Use Case
Fresno multi-specialty clinics with pediatrics, urgent care, and orthopedics use Katie to answer after-hours calls, identify the department, triage symptoms, and route to on-call providers instantly.
Instead of choosing from a phone tree, callers describe their issue in their own words. Katie recognizes the department and routes accordingly. Pediatric fever goes to pediatrics; ankle sprain goes to orthopedics.
Katie captures chief complaint and patient name on the call. When the on-call provider answers, they have context and can triage faster.
Chest pain, high fever in a child, or neurological symptoms trigger instant routing to the on-call provider and, if needed, to the nearest ER. No delay.
A patient with a minor question or a request for a callback is logged and summarized. Your team reviews it in the morning and decides if it needs urgent follow-up.
Multi-specialty routing configured
Katie learns your clinic's departments and protocols
Urgent symptoms escalated instantly
Chest pain, high fever, loss of consciousness route to providers
Chief complaint and context captured
On-call provider has patient info before answering
Routine calls logged for morning review
Non-urgent calls don't interrupt sleep or on-call time
During setup, we configure Katie's triage keywords for each department. When a caller mentions their issue, Katie recognizes the specialty (orthopedics, pediatrics, urgent care) and routes accordingly.
Katie can transfer to your answering service, escalate to an on-call supervisor, or log the call as ambiguous for your team to review. Your protocols determine the routing rule.
Yes. Katie can ask about the patient's age and route pediatric calls to your pediatrics provider, escalating high fevers or breathing issues instantly.
Katie captures the message and context, and your team reviews it the next morning. If it's truly urgent, the on-call provider can call back. Otherwise, your staff handles it during business hours.
Katie works alongside your EMR (athenahealth, eClinicalWorks, Elation, Cerbo, Hint, Tebra, ModMed, Practice Fusion, Jane, Office Ally, TherapyNotes, Accuro, pMD, PS Suite, Nextech). Appointment bookings and patient demographics sync to your shared EMR; call notes and clinical details are returned as a structured, EMR-pasteable summary for your team to review and file.
Workflow
Call routing and triage
Katie intelligently routes calls to the right department based on the caller's chief complaint.
24/7 Service
After-hours call handling
Multi-specialty Fresno clinics use Katie for after-hours triage and urgent escalation.
Next step
Pediatric practices
How call handling differs for pediatric practices.
Next step
California medical practices
What changes for a California practice: coverage, compliance and the local market.
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