Phone Integration Overview

You keep your number and your carrier

Nothing about your phone service has to be torn out. Your practice keeps its main number, its carrier and its desk phones. You decide which calls reach Katie: every call, only the ones your staff cannot pick up, the lunch hour, or everything after you close.

Most practices start with overflow and after hours, then widen it once the front desk has read a few days of summaries. Changing that choice is a forwarding setting in your phone system, not a new phone system.

What happens on a single call

Katie answers at once, even when every line at the front desk is lit. She asks why the person is calling, finds the patient in eClinicalWorks when the request needs it, and either completes the request inside your rules or routes it to the right person.

• Someone who wants an appointment can be booked into eClinicalWorks before hanging up
• A refill or clinical question is taken down and handed to clinical staff
• A billing caller is pointed to your billing line or payment link
• While you are open, any call type you choose can be transferred to a staff member

Where the information ends up in eCW

There are two write paths. The first is booking: Katie places the appointment on the eClinicalWorks schedule during the call, inside the visit types and lengths you allow, and staff can see and change it like any other appointment.

The second is documentation. With MedReception Autopilot, the call summary is filed to the patient's chart in eClinicalWorks from your staff's own signed-in browser, so nobody types a telephone encounter from a sticky note.

From signup to live calls

Expect about one week from signup to launch. Connecting eClinicalWorks usually takes one to three days. Registering your number for patient text messages takes about five days, and that step is what sets the week.

During that week you give us your visit types, providers, office hours, transfer destinations and after-hours rules. Katie launches on those, and you can tighten any of them whenever the summaries show something you want handled differently.

What stays with your people

An integration overview should be just as clear about what does not move. Clinical questions, symptom calls and anything your physicians want handled by a nurse stay with clinical staff. The AI never gives medical advice, never approves a refill and never takes a card payment on the call.

Your eClinicalWorks workflow for the visit itself does not change. Check-in, rooming, documentation and billing happen exactly as they do today. What changes is the front of the funnel: every call is answered, and every call leaves a record your team can act on without replaying audio or deciphering handwriting.