Concierge & DPC

AI receptionist manages appointment booking across multiple concierge practice locations while respecting member panel limits

Concierge practices often operate multiple locations with separate member panels. An AI receptionist routes member calls to the correct location, schedules across a network while enforcing panel limits per site, and keeps member assignments clear.

How it pays back

Network Efficiency Without Complexity

Members are routed to their assigned location automatically. Receptionists at each location see only their panel's calls. Scheduling is coordinated but decentralized—no confusion about which location a member belongs to.

Panel Integrity Across Locations

Each location maintains its own member panel and limit. The AI enforces those limits at intake and scheduling. No location can accidentally over-book or accept a member meant for another site.

Single Intake, Multiple Locations

New members are entered into your network system. Member demographics (name, DOB, phone) and appointment bookings sync to your practice management system. If they transfer locations, their record follows them. Intake questionnaires and clinical summaries are captured and returned as structured, EMR-pasteable summaries for staff review and filing.

Network Visibility

Aggregate reports show call volumes, scheduling patterns, and utilization across the entire network. Data-driven decisions about staffing and capacity become possible.

Multi-location member routing

Members routed to correct location on verification

Per-location panel limits

Each location maintains independent panel size

Network-wide appointment sync

All locations' schedules visible and coordinated

Aggregate reporting ready

Call volumes and scheduling metrics across network

Frequently asked questions

How does the AI know which location a member belongs to?

Member assignments are configured in your practice management system. When a member calls, the AI verifies their identity and routes them to their assigned location. If a member has multiple provider relationships across locations, the AI can route to the correct provider.

Can a member switch locations?

Yes. Administrative staff can reassign members between locations in your practice management system. The AI picks up the new location on the next call or when your staff makes the change.

Does each location have its own panel limit?

Yes. Panel limits are set per location. When a location reaches its limit, new member intake is routed to a waitlist or offered for a different location if available.

How does after-hours call routing work across locations?

After-hours, the AI routes member calls to their assigned location's on-call provider. This can be configured with location-specific on-call schedules, or a network-wide rotation can be used.

Are new member intakes handled the same way at each location?

You can customize intake questionnaires per location if needed, or use a standard intake across all locations. The AI routes new members to their assigned location for intake. Intake summaries are captured and returned as structured, EMR-pasteable summaries for staff review and filing.

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