Operations

Member history and preferences loaded into every call automatically

AI receptionist that integrates with your concierge EMR to load member demographics, visit history, provider preferences, and appointment availability on every inbound call—so intake and scheduling happen without staff lookup delays.

How it pays back

Member Identity Confirmed

The AI loads the member's active record from your EMR, so it routes to the correct provider and prevents double-booking.

Staff Time Saved

Your front desk or membership coordinator doesn't spend time looking up a member in EMR—the AI has already loaded their context during the call.

Clinical Continuity

Appointments and member preferences are booked into your EMR, so every visit is scheduled correctly and your clinical staff see the full history during the appointment.

Onboarding Simplified

New member demographics are captured during the call and returned as a structured summary for staff to verify and file in the EMR.

EMR lookup on every call

Member context loaded; no staff delay

Appointment booked and synced

Bookings flow to your EMR calendar

New patient intake captured

Demographics and call summary ready for staff review

Named EMR integrations

athenahealth, eClinicalWorks, Epic, Elation, Cerbo, Hint, Tebra, AdvancedMD, ModMed

Frequently asked questions

Which EMR systems are supported for concierge practices?

The AI integrates with athenahealth, eClinicalWorks, Epic, Elation, Cerbo, Hint, Tebra, AdvancedMD, and ModMed. Check the integrations page for your specific system and typical integration timeline.

What member data is loaded on each call?

The AI loads: phone number, name, date of birth, member tier, primary provider, appointment history, and any member-specific notes your practice has flagged.

How does the AI book an appointment back to the EMR?

Once the member confirms an appointment time, the AI sends the booking directly to your EMR's calendar or practice management system. Your staff see the appointment as booked; no duplicate entry needed.

What happens if a member's EMR record is incomplete?

The AI captures missing information during the call (e.g., updated phone, emergency contact) and returns it as a structured summary for your staff to verify and update in the EMR.

Is member data secure during the call lookup?

Yes. All EMR lookups are HIPAA-compliant and encrypted. The AI only accesses data relevant to the current call and logs all access for compliance audit.

Related reading

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