Concierge & DPC

Scale concierge practice enrollment without adding staff—AI captures every inquiry and moves prospects to members

Concierge practices grow through referral and direct inquiry. An AI receptionist qualifies and enrolls every prospect, captures complete intake on first contact, and hands your enrollment team pre-qualified, ready-to-close leads.

Every referral and inquiry answered immediately—no voicemail, no prospect lost to unanswered calls
AI qualifies prospect fit (geography, clinical need, insurance) before routing to your enrollment team
Complete intake captured (health history, insurance, demographics, preferred contact method) on first call
Prospect profile with demographics and intake summary returned as structured, EMR-pasteable data for your team's review
Your enrollment team receives pre-qualified leads with complete context, not bare contact info
Panel grows predictably; enrollment bottleneck moves from intake to approval, not data collection

How it pays back

No prospect falls through the cracks due to voicemail

Every referral and direct inquiry gets answered immediately. Prospects hear a professional voice, not a voicemail box. Those who are good fits move to your enrollment team immediately.

Enrollment team capacity increases without hiring

Intake happens on AI; your team focuses on plan education, eligibility verification, and contract execution. Pre-qualified leads with complete information move through faster.

Your panel grows on predictable timeline

Missed inquiries due to unreachable phone lines cost concierge practices significantly. Always-on intake capture ensures every referral has a path to enrollment.

Referral sources and physicians trust your responsiveness

Referring providers and word-of-mouth prospects get immediate, professional attention. That builds your reputation and drives more referrals.

Every inquiry answered

Referrals and prospects never reach voicemail or get lost

Qualified leads delivered

Your team receives prospects pre-screened for fit and with complete intake already captured

Intake complete on first call

Health history, insurance, demographics, all collected before your enrollment team touches the file

Panel visibility in EMR

New prospect profiles and intake summaries visible to your team immediately for decision-making

Frequently asked questions

How does the AI qualify whether a prospect is a good fit for our practice?

We configure qualification criteria during setup—geographic service area, age range, clinical focus, insurance acceptance, etc. The AI asks qualifying questions early in the call. If the prospect is out of area or not eligible, your team is notified immediately so they can politely refer elsewhere.

What if a prospect wants to speak to someone about plan options right away?

The AI can provide basic plan information, then transfer to your enrollment team if requested. The structured intake is already complete, so your team can jump to plan education and questions without re-collecting data.

Does this work for both direct-to-consumer referrals and physician-to-physician referrals?

Yes. The AI can handle both. For physician-to-physician referrals, we can configure a separate workflow (e.g., "I'm calling from Dr. X's office to refer a patient") that routes differently than direct consumer calls.

What if the prospect has a complex medical history or specialty need?

The AI captures all history on the call and returns it as a structured summary for your clinical team to review and file. Your clinical team makes the fit decision. Nothing is lost; everything is documented.

Can we track where prospects came from (referral source, marketing channel)?

Yes. The AI captures referral source during the call (e.g., "Who referred you to us?") and tags it in the intake summary. Your enrollment team can then track which referral sources are most productive.