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Done For You

Fewer phone queues and empty slots for medical and dental practices

In a busy practice the front desk answers calls, books visits, chases intake forms and fills cancellations, often all at once. These automations take the repetitive part of that work so your team can focus on the patients in front of them.

See the automations
  • Live in 3 to 6 weeks
  • Works inside your current tools
  • Your people approve what matters

Medical & dental practices

The 2 automations that matter most

Automation 1

Patient Intake & Appointment Scheduling

Books, reschedules and confirms visits from calls, texts and web requests, and collects intake forms and insurance details before the patient arrives.

See the outcome
  • Calls answered in the rush

    Routine booking, rescheduling and directions questions are handled at once by phone, text or web chat, so the queue left for staff is the calls that need a person.

  • Clean charts before arrival

    Demographics, insurance details, consent forms and history questionnaires are collected and checked days before the visit, not at the window.

  • Right visit, right slot

    The agent applies your provider templates, visit types and referral rules, so fewer appointments need fixing on the day.

Automation 2

Appointment Reminders & No-Show Reduction

Sends reminders patients actually answer, rebooks cancellations and offers freed slots to the waitlist so the schedule stays full.

See the outcome
  • Two-way confirmations

    Patients confirm, cancel or reschedule by replying in plain words, and the change is made in the EHR without a phone call.

  • Gaps refilled

    When a slot opens, the agent offers it to waitlisted patients who fit the visit type and provider, and books the first to accept.

  • Targeted outreach

    Patients who often miss visits, or who mention barriers such as transport, get an earlier and more personal follow-up from staff.

How it works

From kickoff to live in 3 to 6 weeks

Every automation follows the same path. You see it working on your own data before it handles live work.

  1. 1

    Week 1

    Discovery and access

    We map the workflow with your team, agree the outcomes and KPIs, measure today's baseline and get secure access to your tools.

  2. 2

    Weeks 2–3

    Build and connect

    We build the agents and connect your systems, with your rules, approval steps, permissions and logging.

  3. 3

    Weeks 3–5

    Test and pilot

    We test on your real history, then run a pilot on live work while your team reviews what the agent does.

  4. 4

    Weeks 4–6

    Go live and hand over

    We roll out in stages, train your team, hand over dashboards and runbooks, and keep improving it with you.

Included with every automation

Executive Ask: ask your business anything

One plain-English assistant connected to the systems you run: CRM, helpdesk, ERP and accounting, HR, inbox and documents. Leaders get sourced answers in seconds and can trigger actions with approval. It respects everyone's existing permissions and logs every answer.

See Executive Ask

Ask it, for example

  • How many calls did we miss during the morning rush this week, and how many of those patients booked later?
  • Which providers have the most open new-patient slots over the next two weeks?
  • Which providers lost the most time to no-shows last month?

Medical & dental practices: questions

Straight answers to what clients ask us most.

Ask our team

Does this replace our front desk staff?

No. It handles routine booking, reminders and form chasing so your front desk can spend more time with patients in the office and on calls that need a person. Staff stay in control of the schedule and can step in on any conversation.

Can it work for a multi-location group?

Yes. The agents follow each location's hours, providers, appointment types and rules, and send work to the right site. Many groups start with one location, confirm the results, then roll out to the rest.

Can these automations work with our EHR or practice management system?

Yes, when the system offers an API or an integration standard such as FHIR or HL7. Common examples are athenahealth, eClinicalWorks, NextGen, ModMed and Dentrix. Where a system has no usable API, we look at secure alternatives during discovery, and we tell you plainly if a workflow cannot be automated safely.

How do you handle patient data and HIPAA?

We design every build around HIPAA safeguards: encryption, least-privilege access, audit logs and cloud services covered by a business associate agreement. The agents work inside your systems, staff approve clinical and financial decisions, and we review the final controls with your compliance lead before go-live.

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Get this running in your business

Tell us about your volumes and tools. A senior engineer replies within one business day with scope and timeline.

Live in 3 to 6 weeks · Priced after a short call · Company emails only