Solutions · By department

The admin between your stages, handled

Operations work rarely fails loudly. It leaks between handovers — enquiries wait, cancellations leave gaps, forms arrive late and follow-ups are never booked. An Operations agent watches those handovers, prepares the next action, and brings the exceptions to your team.

Book a scoping call
No card for trial · Every message approved by your team before it sends
Operations

Where Xgenta removes work from your patient journey

Your clinic rarely loses time in one dramatic failure. It loses it between stages — enquiries wait, cancellations leave gaps, forms arrive late and recommended follow-ups are never booked. The Operations agent watches those handovers and prepares the next action for your team to approve.

  • Enquiry

    Guided pilot

    Captures and classifies enquiries, then prepares a timely response for your team to approve.

  • Booking

    Integration required

    Coordinates booking information and prepares waiting-list offers when an appointment becomes available.

  • Pre-appointment

    Guided pilot

    Sends approved reminders and surfaces missing forms, deposits and pre-authorisation before the appointment.

  • Consultation and treatment

    Clinician-led

    No clinical decision-making or treatment automation.

  • Follow-up and onward care

    Integration required

    Tracks agreed next steps and prepares follow-up communication when the relevant systems are connected.

  • Invoicing and insurance

    Integration required

    Surfaces exceptions and prepares administrative chasers when billing data is connected.

  • Recall and review

    Integration required

    Monitors approved due dates and prepares recall outreach from connected scheduling or patient systems.

  • Aftercare and feedback

    Guided pilot

    Prepares scheduled aftercare check-ins, feedback requests and approved review invitations.

Any of theseEnquiry arrivesSlot cancelledRecall dueOperations agentReads only the sources you approveWrites in your own tone, never clinicalDrafts the reply, form request or recallHeld as a draft — nothing has left the building yetYour team decidesApproveEditRejectA rejection records the reason, so the next draft is betterWrites to your practice management systemYour system stays the source of truthNo clinical content · Every message approved · Full audit trail
Operations guardrailsApplied to every step above, without exception
  • No triage, symptom assessment or clinical advice
  • Results go to the clinician, never to the patient
  • Every patient message approved, or sent from a template you approved
  • Your clinical system stays the source of truth
  • Full audit trail, exportable for CQC evidence

Consultation and treatment is deliberately excluded from automation. Examination, diagnosis, prescribing and every other clinical judgement stay with the clinician.

Nothing slips through the diary any more. Appointments are filled, pre-authorisation is done before the patient arrives, and reviews go out on schedule.

Booking, forms, pre-authorisation, invoicing and recalls — written into your clinical system, approved by your team, never clinical.

Where it runs today

Industries the operations agent is live for

Each industry states its own availability per step, because the systems a operations agent has to reach differ from one to the next. Anything not listed here is scoped during a pilot.

Medical clinicsAppointments filled, forms completed before arrival, patients who don't drift away.
Other departments

Agents for the rest of the business

SalesFollow-up that happens whether or not anyone remembersMarketingContent that still goes out in a busy week
A controlled first step

Plan your first governed AI agent initiative.

In 30 minutes, we will learn how your organisation works, identify a bounded first use case, and show the high-level Xgenta solution architecture.