What Horizon can see
Patients, practitioners, appointments, schedules, available times and approved clinical records in Helix.
MedicalDirectorMedical, dental and allied health clinics software
AI automation inside MedicalDirector.
Bring approved Helix appointments, patient details and clinical records into one controlled staff workflow.
Front-desk list
ER
@Horizon, show me tomorrow's unfilled appointment times and any recent booking changes the front desk should review.
On it. Checking MedicalDirector now.Appointment checked in MedicalDirectorChanges since the last check pulled firstCross-checked and compiled into one list
A front-desk list of gaps and booking changes.
Visit brief
NB
@Horizon, prepare a patient administration brief from the approved appointment and demographic records for this visit.
On it. You approve before anything is saved.Appointment checked in MedicalDirectorDraft patient prepared for MedicalDirectorNothing saved in MedicalDirector until you approve
A concise visit brief from approved records.
Appointment update
GK
@Horizon, draft the appointment update for this patient and show me exactly what would change before saving it.
On it. You approve before anything is saved.Patient checked in MedicalDirectorDraft appointment prepared for MedicalDirectorExactly what would change shown to you firstNothing saved in MedicalDirector until you approve
A review-ready appointment update.
Works alongside
The connection
How does Horizon actually get into MedicalDirector?
Horizon connects through MedicalDirector Helix's official API. The clinic approves the Helix environment, records and actions Horizon may use.
Microsoft TeamsYour team asks here
The official doorwayYour organisation approves access
01Seeapproved records02Prepareyour approval first03Startagreed trigger or schedule
MedicalDirectorYour approved records
What Horizon can prepare
Horizon shows your team appointment and patient administration updates for staff review. Horizon does not make clinical decisions and saves nothing without approval.
How work can start
Helix can notify Horizon when selected records change. Other checks run on a schedule agreed with the clinic.
What we confirmed about the MedicalDirector connection
- The documented connection is for Helix, so a practice on older MedicalDirector products needs a separate feasibility check.
- The clinic decides which records are available and whether any update is permitted.
- Horizon can organise approved information, but clinical judgement always stays with qualified staff.
Checked against official MedicalDirector information on .
Day to day
Use MedicalDirector from one place.
MedicalDirector stays in place as the software your team already uses. Your team asks in Teams, Copilot, Claude or ChatGPT, and Horizon answers with only the approved records that request needs.
We connect one workflow first, prove it with your team on real review steps, then expand.
Often paired with
Software we connect with MedicalDirector.
Common questions
Using Horizon with MedicalDirector, answered.
What could our team ask Horizon to do with MedicalDirector?
Bring approved Helix appointments, patient details and clinical records into one controlled staff workflow. Typical results include a front-desk list of gaps and booking changes, a concise visit brief from approved records, and a review-ready appointment update.
Can our team use MedicalDirector from Microsoft Teams?
Yes, after the agreed access is approved. Your team asks Horizon in Teams, Horizon checks the approved MedicalDirector information and connected systems, then returns the answer or proposed action for review.
Can Horizon use MedicalDirector with Outlook, SharePoint or our other software?
Yes. We design one workflow around MedicalDirector and the other approved systems your team relies on, so the result can use the relevant information without staff opening each system separately.
Can Horizon prepare changes in MedicalDirector, not just answer questions?
Yes, where MedicalDirector supports the agreed action. Horizon prepares the change, shows it to the right person and applies it only under the permissions and review rules agreed for the workflow.
What would we start with in MedicalDirector?
We start with one useful, controlled request such as: @Horizon, show me tomorrow's unfilled appointment times and any recent booking changes the front desk should review. The first version stays narrow enough to test with real staff and real review steps.
What access is needed before work starts?
This connection applies to MedicalDirector Helix only. We confirm the Helix environment, permitted records and staff review rules before a pilot.
Does Horizon replace MedicalDirector?
No. MedicalDirector remains the system your team uses. Horizon connects only the approved data and actions needed for the agreed workflow.
How does Horizon keep the MedicalDirector workflow safe?
We agree exactly which records, people and actions are in scope. We test one limited workflow with approved examples, keep important changes behind human review and expand only after the pilot is working properly.
The audit costs nothing
Put AI to work inside MedicalDirector.
Tell us the MedicalDirector job you would rather not do yourself.
30 min with our Director. No sales rep, no follow-up.