Concierge & DPC
Concierge members expect personalized, continuous care. Katie remembers each member's history, preferences, and past interactions, and delivers white-glove service on every call.
Katie recognizes the member, knows their history, and picks up where the last visit left off. No 'I've already told you this' frustration. The member feels cared for, not processed.
Your provider sees Katie's intake summary, which includes past visit notes, medication changes, lifestyle updates, and the member's stated reason for today's visit. The provider starts informed, not from scratch.
If a member has called three times about knee pain, Katie notes the progression. Your provider sees the pattern immediately and can address root cause, not just today's complaint.
The personalized experience—Katie knowing them by name, remembering preferences, treating them as an individual—is exactly what concierge members pay for. Every call strengthens their justification for the membership.
Member recognition on every call
Katie greets by name and recalls history, preferences, and prior interactions
Continuity-aware intake
Each call references past visits, follow-ups, and patient-stated priorities
Provider context at appointment
Your physician has full call history and member goals before the visit
Pattern visibility
Recurring complaints, medication changes, and lifestyle updates flagged for clinical review
Katie integrates with your EHR and previous Katie calls are stored in her memory. When a member calls, Katie pulls their record, sees past appointment notes and prior call summaries, and can reference them naturally in conversation.
Katie documents all complaints confidentially. If a member has called repeatedly about anxiety, depression, or other sensitive issues, Katie captures the context in a structured summary for your provider to review and file. Your provider sees the pattern for clinical decision-making.
Yes. If a member prefers detailed explanations, Katie provides more context. If a member is brief and direct, Katie matches that tone. Preferences are documented and carried forward to future calls.
Katie pulls their record and knows they're due for an annual wellness visit or specific follow-up. She can proactively suggest a recall appointment, not just wait for a call.
If a member is managing multiple conditions (diabetes, hypertension, thyroid), Katie's notes reflect the full treatment arc. A provider can see how medications have changed, what symptoms improved, and what's still unresolved—all from Katie's intake summary.
Yes. For first-time calls, Katie creates the initial record with full intake (membership, insurance, health history, preferences). Future calls build on that foundation. Over time, each member's history grows richer and more personalized.
Workflow
Patient intake
Katie's intake captures the context and history that enables continuity.
Specialty
AI receptionist for concierge and DPC practices
Member relationship continuity is foundational to the concierge value proposition.
Product
Meet Katie, the AI receptionist
Learn how Katie's memory and personalization capabilities work across all call types.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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