Concierge & DPC

Convert inbound member inquiries into roster additions with AI-powered intake

Concierge practices depend on inbound referrals and word-of-mouth. A missed call or poor intake experience loses a prospect forever. AI reception captures every inquiry, qualifies fit, and hands off to staff with complete context.

Answer all inbound member inquiries immediately—no 'try back later' messages
Qualify prospects during the call: capacity, insurance, geographic fit, reason for inquiry
Capture all required intake fields (name, DOB, phone, insurance, eligibility, chief concern) in real time
Create new patient records; appointment booking and demographics write to your EHR; intake summary and clinical context are captured as structured, EMR-pasteable notes for staff review
Route qualified prospects to your membership coordinator or lead provider for warm handoff
Log all inquiries for follow-up tracking and pipeline visibility

How it pays back

No more lost prospect calls

Word-of-mouth and referral drives concierge growth. AI reception ensures every inbound inquiry is captured, not lost to voicemail or 'call back tomorrow' delays.

Faster path from inquiry to membership agreement

AI captures intake during the call, so your membership coordinator receives a qualified lead with full context—not a name and callback number. Handoff is warmer, faster, and higher conversion.

Reduces prospect intake admin burden

Staff spend less time asking routine questions and more time selling the value of concierge membership and answering clinical fit questions.

Improves pipeline visibility

Every inbound inquiry is logged, qualified, and tracked. You can measure lead source and conversion patterns.

Every inquiry answered

No voicemail, no lost prospects

Structured intake

All required data captured in one call

New member records created

Demographics and appointment booking write to your EHR

Warm handoff

Membership coordinator has full context before pickup

Frequently asked questions

How does AI know if a prospect is a good fit for concierge?

AI asks pre-qualifying questions: zip code (geographic fit), insurance type, reason for inquiry, and whether they're seeking membership or urgent care. It routes qualified leads to your membership team and logs 'not a fit' calls for tracking.

What if a prospect wants to speak to the provider right away?

AI recognizes the request and can transfer to a clinician immediately for a brief consultation call. The prospect intake is still captured and logged, so your provider has context before the call.

How does this work with my membership agreement and enrollment process?

AI captures the inquiry and creates a new patient record in your EHR with demographics and booking details; membership terms, fee, and enrollment date are handled by your coordinator or billing system during the enrollment call.

Can AI handle multi-step onboarding (intake, agreement sign, payment setup)?

AI handles the intake and triage step. Payment processing and agreement signing typically happen offline (portal or email) or with your staff. AI's role is to move the prospect from inquiry to qualified handoff.

Does AI track which referral source brought in each prospect?

Yes. If a prospect mentions the referrer's name or source during the call, AI captures it. Some practices add a 'source' prompt to the intake workflow so you can track referral effectiveness.