Answer after-hours and overflow calls, recall overdue patients, and book into your existing schedule. Start with a 14-day audit of your practice's real numbers.
Your audit establishes a practice-specific baseline across four sources of lost opportunity. No generic industry averages presented as your results.
Unfilled visits
Measure production lost to no-shows, same-day cancellations, and openings that never get backfilled.
Hours lost
Track time consumed by phone tag, manual recall lists, and repetitive rescheduling loops.
Calls missed
Separate after-hours, overflow, and voicemail calls so you can see when patient demand goes unanswered.
Patients overdue
Identify patients due for care and measure which recall attempts actually lead to a booked visit.
Your team goes home. Patients can still call, get answers, and book tomorrow's open appointments.
5:58 PM. Your team has gone home. Four appointments are open tomorrow.
From the first call to the next recall, each step hands clean context to the next. These interface examples show the intended workflow, not live patient data.
AI answers with your practice's approved greeting, services, and scheduling rules. Your team does not need to stay late or monitor another inbox.
Voice · Overflow · After hoursHi, I need a cleaning this week.
I can help with that. Are you a new patient, or have you visited us before?
I'm new.
The conversation becomes structured booking information. Questions outside your approved rules are routed to your team instead of guessed.
Approved rules · Clear escalationInsurance or clinical questions that need staff review are flagged for follow-up.
AI offers only valid openings and writes the confirmed booking back to your practice management system. No separate calendar to reconcile.
Real availability · Schedule write-backService duration, provider, operatory, and new-patient rules all match.
Confirmation and reminder messages use the same appointment context. If the patient needs to reschedule, the conversation can update the booking.
Confirmation · ReschedulingYou're booked for a hygiene cleaning tomorrow at 9:00 AM. Reply C to confirm or R to reschedule.
C
AI prepares documentation from your approved template. The doctor reviews, edits, and signs it. Clinical judgment stays with the doctor.
AI draft · Doctor sign-off requiredExample draft
Visit summary, findings, and follow-up recommendations prepared from the doctor-approved template. No diagnosis or treatment decision is made by AI.
When the patient is due again, outreach references the care they actually received. They can book the next visit in the same conversation.
Recall · Reactivation · ContinuityYou're due for your next hygiene visit. Would you like to book a morning appointment this week?
Tuesday morning works.
Every phase ships something measurable. Nothing is "configured" without a number attached to it.
Model the opportunity using your practice's actual inputs. Choose an assumption set, adjust every variable, and inspect the formulas before drawing a conclusion.
Conservative assumptions: 20% no-show recovery, 1% monthly reactivation, 20% call booking, and 25% admin automation.
Illustrative estimate only, not a forecast or guarantee. Production opportunity and admin capacity value are combined here; the total is not cash profit. Your audit replaces these assumptions with measured practice data.
Measure your actual opportunityNo. It handles routine demand: nights, weekends, lunch rushes, overflow calls, and recall follow-up. Your team keeps patient-facing judgment calls and exceptions.
Before any patient data is connected, the production setup should include a signed BAA, encryption in transit and at rest, role-scoped access, audit logging, and written retention and model-use terms. These controls are reviewed during implementation rather than assumed.
No migration. The implementation is designed to work with your existing scheduling and patient records. Your team keeps its current screens, and AI actions follow the booking rules approved during setup.
It depends on your call volume, open capacity, recall database, and booking rules. The audit establishes that baseline before anyone forecasts a return. After launch, a weekly scorecard tracks booked production and the activity that produced it.
Pricing is per location and quoted against your audit baseline rather than a generic tier. If the measured opportunity does not support the investment, you keep the audit report and decide not to proceed.
See exactly what happens before you commit. Your audit ends with a written baseline, a practical implementation scope, and a quote grounded in your practice's data.
Review call handling, no-shows, open capacity, recall volume, and repetitive admin work.
Document scheduling rules, patient segments, approved answers, and the exceptions that need a human.
Test approved workflows in a controlled setting and quantify the opportunity using your measured inputs.
Review the report, recommended scope, and quote. Proceed only if the evidence supports the investment.
Audit scope agreed before access · BAA and data controls reviewed before production