Feature Checklist
A feature-by-feature checklist for evaluating an AI office assistant — answering, routing, booking, intake, escalation and reporting.
Your practice never misses a call—inbound lines are answered immediately, day or night, removing voicemail dead ends that lose new patients and emergency referrals.
Your staff spends less time on repetitive phone tasks like scheduling, intake forms, and call screening, freeing capacity for clinical support and patient relationships.
Appointment data flows directly into your existing system—athenahealth, eClinicalWorks, Epic, Elation, Cerbo, Hint, Tebra, AdvancedMD, or ModMed—eliminating manual entry and keeping your schedule current in real time.
Every call follows your clinical workflows, applies your house rules, respects HIPAA requirements, and documents patient interactions for continuity of care.
Every call answered
Day or night, no missed patient contacts or referrals
Structured intake captured
Insurance, medical history, and reason for visit documented before appointment
Urgent calls escalated
Emergency cases routed immediately to on-call or ED staff
Named EMR integrations
Direct two-way sync with athenahealth, eClinicalWorks, Epic, Elation, Cerbo, Hint, Tebra, AdvancedMD, and ModMed
Complex clinical questions are immediately routed to a clinical staff member or nurse line. The AI documents the patient's question so staff can follow up with full context.
Yes. The system learns your locations, staff assignments, and specialty workflows, and intelligently routes calls to the correct office and provider type.
Yes. The AI is designed for regulated healthcare environments, encrypts all patient data in transit and at rest, and maintains audit logs for compliance and quality assurance.
You define escalation rules: urgent symptoms, new patient inquiries, insurance disputes, or any call marked by the patient as needing immediate help are routed in seconds to live staff.
Yes. The AI connects to your existing phone lines and integrates with major phone platforms (Vonage, Twilio, etc.) as well as cloud systems like Zoom, Google Voice, and others.
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