Everything the front desk does on the phone — and the follow-up after.
Every feature is included in every package. Packages differ only by capacity and locations.
On the call
- 24/7 answering with business-hours, after-hours or full-coverage modes
- AI disclosure at the start of every call
- Recognizes new patients, existing patients, insurers and vendors
- Books, reschedules, confirms and cancels into real open times
- Offers a better time before a patient cancels
- New-patient registration on the call; sends intake forms by text
- Answers hours, services, insurance, membership, financing and current promotions
- Shares pricing only the way you allow: freely, as ranges, after an exam, or never
- Real-time insurance eligibility checks
- Identity verification before any patient details are shared
- Emergency triage to 911 or your on-call line
- Warm transfer to your team, live staff takeover and voicemail capture
- English and Spanish, switching mid-call
- Your practice's voice, wording and name pronunciations
- Routes callers to the right location in multi-location practices
- Respects do-not-call requests
After the call
- Transcript and summary for every call
- Two-way text and email inbox, with optional after-hours auto-reply
- Reminders, confirmations, no-show follow-up and recall campaigns by call and text, consent-tracked
- Auto-calls the waitlist when a slot opens
- Payment and balance reminders
- Review requests that send happy patients to Google and route concerns to you privately
- Intake forms with e-signature
Your Front Desk hub
- One prioritized worklist: to confirm, callbacks, urgent, messages to approve, new leads
- Contact timeline with every call, transcript, appointment, note and message
- Built-in scheduler with provider lanes, double-booking protection and AI-booked slots flagged
- Online self-booking page and a website chat widget
- Tasks, recalls, treatment plans and an insurance view
- Softphone to call patients from the dashboard
- Clinical scribe: dictate notes, get a clean SOAP note
- CSV import with duplicate detection
Quality and reporting
- Every call scored for quality, with compliance flags and coaching notes
- Answer, resolution and conversion rates; new-patient and no-show reporting
- Custom dashboards and CSV export
Control and access
- Clinic Setup: edit providers, hours, services, pricing policy, promotions and do's and don'ts, then publish to the next call
- Role-based logins for managers and front-desk staff, with department-level access
- Multi-location groups under one login
- Single sign-on and multi-factor authentication