Concierge Practices

Stop members from skipping their annual comprehensive exam. Automated recall reaches your members on their preferred channel, books the visit, and captures prep work before exam day.

Concierge practices live by continuity and proactive care, yet members drift past their annual exam window with no scheduled visit and no reminder in flight. MedReception AI runs recall outreach on the intervals your physicians set, reaches members through their chosen contact method, books appointments instantly when they answer, and handles the inbound callback at night so nothing lands in voicemail. Every attempt and outcome is logged, so your renewal and retention picture is built on what actually happened, not what staff remember.

By MedReception AI, physician-built by Paul Toomey, MDPublished

How it pays back

Members stay on their preventive schedule

Outreach triggers automatically based on the intervals your clinicians set. No member drifts past their annual comprehensive exam or chronic condition follow-up because a recall list was created and then forgotten. The system keeps trying on the cadence you choose, and logs every attempt so you know who has been reached and who still needs contact.

Prep work is done before the visit

When a member books their annual exam, they are asked to complete fasting labs, imaging, or questionnaires before arrival. Your protocol is followed without the exam room becoming a rescheduling session. Members understand the prep requirement on the recall call and your team confirms completion in the days before the visit.

After-hours callbacks become bookings, not dead ends

A member who calls back at 8 p.m. reaches a live voice and can book their appointment on the spot. No voicemail, no callback request that gets lost, no second call needed the next day. Your schedule is updated instantly, and your team sees the booking in the morning.

Renewal and retention data is complete

Your recall list and member engagement metrics are built on logged calls and actual outcomes, not staff recollection. You know which members have been contacted, how many times, and whether they booked, declined, or never answered. Renewal conversations are grounded in real outreach history.

EMR-connected, no manual transfer

Recall rules read from your EMR visit history and membership intervals. Bookings write directly to your schedule. Your team enters no recall data by hand, and no appointment gets lost in a spreadsheet or email thread. MedReception AI is HIPAA compliant (verified by Compliancy Group) and integrates with athenahealth, eClinicalWorks, Elation, Cerbo, Hint, Tebra, ModMed, Practice Fusion, Jane, Office Ally, SimplePractice, TherapyNotes, Accuro, pMD, PS Suite, and Nextech.

Every recall attempt logged

No guessing who was reached or what happened. Each call, response, and booking is recorded against the member.

Instant booking on member callback

Members who call back during or after hours book their visit on the spot, not into voicemail.

Prep work completed before arrival

Fasting labs, imaging, and questionnaires are done on the member's timeline, not rescheduled from the exam room.

13+ EMR integrations

Recall rules and bookings flow between MedReception AI and your schedule without manual entry.

Frequently asked questions

How does the system know when a member is due for their annual exam?

MedReception AI reads your EMR to pull the member's last visit date and the interval your physician set at that visit. Recall triggers when the member reaches that interval. You define the intervals in your EMR, and the system respects them.

What happens if a member calls back after hours?

The member reaches a live voice, not voicemail. The AI confirms their annual exam is due, books the appointment into your schedule, and captures any prep work requirements (fasting labs, imaging, questionnaires). Your team sees the booking the next morning.

Can we require prep work before the visit?

Yes. You define the prep requirement in your recall rules: fasting labs, imaging orders, questionnaire completion, or forms. The member is asked to complete prep on the recall call or during booking. Your team confirms completion in the days before the visit.

How many times does the system try to reach a member?

You set the recall cadence: initial call, follow-up attempts at intervals you choose, and when to stop. The system logs every attempt, response, and outcome. If a member opts out or books, recall ends for that interval.

Does this work with our EMR?

MedReception AI integrates directly with athenahealth, eClinicalWorks, Elation, Cerbo, Hint, Tebra, ModMed, Practice Fusion, Jane, Office Ally, SimplePractice, TherapyNotes, Accuro, pMD, PS Suite, and Nextech. Recall rules read from your visit history, and bookings write to your schedule. If you use a different EHR, custom integration is available: book a demo and we will scope yours.

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