The plans you accept, your visit types, and your new patient rules, as typed policies.
Industries · Medical offices
Every patient call, answered in seconds, not after the hold music.
The agent answers your practice's line, takes the new patient's details and the referral, books the appointment within the hours you gave it, and gets a message to the right person. It gives no medical advice. Your front desk sees the patient in front of them, not the phone.
Made for: Primary care and family practices · Specialist offices that run on referrals · Physical therapy and chiropractic clinics · Pediatric offices with a front desk that never stops
What you get after the call
Appointment booked · new patient, referral from Dr. Ahmed · Thu 10:15 am
A new patient referred by Dr. Ahmed for a knee injury. The agent took her name, date of birth, and insurance, a PPO plan on the accepted list, and the referral details. It gave no advice about the knee. Elena asked for Thursday morning; booked for 10:15 am, read back, and told her to bring her ID, her card, and the referral.
- Put Elena Park on the schedule for Thursday at 10:15 am and confirm the referral from Dr. Ahmed
An example. The names and numbers are invented; the shape is what every call produces.
An AI receptionist for medical offices and clinics
An answering service takes a name and a number and reads a script about office hours. An AI receptionist for medical offices has to know which plans you take and which days a provider sees new patients. This one does. It takes the intake once, books the appointment, and gets the message to the right person. It gives no advice, and every call ends as a note on the desk.
Sound familiar
- The phone rings while the front desk is checking someone in.
- New patients who hang up after four minutes on hold.
- Referrals that arrive by phone with the wrong spelling and no callback number.
- "Do you take my insurance?" asked more times a day than anyone can count.
What the agent does on the line
- Answers as your practice, by name, within two seconds.
- Gives no medical advice. It collects the facts and books a person.
- Takes new patient intake: name, date of birth, insurance, the reason for the visit, and who referred them.
- Answers "do you take my insurance" from the plans you typed in, and says the office will confirm when a plan is not on the list.
- Books the appointment: a day and time within your hours, read back, with what to bring, for the desk to put on the schedule.
- Takes a message for a nurse or billing, puts a caller who asks for a person through to the staff member you choose, by your schedule, and emails you a summary after every call.
What to give it
What it knows about medical offices.
Your website's providers, locations, and patient forms pages, re-read every day.
Hours, the days each provider sees new patients, your cancellation policy, and what to bring to a first visit.
Rules you give it in the dialogue, like "Dr. Lin is not taking new patients until June".
Roles
The jobs it can take for medical offices.
One role per line. Two jobs, two agents, one desk.
Answers the line, routes the call to scheduling, a nurse message, billing, or a person, and never guesses.
Takes a day and time within your hours, reads it back, and sends it to the desk to put on the schedule.
Takes the new patient's details, insurance, referral, and reason for the visit, for the desk to finish once.
Answers hours, payment instructions and policies from what you typed, and takes a message for billing on anything else.
Hear it
A call of the same kind.
Scheduling
A new patient with a referral
Insurance, the referral, the earliest opening, what to bring.
Recording coming
Questions from medical offices
Straight answers.
How does it know my inventory, my prices and my hours?
You give it three things. A spreadsheet, exported from your system as a CSV, with up to two thousand rows; it recognises the columns by name. Up to twenty pages from your own website, which it reads when you add them and re-reads every day. And typed policies: hours, financing, cancellation, anything you would tell a new hire. You can also tell it things in the dialogue, and each one becomes a standing rule.
What happens when it does not know the answer?
It says so, tells the caller someone will follow up, and writes the question down. Every question it could not answer is in one list on your desk, so you can add the fact once. It never invents a price, an hour, a stock number or a policy.
Can it book appointments?
Yes. It offers the nearest times from the windows you set, takes the day and time, reads it back, and records the booking with the caller's name and number. The booking lands in your inbox and on your desk. It does not yet write to Google or Outlook calendars, so your team confirms it in whatever you use today.
Can it put a caller through to a person?
Yes. When a caller is ready, the agent rings a person on their mobile and connects them. You choose who: one person, a team that takes turns, or a schedule by day and time with a fallback. If nobody picks up, the agent takes the caller's name and number and promises a call back.
Can it take a card or a deposit?
No. The agent never reads out or takes a card number, and never agrees to a charge. Payments stay in the tools you use today. A booking or a lead is the most it commits you to.
Give medical offices a line that knows the business.
Pick your industry, pick a voice, upload what it knows. From $79 a month, month to month.