AdvancedMD Workflows

Multi-specialty AdvancedMD practices route every inbound call to the right provider in seconds

AdvancedMD groups with multiple providers or specialties can configure the AI to route calls by reason for visit, existing provider relationship, or specialty—then book into the correct provider's AdvancedMD calendar.

How it pays back

No more transferring calls between staff

Patients reach the AI, describe their need, and the AI transfers directly to the right provider or books them with that provider. One handoff instead of three.

Existing patients stay with their provider

The AI looks up the patient in AdvancedMD and routes them back to their regular clinician if available. Continuity of care, less disruption.

New patients get booked efficiently

AI applies your routed rules: if a new derm patient calls, they go to the dermatologist; if they need a follow-up, they go to whichever provider is free first. Your panel fills evenly.

AdvancedMD calendar stays in sync

Every call is booked to the right provider's calendar. No staff re-entry, no calendar conflicts, no missed bookings because the appointment ended up in the wrong slot.

Calls routed by specialty and availability

AI matches reason for visit to right provider in AdvancedMD

Existing patients routed to their regular provider

Continuity maintained via AdvancedMD patient lookup

Bookings synced to correct provider calendar

No staff re-entry, calendar always accurate

Urgent calls bypass routine routing

Direct escalation to on-duty or on-call clinician

Frequently asked questions

How does the AI know which provider to route to?

We configure routing rules based on your AdvancedMD team structure. For example: 'If patient says knee pain, route to orthopedic group; if existing patient, route to their regular orthopedist.' You define the logic; the AI applies it.

What if the patient's regular provider is fully booked?

The AI can be configured to offer the patient a choice: wait for their regular provider on a later date, or see another provider in the same specialty sooner. You set the preference rules.

Can the AI handle multiple locations with different provider rosters?

Yes. If you have an AdvancedMD practice with multiple locations, each with different providers, we can route based on geography, specialty, and provider availability across all locations.

Do routed calls show up in AdvancedMD with the routing decision noted?

Yes. The call summary includes the routing reason, the patient's reason for visit, and which provider they were booked with. This helps staff understand the routing logic and review any exceptions.

What if a patient wants a specific provider who isn't available for weeks?

The AI can offer the patient a waitlist option or a sooner appointment with another provider. You configure the threshold—e.g., if the regular provider is more than 2 weeks out, offer an alternative.

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