Replace legacy IVR with a real-time AI voice agent for appointment scheduling, prescription refills, and routine inquiries — across phone, web, and mobile.
Appointment booking, prescription refills and triage routing on the phone line, with the caller identified before they speak.
Portal chat for coverage questions, form help and pre-visit instructions — escalating to a coordinator as a tracked ticket.
Figures on this page are planning targets and typical volume distributions for the sector, not measured results from a named customer. We size them against your own numbers during the demo.
Before deciding what to automate, it helps to see what people are actually contacting you about — and which module is the right home for each slice.
TodayMenu tree, then a scheduler
TodayVoicemail queue, callback next day
TodayTransferred to billing
TodayPatient calls back repeatedly
TodayAnswered by whoever picks up
TodayShould reach a human immediately
Patients simply say what they need — no menus, no keypresses. The agent grasps intent and context in real time.
Answers are drawn live from your scheduling, EHR, and pharmacy systems, so every response is accurate and current.
Books, reschedules, and confirms appointments or refills mid-conversation — then sends an SMS summary.
When a human is needed, the agent hands off with the complete conversation history — no repeating.
Not capabilities in the abstract — the specific flows, in order, with the primitives each one relies on.
Phone · AI voice agents + customer CRM
TriggerCaller says they need to move an appointment
TriggerCaller asks for a prescription refill
TriggerSymptom language, urgency, or an explicit request for a nurse
Web chat · AI chat + ticketing tool
TriggerPortal chat asks what to bring or how to prepare
TriggerPatient asks what a visit will cost them
TriggerConfidence drops, or the patient asks for a coordinator
Every connection is something you register in the dashboard — no bespoke integration work on our side.
HTTP webhook tool, credentials held as an encrypted org secret
HTTP webhook tool with idempotency on submit
Registered data endpoint with a field whitelist
Per-number mapping to your organisation
One widget script tag plus your existing session endpoint
The limits that matter in this sector, enforced by configuration rather than by prompt wording.
The AI policy refuses diagnosis and treatment guidance outright and routes to a human instead of hedging.
Chat pulls patient data live and keeps it in memory only; each endpoint exposes just the fields you name.
Call recordings and transcripts are stored against your organisation with a per-call audit trail.
Coordinators, supervisors and admins see only what their role allows, and every access is logged.
Read-only first, writes behind approvals, then widened once the record justifies it. No big-bang cutover.
Map the clinic numbers to your organisation and import patient records, or point the widget at your portal's session endpoint.
Upload hours, prep instructions, policies and FAQs. They are chunked, embedded and searchable in under a minute.
Register the scheduling and refill tools in the dashboard. Run them as stubs first so the conversation can be tested before anything writes.
Go live on a single clinic number or one portal page with approvals required for every mutating action.
Read the knowledge gaps report to see what the AI could not answer, document those, then relax approvals where the record justifies it.
Each target maps to something the product already reports, so nobody has to build a spreadsheet to find out whether it worked.
| Metric | Typically today | Target | Reported by |
|---|---|---|---|
| Calls resolved without a human | Low — most route to staff | 80%+ of routine requests | Call logs, filtered by escalation events |
| Time to an answer | 3–5 minute hold, then transfer | Under a minute | Call duration in the call log |
| After-hours coverage | Voicemail | Continuous | Call volume by hour of day |
| Repeat contacts on the same issue | Common for results and referrals | Falling month over month | Ticket reopen rate and knowledge gaps |
Routine requests resolved without an agent.
Down from 3–5 minute hold-and-transfer cycles.
After-hours and weekend coverage with no extra staffing.
Patients get instant answers around the clock, while staff focus on the cases that truly need a human.
No. Clinical guidance is blocked by the AI policy rather than attempted and caveated. Symptom language and urgency trigger escalation to a person, mid-call, with the transcript attached.