Cerbo EHR · Capacity
Membership Patient Onboarding for Cerbo DPC Practices
Capture new-member interest and trigger Cerbo portal enrollment in a single AI-handled call.
Section 1
Membership calls are high-stakes intake moments
For DPC and concierge practices, every inbound call about membership is a potential recurring revenue relationship. A dropped call, voicemail, or mis-routed transfer means a lost member — not a missed appointment.
MedReception AI handles membership inquiry calls with a dedicated flow: benefit explanation, eligibility questions, payment capture initiation, and Cerbo onboarding trigger.
Section 2
The membership onboarding call flow
AI greets the caller, identifies membership interest, and routes to the membership intake script. It captures the caller's primary health goals, preferred provider if applicable, and payment preference (monthly vs. annual).
At the end of the call, AI sends a portal enrollment link and a membership agreement for signature — completing the front-end of onboarding before any staff interaction is needed.
- Benefit explanation: AI reads your approved membership benefit script
- Health goal capture: primary reason for joining, conditions of interest
- Provider preference: match to available DPC provider if panel has openings
- Payment initiation: direct to your Cerbo billing or payment processor link
- Portal enrollment: automatic trigger for intake questionnaire and agreement
Section 3
Handling membership objections
AI is configured with approved responses to the most common membership objections: cost comparisons, insurance questions, panel availability, and service scope. Anything outside those guardrails escalates to a human enrollment specialist.
This keeps 60–70% of membership inquiry calls fully automated while ensuring complex questions always reach a knowledgeable person.
Ready to implement this for your Cerbo practice?
Book a demo and we'll walk through your specific Cerbo workflow — scheduling rules, Chart Parts templates, and after-hours coverage — and show you exactly how MedReception AI handles it.