Concierge Medicine

Concierge members expect seamless specialist access—AI handles referral requests, prior auth verification, and appointment booking across networks

Concierge practices differentiate on specialist network access. An AI receptionist fields member referral requests, verifies insurance prior-auth status, coordinates with specialists, and schedules appointments—all without member or staff involvement in the back-and-forth.

How it pays back

Member Sees No Friction

Concierge member calls requesting a rheumatology referral. AI schedules the appointment, confirms insurance, obtains pre-auth, and texts the time and location. Member's only job is to show up. This is the concierge experience members pay for.

Fewer Prior-Auth Surprises

Staff no longer field angry calls from members blindsided by denied specialist visits. The AI verifies authorization before booking and communicates any denials or requirements upfront, giving members time to appeal or choose alternatives.

Clean Billing and Compliance

Every referral, authorization code, and appointment is logged in the EMR with timestamps. Complete audit trails support billing accuracy and compliance.

Referral request handled end-to-end

Member requests, AI coordinates insurance and scheduling, member receives confirmation

Prior-auth verified before appointment

Authorization status checked upfront to prevent denied-claim surprises

Specialist coordination automated

AI contacts offices, checks availability, obtains authorization codes

Frequently asked questions

Can the AI actually check insurance prior-auth requirements?

Yes, if your EMR integrates insurance verification data or you use a prior-auth service like Change Healthcare. The AI queries whether the referral (e.g., cardiology, MRI) requires pre-authorization for the member's plan. If required, the AI initiates the authorization request with the member's insurance and specialist office.

What if the specialist office doesn't answer or has a long wait?

The AI attempts contact during normal business hours and retries if busy. If contact fails, it alerts your staff to handle manually. For urgent referrals, staff can intervene directly. The system surfaces blockers so you can escalate appropriately.

How does the AI confirm appointments with specialists?

The system integrates with specialty-office scheduling systems where available (Epic, Athena, AdvancedMD, and others). Direct integration books the appointment automatically. If the specialist uses a different system, the AI calls and manually schedules, then logs the confirmation in your EMR.

What if prior auth is denied?

The AI informs the member immediately, explains the reason (not medically necessary per plan, requires specialist pre-screening, etc.), and offers options: appeal the denial, pay out-of-pocket, or try a different specialist. Staff are alerted to help with appeals if the member chooses to challenge the decision.

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