Workflow
Fresno practices spend front-desk time repeating questions and checking schedules. AI books new and existing patients into available slots in real time, captures demographics, and syncs appointment details to your EMR.
Caller: 'I'd like an appointment Tuesday morning.' AI: 'Dr. Smith has 10:30 AM available. I'm booking you in now; you'll get a confirmation text.' No waiting, no 'we'll call you back.'
Routine appointment requests are handled by AI. Your staff tackles insurance pre-auth, rebooking cancelled patients, managing waitlists, and handling patients with special needs.
Name, date of birth, and phone are collected before appointment confirmation. Structured summaries are ready for your staff to review and file, not a 15-minute pre-visit data-entry session.
Confirmations are sent automatically 24 hours and 2 hours before the appointment via SMS or email. Patients can confirm, reschedule, or cancel without calling back.
Appointments booked in real time
Callers confirm and receive confirmation before ending the call
New patient demographics captured
Name, DOB, phone written to EMR; insurance captured for staff review
Availability checked live
AI sees real-time calendar across all providers and locations
Appointment reminders sent automatically
SMS and email confirmations reduce no-shows and cancellations
The AI offers the next available slot with that provider, or the soonest appointment with any available provider in your practice. The caller decides: wait for their first choice or take the earlier appointment. You can configure how long options are offered before the AI suggests the waitlist.
Yes. If a patient calls for a recall exam or routine follow-up, the AI can see their prior visits and recommend time slots that match their history (e.g., 'We typically see you every 6 months on a Tuesday morning'). The appointment is booked and synced to your schedule immediately.
Yes. Once an appointment is booked, your system can send automated text and email reminders 24 hours and 2 hours before. Patients can confirm, reschedule, or cancel via text reply without calling your practice.
The AI can ask if there are any special needs and note them on the appointment. Complex requests (third-party payment, authorization from insurance) are flagged for your staff to call the patient back.
Workflow
New patient scheduling
Intake and booking for first-time callers into your practice
Workflow
Automated patient scheduling
Appointment booking for existing patients via call or text
Next step
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