Concierge Medicine

Proactively contact concierge members for annual wellness visits and preventive care

Concierge practices thrive on preventive care and member engagement. Our AI receptionist contacts members when annual physicals are due, confirms wellness visit slots, captures any new health concerns, and schedules immediately—keeping your panel active and billable.

How it pays back

Higher Preventive Care Capture

Proactive recall ensures members book annual physicals. Higher compliance with preventive care strengthens member outcomes and justifies concierge membership value.

Sustained Revenue from Active Panel

Members who book and complete annual visits stay engaged. Recall automation keeps your billable panel full and reduces member churn.

Staff Freed from Recall Calls

Your team no longer spends hours calling members to book annual visits. AI handles the entire recall workflow—staff only review summaries.

Preventive Data Captured Before Visit

Member reports new symptoms or medication changes during the recall call. Provider has this context when the member arrives, allowing for more efficient visits.

Annual wellness visits auto-scheduled

No manual follow-up; members confirm and book in one call

New health concerns documented pre-visit

Member reports symptoms or changes during recall; captured as summary for chart review

No-show rate reduced

AI confirms wellness appointment details days before, reducing missed annual visits

Overdue members identified from EMR

System pulls due-for-physical members from your patient roster automatically

Frequently asked questions

How does the AI know which members are overdue for annual physicals?

The system integrates with your EMR to pull members whose last wellness visit was 12 months ago. You configure the frequency (annual, biennial, etc.) based on your protocols.

What does the AI say when it calls for a recall?

It introduces itself, notes that the member is due for their annual wellness visit, confirms they still want to be a member, and offers available appointment slots. Natural voice conversation—not a scripted robot.

Can members decline or ask to reschedule?

Yes. If a member declines or is not ready, the AI notes this and flags it for your team. If they want a different time, the AI offers your available premium slots.

Does the AI ask about new health concerns or changes?

Yes. The AI asks if there are any new symptoms, medication changes, or health concerns since the last visit. This is captured as a summary for the provider to review before the appointment.

Can I use SMS instead of phone calls for recall?

The core system uses voice calls for higher engagement. Some practices also offer text confirmation or scheduling links as a secondary touchpoint.

Related reading

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