Concierge & DPC

AI receptionist books member appointments in real time while respecting concierge-only availability and same-day guarantees

Concierge practices promise same-day or next-available appointments. AI receptionist checks your live availability, honors member-exclusive time blocks, and writes bookings directly to your EHR—no double-booking, no lost appointments.

Real-time availability sync: AI checks your EHR schedule every call and offers available slots to members immediately
Member-only time blocks respected: AI never offers regular clinic slots to concierge members if member-exclusive appointments are available
Same-day guarantee automation: for concierge members, AI prioritizes same-day availability and confirms the fulfillment on the call
Direct EHR write-back: booked appointments appear in your practice management system instantly—no manual entry, no re-keying
Appointment confirmation on the call: member hears 'You're booked with Dr. Chen on Thursday at 2 PM' before hanging up
Smart scheduling around provider availability: avoids double-booking, respects lunch blocks, and honors telehealth vs. in-person availability

How it pays back

Members hang up with a booked appointment, not a callback promise

Concierge members expect instant gratification. AI offers available slots in real time and confirms the booking on the call. Member doesn't have to wait for staff callback or wonder if the appointment stuck.

Eliminate double-booking and availability mismatches

AI reads your live EHR schedule on every call. No scheduling conflicts, no 'someone already booked that slot.' Appointments are written to EHR atomically—accurate, every time.

Concierge-exclusive availability is protected

You reserve certain hours for concierge members only (e.g., same-day or early slots). AI respects those blocks and never offers them to walk-in or standard patients. Concierge member experience stays premium.

Fulfill same-day appointment guarantees automatically

Concierge members expect same-day or next-available appointments. AI automation fulfills this guarantee without staff intervention. Member satisfaction tied to consistent access delivery.

Appointments booked in real time

Member receives confirmation on the call

Direct EHR write-back

Appointments synced to your practice management system instantly

Member-exclusive availability protected

Concierge-only time blocks never offered to other patient types

Integrates with named EHRs

Real-time availability from your practice management system

Frequently asked questions

How does the AI know which appointment slots are for concierge members only?

You tag availability blocks in your EHR as 'concierge-exclusive' or 'member-only.' The AI reads these tags and reserves them for concierge members on inbound calls. Standard patient calls see different availability.

What if a member wants to schedule with a specific provider?

The AI asks 'Do you have a preference for Dr. Chen?' and filters availability to that provider. If no same-day slots exist with that provider, it offers alternatives or books next-available, with member approval.

Can the AI handle telehealth vs. in-person appointment preferences?

Yes. The AI can ask 'Would you prefer telehealth or in-person?' and only offer matching appointment types. Your EHR tags slots as telehealth or in-person, and the AI respects that.

Do appointments written by AI to the EHR require staff review?

Appointments are written directly to your EHR without manual review. Your staff can see a log of AI-booked appointments and review them if you want, but double entry is not necessary.

What happens if the member declines all offered times?

If no slot works for the member, the AI can offer a callback to your staff to find a creative option (early morning, lunch slot, etc.), or you can leave open slots for member callbacks.

Can we configure the AI to offer 'next available' without the member choosing?

Yes. For concierge members, you can configure a default: 'Book me the next available slot with any provider.' The AI handles it and the member hears confirmation immediately.