Concierge & DPC

When members call to cancel or reschedule, capture the request instantly, then let your team decide next steps.

Concierge members who cancel often need to reschedule, not leave. An AI receptionist answers every cancellation and reschedule call, documents the member's reason and availability, and routes the request to your team with full context. Your practice controls whether to offer alternatives, negotiate retention, or process the change, without the member waiting on hold or leaving a voicemail.

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

How it pays back

Retain members before they leave

When a member calls to cancel, your team has seconds to act. AI answers the call, asks why the member is canceling, and learns their availability. Your staff sees the full picture and can address concerns, offer alternatives, or reschedule the same day instead of losing a member to voicemail tag.

Structured cancellation data for your practice

Every cancellation and reschedule request is logged with the member's reason, preferred times, and any notes. Your team reviews the summary and decides the next step. Over time, you see patterns in why members cancel and can adjust your retention strategy.

No scheduling conflicts or lost requests

Cancellation and reschedule requests are captured in a structured summary and routed to your team. Your practice enters the change into your calendar when ready. No voicemail gets lost, no member calls back wondering if the request went through.

Every cancellation call answered

Members reach your practice instantly, not voicemail

Structured intake on every call

Reason, availability, and concerns captured for your team

Full audit trail of member requests

Compliance and retention analysis in one place

Your team controls the outcome

AI captures the request; staff decide whether to retain, reschedule, or process the cancellation

Frequently asked questions

Does the AI automatically reschedule members?

No. The AI answers the call, learns why the member is canceling, and captures their preferred dates and times. Your team reviews the summary and decides whether to offer a new appointment, discuss concerns, or process the cancellation. You stay in control of member relationships.

What if a member is upset or has a complaint?

The AI captures the member's concern and flags it for your team. Your practice can route urgent or sensitive cancellations to a staff member for immediate callback, or your team can reach out the same day. All interactions are logged for your records.

Does this work with our concierge scheduling software?

MedReception integrates with 13+ scheduling and EHR platforms including Tebra, athenahealth, SimplePractice, and others. When your team reschedules a member, the appointment syncs to your calendar. If your EHR is not on the list, custom integration is available; book a demo and we will scope yours.

Can the AI handle reschedule requests for multiple providers?

Yes. The AI can route reschedule requests by provider, learn member availability across your schedule, and return a summary for your team to book. Your practice controls the final appointment.

What compliance protections are in place?

MedReception is HIPAA compliant, verified by Compliancy Group, and signs a BAA. All member cancellations, reschedules, and reasons are logged and retained for audit and compliance review. Your team can export the data for your records.

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