For Medical practice manager / front desk · 8 Grok Bots

A front office that fills the schedule and confirms coverage before every visit

Grok Bots for a medical practice manager: propose bookings, register new patients, check insurance eligibility, track referrals and authorizations, and draft patient statements — all as drafts you approve.

Hire the team See the bots
● Drafts only — nothing sends without your approval · Uses only your own data
After checkout
Your setup link arrives by email
We set up your fleet
After checkout, Workplace AI provisions your fleet on our Cursor Teams workspace and follows up soon. Watch for your Cursor invite and Grok Bot download link — then accept, install, and go.
8 bots·2 domain specialists·Success metric: Eligibility-confirmed rate and empty-slot recovery·Category: Healthcare
The problem it targets

Running patient access from the front desk — answering the phone and the fax line to book and rebook visits, re-keying new-patient demographics and consents, calling or portal-checking insurance eligibility before every appointment, chasing referrals and prior authorizations that stall, reworking no-shows and the waitlist, and drafting patient statements and payment reminders by hand — so slots go empty, charts arrive incomplete, visits get denied for eligibility, and balances age because there is no time to sit down and finish the front-office work.

What you get

From day one

1

Proposed appointment times with confirmations and reminders drafted, plus a new-patient registration log that flags every missing consent or form before the visit — so slots stay full and charts arrive complete.

2

An eligibility worksheet for each upcoming visit and a live referral and authorization tracker with request packets drafted — so coverage is confirmed and no authorization lapses.

3

Patient statements and payment-plan offers drafted from the ledger with the arithmetic shown, and a one-page weekly front-office review with every number traced to its schedule or ledger rows.

Meet the team

8 bots, each with one job and clear approval points

Read-only bots watch and prepare; drafting bots write but never send. You approve everything that leaves.

1

Chief of Staff

coach
Drafts for your review — you approve before anything leaves
Your morning brief, meeting prep, fleet roundup, and after-meeting coaching.
Approves: none — nothing leaves without you
2

Patient Scheduling Coordinator

coordinator
Drafts for your review — you approve before anything leaves
Proposed times; drafted confirmations, reminders, and no-show/waitlist follow-up
Approves: every message; every booking
3

Front Desk Intake Organizer

intake
read-only
Watches & prepares — never sends
New-patient registration log; missing-consent and missing-form flags
Approves: none (nothing leaves; the log is internal)
4

Insurance Eligibility Checker

researcher
read-only
Watches & prepares — never sends
Pre-visit eligibility worksheets — active coverage, copay, deductible, referral need
Approves: none (nothing leaves; the manager resolves mismatches)
5

Referral & Authorization Tracker

tracker
specialist
Drafts for your review — you approve before anything leaves
Referral and prior-auth log; drafted request packets and follow-ups
Approves: every packet before it is submitted
6

Patient Billing Statement Drafter

drafter
Drafts for your review — you approve before anything leaves
Patient statements and payment-plan offers from the ledger, arithmetic shown
Approves: every statement before it is sent
7

Front Office Reporter

reporter
read-only
Watches & prepares — never sends
Weekly front-office review with every number traced to its schedule/ledger rows
Approves: none (nothing leaves; the manager decides)
8

Social & Referrals

growth
Drafts for your review — you approve before anything leaves
Draft posts and outreach to your own audience, credited and approved by you.
Approves: sends
The handoff — one shared chat
Coordinator→Organizer→Checker→Tracker→Drafter→Reporter
What the fleet does in week one

All read-and-prepare — you check its work before anything is trusted

What it does not do

The guardrails are the product

  • ×It drafts; it does not send. Every reminder, statement, and request packet waits for your approval.
  • ×It never gives a patient clinical advice — diagnosis, treatment, medication, and triage are the provider's, and the bots defer every clinical question.
  • ×It never submits a claim, posts a payment, or moves money, and no patient health information leaves the practice's own records without your approval.
Eligibility-confirmed
rate and empty-slot recovery
How you'll know it's working

One number, measured over time

Share of scheduled visits with insurance eligibility confirmed before check-in, and share of no-show or cancelled slots that are re-filled from the waitlist within the target window

Before day one

What you fill in — the bots never guess these

registration-log
the header contract for the patient registration log every bot reads and writes.
statement
your statement wording and the ledger fields a balance is built from. Numbers come only from the ledger.
eligibility-worksheet
the layout of the pre-visit eligibility worksheet the manager reviews.
Pricing

Cancel anytime.

Workplace AI provisions and runs your CrokPot fleet on our Cursor Teams workspace. We invite you on your own email — you accept, install Grok Bot, and we handle the rest.
$200/mo
  • Your whole fleet provisioned and installed for you
  • Cursor Teams seat included — paid by Workplace AI, never billed by Cursor
  • Onboarding + ongoing training
Hire the team
Your Cursor Teams seat is included and paid by Workplace AI. Drafts only, using your own data. No earnings, time-saved, or outcome guarantees are made.
How access works

You buy a CrokPot fleet from Workplace AI — not a Cursor plan

CrokPot runs on Workplace AI, Inc.’s (WAI) Cursor Teams workspace. WAI keeps the unpaid admin seat and pays Cursor for your seat. You join as the invited user on your real email and work through the installed Grok Bot fleet.

Your card is charged by WAI via Stripe for the CrokPot fleet ($200/mo, auto-renewing monthly) only — never by Cursor. If you cancel your fleet subscription, the invite/seat ends with it and is not portable to your own Cursor account.

FAQ

What you get, who owns the seat, and what happens after you pay

From the team behind Ancestry — CrokPot is built by Paul Allen, a co-founder of Ancestry.com.

Drafts only — you approve everythingYour own data, never shared$200/mo · cancel anytimeProvisioned & supported by Workplace AI

What do I actually get?

A pre-built fleet of Grok Bots for your trade, provisioned and installed for you on Workplace AI’s Cursor Teams workspace, plus onboarding and ongoing training. Every bot drafts; you approve.

Who owns the seat?

Workplace AI, Inc. (WAI) owns the Cursor Teams account and pays Cursor for your seat. You’re invited as a paid user on your own email. The seat isn’t portable to a personal Cursor account.

Do the bots act on their own?

No. The fleet is drafts-only, working from your own data. Nothing sends, files, or is trusted until you review and approve it — that’s the whole design.

Can I cancel?

Yes, anytime. It’s an auto-renewing monthly subscription at $200/mo. If you cancel, your invite/seat ends with the subscription.

What happens after I pay?

We follow up soon: our team provisions your fleet and invites you on the email you used at checkout. Watch for your Cursor Teams invite and Grok Bot download link, then accept, install, and go.

Training

New to Grok Bots? Get your team trained.

Live sessions and replays to get you and your coworkers productive with your fleet fast.

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