Concierge & DPC
Concierge members expect quick, frictionless appointment booking. AI reception checks your live calendar, presents available slots during the call, and books directly into your EMR—no callback needed.
Members don't hear 'I'll call you back with availability.' They hear available times, pick one, and are booked—on the call. Friction disappears. Booking conversion improves.
Your staff stops fielding 'Do you have anything open?' calls. The AI handles the calendar check and booking. Your concierge coordinator focuses on member relationships and clinical coordination.
Appointments booked immediately (while member enthusiasm is high) have higher show rates. Confirmation messages sent per preference reinforce the appointment time.
Real-time booking fills gaps and reduces empty slots. Your providers maintain full schedules. Revenue per day and panel efficiency improve.
Appointment booked on first call
No callback cycle; member sees live availability and confirms during intake or routine call
Real-time calendar sync
Booked appointments appear in your EMR calendar within seconds
Preference-aware availability
Preferred provider, time slot, and visit type sorted and offered first to member
Confirmation sent automatically
Email, SMS, or both per member preference—reduces reminder calls and no-shows
The AI system connects to your EMR calendar in real time. As your staff books, cancels, or blocks time, the calendar updates instantly. The receptionist queries available slots during the member call and confirms booking.
The AI presents that provider's next available appointment. If the member prefers to wait, the receptionist can add them to a waitlist or suggest the next-available provider. For urgent issues, escalation protocols apply.
Yes. If a member calls to reschedule, the AI checks current bookings, suggests new available times, and updates the EMR calendar. The old appointment is canceled; the new one is confirmed.
The AI system reads the calendar state before confirming each booking. Double-booking is technically prevented. If your EMR has a sync delay, your staff is notified immediately and resolves the conflict.
Yes. You configure visit types (telehealth, in-person, procedure, follow-up) in the system. The AI receptionist offers appointments of the type the member needs and confirms whether it's virtual or in-office.
Related
AI receptionist for concierge and DPC practices
Concierge-specific workflows, member prioritization, and appointment optimization.
Hub
EMR and EHR integrations
Supported calendar systems and real-time appointment sync across 13+ EMR platforms.
Next step
Automated patient scheduling
Booking, rescheduling and calendar rules the receptionist applies on every call.
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Member Appointment Booking for Concierge Practices
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Appointment Booking with Member Verification for Concierge Practices
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Concierge practices live on member utilization and visit frequency.
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