AdvancedMD Workflow

Katie captures caller messages; your team enters them into AdvancedMD

Callers leave messages with Katie. She returns a structured summary that your staff reviews and files as a message or note in AdvancedMD.

How it pays back

No transcription needed

Katie returns a written summary. Your staff copies it into AdvancedMD or forwards it to the right provider. No listening to voicemail twice.

Caller context is never lost

Katie documents what the caller wanted, when they called, and when they want a response. Your team sees this context before calling back.

Callback routing is clear

Katie knows if the message is for clinical review or scheduling. Your staff routes it correctly the first time.

Every message captured and queued

No voicemail, no missed context

Structured summary ready for AdvancedMD

Staff files or replies with full caller context

Callback preferences documented

Caller's timing and phone number always available

HIPAA compliant, verified by Compliancy Group

BAA included; encrypted message storage

Frequently asked questions

Can Katie transcribe voicemail messages?

Katie doesn't transcribe voicemails. Instead, she answers the call and lets callers speak with her. She returns a structured written summary that is often clearer and more actionable than a transcribed voicemail.

How do we reply to a caller who left a message?

Your staff calls the patient back using the callback information Katie captured. Katie can also log your response so the full exchange is documented in your system.

Can we file the message directly into AdvancedMD?

Your staff reads the summary Katie returns and files it as a message, note, or chart entry in AdvancedMD. You control how the message is documented.

Does Katie handle patient portal messages too?

Katie answers phone calls. Patient portal messages are handled through AdvancedMD directly. Katie complements your portal by answering callers who prefer phone.

Related reading

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See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.

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