Concierge Medicine

Route concierge member calls to assigned or preferred providers without manual triage

Larger concierge practices have multiple providers. Our AI receptionist routes member calls to their assigned primary or preferred provider, handles call transfers, and manages scheduling across the care team—ensuring members reach the right doctor without delay.

How it pays back

Members Reach Their Doctor

Concierge members value continuity. AI routes to their assigned provider automatically—no member frustration or staff time spent confirming preferences.

Load Balanced Across Care Team

When a provider is busy or unavailable, the AI offers alternate providers or books the member with next-available—no caller abandonment or manual escalation.

Fewer Transfers and Disconnects

Smart routing reduces transfers between staff. Members are connected or scheduled efficiently, not bounced around.

On-Call Coverage Without Scheduling Conflicts

Multi-provider practices have rotating on-call. AI knows the schedule and escalates urgent calls to the correct on-call provider 24/7.

Members routed to assigned provider or alternate based on availability

Routing based on EMR assignment; no caller asks 'who should I talk to?'

Scheduling available across all providers

Real-time calendar sync; book with any provider in the practice

On-call rotation automated

Urgent calls route to the correct on-call provider without manual dispatch

Call transfers introduced and tracked

Members greeted by name by receiving provider; no cold transfers

Frequently asked questions

How does the AI know which provider a member is assigned to?

The AI checks your EMR at call time using the member's phone number or name. It pulls the assigned provider from the patient record and routes accordingly.

What if the member's assigned provider is not available?

The AI offers the next available appointment with the assigned provider or asks if the member would like to see an alternate provider now. Members choose based on urgency.

Can members request a different provider?

Yes. Members can say "I'd prefer Dr. Smith" or "anyone available sooner," and the AI accommodates and may suggest scheduling that as a new preference.

How does this work with part-time or shared providers?

You configure provider schedules in the EMR or calendar system. The AI sees who is working and available, and routes accordingly.

Does the AI handle warm transfers to the provider?

Yes. The AI introduces the member to the receiving provider ("Dr. Smith, I have John Davis on the line with chest pain") or routes to the provider's voicemail if they're unavailable, with the call summary attached.

Related reading

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