Concierge & DPC

AI appointment booking that keeps your concierge schedule clean

Concierge practices balance walk-in flexibility with scheduled appointments. An AI receptionist books routine visits into your EMR and documents member preferences—so your schedule stays accurate and your front desk isn't juggling manual entry.

How it pays back

No Double-Entry or Transcription

A member books with the AI, and the appointment data syncs to your EMR—name, DOB, contact, and notes all in place. Your front desk doesn't re-key or reconcile; the schedule is live.

Member Preferences Remembered

If a member always prefers Tuesday mornings or wants to see Dr. Smith, the AI learns and offers matching slots first. Personalized scheduling improves member satisfaction and adherence.

Your Schedule Stays Accurate

Your providers see a clean, up-to-date calendar because AI bookings are real-time. No more 'I thought I was booked' or 'the schedule said something different' surprises.

Cancellations Trigger Backfill and Follow-Up

When a member cancels, the AI logs it, flags it for your concierge team (to check in and reschedule), and can offer that slot to members on a waitlist.

EMR-synced booking

Appointments captured and synced; no manual entry or transcription

Member preferences captured

Visit type, provider, time, and special requests logged for continuity

Schedule accuracy maintained

Your providers see real-time, conflict-free availability

Cancellations tracked

No-shows and cancellations logged for follow-up and waitlist backfill

Frequently asked questions

Can the AI book telehealth vs. in-person appointments?

Yes. The AI can ask the member's preference and route to the correct appointment type (in-person with provider, telehealth visit, lab draw, etc.) based on your configured visit types in the EMR.

What if a member has a complex scheduling request?

The AI captures complex requests (multi-visit coordination, procedure prep requirements, referral prerequisites) and notes them in the appointment summary for your concierge team to confirm and finalize.

How does this work with my provider's preferred buffer times?

You configure lunch blocks, buffer time between visits, and provider availability rules. The AI respects all of those and only offers slots that fit your defined schedule.

Can the AI send reminders after booking?

Yes. The AI can send a confirmation text or email immediately after booking, with appointment details, location, and any prep instructions. Reminders can also be sent before the appointment.

What happens if the member cancels an AI-booked appointment?

The member can request cancellation during the call, or they can cancel via text or email. The AI logs the cancellation, frees the slot for other members, and flags it for your team to check in and reschedule if needed.

Related reading

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Streamlined Member Scheduling for Concierge Practices | Medreception AI