Concierge & DPC

Concierge members expect instant access. AI receptionist books appointments in real time, captures appointment context, and handles complex requests—so your staff never sees routine booking calls

Concierge practices pride themselves on member access, but appointment booking calls consume staff time. AI receptionist books appointments instantly, returns structured summaries for your team to review, and escalates complex or urgent requests to a live coordinator.

Book appointments in real time directly from the call—appointment details sync to your EMR (Athena, AdvancedMD, Epic, Elation, Cerbo, Hint, Tebra, eClinicalWorks, Modmed) instantly
Handle complex bookings: upcoming surgery prep visits, telehealth versus in-person requests, provider preference or location choice
Capture appointment context during intake—reason for visit, preferred provider, special accommodations—returned as a structured summary for your clinical staff to review
Escalate members requesting urgent same-day or next-day access to your scheduler for real-time confirmation
Process cancellation, reschedule, or appointment modification requests; appointment updates sync to your EMR
Operate 24/7 so members can book or reschedule even after hours

How it pays back

Instant Appointment Confirmation

Members hear their appointment confirmed before the call ends. No callback, no email. Confidence in access is the concierge promise.

Front Desk Staff Freed from Routine Booking

Your coordinators focus on complex member requests, care coordination, and the relationships that define concierge medicine—not 'Can I book you for next Tuesday?'

Real-Time EMR Sync Prevents Scheduling Conflicts

Appointments populate your EMR instantly, so your clinical team and schedulers see live availability. No double-booking, no manual data entry.

After-Hours Booking Captures Pent-Up Demand

Members working during the day can book after hours and know it's confirmed. This increases booking volume and member satisfaction.

Instant appointment booking

Member hears confirmation during the call; appointment syncs to EMR in real time

Complex bookings escalated

Same-day requests, special needs, or multi-visit coordination routed to your scheduler

Full appointment context captured

Reason for visit, preferred provider, special accommodations logged for clinical team review

Frequently asked questions

How does the AI know what appointment slots are available?

The AI connects directly to your EMR or practice management system (Athena, AdvancedMD, Epic, Elation, Cerbo, Hint, Tebra, eClinicalWorks, Modmed) and sees live availability in real time. It only offers open slots to the member.

What if a member needs a complex appointment—like pre-op testing before surgery?

The AI captures the complexity (reason for visit, any special needs, preferred provider or location) and either books a standard appointment or flags the request for your coordinator to arrange a multi-visit or coordinated schedule.

Can the AI reschedule or cancel appointments?

Yes. The AI can process reschedule and cancellation requests, update your EMR in real time, and notify your scheduling team. Urgent rescheduling (member requesting same-day) escalates to a live coordinator.

Do appointment bookings from the AI sync to our EMR?

Yes. Appointments and member demographics sync to your EMR instantly. Appointment context—reason for visit and intake notes captured during the booking call—are returned as a structured, EMR-pasteable summary for your clinical staff to review and file before the visit.

What happens if the member calls outside business hours?

The AI receptionist stays live 24/7. It can book appointments into available slots, or if nothing is available, it records the member's request and alerts your scheduler at the start of the next business day.