Concierge & DPC

Convert every member inquiry into a booked appointment

Concierge practices live on member utilization and visit frequency. AI receptionist books appointments immediately on the call, with appointment details and member demographics syncing to your EMR—so members commit to care while engaged, and your team never loses a booking to dropped calls or delayed follow-ups.

Member calls with a request; AI confirms availability and books the appointment in real time
Appointment details and member demographics (name, DOB, phone) sync to EMR automatically with no staff re-entry
Send instant confirmation via text or email so member has appointment on their device
Route complex requests (long-term bookings, service packages) to clinician or admin for approval
Capture reason for visit and service tier so clinicians prepare for each appointment
Track booking source and member engagement pattern to optimize retention

How it pays back

Higher conversion rate on member calls

Members who book immediately on the call are more likely to keep the appointment. Real-time booking eliminates the friction of 'call back to confirm' or 'let me check with my admin team.'

Reduce no-shows with immediate confirmation

Members receive appointment confirmation via text and email at the moment of booking. Double confirmation—on the call and via notification—improves show rate.

Increase appointment frequency and utilization

When booking is frictionless, members say yes more often. AI receptionist removes scheduling barriers, so members commit to preventive, wellness, and follow-up visits more readily.

Simplify scheduling for clinician and admin team

Clinicians don't filter through booking requests or scheduling questions. The AI books standard appointments; complex requests go to the right person. Everyone's time is protected.

Appointments booked on the call

No pending requests, no callback delays

Booking details synced to EMR

Reason for visit and member service tier pre-loaded

Instant member confirmation

Text and email reduce no-shows

Reason for visit captured

Clinicians prepare and optimize chair time

Frequently asked questions

How does the AI book appointments without access to my clinicians' schedules?

The AI integrates with your EMR or practice management system, which holds your real-time schedule. It sees available slots, confirms with the member, and books in real time. Both the AI's system and your EMR update instantly.

What if a member requests an appointment with a specific clinician or at a time that's fully booked?

The AI offers the next available slot with that clinician or offers alternative times. If the member prefers to wait or has special needs, the AI escalates to your admin team. For complex requests, the member gets a callback with options.

Does the appointment show up in my EMR immediately?

Yes. Once the AI confirms the booking on the call, the appointment, member name, DOB, contact info, and reason for visit are captured and structured for your team to review and file. Your team sees it immediately.

Can we ask the member about their reason for the visit during the booking call?

Yes. The AI can ask 'What brings you in?' or 'Is this a follow-up or a new concern?' The response is captured and returned as a structured summary for your clinician to review so they know what to expect.

How do we reduce no-shows when appointments are booked via AI?

The AI sends immediate confirmation via text and email with appointment date, time, clinician name, and location. You can also send automated reminders 24 hours and 2 hours before the appointment. Combined, these reduce no-show rates.