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A clinic wants a patient-facing assistant that does more than answer questions: it should record a patient’s blood pressure and HbA1c, keep a list of their prescriptions, and handle that information with the care health data demands. That’s what a Medical Agent is for. A Medical Agent is an agent type you choose when you create the agent. Alongside everything a general agent does — knowledge base, instructions, embed — it turns on a clinical suite for tracking patient health and prescriptions, and it holds your organization to HIPAA-eligible models and a signed Business Associate Agreement before it can go live.
A Medical Agent is built for health-related questions, symptom guidance, and basic medical support. It is a patient-support assistant, not a diagnostic or clinical decision-making tool — keep that scope in mind when you write its instructions.

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Who it’s for

Choose a Medical Agent when your agent will handle protected health information (PHI) and you want the clinical tools that come with it:
  • Clinics and practices running a patient-facing assistant.
  • Health and wellness programs that track readings like weight, glucose, or blood pressure over time.
  • Any use case where you need per-patient prescriptions and a shared medications list.
For everything else — customer support, docs Q&A, lead capture — use a General Agent. You can’t add the clinical suite to a general agent later, so pick the right type when you create the agent.

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Two gates, and what each one controls

Medical Agents have two distinct controls that are easy to confuse. Keep them straight:
GateWhat it controlsWhen it applies
Agent type = MedicalUnlocks the entire clinical suite (health tracking, prescriptions, medications, encryption)The moment you create the agent — no waiting
Business Associate Agreement (BAA)Whether the agent can be made public / embedded for patientsOnly blocks going live, not building
In other words, the clinical tools are available immediately once the agent is a Medical Agent. The BAA is a separate, human-processed contract that only stops you from publishing the agent until it’s active. You can build and test everything privately in the meantime. See Set up a Medical Agent & the BAA for the full flow.
Creating a Medical Agent sets your entire organization to HIPAA-compliant. This narrows the available model list org-wide to HIPAA-eligible models — for every agent, and for document processing — not just the medical one. This is expected and can’t be undone by deleting the agent. See HIPAA models.

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What a Medical Agent unlocks

These features appear only on Medical Agents. Each has its own page:

Health tracking

A Health tab on every contact for recording readings, with a library of clinical parameters ready to use out of the box.

Health buckets

Group parameters into named sets — “Blood Work”, “Vitals” — that roll up into Health and Risk score cards.

Prescriptions

A Prescriptions tab on each contact to record medications, dosing, and dispense history per patient.

Medications catalog

An organization-wide list of medicines and their variants that prescriptions draw from.

Field & form encryption

Encrypt sensitive custom fields at rest — available only on Medical Agents.

BAA status

A sidebar tile showing your agreement status: Not Signed, In Progress, or Active.
A Medical Agent workspace — the sidebar shows the CRM section with Medications and the BAA Agreement status tile, alongside the Sandbox with a HIPAA-eligible model

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How the pieces fit together

The clinical features build on each other, so set them up in this order:
  1. Create the Medical Agent and request the BAA — see Set up a Medical Agent & the BAA.
  2. Review your medications catalog — the shared list prescriptions draw from.
  3. Review health parameters and add prescriptions — health tracking parameters come pre-loaded; prescriptions are added per contact.
  4. Group parameters into buckets — turn parameters into scored buckets on the Health tab.

Set up a Medical Agent & the BAA

Create the agent, request the agreement, and understand the publish gate.

Create an agent

The general create flow and how agent types compare.

Data privacy & isolation

How A2V2.ai keeps your data isolated, and what HIPAA compliance means here.

Tebra integration

Import patients, health readings, and prescriptions from Tebra into a Medical Agent.