Concierge & DPC

AI receptionist that checks real-time availability and books appointments for concierge members during the call

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.

Real-time calendar integration: AI receptionist sees available appointments as they book
Member preferences honored: preferred providers, times, visit types displayed first
Direct booking: appointments sync to your EMR calendar immediately
Appointment confirmation: email, SMS, or both per member preference
Waitlist and urgent slot access for priority members or pressing concerns
Rescheduling handled on the call: member can modify or swap appointments live

How it pays back

Instant Appointment Booking

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.

Reduced Callback Volume

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.

Fewer No-Shows and Cancellations

Appointments booked immediately (while member enthusiasm is high) have higher show rates. Confirmation messages sent per preference reinforce the appointment time.

Better Schedule Optimization

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

Frequently asked questions

How does the AI receptionist see available appointment slots?

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.

What if a member wants to see a specific provider, but that provider is fully booked?

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.

Can a member reschedule an appointment during a call?

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.

What if the system double-books an appointment by mistake?

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.

Does appointment booking work for telehealth and in-person visits?

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.