Concierge & DPC

AI-managed callback scheduling that respects member availability and ensures no follow-up call falls through the cracks

Concierge members expect callbacks at their preferred time and day. The AI captures callback requests, respects member windows, and schedules staff callbacks or automated follow-ups—eliminating forgotten callbacks and improving member satisfaction.

How it pays back

Members Feel Prioritized

When you call back at the exact time they requested, from the right person, with their context already in hand—member satisfaction rises. No 'I was unavailable at 2 pm, why didn't you call?' friction.

Staff Never Misses a Callback

Callbacks are logged, prioritized, and surfaced at the right moment with all context pre-loaded. No sticky notes lost, no forgotten promises.

Urgent Issues Don't Wait

If a member needs a same-day callback or mentions a clinical concern, the system flags it for the on-call provider immediately. The AI doesn't bury urgent needs in a queue.

Time Zone and Availability Respected

Members span multiple time zones and schedules. The AI captures preferred windows and schedules callbacks accordingly—not during their workday if they prefer evenings.

Member-preferred callback timing

Callbacks scheduled during the window and time of day the member requested

Urgent escalation

Clinical concerns routed to on-call provider; routine callbacks queued for scheduled staff

Context-ready staff handoff

Each callback reminder includes member concern, prior notes, and any context captured during the initial AI call

Complete communication trail

All callbacks logged to the EHR for continuity and compliance

Frequently asked questions

What if a member requests a callback at a time when the practice is closed?

The AI acknowledges the request and either schedules it for the earliest available time the next business day or offers to escalate to the on-call provider if the concern is urgent. The member's preference is always noted.

How does the system handle multiple time zones?

The AI detects or asks for the member's time zone during the call. Callback windows are converted and scheduled in your practice's time, with clear notation of the member's zone. No confusion.

What if the assigned staff member becomes sick on the callback day?

The system re-routes the callback to the next available clinician and sends them the context. Members are proactively notified of the change if needed, so there's no surprise.

Can the AI send automated reminders before a callback?

Yes. The system sends staff a reminder 15 minutes before a scheduled callback with all member context pre-loaded. Staff can also view upcoming callbacks on their dashboard.

Are all callbacks logged to the EHR?

Yes. Every callback request, scheduled time, and completion status is logged as a structured note in the member's chart. Clinical staff can see the full history.

Related reading

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Member Callback Scheduling for Concierge Practices | Medreception AI