Integration

How Mesa medical practices book appointments and sync patient data without double-entry

AI receptionist works alongside eClinicalWorks, athenahealth, AdvancedMD, Epic, Elation, Cerbo, Hint, Tebra, and others used by Mesa practices. Appointments book directly into your schedule; intake data returned as a structured summary for staff review.

How it pays back

Eliminate duplicate data entry

Appointment details and patient demographics (name, DOB, phone) write to the EMR during the call. Insurance and clinical details are captured and returned as a structured summary for staff to review and file — no re-keying.

Appointments appear in your schedule immediately

Real-time sync means your staff sees the booked slot and can prepare the room or notes before the patient arrives.

Intake data ready for review, not missing

Structured summary includes all questions asked and answers recorded. Staff reviews and files instead of hunting for info.

Secure, compliant by design

HIPAA-certified infrastructure, encrypted calls, role-based access. Meets Arizona medical practice compliance standards.

Named EMR integrations

eClinicalWorks, athenahealth, AdvancedMD, Epic, Elation, Cerbo, Hint, Tebra, and others

Appointment written to EMR

Zero manual calendar entry needed

Patient demographics synced

Name, DOB, phone, address write directly to chart

Structured intake summary

Questionnaire answers and call details formatted for staff review and filing

Frequently asked questions

Which EMRs do you integrate with for Mesa practices?

We integrate with eClinicalWorks, athenahealth, AdvancedMD, Epic, Elation, Cerbo, Hint, Tebra, and others. If your EMR is not listed, contact us — we may support it or have a workaround.

Does the AI write clinical notes to the chart?

No. The AI captures patient information during the call — chief complaint, medical history, allergies, symptoms, and questionnaire responses — and returns them as a structured summary. Your staff reviews the summary and enters clinical notes into the EMR as normal.

How does insurance information get to the EMR?

Insurance details are captured on the call and included in the structured summary returned to your staff. Your team reviews and enters insurance into the EMR — the AI does not auto-populate insurance fields.

What if the patient's appointment slot fills up while they're still on the call?

The AI sees real-time availability in your EMR calendar. If the requested time fills, the AI offers the next available slot or suggests alternatives. The patient books a confirmed time before the call ends.

Can the AI handle your multi-location setup?

Yes. If your practice has multiple Mesa locations, the AI routes calls to the correct location, checks that location's schedule, and books into the right EMR instance.

Related reading

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