EHealthVoice Documentation

Complete guide to setting up and using EHealthVoice — the HIPAA-compliant AI voice agent platform for healthcare practices. Automate appointment scheduling, patient intake, triage, and more with intelligent voice agents that integrate directly with your calendar and EHR systems.

Overview

What EHealthVoice does and how it helps your practice

EHealthVoice provides AI-powered voice agents specifically designed for healthcare practices. Our agents handle inbound and outbound calls, schedule appointments through your existing calendar system, perform patient intake, conduct triage assessments, and automatically sync data with your Electronic Health Record (EHR) system — all while maintaining full HIPAA compliance.

AI Voice Agents

6 specialized agent types: Receptionist, Medical Assistant, Triage Nurse, Physician Assistant, Billing & Collections Specialist, and Diagnostic Assistant.

Calendar Sync

Real-time appointment scheduling through GoHighLevel, Google Calendar, and Calendly integrations.

HIPAA Compliant

End-to-end encryption, audit logging, BAA management, and SOC2-aligned security controls.

Getting Started

Set up EHealthVoice in minutes

1

Install the App

From the GoHighLevel Marketplace, find EHealthVoice and click Install. Authorize the requested permissions to allow calendar and contact access for appointment scheduling.

2

Connect Your Calendar

Navigate to Integrations > Scheduling in the EHealthVoice dashboard. Your GoHighLevel calendars will automatically sync. You can also connect Google Calendar or Calendly as additional scheduling sources.

3

Configure Your AI Agent

Go to AI Agents and select an agent type that matches your needs (e.g., Receptionist for appointment booking, Triage Nurse for symptom assessment). Customize the agent's personality, greeting, and behavior rules.

4

Assign a Phone Number

Under Phone Numbers, search and purchase a local or toll-free number. Assign it to your configured agent. Inbound calls to this number will be handled by the AI agent automatically.

5

Go Live

Test your agent by calling the assigned number. Review call logs and transcripts in the dashboard. Adjust agent settings as needed. Your AI voice agent is now handling calls for your practice.

Quick Tip

Start with the Receptionist agent type — it handles the most common use case (appointment scheduling and general inquiries) and requires the least configuration. You can add specialized agents later as your needs grow.

Features

Everything included with EHealthVoice

6 Specialized AI Agent Types

Pre-configured agents for reception, medical assistance, triage, physician support, medical scribing, and diagnostic assistance — each with healthcare-specific training.

Phone Number Management

Search, purchase, and manage local and toll-free phone numbers directly from the dashboard. Assign numbers to agents with one click.

Call Transcription & Recording

Every call is recorded and transcribed automatically. Review full conversation transcripts, search by keyword, and export for records.

Multi-Calendar Integration

Sync with GoHighLevel, Google Calendar, and Calendly. AI agents check real-time availability and book appointments during calls.

EHR Integration

Connect to eClinicalWorks, EPIC, Cerner, athenahealth, and more via FHIR R4. Automatically create encounters and sync patient data.

HIPAA-Compliant SMS

Send appointment reminders and follow-ups via SMS with full opt-in/opt-out compliance and audit trail.

Analytics Dashboard

Track call volume, duration, completion rates, peak hours, and agent performance with real-time charts and reporting.

Team Management

Invite team members with role-based access (Admin, Staff). Control who can configure agents, view call logs, and manage integrations.

Multi-Organization Support

Manage multiple practice locations from a single account. Each organization has its own agents, phone numbers, and settings.

Compliance & Audit

Full HIPAA audit logging, BAA management, data encryption, and SOC2-aligned security controls with exportable audit reports.

Calendar Integration

How EHealthVoice works with your scheduling system

GoHighLevel Calendar Sync

When you install EHealthVoice from the GoHighLevel Marketplace, the integration automatically connects to your GoHighLevel calendars. The AI agent can:

  • Check real-time availability across all connected calendars
  • Book appointments during live phone conversations
  • Send confirmation details to patients after booking
  • Handle rescheduling and cancellation requests
  • Sync appointment data bidirectionally with GoHighLevel

Additional Calendar Sources

In addition to GoHighLevel, you can connect:

Google Calendar

OAuth 2.0 connection for real-time event sync and availability checks.

Calendly

OAuth connection for event type listing, scheduling links, and webhook-based booking sync.

EHR Integration

Connecting to your Electronic Health Record system

EHealthVoice connects to major EHR systems via the FHIR R4 standard (SMART on FHIR). After a call, the AI agent can automatically create telephone encounters, update patient records, and sync appointment data with your EHR — eliminating manual data entry.

eClinicalWorks

EPIC

Cerner

athenahealth

NextGen

Zenoti

EHR Setup Note

EHR integration requires FHIR R4 API credentials from your EHR vendor. Our team can assist with the setup process. Contact [email protected] for guided onboarding.

Data Usage & Privacy

How we handle your data

GoHighLevel Scopes & Data Access

EHealthVoice requests the minimum GoHighLevel permissions needed to provide appointment scheduling and contact management. Here is exactly what we access and why:

calendars.readonly

Read your calendar availability to check open appointment slots during patient calls.

calendars/events.write

Create and update appointment events when the AI agent books, reschedules, or cancels appointments.

calendars/events.readonly

Read existing appointments to avoid double-booking and confirm appointment details.

contacts.readonly

Look up existing patient contacts to personalize interactions and avoid duplicate records.

contacts.write

Create new contact records for first-time callers with their consent.

locations.readonly

Read sub-account/location information to properly route appointments to the correct practice location.

Data Handling Practices

  • All data is encrypted in transit (TLS 1.2+) and at rest (AES-256).
  • We never sell, share, or use your data for advertising purposes.
  • Patient health information (PHI) is handled in full HIPAA compliance.
  • Call recordings and transcripts are stored securely and accessible only to authorized team members.
  • You can request data deletion at any time by contacting our support team.
  • We maintain a Business Associate Agreement (BAA) for all accounts handling PHI.
  • Full audit logs track every data access event for compliance reporting.

Frequently Asked Questions

Most practices are up and running within 15-30 minutes. Install the app, connect your calendar, configure an agent, and assign a phone number. For EHR integration, allow an additional 1-2 business days for FHIR credential setup with your EHR vendor.

Support

We're here to help

Email Support

For general questions, setup assistance, and technical issues.

[email protected]
Response time: within 24 hours (business days)

Guided Onboarding

Need help setting up EHR integration or configuring agents for your specialty? Our team offers guided onboarding sessions.

Request Onboarding Session

Security Contact

For security-related concerns, vulnerability reports, or HIPAA compliance questions:

[email protected]