Client Portal

2–5 providers

Small Teams (2–5 Providers)

Growing groups where multiple providers share phones, so consistency and coverage are critical before adding staff.

Current pressure points

  • Providers rotate between clinics or telehealth, which sends calls into voicemail gaps when nobody is backfilling.
  • Scheduling shares across physicians, so the wrong slot booked for the wrong provider makes patients call back twice.
  • Recruiting experienced receptionists is expensive, so automation needs to make a small desk feel twice as capable.

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

  • Shared processes across 2–5 clinicians make rollouts smoother—AI scripts can mirror one master template.
  • Average handle time per call is still manageable, so AI can record best practices and teach the team.
  • Providers are customer-service driven, so improving access feeds directly into referral momentum.