Retention
Concierge members often forget to schedule annual visits or reach out for routine care. AI proactively calls members due for check-ups or nearing membership renewal, captures their availability, and books appointments or discusses renewal—without coordinator burden.
By MedReception AI, physician-built by Paul Toomey, MDPublished
Instead of coordinators manually calling members due for visits or renewal, AI handles the outreach. Your team focuses on members who have specific needs or complex situations.
Members are reminded of their wellness visit or annual check-up and can book immediately on the AI call. More members stay on schedule; fewer fall through the cracks.
AI explains renewal options, answers basic questions about coverage and benefits, and captures the member's renewal intent. Your team follows up only with members who have questions or want to discuss options.
When a member agrees to a visit, the AI books it immediately into your calendar. No follow-up email or call needed; confirmation is sent to the member.
Proactive outreach automated
Recall and renewal calls made by AI; coordinators handle exceptions and complex requests
Appointments booked on the call
Members confirm availability; AI books to your calendar—no coordinator follow-up needed
Renewal intent captured
AI documents membership renewal decisions and flags members needing coordinator discussion
Member engagement logged
Outreach attempts, responses, and booking outcomes documented for compliance and tracking
The AI queries your EMR for patients whose last visit was more than 12 months ago (annual wellness recall) or whose membership renewal date is approaching. Your team sets the criteria; AI pulls the list and makes the calls.
The AI documents the member's intent (not renewing, wants to discuss, needs more information) and logs it for your coordinator to follow up. Your team can reach out to discuss concerns or offer options.
Yes. The AI can explain basic benefit details, coverage tiers, and renewal pricing based on your practice's membership structure. For complex negotiation or customization, the AI flags the member for coordinator follow-up.
The AI creates an appointment in your calendar. If the member cancels later, the coordinator sees the change and can follow up. Most members keep appointments booked on the AI call because the process is frictionless.
Yes. All outbound calls are recorded, and a summary is logged in your system. Your team can review the calls, track outreach outcomes, and follow up on members who need attention.
Practice Model
AI receptionist for concierge and DPC practices
Complete concierge setup, including member engagement and retention workflows.
Next step
How appointments get booked on the call
Booking, rescheduling and calendar rules the receptionist applies on every call.
Integration
EMR and EHR integrations
AI reads recall and renewal lists from your EMR; appointments booked to your calendar.
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