Concierge & DPC

One call to schedule wellness visit, imaging, and follow-up—AI handles the logistics

Premium concierge members often need coordinated multi-service visits: physical exam, labs, imaging, specialist consultation. An AI receptionist captures the full package, coordinates scheduling across your team, and confirms all logistics in one call.

Recognize member's membership tier and available appointment types (wellness, advanced imaging, executive physical)
Book primary visit (exam, bloodwork) and secondary services (ultrasound, advanced imaging, second opinion) in sequence
Coordinate pre-visit requirements (fasting orders, forms, prep instructions) and communicate them on the call
Handle rescheduling across multiple appointment types if one date becomes unavailable
Capture special requests (imaging preferences, clinician-specific requests, travel schedules) in one conversation
Return structured appointment summary with member contact instructions and any prep needed

How it pays back

Seamless member experience—one coordinated journey

Instead of three separate phone calls to book exam, labs, and imaging, the member makes one call and leaves with a coordinated care plan. The AI handles all the backend scheduling and confirms dates that work across services.

Reduced scheduling conflicts and rescheduling

The AI sees real-time availability across all service types and books compatible time slots in one shot. No member calls back later saying 'those dates don't work'—coordination happens during the call.

Prep instructions delivered on time

The AI captures all pre-visit needs (fasting, medication holds, forms) and communicates them on the call. Members show up prepared, reducing delays and improving clinical efficiency.

Complex visit logistics visible to your team

Your scheduling team gets a structured summary of the multi-appointment booking with any special requests, flags, or coordination notes. Everyone on your team knows the full picture before the member arrives.

Multi-service bookings in one call

Wellness visit, bloodwork, imaging, and specialist consultation coordinated simultaneously

Prep instructions communicated upfront

Fasting orders, imaging prep, form requirements captured and delivered on the call

Real-time availability across services

AI checks exam, lab, imaging, and specialist calendars to find compatible appointment times

Structured booking summary for staff

All appointments, special requests, and member preferences documented for your team

Frequently asked questions

How does the AI know which combination of services a member needs?

The AI asks the member about their visit goals ('Are you looking for a full wellness visit, or just labs and imaging?') and can also reference their membership tier and recent care history. You can configure service bundles by tier (e.g., 'executive physicals include exam, labs, advanced imaging, and specialist consultation') so the AI recommends what's typical for that member's plan.

What if available times for the exam and imaging don't overlap on the same day?

The AI offers options: book both on the same day if possible, or suggest a two-day coordination (exam + labs one day, imaging the next). The member decides, and the AI schedules both with clear instructions on what to expect and any prep needed between visits.

Can the AI handle special requests like 'only morning appointments' or 'prefer Dr. Smith'?

Yes. The AI captures preferences during the call ('You prefer mornings and prefer Dr. Smith for the exam—I'm checking if that's available for imaging too'). It either accommodates the request in real time or explains if it's not possible and offers alternatives.

What happens if the member needs to reschedule one of the three appointments later?

The AI can handle this when the member calls to reschedule. It recognizes the member, sees all three appointments on the record, and asks which to reschedule. It then re-coordinates the other appointments to maintain flow (e.g., if the exam moves, labs and imaging adjust as needed).

Does the AI write all three appointments to my EMR?

Yes. The AI writes appointment bookings directly to your practice management system. All three appointments appear in your calendar, member record, and team's task list. Your staff sees the full coordinated package immediately.