Concierge & DPC

Let members book appointments on the phone without scheduler callbacks or calendar conflicts

Concierge members expect seamless scheduling. An AI receptionist confirms appointment availability in real-time, books members into open slots, and writes bookings to your calendar—eliminating scheduler callbacks and reducing no-shows.

Members book appointments during the phone call, day or night, without voicemail or back-and-forth emails
Real-time access to your calendar shows only available slots and prevents double-booking
Appointment confirmation sent automatically to member's phone and email with provider, time, and location
Appointment bookings and member demographics write to your EHR; your staff sees the appointment live before the member hangs up
Handle appointment changes, cancellations, and rescheduling on the spot
Reduce no-shows with same-call confirmation and reminder automation

How it pays back

Same-Call Booking Eliminates Scheduler Callbacks

Members don't hear 'I'll have the scheduler call you back.' They leave the call with a booked appointment, confirmed time, and a text reminder. Your scheduler's workload shrinks; member satisfaction rises.

Concierge Members Expect Instant Access

Membership models promise convenience and direct access. Booking an appointment during the phone call—not 3 business days later—reinforces that value proposition and reduces perceived barriers to care.

No Double-Booking or Scheduling Conflicts

The AI sees your live calendar in real-time. It won't offer a slot your provider is already booked in or overbook a room. Your schedule stays accurate and your staff avoids the 'we double-booked you' apology.

Appointment Reminders Reduce No-Shows

Automatic SMS and email reminders are sent before the appointment. Members who booked during the call are less likely to forget—they just confirmed it moments ago.

Appointments booked on the phone

Same-call scheduling eliminates scheduler callbacks

Calendar accuracy maintained

Real-time availability prevents double-booking

Confirmation sent automatically

SMS and email confirmations for every booking

Bookings synced to EHR

Your staff sees appointments live without manual entry

Frequently asked questions

What if a member wants to book with a specific provider but no slots are open?

The AI offers alternative times with that provider or can book with another provider if the member is flexible. If no availability exists soon, it adds the member to a waitlist and your coordinator can reach out if a cancellation occurs.

Can members reschedule or cancel appointments after they've booked?

Yes. Members can call back, and the AI will help reschedule or cancel. For patient-initiated changes, cancellations are removed from your calendar and your staff is notified. Rescheduling is instant if availability exists.

How does the AI know about provider availability and preferences?

You configure provider schedules, block-off times, and no-show policies during setup. The AI reads your EHR calendar and respects all provider rules—lunch blocks, meeting time, part-time availability, etc.

What if a member has a standing appointment or recurring visit?

The AI can book recurring appointments for members with chronic conditions or ongoing care plans. Bookings are created in your EHR as a series, and reminders are sent for each upcoming visit.

Can the AI handle appointment types—e.g., new patient visits take longer than follow-ups?

Yes. You configure appointment duration by type during setup. The AI ensures new patient slots don't overrun and follow-ups get appropriate time. Booking logic respects these rules automatically.