Concierge & DPC
Prospect calls are answered instantly, health needs are assessed, and consultations are booked without manual touch. AI captures membership interest and readiness so your team focuses on closing.
Call is answered immediately, intake happens on the call, and appointment is booked before the call ends. Prospect experience is premium and efficient.
AI documents prospect's health concerns, why they're seeking membership, and timeline to start. Your clinician has actionable context for the consultation and can tailor the pitch.
When consultations are booked immediately with confirmed details and reminders, prospects are more likely to keep the appointment. No day-of reschedules or no-shows.
Every prospect call results in a confirmed booking or a warm lead for outreach. No prospects slip through the cracks due to voicemail or delayed callbacks.
Every prospect call answered
No voicemail, no missed opportunity to book a consultation
Intake captured in real time
Health history and membership interest documented during call
Appointment booked instantly
Prospect demographics, DOB, and phone confirmed in your scheduling system when they arrive
Pre-visit context ready
Clinician sees prospect's stated health goals and membership stage before consultation
Yes. The system checks your available consultation slots and books the appointment into your practice management system in real time. The prospect receives confirmation before the call ends.
The AI offers the next available slot, and the prospect can confirm or request a callback for a specific time. Either way, the prospect is not lost—the booking or reminder goes into the system.
The AI asks about current insurance and membership interest on the call. That information is captured in the consultation intake summary for your team to review and process.
Yes. After the appointment is booked, the system can send an SMS or email with a link to pre-visit questions or a health history form. Responses are returned to your team before the consultation.
The AI asks about membership timeline and stated health goals. Responses are flagged in the consultation summary so your clinician knows whether to focus on education or closing.
Next step
How appointments get booked on the call
Booking, rescheduling and calendar rules the receptionist applies on every call.
Workflow
Patient intake
Structured health history capture on the phone and via forms.
Related
AI receptionist for concierge and DPC practices
Complete call handling, booking, and intake for membership-based practices.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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