Concierge & DPC
Concierge members expect white-glove responsiveness. An AI receptionist handles call volume, after-hours requests, and new member onboarding—freeing your team to provide the personalized care that justifies your membership model.
Concierge members measure service quality by ease of access. An AI receptionist that answers instantly and understands their needs—vs. a busy line or delayed callback—reinforces the value of membership and reduces churn.
Concierge practices often struggle to justify full-time front-desk staff for variable demand. An AI receptionist handles peaks, nights, and holidays without turnover, training, or scheduling friction.
Members call for routine questions, appointment changes, and status checks. The AI captures these efficiently and surfaces truly urgent issues. Your clinical team handles only calls that need clinical judgment.
New concierge members often call immediately to set up initial appointments or ask about benefits. The AI captures their expectations and intake info, then your member services team follows up with a warm personal connection.
Every call answered
No lost member contacts, no voicemail anxiety
Caller routed by intent
Scheduling, clinical, billing, or concierge services
Appointment booked on call
Typed into your scheduler and ready for confirmation
New member created with demographics
Name, DOB, phone synced to EHR; staff adds clinical notes
Named EMR integrations
athenahealth, eClinicalWorks, Epic, Elation, Cerbo, Hint, Tebra, AdvancedMD, ModMed
No. The AI is designed to be polished, efficient, and member-aware—it uses caller names, references their history, and routes them to the right person. Members appreciate that their call is answered instantly and their request is understood. The personal relationship happens with your staff, not the phone system.
The AI handles routine requests and scheduling. If a member raises a complex issue or complains, the AI recognizes the situation and escalates to a staff member immediately. Your team then owns the resolution and relationship recovery.
The AI answers all after-hours calls, captures the caller's issue, and immediately pages or calls your on-call provider or nursing line. The provider can then take the call directly. It eliminates the problem of members reaching a voicemail and waiting hours for a callback.
Appointment bookings, new member creation, and demographics (name, DOB, phone) automatically sync to your EHR. Your staff reviews the AI's intake summary—member history, appointment reason, urgent flags—and files or documents as needed. Clinical information (medical history, allergies, medications, symptoms, chief complaint) is captured on the call and returned as a structured, EMR-pasteable summary for your team to review and file; the AI does not auto-populate clinical notes.
Minimal. We configure the AI with your EHR connection, your business hours, your practice voice, and your on-call routing. Your team receives a brief orientation; the AI learns your member base quickly and improves call quality over time.
Specialty Setting
AI receptionist for concierge and DPC practices
Concierge and DPC platform integrations and use cases.
Workflow
Patient intake
Capture member preferences, history, and appointment requests on the call.
Process
Call routing and triage
Intelligent member routing by issue type and urgency.
Product
Meet Katie, the AI receptionist
See how Katie handles concierge and DPC calls.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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