Solutions/Clinics
The front office your care team can count on.
Twelve agents handle the coordination around care, from the first call to the claim being paid, on every channel and at any hour. Your clinicians keep every medical decision.
Live call · Clinic Front Desk
Thalia“I have Thursday at 10:30 with Dr. Patel. Shall I book it?”
While you work
What the agents did today.
Timeline
- Ops SupervisorMorning brief sent: 3 things need youBrief
- Clinic Front DeskAnswered a call and booked Maya R. for Thu 10:30Booked
- Insurance VerificationCoverage active for Maya R., copay $25Verified
- ReferralsNew referral from Dr. Shah read from a faxNeeds approval
- Schedule OptimizerCancelled 2:30 PM slot refilled from the waitlistFilled
- Claims & DenialsDenied claim corrected and resubmittedResubmitted
- Care Follow-upScheduled
- Billing & DuesScheduled
- Reviews & FeedbackScheduled
- Chart PrepScheduled
The team
Twelve agents, one memory of every patient.
Hire them all or start with the front desk. Every agent you hire adds its own pages to your workspace.
Patient front office
Before every visit
Revenue & oversight
Insurance Verification
Checks every patient's coverage days before the visit and asks them to fix problems.
Adds to your workspace: Insurance
| Patient | Visit | Coverage |
|---|---|---|
| Maya R. | Thu 10:30 | Active · $25 copay |
| Carlos M. | Thu 11:15 | Needs info · SMS sent |
| Sarah J. | Thu 2:00 | Self-pay |
Every step has an owner.
Your team owns the visit; the agents own the coordination around it. Click any step.
Insurance VerificationMaya R.Coverage active
Copay $25 · checked 3 days before the visit
One shared patient memory carries every step to the next
Our own voice engine
It answers the phone like your best receptionist.
- 1The call arrivesTwilio · Vobiz
- 2It listensstreaming speech recognition
- 3It thinks and actsbooks, verifies, hands off
- 4It answersnatural voice
- Tells callers it’s an AI assistant
- Interrupt it anytime, even with “wait” or “ruko”
- Warm transfer to your front desk with a spoken briefing
Hi, I'm trying to book an appointment with Dr. Patel sometime this week.
I can help with that. Dr. Patel has Thursday at 10:30 AM or Friday at 2:00 PM. Which works better?
Thursday at 10:30 sounds perfect.
Great. To book it, can I have your full name and date of birth?
Pick a voice
Short messages, on the patient’s channel.
Sunrise Family ClinicSMS · today
Hi Maria, Sunrise Family Clinic here about your visit on Fri 9 Oct: we couldn't confirm your insurance. Please reply with your insurer and member ID, or tell us if you'll self-pay.
I switched to Cigna, U4417820
Thanks Maria, saved. We'll check the new details before your visit.
Re-checked with Cigna: active
Patients reply when it’s easy.
Replies stay short and ask one thing at a time. Every message lands in the same patient record your team sees.
- STOP and START handled on every channel
- Understands replies like “can I move it to 4?”
- WhatsApp on Meta’s official Cloud API, SMS through Twilio
Your team sees everything, and steps in anytime.
Try it: approve the referral message, or take over the conversation.
Conversations
“Hi Asha, this is Sunrise Family Clinic. Dr. Shah referred you to us. Reply to pick a time, or call us at (415) 555-0100.”
Every message, booking and handoff stays in the patient’s history.
Clinical boundaries
Lines it never crosses.
Built into the agents, not settings. The most important ones run in code before the AI says anything.
- Diagnoses, or says what a symptom might mean
- Suggests or changes any medicine or dose
- Reads out or explains test results
- Shares a patient's details before they confirm who they are
- Handles a possible emergency itself. It gives the emergency number and alerts your on-call staff
Records stay hidden until the caller gives their full name and date of birth. A birth date or member ID is never read out.
Emergency number first, your on-call contact texted, and the conversation moves to your team.
Reminders and outreach only with consent, outside quiet hours and within weekly limits.
Every caller hears it's an AI assistant, and that the call may be recorded where the law needs it.
Works with what your clinic runs.
Connect each one in the app. Credentials are encrypted and every connection is tested before it goes live. All integrations
Coming soon
From sign-up to answering patients.
- 1Set up your clinic
Your profile, services, clinicians and opening hours. The agents answer from what you tell them.
- 2Hire agents and connect channels
Bring your Twilio number or get an Indian number through Vobiz, then connect WhatsApp, SMS and email.
- 3Test, then go live
Place test calls and chats on your real setup. Patients only reach the agents when you switch them on.