Concierge & DPC
When a prospect calls to join your concierge practice, the AI captures their demographics, creates a new member record in your EMR, and books their initial appointment—all on the first call. Your staff review and finalize; no data entry needed.
No more 'we'll get back to you with availability.' The AI books the new member immediately, reducing call-backs and prospect abandonment.
Member demographics are written directly to your practice management system. Your front desk no longer double-enters prospect information.
The AI administers health history, allergies, and medication questions. Your clinical staff review the structured summary and finalize the chart before the member's arrival—no rushed intake on visit day.
The AI captures insurance and ID information on the call. Your staff verify coverage and identity before the first appointment; member pays or confirms coverage up front.
New member EMR creation
Demographics written to practice management system on the first call
Real-time appointment booking
Member availability checked and appointment confirmed before call ends
Structured intake summary
Health history, allergies, and medications returned as EMR-ready document for staff review
Insurance captured and flagged
Insurance information returned to staff for verification and coverage confirmation
The AI writes name, date of birth, and phone number to the EMR immediately, creating the member record. Insurance details and intake questionnaire answers are captured on the call and returned to your staff as a structured summary for review and filing.
Yes. The AI checks real-time availability in your practice management system and books the appointment if the member wants to proceed. The booking is confirmed immediately and synced to your calendar.
The AI captures the insurance information during the call and returns it to your staff. Your front desk verifies coverage, eligibility, and any copay or deductible before the first visit.
The AI asks standard intake questions (past medical history, allergies, medications, chief complaint for first visit). Member responses are returned as a structured summary. Your clinical staff review and add detail as needed during the first appointment.
The AI can provide general membership tier information and guide the member to your membership coordinator or financial team for enrollment and payment. Complex membership or financial decisions are handled by your staff.
Workflow
Patient intake
How the AI captures and returns member intake for clinical staff review.
Integration
EMR and EHR integrations
The AI writes member demographics and appointments to named practice management systems.
Related Topic
AI receptionist for concierge and dpc practices
Concierge and DPC practice model and onboarding workflow overview.
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