Concierge & DPC

Honor member scheduling preferences and availability constraints while reducing coordinator phone time

Concierge members expect appointments at their convenience—flexible times, consistent providers, minimal wait. An AI receptionist manages scheduling around member preferences, provider availability, and visit type, so your coordinator spends time on relationships, not calendar logistics.

How it pays back

Member Convenience Reinforced

Members don't wait on hold or leave a message for a callback. They call, hear available times immediately, and confirm in minutes. That frictionless experience justifies the concierge premium.

Consistent Provider Continuity

The AI knows each member's preferred provider(s) and prioritizes continuity. Members see 'their' doctor, not a rotation. That consistency improves clinical outcomes and member satisfaction.

Coordinator Workload Cut

Routine scheduling is handled by the AI—no phone tag, no back-and-forth emails, no calendar hunting. Your coordinator focuses on complex cases, provider relationship management, and member experience.

Fewer Missed Appointments

Customized reminders at the member's preferred time and channel reduce no-shows. Members who get a text reminder the morning-of book the visit and show up.

Appointments booked on first call

Member availability and provider schedules synced instantly in your EHR

Member preferences honored automatically

Preferred provider, time of day, visit type, and recurring patterns all in play

Reminders sent to member's chosen channel

Phone, text, or email at customized intervals—reduces no-shows

Recurring members pre-scheduled

Quarterly or annual checkups blocked and confirmed automatically

Frequently asked questions

Can the AI handle complex scheduling requests (e.g., 'I need a Friday afternoon in March')?

The AI offers available slots within the member's parameters and can escalate complex or multi-visit requests to your coordinator for custom planning. Most requests are handled instantly; edge cases go to a human.

What happens if a member wants to reschedule or cancel?

The AI can reschedule or cancel directly (within your cancellation policy), open the slot to other members or your waitlist, and send confirmation to the member. High-value cancellations (e.g., surgery reschedule) can trigger coordinator follow-up to ensure the member reschedules.

Does appointment confirmation go to the EHR automatically?

Yes. The appointment (date, time, provider, visit type, member name, phone, DOB) is written to your EHR the moment the member confirms the slot. Your providers and support staff see it immediately in their schedules.

Can the AI notify the provider that a member prefers a telehealth visit?

Yes. The AI records visit type preference (in-person, telehealth, hybrid) in the appointment note. Your provider sees the preference on their schedule and knows how the visit should be conducted.

How are standing appointments (quarterly visits) automated?

Your practice defines standing appointment patterns (e.g., 'annual physical in January', 'med management every 90 days'). The AI auto-schedules these based on the member's history. The member receives a reminder and can confirm or adjust—no manual coordinator intervention needed.

Related reading

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Smart Appointment Scheduling for Concierge Members | Medreception AI