PMD / PracticeMD integration

AI Receptionist for PMD: Booking, Recalls, and Patient Communication for Independent Practices

PMD is the quiet workhorse behind a lot of independent Canadian and small US practices. One to three providers, a tight front desk, and a scheduler that staff actually like. The problem is rarely the EHR itself, it is that no one has time to run recall lists, chase no shows, return lab result questions, and answer the phone all at once. A purpose built AI receptionist for PMD plugs into that workflow without forcing the practice onto a heavier platform.

PMD Aware · Independent Practice Friendly

Recall Revenue

23%

Of PMD practice revenue depends on recall outreach

Recall Lift

4.7x

Increase in recall conversion with AI outbound calling

Daily Hours Saved

6 hrs

Per day saved on routine bookings and confirmations

After Hours

89%

Of after hours calls captured and triaged

Who runs on PMD

The PMD Practice Profile

PMD (sometimes called PracticeMD or "Pretty Much Done" by long time users) is most common in independent family medicine, general practice, and small specialty clinics. Knowing the practice shape is the difference between a generic phone bot and a receptionist that actually fits.

Typical PMD Clinic Shape

• 1 to 3 providers, often owner operated
• Family medicine, GP, or focused specialty (derm, IM, peds)
• Front desk of 1 to 2 staff doing everything
• Long standing patient panels, heavy recall mix
• Limited budget for full PMS replacement

What PMD Does Well

• Stable scheduler with recall queue built in
• Clean demographic and contact field structure
• Lightweight, fast for staff who know it
• Local install footprint that owners trust
• Solid chart and billing fundamentals

Where PMD Practices Struggle

• No native outbound calling or SMS layer
• Recall lists generated but rarely worked through
• Phone tree absent or rudimentary
• No after hours coverage beyond voicemail
• Staff churn means tribal scheduling rules get lost

Why AI Fits PMD Well

• Adds capacity without changing the EHR
• Reads and writes scheduler without re platforming
• Pays back in recall revenue alone
• Lets the owner provider stay independent
• Scales the front desk from 2 people to 2 people plus 24/7

Integration approach

How the AI Receptionist Plugs Into PMD

The integration target is the PMD scheduler and patient demographic tables. The AI reads availability and writes confirmed appointments back. It captures demographic field updates during calls and pushes them into the right PMD fields, not into a parallel CRM.

PMD Scheduler Read and Write

• Live availability per provider
• Visit type and duration aware
• Books, reschedules, and cancels directly
• Honors block schedules and lunch breaks
• Confirms back to staff via shared dashboard

Demographic Field Capture

• Spelled name, DOB, phone, address
• Insurance plan name and member ID
• Preferred pharmacy and language
• Emergency contact and consent flags
• Written to PMD patient record, not a side database

Recall List Generation

• Pulls overdue annual physicals weekly
• Filters by chronic disease registries
• Builds outbound queues per provider
• Writes outcomes back to PMD recall queue
• Removes booked patients automatically

Workflows the AI runs well

Four Workflows Worth Automating First

These four workflows are where PMD practices see the fastest payback. Each one is high volume, mostly repetitive, and currently the first thing that gets dropped when the front desk is busy.

Annual Physical Recall Outreach

• Weekly pull from PMD recall queue
• Outbound calls during business hours
• Books directly into PMD scheduler
• Voicemail fallback with SMS booking link
• Outcomes logged back to recall record

No Show Rebooking

• Triggered when PMD marks visit as no show
• Same day outbound to rebook
• Soft accountability without scolding tone
• Offers next two available slots
• Escalates repeat no shows to staff queue

Lab Result Followup Calls

• Provider flags result as needs followup
• AI calls patient with the provider's exact message
• Books followup or medication review visit
• Documents call attempt in PMD chart
• Escalates abnormal urgency to staff immediately

After Hours Coverage

• 24/7 phone answer with specialty aware triage
• Books non urgent visits into next open slot
• Routes urgent symptoms to on call pathway
• Captures full intake before practice opens
• Morning summary delivered to staff dashboard

Recall campaign workflow

PMD Recall Queue to AI Outbound to Scheduler Write Back

This is the workflow that pays for the whole system. Recall is where independent PMD practices leave the most revenue on the table, because the lists exist but no one has the time to call through them.

Pull from PMD Recall Queue

Each Monday morning, AI pulls every patient overdue for an annual physical, well child, or chronic disease followup directly from the PMD recall list.

✓ No manual list export

AI Outbound Calling

Calls go out spaced across the week during business hours. The AI introduces itself as calling on behalf of the practice and offers two appointment options.

✓ Voicemail fallback to SMS

Scheduler Write Back

Confirmed appointments write directly into the PMD scheduler under the right provider and visit type. Staff see them on the schedule the same morning.

✓ Direct PMD booking

Recall Queue Update

Booked patients drop off the recall list. Reached but declined patients get a scheduled followup attempt. Unreachable patients escalate to staff.

✓ Closed loop in PMD

See the integration

Walk Through a PMD Setup

We will show you the live PMD scheduler integration, the recall queue automation, and the exact dashboard your front desk would see each morning.

Book a PMD Demo →

Independent practice pricing

Built for One to Three Provider Practices

Pricing scales with provider count and call volume, not seat count. PMD practices typically land in the entry tier and recover the cost in the first recall campaign.

See Pricing →

Related resources