21 roles across five departments, each doing the routine work of a job your clinic already knows, inside the EHR you already run. Your staff approve what matters. Start with one.
Every call, text, form and DM answered, and booked.
Every call answered, day or night.
Answers when your team can’t, recognizes returning patients, offers real open times and books straight into your EHR.
Turns inquiries into booked visits.
Picks up website forms and missed calls within a minute, qualifies them, and books them onto the right provider’s calendar.
Your DMs, answered in seconds.
Replies to Instagram and Facebook messages and comments instantly, quotes your approved prices and books the visit.
Referrals booked, not buried.
Reads each faxed referral, creates the patient, checks insurance, texts them to book and confirms back to the referring office.
Paperwork, confirmations and records, done before the patient arrives.
New patient onboarding, on autopilot.
Greets new patients, collects forms, verifies insurance, and lands the data in your EHR before the first visit.
Reminders patients actually respond to.
Sends personal reminders before every visit and confirms attendance back to your scheduler.
One inbox for every request.
Cancel, reschedule, refill and message requests from calls and texts land in one email to your desk, with everything needed to act.
Every fax filed to the right chart.
Reads incoming faxes, works out what each one is and who it’s about, files it to the right patient and answers records requests once staff approve.
Cost estimates, signed before the visit.
Builds the written good faith estimate self-pay patients are owed from your price list, sends it for signature and files the signed copy.
Coverage checked and approvals filed before the visit.
Eligibility checks, before the visit.
Verifies coverage, benefits and copays for every scheduled patient, and re-checks recurring patients when plans change.
Approvals filed, not forgotten.
Gathers the evidence from the chart, fills the insurer’s request and submits it once your staff approve, then tracks it to a decision.
The follow-through between visits: notes, labs, refills and next steps.
Every patient, summarized before you walk in.
Reads intake responses, prior visit notes, active medications and recent labs, and delivers a structured brief to your care team before every appointment.
The note is drafted before you leave the room.
With the patient’s permission, records the visit and drafts the note in your template for the provider to edit and sign.
Orders out, results in, nobody lost.
Sends the lab order, books the draw or ships a home kit, reminds until it’s done, and routes results to the provider by urgency.
Refills off the front desk phone.
Takes refill requests by phone or text, checks them against your rules and routes each one to your team or the right pharmacy line.
“Come back in six weeks,” actually booked.
When a provider orders a follow-up or a test, makes sure it gets booked and done, and flags anything that stalls.
Patients back on their own rhythm, and empty slots filled.
Brings patients back on their own clock.
Finds patients past their own treatment rhythm, from Botox every 12 weeks to hormones on their measured cycle, and invites them back, only as many as your calendar can take.
Cancellations filled in minutes.
When someone cancels late, offers the slot by text to waitlisted and due patients. The first to pay the deposit gets it.
Wins back missed appointments.
Reaches out to patients who missed their visit, finds a new time on your calendar, and rebooks them automatically.
Members who use it, keep it.
Offers memberships to your regulars, and nudges members sitting on unused credit toward a visit before they start to feel it’s wasted.
Hear it first. Fix it fast.
Surveys patients after the visit, timed to the treatment, asks for a Google review, and alerts the owner to any unhappy answer.
Start with the one job your team never gets to. One role is a complete setup.
Your solutions engineer maps your visit types, providers and rules, and connects it to the system you already run.
It runs in safe mode on your team’s phones first. Your staff approve what matters. Add the next role whenever you’re ready.
Every agent runs inside guardrails you set, so you always know what it will do before it does it.
Every agent starts in safe mode, texting only your team’s phones, so you see exactly what it will do before a patient does.
Require sign-off on the actions that matter. Cancellations, refills and anything clinical wait for your team.
Each agent only uses the tools and data you grant it. Nothing more.
Every action is logged, and every call is recorded and transcribed, so you always have a record.
Tell us the workflow that eats your team’s day. We’ll scope it with you and build it on the same rails as these.
HIPAA compliant · BAA with every clinic · works with the EHR you already use