What happens when orthodontists, life science experts, and first responders start building AI agents? You get a masterclass in practical, HIPAA-compliant AI that's actually saving hours every week.

We just wrapped our AI HIPAA Agents workshop, and the energy was electric. Nearly 100 healthcare professionals, practice managers, and AI builders joined us to see exactly how medical practices are using AI agents today—not in theory, but in production with six real-life demos.

The through-line across every demo: AI is giving practitioners hours back every week—handling after-hours calls, generating documentation, catching billing errors before they become denials. And with HIPAA-compliant infrastructure through Chipp, they're doing it without stripping patient data or risking compliance.

Read on for everything we covered, or get the Chipp Business Plan to start building HIPAA-compliant AI agents today.

Let's break down everything we covered.

🎥 Full Workshop Recording

The Speakers

Lindsay Quinn — Orthodontic AI consultant who's been in the trenches for 10 years. She's not a tech person building for orthodontics—she's an orthodontics person building AI solutions. That difference matters. Here company: https://www.heartwisecollective.com/

Scott Meyer — CEO of Chipp, with orthodontics in the family (dad and brother are both orthodontists). Demonstrated voice AI and customer support agents built for real practices. Connect with him on LinkedIn: http://linkedin.com/in/scottdavidmeyer

Angela Radcliffe — Former Head of Enterprise Digital Innovation at Bristol Myers Squibb, now teaching hands-on AI to life science professionals. Also married to a firefighter/medic, which means she gets to test her builds on real EMS crews. Learn about here work: https://angelaradcliffe.com/

Hope Paterson - Hope is a business and leadership coach helping practices leverage AI for internal systems. She worked with Tooth Gallery on succession planning, building HIPAA-compliant AI solutions for marketing, team training SOPs, and patient support. More on Hope and her coaching: https://www.hopepaterson.ca/

Use Case #1: The Conversion Coach

Turning Lost Patients into Booked Appointments

Lindsay showed how her orthodontic practices use AI to analyze sales conversations. When a patient doesn't convert, the agent:

  • Scores the exam — How did the doctor do? The treatment coordinator?
  • Identifies the top 5 conversion killers — What went wrong?
  • Creates a recovery roadmap — Personalized follow-up emails and texts for that specific patient
  • Generates training scripts — So the team can handle those objections better next time

The kicker? They also use it to interview candidates before hiring. Put them in front of the AI, have it roleplay as a patient, and see how they communicate. Cuts through applications fast.

"It's easier than you think. Once you learn how to build one, you can build anything." — Lindsay Quinn

Use Case #2: Treatment Notes & Letters

From 30 Minutes to 30 Seconds

Every exam means documentation. Patient letters. Dentist referral letters. It adds up to hours every week.

Lindsay's agent takes a transcript (captured via a Plaud pin that auto-syncs to Chipp) and generates:

  • Formatted exam notes matching the practice's exact template
  • Patient walkout letters
  • Dentist referral letters

The key insight: Show, don't tell. Instead of trying to describe what you want, give the AI an example of a perfect letter and let it fill in the blanks.

"This is one where we need 100% accuracy. It cannot be 80% accurate. So you test ahead of time—and you still keep the human in the loop." — Lindsay Quinn

Use Case #3: AI Voice Phone Support

60-70% of After-Hours Calls Handled Automatically

Scott demoed a voice agent built for his brother's orthodontic practice in South Dakota. Here's how it works:

  1. Get a dedicated AI phone number through Chipp
  2. Set up time-based forwarding (5 PM → calls go to AI)
  3. AI answers questions, schedules appointments, or transfers to voicemail

Live on the call, the AI handled questions about:

  • Office hours
  • Invisalign availability
  • What age kids should come in
  • Whether you need a dentist referral

When the caller said "I just want to leave a voicemail," the AI smoothly transferred them.

The result: 60-70% of after-hours calls are simple questions that AI handles perfectly. The rest leave voicemails. Nobody waits until morning for an answer.

"We're at the point where a lot of people don't want to talk to a human. If you're upfront about it—'I'm the Meyer Ortho AI assistant'—some people are just gonna go with that." — Scott Meyer

Use Case #4: Dr. Jill's Brain

Scaling Expertise Across Your Team

Hope Paterson built this for Tooth Gallery, a dental practice in Canada. The context: succession planning. The practice needed to be operationally sound, and that meant getting Dr. Jill's knowledge out of her head and into systems the whole team could access.

The problem: Dr. Jill was getting interrupted constantly with questions from staff.

The solution: Capture everything Dr. Jill knows—her SOPs, her communication style, her clinical preferences—and make it accessible through a private, HIPAA-compliant backend. Hope also built AI tools for marketing content and team training documentation, all privacy-regulated.

Now when someone needs to know how to explain a night guard to a patient, they ask the AI. It responds like Dr. Jill would, clinically grounded and brand-native.

The result: a practice that moves beyond documenting processes to distributing actual knowledge and personality to all current and future employees. This means more efficiency and a business better prepared for succession.

Use Case #5: Rena — Nephrology Denial Fighter

Catching Documentation Gaps Before Claims Get Rejected

Angela built Rena for a renal physician group in Atlanta. It does two things:

Proactive: Scans documentation before submission to flag gaps, coding errors, and denial risks.

Reactive: When you get a denial, paste it in. Rena tells you exactly what went wrong, gives you a fix-it checklist, and generates an appeal letter template.

In the demo, Angela pasted a fictional denial from Blue Cross of Illinois. Within seconds, Rena identified three issues (two high-risk), explained what documentation was missing, and offered to draft the appeal.

"It's one thing to say here's where the problem is. It's another to say here's how we fix it quickly." — Angela Radcliffe

Use Case #6: Rapid Stroke QI Protocol

EMS Quality Improvement Against National Standards

Angela's husband is a firefighter/medic. His firehouse handles a lot of stroke calls in an aging community. The question: Are we doing this right?

She built an agent that:

  • Takes real EMS run data (anonymized but legitimate)
  • Analyzes it against national pre-hospital stroke standards
  • Flags critical concerns and compliance gaps
  • Recommends specific remediation actions

The demo showed real findings: below-target stroke screening tool usage, missing blood glucose documentation, and a 30-day action plan to fix it.

Her husband was planning to bring it to his medical director that afternoon.

Key Takeaways

1. Industry experts building for their industry wins

Lindsay said it best: "I'm not a tech person trying to build solutions for orthodontic practices. I'm an orthodontic person building AI solutions."

2. Most practitioners are barely using AI

When Lindsay asks how people use AI, 99% say "ChatGPT to write emails." She compares it to owning a Ferrari and driving it to your mailbox.

3. Fewer tools = less overwhelm

The more apps your practice has to learn, the less likely anyone uses them. Build everything in one place.

4. HIPAA compliance unlocks real use cases

Without it, you're stripping PHI from every transcript. With it, you can actually build agents that handle real patient data.

5. AI doesn't replace your team—it frees them

The mindset shift: AI handles the repetitive computer tasks so your team can focus on human connection.

Questions from the Audience

Can Chipp integrate with our EMR?

For any EMR, we need API access. You can typically ask the software provider if they offer that. Chipp works best with "not Epic" because Epic limits access. Common integrations include Dolphin Imaging and Grey Finch.

What makes Chipp HIPAA compliant?

Months of paperwork plus building out software and data storage to meet specific requirements. All Anthropic and Google models are available as HIPAA-compliant for Business Plan users.

Our processes aren't standardized yet—should we wait?

No! Use AI to document your processes first. Have it interview you, figure out what your process is, then build from there. Lindsay uses an "AI SOP Architect" that takes transcripts from Plaud or Loom and builds unified SOPs.

🎁 24-Hour Special: Join the March Cohort

Everything you saw today? You can learn to build it.

The Business Agents of Change starts March 3rd. Four weeks, twice a week, hands-on building with Scott Meyer.

Use code HIPAA for 20% off — valid until midnight February 18th.

👉 Join the March Cohort

Connect with Our Speakers

Tools Mentioned

  • Chipp — HIPAA-compliant AI agent builder
  • Plaud — Wearable transcription device that integrates with Chipp
  • Wispr Flow — Voice-to-text for your computer (also HIPAA compliant)
  • Claude Code 101 — Primer shared in chat

Ready to stop driving your Ferrari to the mailbox? Start building →

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