Concierge & DPC

Direct appointment booking for concierge and DPC members—no call transfer, no callback delay

Concierge practices rely on high member satisfaction and consistent panel utilization. An AI receptionist books appointments on every eligible call, writes the booking to your EMR, and removes the friction that causes members to go elsewhere.

How it pays back

Member calls convert to booked appointments on the spot

When a member calls, they want an appointment—not a callback promise. An AI receptionist books them immediately while they're on the line, removing the friction and the risk they'll call a competitor.

Panel utilization stays high

Every eligible call results in a booking. No lost calls, no abandoned requests, no members who tried to reach you but gave up. Your chair time is filled with scheduled members.

EMR appointment data is accurate and immediate

Appointments are written to your EMR in real time with member demographics, phone number, and reason for visit. Your staff sees the booking instantly and can prepare for the visit.

Member confirmation reduces no-shows

The AI confirms the appointment details and sends a written confirmation to the member. They hear it once on the call and see it in email or SMS—reducing the no-show rate.

Appointment booked on every call

Eligible member calls result in confirmed bookings, no callback delays.

Member demographics written to EMR

Name, phone, contact method, and reason for visit captured and written to your EMR.

Instant confirmation sent to member

SMS, email, or call confirmation reduces no-shows and reassures the member.

Provider schedule respected

Availability, visit types, and panel constraints enforced in real time.

Frequently asked questions

What if the member wants a specific provider or time that's not available?

The AI offers the closest available options and explains the wait time. The member can choose the next available slot or be placed on a waitlist for their preferred time. Either way, the booking or waitlist placement is logged to your EMR and your staff can follow up if the member declines.

How does the AI know what visit types are available for each provider?

You configure visit types (annual exam, follow-up, preventive, etc.) and assign them to each provider during setup. The AI reads your EMR schedule and only offers bookings that match the provider's availability and visit type rules.

Can the AI handle new member bookings or only existing members?

Yes, both. For existing members, the AI looks up their record by phone number or name. For new members, the AI captures their information on the call and creates a new patient record in your EMR with name, date of birth, and phone number. A structured intake summary is returned to your staff for review; they complete any missing clinical history before the visit.

What if a member needs to book a visit for a family member or dependent?

The AI can handle this if you configure it to support family bookings. It captures the dependent's information and books the appointment under the dependent's record in your EMR. Your staff reviews and approves any new dependent records before the visit.

Does the AI handle concierge-specific visit types or constraints?

Yes. If your concierge model limits visit frequency, requires specific copay arrangements, or tracks membership benefits, you configure those rules and the AI enforces them during booking. For example, the AI can book only 4 annual visits per member if that's your plan limit.

Related reading

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Appointment Booking for Concierge Practices: Convert Every Member Call | Medreception AI