Client Portal

6–10 providers

Mid-size Groups (6–10 Providers)

Practice-level leadership is balancing growth and patient experience; they need automation that scales without adding complexity.

Current pressure points

  • Call spikes overwhelm a rotating desk, especially at lunch and after school hours.
  • Scheduling conflicts happen because each provider has unique templates and block times.
  • High staff turnover makes knowledge transfer a constant battle, so automation must lock in the best playbooks.

Topic-specific playbooks

Call Volume Management

AI answers every ring with the same level of care, triages intent, and keeps patients moving without dialing the waitlist.

  • Smart routing identifies appointments, refills, emergencies, and referral requests so the right workflow kicks in.
  • Volume dashboards give you clarity on peak hours and real-time queue depth across providers.
  • Voicemail and follow-up summaries arrive in your inbox after each call, so nothing falls through the cracks.
Explore Call Volume Management

Scheduling Automation

AI handles confirmations, reschedules, and pre-visit prep so your desk can focus on complex coordination, not repeatable work.

  • Two-way SMS or phone reminders keep patients on the calendar and nudge no-response slots to fill.
  • EMR syncs auto-check provider availability before confirming an appointment.
  • Cancellation lists and wait pools are managed automatically, so you never leave revenue on the table.
Explore Scheduling Automation

Decreasing No-Shows

AI keeps patients engaged with reminders, empathy, and contingency plans so every slot carries a higher likelihood of showing.

  • Personalized messaging checks in on travel, transportation, and prior authorizations before the visit.
  • AI offers to reschedule immediately when a conflict is detected instead of keeping the slot blocked.
  • Dashboards flag high-risk patients for a human touch follow-up when needed.
Explore Decreasing No-Shows

Cutting Phone Labor Costs

Automation lets your newest hires defer to AI for routine calls so you can reallocate staff to higher-value tasks.

  • AI handles intake, triage, and routine troubleshooting without overtime.
  • Front desk staff monitor AI workflows and step in only for flags, keeping labor budgets predictable.
  • You can redeploy trained agents to patient retention, outreach, or provider support.
Explore Cutting Phone Labor Costs

Improving Staff Retention

AI prevents burnout by absorbing repetitive calls, letting your team focus on strategy, complex cases, and patient relationships.

  • Staff get instant summaries for each call, keeping them prepared for patient-heavy days.
  • AI takes ownership of high-volume flows, giving reps breathing room without sacrificing service.
  • Automated coaching moments surface what’s working so leaders can recognize wins.
Explore Improving Staff Retention

Why this size wins with AI

  • Leadership already measures KPIs, so adding AI metrics fits easily into monthly performance reviews.
  • EMRs are typically standardized across the group, easing integration with automation.
  • Shared marketing budgets mean pilots and demos are easier to justify financially.