Listen to our AI Agent in Action
Your practice should never miss a patient call. Resolve every patient request quickly while saving your organization real money.
Decreases provider burnout and improves access to care
Allows 24/7/365 engagement with patients without having staff work around the clock
Saves each team member 3+ hours daily
Dramatically improves patient care and access while growing practice revenue
Reduces administrative costs while standardizing quality and compliance
Sample Call
Audio Transcript
Agent:
Hi, thanks for calling Springfield Health Clinic. I’m the automated prescription assistant and this call is recorded for quality. How can I help you today?
Patient:
Yeah, I need a refill on my lisinopril.
Agent:
I can help with that. First, can I get the patient’s full name for this refill request?
Patient:
Donald Graham.
Agent:
Thanks for that. Do you know the strength or dose you take of lisinopril?
Patient:
Uh, just 10 milligrams.
Agent:
Okay, 10 milligrams. How do you take it? For example, once daily or another way?
Patient:
Uh, yeah, just once in the morning.
Agent:
Got it. Has your lisinopril or dose changed recently?
Patient:
No, it’s just been the 10 for the last, like, I don’t know how many years, ever since I’ve been taking it, really.
Agent:
Any new side effects, symptoms, or problems with the lisinopril?
Patient:
Nope.
Agent:
About how much lisinopril do you have left? When do you expect to run out?
Patient:
Uh, probably early next week. I only have like 5 or 6 pills left.
Agent:
Eights, do you know if you have any refills left on this prescription?
Patient:
No, I don’t have any.
Agent:
Thanks for that. Which pharmacy do you usually use for your lisinopril?
Patient:
Uh, the CVS on Elm Street.
Agent:
Okay, CVS on Elm Street. Do you know the phone number for that pharmacy?
Patient:
I do not.
Agent:
Understood. Which provider at Springfield Health Clinic prescribed your lisinopril?
Patient:
It was Dr. Rivera.
Agent:
Thanks for confirming. Just to review, this is a refill request for Donald Graham’s lisinopril, 10 milligrams, once daily, prescribed by Dr. Rivera here at Springfield Health Clinic. You prefer to use CVS on Elm Street Pharmacy. Is all that correct?
Patient:
That’s all good.
Agent:
Thank you. A provider will review this refill request. But it is not approved yet. Usually the team reviews requests within 2 business days and you will be notified by phone or text. Is there anything else I can help you with today?
Patient:
Nope, that’s all good. Thank you so much.
Agent:
You’re welcome. Have a good day. Goodbye.
Saves staff time and improve visit completion rates
Sample Call
Audio Transcript
Patient:
Hello?
Agent:
Hello, may I speak with Maria Johnson?
Patient:
Yeah, this is Maria.
Agent:
Thank you for confirming. I’m calling from Riverside Family Medicine to confirm your appointment with Dr. Williams on Thursday, March 19th at 2:15 PM. Does that still work for you?
Patient:
Actually, I have a work conflict that came up and I won’t be able to make that appointment Thursday.
Agent:
No problem, I can help you reschedule. Do you generally prefer mornings or afternoons?
Patient:
Mornings are better, but Mondays are tough for me.
Agent:
Thank you. I have two options: Tuesday, March 25th at 9:30 AM or Wednesday, March 26th at 10:00 AM. Which works better for you?
Patient:
Tuesday the 25th at 9:30 is perfect.
Agent:
Great! Your new appointment with Dr. Williams is Tuesday, March 25th at 9:30 AM. You’ll receive a new confirmation text and a reminder 1 to 2 days before.
Ensures new patients are satisfied with every first visit
Sample Call
Audio Transcript
Patient:
Hello?
Agent:
Hello, may I speak with Jim Seeley?
Patient:
Yeah, this is Jim.
Agent:
Thank you. I’m calling from Lakeview Endocrinology Associates. I’m following up after your first visit with Dr. Northern. Welcome to the practice. I’d like to walk through a few onboarding items to complete your profile. Is now a good time?
Patient:
Sure, go ahead.
Agent:
Thank you. An authorization form was also sent allowing Dr. Northern’s office to coordinate with your insurance. Have you received the form titled Authorization for Insurance Coordination?
Patient:
Uh, I don’t think so. How would it have been sent?
Agent:
It should have been included in your new patient packet, either by email or mail. Would you prefer I resend it to your email or your mailing address?
Patient:
Uh, email is probably easier.
Agent:
Thank you. I have your email as jsealy1@gmail.com. Is that correct?
Patient:
Uh, you know what, I actually use sealyjim@gmail.com. I’d check that one more.
Agent:
Thank you for the update. The form will be sent to your updated email within the next hour. Your onboarding is in good shape overall. Welcome again to Lakeview Endocrinology Associates.
Improves practice cash flow
Sample Call
Audio Transcript
Patient:
Hello?
Agent:
Hello, may I please speak with Rachel Kim?
Patient:
This is Rachel.
Agent:
Thank you, Rachel. I’m calling from Harbor Internal Medicine Group. I’m calling about a balance on your account from a recent visit. After your visit on March 3rd, your insurance processed the claim. There is a remaining patient balance of $47.50. This is your portion after insurance adjustment. Do you have any questions about the charge before I send the payment link?
Patient:
Actually, I do. I thought I paid a copay when I was there. Um, why is there still a balance?
Agent:
Great question. The copay you paid at the visit is separate from any coinsurance or cost sharing that applies after insurance processes the claim. Your insurer determined that $47.50 is owed as your portion under your plan. The payment link will include an itemized breakdown so you can see exactly what the charge is for. If you believe there’s an error after reviewing it, you can contact our billing team through the portal or by calling the office. Would you like me to send the payment link now?
Speaker 3
Um, yeah, all that makes sense. Can I still set up a payment plan if I need one?
Agent:
Yes, you can set up a payment plan through the portal or our billing team can help if you call in. There’s no pressure to pay all at once. Is your mobile number ending in 4872 still correct for sending the payment link?
Patient:
Uh, yes, that’s my number.
Agent:
Thank you. The link will come from Harbor Internal Medicine’s secure messaging service, and you’ll see the practice name in the message. It will take you directly to your account in the patient portal where you can review the charges and choose how to pay.
Patient:
Okay, perfect. Thank you.
Agent:
The payment link has been sent. If you have any questions, our team is here to help. Have a great day.
Improves patient care and access by communicating with patients between appointments
Sample Call
Audio Transcript
Patient:
Hello?
Agent:
Hi, may I speak with Robert Castillo?
Patient:
Yeah, that’s me.
Agent:
Thank you. I’m calling from Peak Orthopedic and Sports Medicine. It’s been about 10 days since your shoulder procedure, and Dr. Keller’s team wanted to check in. Do you have about 5 minutes for a quick follow-up?
Patient:
Yeah, I got some time.
Agent:
Thank you. How are you feeling overall compared to when we last checked in?
Patient:
Uh, I’ve been fine.
Agent:
Glad to hear that. Have you started physical therapy yet?
Patient:
Um, yeah, I— Um, I started it yesterday. That was fine. I like— I’ve been there before, so it was good.
Agent:
Perfect. Consistency is key. On a scale of 1 to 10, how would you rate your current pain level, where 1 is barely noticeable and 10 is severe?
Patient:
Oh, um, you know, I’ve been taking pain meds, so like not so much, like aspirin and stuff. Like, I don’t know, I’d put it at a 3.
Agent:
A pain level of 3 is well within the expected range for 10 days post-op. Are you still using prescription pain medication, or have you switched to over-the-counter options like aspirin?
Patient:
Yeah, just aspirin. I, I stopped taking the prescription stuff.
Agent:
That’s a positive sign. Is the area around your shoulder and upper arm still noticeably swollen, or has the swelling been improving?
Patient:
No, I mean, yeah, you can notice it, but it’s going down.
Agent:
Improvement in swelling is exactly what we want to see. Have you noticed any redness, discharge, or anything unusual at the incision site?
Patient:
Mm, no, I wouldn’t say so.
Agent:
That’s good. Do you have sutures, staples, or dissolvable stitches at the incision site?
Patient:
Oh, uh, it’s dissolvable stitches.
Agent:
That’s common. Dr. Keller will check them at your follow-up visit. Have you had any new or worsening numbness, tingling, or coldness in your hand or fingers?
Patient:
Nope, not at all.
Agent:
Great, that’s the right direction. Are you following the sling weaning schedule Dr. Keller outlined, and have you had any challenges with it?
Patient:
Nope.
Agent:
Excellent, you’re exactly where you should be at 10 days. Do you already have your follow-up appointment with Dr. Keller scheduled?
Patient:
Yes, I believe I do.
Agent:
Perfect. Dr. Keller will evaluate your range of motion, review your PT progress, and discuss next steps at that visit. Is there anything else on your mind before we wrap up?
Patient:
No, this is good. I appreciate the call.
Agent:
You’re making great progress. Keep up with PT and don’t hesitate to call if anything comes up before your appointment. We look forward to seeing you soon. Have a great day!
