Concierge & DPC
Concierge prospects make a deliberate choice to call. If they hit voicemail, they move on. AI reception captures every prospect inquiry, completes intake, and books the first appointment on the call—without staff involvement until after the decision is made.
A prospect calling a concierge practice expects professionalism, accessibility, and knowledge. Instant answer, knowledgeable responses, and immediate appointment booking signal that your practice delivers on its promise. No first impression is lost to voicemail.
The AI captures demographics, health history, insurance info, and scheduling preferences during the call. Staff receives a structured summary, reviews it, and files it—no back-and-forth phone tag, no incomplete forms.
Prospects who get an appointment confirmed on the first call are far more likely to show up and convert to members. The AI holds the appointment slot in real time, so the booking is certain and immediate.
Instead of answering eligibility and process questions, staff can focus on confirming membership details, discussing health goals, and building rapport. The prospect experience improves, and conversion likelihood increases.
Every prospect call answered
No voicemail missed leads
Appointment booked on the call
Prospect leaves with confirmed first visit
New patient intake structured and complete
Staff reviews and files; chart ready for first visit
Insurance and eligibility captured
No surprises at the appointment; membership fees and benefits reviewed
You write a brief, conversational explanation of your membership model (annual fee, included services, add-ons). The AI uses this during the call. If the prospect has detailed questions, the AI transfers to staff or books a consultation call with a provider.
The AI captures what the prospect knows (insurance name, group number if available) and notes any missing info. Staff reviews the summary before the first visit and confirms coverage or discusses self-pay options. Nothing is assumed; everything is verified.
Yes. If your practice is temporarily full or not accepting new members in a given tier, you can set that rule. The AI will inform the prospect, offer a waitlist option, or route them appropriately. You control the message.
The AI recognizes this request and can offer a brief call with the provider (if available) or schedule a consultation. Either way, the prospect gets human contact if needed—no wall of automation. The AI makes the transition seamless.
Appointment reminders and confirmation calls are handled separately by your practice management system or staff. The AI's role ends once the appointment is booked and intake is captured. Your team manages the follow-up sequence.
Yes. You define tier-specific availability, fees, and services. The AI answers prospect questions about tiers, can route calls by tier, and books appointments into tier-specific schedules. Each tier gets appropriate triage and offer.
Related Workflow
Patient intake
Structured new patient data capture and chart preparation for first visit
Related Setting
AI receptionist for concierge and DPC practices
Concierge and direct primary care practice overview
Related Outcome
The cost of missed calls
How voicemail and slow callbacks cost practices new patient revenue
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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