Growth
Prospects who call to learn about concierge membership often reach voicemail or a busy front desk. An AI receptionist captures prospect intent, clinical needs, and tier preferences, then routes warm leads directly to your membership team with full context.
A prospect calling to inquire about membership is answered immediately by AI, not a voicemail. The AI learns about their clinical needs, insurance status, and preferred tier, then connects them with your membership coordinator. No prospect gets lost to a voicemail dead end.
When your membership coordinator receives the prospect, they already know the prospect's name, clinical needs, specialty interests, and preferred tier. The coordinator can skip the 'tell me about yourself' phase and jump to tier selection and pricing.
The AI captures prospect insurance information and any existing coverage questions on the call. This data is returned to your team in a structured summary for your membership coordinator to review and discuss—it helps them understand how concierge membership complements or supplements the prospect's existing plan.
The AI asks about specialty access needs ('Do you need dermatology or orthopedic access included?') and usage expectations ('Do you want unlimited physicals or 4 annually?'). This data helps your coordinator recommend the right tier, reducing back-and-forth and speeding enrollment.
After your coordinator pitches membership, the AI can send a follow-up email or SMS with enrollment details, tier pricing, and a callback link. If the prospect doesn't enroll within 3 days, a reminder is queued for your membership team to make a personal follow-up call.
Prospect calls answered, not voicemail
Captured with clinical needs and tier preferences
Insurance and medical history captured
Returned to membership team for review and coordinator discussion
Warm handoff to membership coordinator
With full prospect context and tier recommendations
Follow-up and enrollment reminders automated
Triggered after initial coordinator contact
The AI asks the caller for their phone number or member ID. If found in your EMR, they're an existing member and routed to normal appointment booking. If not found, the AI confirms the caller is a prospect and begins prospect intake—name, reason for membership interest, and clinical needs.
The AI captures: name, contact info (phone and email), reason for interest, clinical needs or specialties required, current insurance carrier, approximate annual healthcare spend, preferred tier price range, and best callback time. This data is returned to your membership team in a structured summary—not auto-filed to the EMR.
Yes. Based on the prospect's stated clinical needs and specialty interests, the AI can suggest tiers. For example: 'Based on your interest in orthopedic and dermatology access, our Platinum tier would be a good fit.' The coordinator confirms and closes the sale.
The AI can collect enrollment information (name, DOB, phone, email) and send a registration link or form. The prospect completes enrollment online, and your membership team is notified to process payment and activate the membership in your EMR. Once activated, the prospect becomes a new patient record.
After your membership coordinator's initial contact, the AI can send an automated follow-up email or SMS with tier pricing, enrollment link, and a callback option. If the prospect doesn't engage within 3 days, your membership team is notified to make a personal follow-up call.
Not until they enroll. Prospect intake (name, insurance, clinical needs) is captured and returned to your membership team as a structured summary for review and action. Once the prospect enrolls and becomes a member, their information is created as a new patient record in your EMR with booking and membership tier set.
Practice Model
AI receptionist for concierge and DPC practices
Concierge membership growth depends on converting prospects who call with questions about tiers and pricing.
Next step
What happens instead of voicemail
Why a call that reaches voicemail is usually lost, and what answers it instead.
Workflow
Patient intake
Learn how structured intake captures intent and preferences for your team to action.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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