consent flows and provide easy access to human support when needed.
FAQs about healthcare chatbots and AI
Healthcare chatbots are AI-powered virtual assistants designed to facilitate communication between patients and healthcare providers. They use natural language processing to simulate real conversations, helping patients with tasks such as scheduling appointments, checking symptoms, requesting prescription refills, and answering common medical questions. These bots can be text or voice based and are often integrated with electronic health records to provide personalized responses.
Chatbots are used in healthcare for a variety of purposes, including:
- Appointment scheduling and reminders: Patients can book, reschedule, or cancel appointments without waiting on hold.
- Symptom checking and triage: Chatbots guide patients through symptom-based questions and recommend next steps.
- Medication management: They send reminders for medication, provide dosage information, and track prescription refills.
- Administrative support: Handling insurance queries, billing, and providing test results.
- Patient education: Delivering accessible explanations and clarifying medical information
The most appropriate uses include:
- Routine administrative tasks: Appointment management, insurance queries, and billing.
- Symptom triage: Guiding patients to the right level of care.
- Medication adherence: Sending reminders and educational nudges.
- Chronic disease management: Monitoring symptoms and providing lifestyle guidance.
- Patient engagement: Collecting feedback, conducting surveys, and supporting clinical trial participation
AI chatbots can be safe and effective when:
- They are trained on reputable medical data and supervised by healthcare professionals and AI experts.
- Clear safeguards and escalation protocols are in place, especially for sensitive topics.
- They are used for administrative and educational purposes, not as a replacement for clinical judgment. However, risks remain such as the potential for misinformation, privacy concerns, and lack of empathy in crisis situations. Regulatory bodies and experts emphasize the need for oversight, validation, and transparency to ensure patient safety
Compliance depends on:
- Data privacy laws: Chatbots handling protected health information must comply with regulations like HIPAA (in the US) or GDPR (in the EU).
- Security standards: Ensuring robust data protection and cybersecurity.
- Transparency and accountability: Clear documentation of how chatbots are trained, validated, and monitored.
- Human oversight: Clinicians must remain responsible for clinical decisions, and chatbots should not operate independently in high-risk scenarios. Regulatory frameworks are evolving, and organizations must stay updated to ensure ongoing compliance
Patients are motivated to use chatbots because:
- Convenience and 24/7 availability: Immediate answers without waiting for office hours.
- Anonymity and privacy: Some patients feel more comfortable discussing sensitive topics with a bot than a human.
- Reduced wait times and costs: Chatbots can handle routine queries, freeing up staff for more complex cases.
- Accessibility: Multilingual support and easy access for those in diverse, remote, or underserved areas.
- Empowerment: Patients can get information, manage appointments, and track their health at their own pace