Concierge & DPC

Let your AI receptionist manage membership renewal calls and retention inquiries

Member renewals and retention calls are routine but time-consuming. An AI receptionist captures renewal requests, answers membership questions, and routes complex cases to your team — freeing staff to focus on patient relationships and clinical care.

How it pays back

Renewals processed without staff time

The AI handles the call, collects renewal information, and routes it as a structured task. No phone tag, no dropped calls — renewals move through your system predictably.

Members feel valued and responsive

Immediate answer, accurate information, and quick resolution signal that their membership matters. This builds retention and reduces churn from poor phone experience.

Retention issues flagged proactively

If a caller expresses hesitation about renewing, the AI flags it and routes to your retention team so they can address concerns before the member leaves.

Your membership team operates on the high side

Instead of handling routine calls, your team focuses on relationship-building, upsells, and solving complex retention problems.

Every renewal call answered

No voicemail, no lost renewals to poor phone access

Immediate response

Members don't wait on hold to renew; calls are answered and processed instantly

Structured renewal data

Captured information is formatted for your billing and membership systems

Retention flagging

At-risk renewals are tagged and escalated to your retention team

Frequently asked questions

Can the AI explain membership plans and benefits?

Yes. The system can be trained on your membership tiers, coverage details, and renewal policies. Callers get accurate, immediate answers — and if they have questions beyond the script, the call is routed to your membership coordinator.

How does it handle payment information for renewals?

The AI captures the caller's membership ID and renewal intent. Payment processing and method updates are handled by your staff through your billing system — the AI surfaces the need, your team secures and processes the payment.

What if a member wants to downgrade or cancel?

The AI captures the request and flags it for your retention team immediately. They can then call the member to discuss concerns, explore plan changes, or execute a graceful offboarding.

Does it work with our practice management system?

Yes. The system works alongside major concierge and membership platforms. Renewal requests are routed as structured tasks to your billing or membership staff, ready to action. We have named integrations with athenahealth, eClinicalWorks, Epic, Elation, Cerbo, Hint, Tebra, AdvancedMD, and ModMed; for other systems, we capture and format the data for your team to enter.

Related reading

Bring this to your practice

See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.

Want the numbers first? See plans and pricing