> ## Documentation Index
> Fetch the complete documentation index at: https://docs.a2v2.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Medical Agents

> A HIPAA-oriented agent type for patient-facing clinics — it unlocks health tracking, prescriptions, a medications catalog, and field encryption on top of your normal agent.

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](/building/create-agent) 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.

<Note>
  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](/building/instructions).
</Note>

## 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](/medical/setup-and-baa).

## Two gates, and what each one controls

Medical Agents have two distinct controls that are easy to confuse. Keep them straight:

| Gate                                   | What it controls                                                                            | When it applies                              |
| -------------------------------------- | ------------------------------------------------------------------------------------------- | -------------------------------------------- |
| **Agent type = Medical**               | Unlocks 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 patients                            | Only 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](/medical/setup-and-baa) for the full flow.

<Warning>
  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](/medical/setup-and-baa#hipaa-eligible-models-only).
</Warning>

## What a Medical Agent unlocks

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

<CardGroup cols={2}>
  <Card title="Health tracking" icon="heart-pulse" href="/medical/health-tracking">
    A **Health** tab on every contact for recording readings, with a library of clinical
    parameters ready to use out of the box.
  </Card>

  <Card title="Health buckets" icon="layer-group" href="/medical/health-buckets">
    Group parameters into named sets — "Blood Work", "Vitals" — that roll up into
    Health and Risk score cards.
  </Card>

  <Card title="Prescriptions" icon="prescription" href="/medical/prescriptions">
    A **Prescriptions** tab on each contact to record medications, dosing, and dispense
    history per patient.
  </Card>

  <Card title="Medications catalog" icon="pills" href="/medical/medications">
    An organization-wide list of medicines and their variants that prescriptions draw
    from.
  </Card>

  <Card title="Field & form encryption" icon="lock" href="/concepts/data-encryption">
    Encrypt sensitive custom fields at rest — available only on Medical Agents.
  </Card>

  <Card title="BAA status" icon="file-signature" href="/medical/setup-and-baa">
    A sidebar tile showing your agreement status: Not Signed, In Progress, or Active.
  </Card>
</CardGroup>

<Frame>
  <img src="https://mintcdn.com/a2v2ai/z96xFEw4f73J-2hV/images/medical/workspace.png?fit=max&auto=format&n=z96xFEw4f73J-2hV&q=85&s=e02a6a7ac67c2f40f9962e0cfde76460" alt="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" width="1440" height="900" data-path="images/medical/workspace.png" />
</Frame>

## 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](/medical/setup-and-baa).
2. **Review your medications catalog** — the shared list [prescriptions](/medical/medications) draw from.
3. **Review health parameters and add prescriptions** — [health tracking](/medical/health-tracking) parameters come pre-loaded; [prescriptions](/medical/prescriptions) are added per contact.
4. **Group parameters into buckets** — turn parameters into [scored buckets](/medical/health-buckets) on the Health tab.

## Related

<CardGroup cols={2}>
  <Card title="Set up a Medical Agent & the BAA" icon="stethoscope" href="/medical/setup-and-baa">
    Create the agent, request the agreement, and understand the publish gate.
  </Card>

  <Card title="Create an agent" icon="robot" href="/building/create-agent">
    The general create flow and how agent types compare.
  </Card>

  <Card title="Data privacy & isolation" icon="shield-halved" href="/concepts/data-privacy-and-isolation">
    How A2V2.ai keeps your data isolated, and what HIPAA compliance means here.
  </Card>

  <Card title="Tebra integration" icon="plug" href="/integrations/tebra">
    Import patients, health readings, and prescriptions from Tebra into a Medical Agent.
  </Card>
</CardGroup>
