Concierge & DPC

AI receptionists automate member recall campaigns without straining care coordinator time

Concierge practices compete on member engagement and preventive care. Recall campaigns require consistent outreach—but coordinators can't call hundreds of members for annual visits, lab follow-ups, or wellness check-ins. AI receptionists conduct outreach calls at scale, capture responses, and flag high-acuity members for coordinator follow-up.

Proactive recall campaigns run automatically—AI calls members due for annual physical, preventive labs, or follow-up visits
Members hear from your practice by name, creating engagement and reducing churn
AI captures member availability, preference for in-person or telehealth, and any clinical concerns during outreach
High-acuity responses (new symptom report, medication change request) are flagged for coordinator review
Campaign results are tracked so you can measure member re-engagement and visit scheduling lift

How it pays back

Member retention improves through consistent, personalized outreach

Members perceive practices that call them proactively as more engaged and attentive. Recall campaigns run automatically, so members stay connected without coordinator burnout.

Preventive care compliance increases

Annual visits, preventive labs, and screening exams are scheduled faster because members hear from the practice consistently. No members slip through the cracks.

Coordinators focus on complex member needs, not bulk calling

Coordinators no longer spend hours on recall campaigns. They instead engage with members who have clinical questions or need care planning support.

Revenue per member improves

Higher visit frequency and preventive care compliance drive more visits and billable services per member over time.

Recall campaigns at scale

Hundreds of outbound calls per week, no coordinator involvement

Member response captured

Availability, visit type preference, and clinical concerns recorded in real time

Urgent flags escalated

New symptoms or clinical concerns routed to coordinator for same-day review

Campaign tracking built-in

Results logged per member so you can measure re-engagement and scheduling lift

Frequently asked questions

How does the AI know which members are due for recall?

The AI queries your EHR to identify members based on your recall rules (e.g., last annual visit > 12 months ago, preventive lab order placed 6+ months ago). Your practice defines the recall cohorts and the AI executes the campaign.

What happens if a member doesn't answer the outreach call?

The AI leaves a voicemail message and logs the attempt. Your practice can configure follow-up: another call in 3 days, SMS message, or email. Multiple contact attempts increase engagement without manual coordinator effort.

Can members decline to be called for recall?

Yes. The AI respects opt-out preferences. If a member asks not to be called, that preference is recorded in the EHR and future campaigns skip that member.

What if a member reports a new symptom during the recall call?

The AI documents the symptom and returns it as a structured summary for coordinator review. Urgent symptoms (chest pain, severe headache) trigger immediate escalation. Non-urgent concerns are summarized for the coordinator to follow up on within 24 hours.

How do we measure the success of recall campaigns?

Track members reached, members who schedule visits, and time-to-visit after outreach. Compare visit frequency and preventive care compliance before and after campaigns. Most practices see a lift in scheduled visits and improved compliance metrics.