Concierge & DPC

EMR and PM system integrations for concierge and direct primary care AI receptionists

Concierge practices use specialized PM platforms like Kareo, SimplePractice, and others. AI receptionist must integrate seamlessly—booking appointments, creating patient records, and routing member data. Learn which platforms integrate and how to evaluate for your practice.

Named integrations with athenahealth, eClinicalWorks, Epic, Elation, Cerbo, Hint, Tebra, AdvancedMD, ModMed—plus works alongside other PM systems
Appointments booked by AI write directly to practice schedule in real time—no manual entry, no sync delays
New patient demographics (name, DOB, phone, address) automatically populate in PM system patient record
Member status and concierge membership tier can be passed to AI for personalized call routing and greeting
Insurance information captured during call and returned as structured summary for billing team review—not auto-populated
Call transcripts and intake summaries returned as structured text for staff review and chart filing

How it pays back

No Parallel Data Entry or Reconciliation Burden

Appointments and patient demographics created by AI go directly into your PM system. Staff never has to retype information from AI call into the practice system. Eliminates transcription errors and double-work.

Works with Your Existing Practice Workflow

Whether you use one of our named integrations or another PM platform, AI integrates into your existing appointment types, provider schedules, and member workflows. No new software to learn.

Real-Time Appointment Visibility Across Team

When AI books an appointment, it appears in your provider's schedule immediately. Clinical staff can see same-day bookings and prepare intake. Front desk has no lag in learning about new bookings.

Scale Member Enrollment Without System Sprawl

Growing concierge practices often struggle with enrollment data living in multiple systems (email, forms, AI chat). Direct PM integration means all member onboarding flows into a single system of record.

Named integrations with 9 PM/EHR systems

athenahealth, eClinicalWorks, Epic, Elation, Cerbo, Hint, Tebra, AdvancedMD, ModMed

Appointments write to schedule in real time

No manual entry, no batch sync, no staff reconciliation

New patient records created instantly

Demographics write directly to PM patient database from AI call

Member data passed to AI for personalized routing

Membership tier, visit history, and preferences inform call greeting and triage

Frequently asked questions

Does my concierge PM system integrate with AI receptionists?

We have named integrations with athenahealth, eClinicalWorks, Epic, Elation, Cerbo, Hint, Tebra, AdvancedMD, and ModMed. For other PM platforms, the AI works alongside your system and returns structured summaries for staff to review and file. Check with us to confirm your platform and integration timeline.

Can the AI see member visit history and past appointments?

Yes. If your PM system is integrated, the AI can retrieve member visit history, last appointment date, and historical notes. This allows the AI to personalize the greeting and recognize repeat callers.

What if we switch PM systems in the future?

Our AI is EMR-independent and portable. If you migrate from one PM platform to another, the integration can be reconfigured to connect to your new system. Existing call logs and summaries remain in the AI system for audit and continuity.

Can the AI update insurance information in the PM system?

The AI captures insurance details during the call and returns them as structured data for your billing team to review and manually enter into the PM system. Insurance information does not auto-populate to avoid billing errors.

Does the AI have access to clinical notes and allergies already in the PM system?

Yes, the AI can retrieve and reference existing allergies, medications, and past clinical notes from the PM system. This allows smarter triage (e.g., not offering an appointment type the member is allergic to) and better call context.