Fill the schedule and cut no-shows — 24/7, compliantly

Popular

Missed Call Rescue → Appointment

Call back every missed clinic call within minutes and book the first suitable slot — no patient lost to a busy line.

Voice / SIPWhatsAppSMS +31% calls recovered Set up outcome

Popular

24/7 Appointment Booking & Reschedule

Take, confirm and reschedule appointments around the clock across phone and WhatsApp — no hold music, no voicemail.

Voice / SIPWhatsApp 24/7 always answered Set up outcome

Scheduling

No-Show Reduction & Reschedule

Reminder + confirm before every appointment, and instantly rebook the freed slot when someone cancels.

WhatsAppSMSVoice / SIP -24% no-shows Set up outcome

Recalls

Recall & Follow-up Reactivation

Proactively reach patients due for a check-up, follow-up or repeat visit and get them back on the books.

Voice / SIPWhatsAppSMS +18% recalls booked Set up outcome

Billing

Balance & Co-pay Reminder

Compliant, polite reminders for outstanding balances with a secure pay link — improve cash flow without awkward calls.

WhatsAppSMSVoice / SIP -11d days to pay Set up outcome

Front Desk

New Patient Enquiry & Registration

Answer new patient enquiries 24/7, collect registration details and book the first appointment. Admin only.

Voice / SIPWhatsAppSMS < 60s to first contact Set up outcome

Front Desk

Treatment Plan Follow-up

Follow up open treatment plans on the admin side — cost, scheduling and finance questions — and book the next step.

WhatsAppSMSVoice / SIP +16% plans scheduled Set up outcome

Front Desk

Front Desk Overflow & Practice Info

Cover the practice line 24/7 for admin questions — hours, directions, prep, forms — and route anything clinical to staff.

Voice / SIPWhatsAppSMS -34% calls to reception Set up outcome

Recalls

Screening & Vaccination Campaign

Invite every eligible patient to a screening or vaccination round and book them in — one compliant, multilingual pass.

SMSWhatsAppVoice / SIP +23% uptake vs letters Set up outcome

Scheduling

Cancellation Waitlist Backfill

Refill a cancelled clinic slot from the waitlist in minutes, so the clinician's day stays full. Admin only.

SMSWhatsAppVoice / SIP +29% cancelled slots refilled Set up outcome

Front Desk

Pre-Appointment Forms & Prep

Get the forms filled and the prep understood before arrival, so the appointment starts on time.

SMSWhatsAppEmail +38% forms complete on arrival Set up outcome

Billing

Insurance Pre-Auth & Claim Chase

Chase the pre-authorisations and stalled claims that hold up treatment and payment. Admin only.

Voice / SIPEmailSMS -13d days to authorisation Set up outcome

Scheduling

Specialist Referral Intake & Scheduling

Convert an incoming specialist referral into a booked appointment without the patient chasing it themselves.

Voice / SIPSMS 75% referral-to-scheduled-appointment rate Set up outcome

Scheduling

Multi-Provider Practice Smart Scheduling

Match patients to the right provider based on need, insurance and availability, not just next-available.

Voice / SIP 95% bookings matched to the right provider Set up outcome

Scheduling

Telehealth vs. In-Person Triage

Direct patients to the appropriate visit modality based on their stated need, never a clinical judgment call.

Voice / SIP 90% eligible visits offered telehealth Set up outcome

Scheduling

Insurance Verification at Scheduling

Verify coverage and plan-network status before the appointment, not at check-in.

SMS 92% coverage verified before visit Set up outcome

Scheduling

Same-Day Sick Visit Triage & Slot Finding

Fit urgent same-day requests into an already-full schedule.

Voice / SIP 70% same-day requests accommodated Set up outcome

Scheduling

New Patient Portal Enrollment Assistance

Get new patients activated on the patient portal before their first visit.

SMSWhatsApp 65% new patients activated before first visit Set up outcome

Scheduling

Multi-Location Practice Routing

Route patients to the right site based on provider, insurance and proximity.

Voice / SIP 97% bookings routed to the right location Set up outcome

Scheduling

Second-Opinion Request Coordination

Handle second-opinion requests smoothly, including records transfer coordination.

Voice / SIPEmail 90% second-opinion visits with complete records Set up outcome

Scheduling

Language & Interpreter Service Coordination

Book qualified interpreter services alongside appointments for patients who need them.

Voice / SIP 95% interpreter coverage confirmed Set up outcome

Care Coordination

Pre-Procedure Instruction & Confirmation

Make sure patients actually follow pre-procedure instructions.

SMSVoice / SIP 90% pre-procedure instructions confirmed Set up outcome

Care Coordination

Post-Discharge Follow-up Call

Catch post-discharge problems early and reduce avoidable readmissions.

Voice / SIP 85% discharged patients reached within 72 hours Set up outcome

Care Coordination

Lab/Imaging Results Notification & Next-Step Scheduling

Notify patients that results are ready and get them scheduled for required follow-up.

SMSVoice / SIP 95% results notifications sent within 4 hours Set up outcome

Care Coordination

Specialist-to-PCP Care Loop Closure

Make sure the referring primary care provider actually receives the specialist's visit summary.

Email 90% referral loops closed within 10 days Set up outcome

Care Coordination

Pre-Visit Symptom & History Intake

Collect structured pre-visit information so the provider isn't starting the visit from zero.

WhatsApp 80% intake forms completed before the visit Set up outcome

Care Coordination

Chronic Condition Care Plan Check-in

Run scheduled check-ins for patients on a chronic care management plan between visits.

Voice / SIP 85% chronic care check-ins completed on cadence Set up outcome

Care Coordination

Medication Adherence Check (Non-Clinical)

Ask whether prescribed medication is being taken as directed and flag adherence issues.

SMS 80% adherence checks completed on cadence Set up outcome

Care Coordination

Home Health / Remote Monitoring Onboarding

Get patients set up correctly on prescribed home health equipment or remote monitoring devices.

Voice / SIPWhatsApp 85% devices transmitting within 48 hours Set up outcome

Care Coordination

Multi-Provider Care Team Appointment Coordination

Align scheduling for patients seeing multiple providers for a coordinated condition.

Voice / SIP 95% multi-provider visits correctly sequenced Set up outcome

Billing

Pre-Visit Cost Estimate & Financial Counseling Offer

Give patients an accurate estimated cost before the visit.

SMS 90% cost estimates sent before high-cost visits Set up outcome

Billing

Denied Claim Patient Notification & Appeal Support

Notify patients transparently when a claim is denied.

EmailVoice / SIP 95% denied claims notified within 5 days Set up outcome

Billing

Payment Plan Setup & Adherence Reminder

Set up and maintain payment plans for patients with a balance.

SMS 75% payment plan completion rate Set up outcome

Billing

Superbill/Itemized Statement Request Handling

Fulfill patient requests for detailed billing documentation quickly.

Email 95% document requests fulfilled within 2 days Set up outcome

Billing

Sliding Scale / Financial Assistance Screening

Proactively screen patients who may qualify for financial assistance.

Voice / SIP 60% screened patients completing the application Set up outcome

Billing

Coordination of Benefits (COB) Update Request

Resolve claim holds caused by outdated coordination-of-benefits information.

Voice / SIP 85% COB-held claims resolved within 10 days Set up outcome

Billing

High-Deductible Plan Early-Year Outreach

Proactively explain high-deductible plan implications at the start of the plan year.

Email 90% HDHP patients notified before plan-year visits Set up outcome

Billing

No-Insurance/Self-Pay Rate Transparency

Give self-pay patients clear, upfront pricing.

Voice / SIP 95% self-pay patients given pricing pre-visit Set up outcome

Billing

Overpayment/Refund Processing Notification

Proactively notify and process patient refunds when a credit balance is identified.

Email 90% credit balances refunded within 30 days Set up outcome

Billing

Annual Wellness Visit Benefit Reminder

Remind patients of fully-covered preventive/wellness visit benefits they haven't used.

EmailWhatsApp 22% wellness benefit reminder conversion Set up outcome

Patient Engagement

Care Gap Closure Campaign

Identify and close specific evidence-based care gaps at a population level.

Voice / SIPSMS 35% care gap closure rate Set up outcome

Patient Engagement

Chronic Disease Management Program Enrollment

Enroll eligible patients into structured chronic care management or remote patient monitoring programs.

Voice / SIP 45% chronic care enrollment acceptance rate Set up outcome

Patient Engagement

Behavioral Health Integration Warm Handoff

Get patients screened positive for a behavioral health concern connected to care quickly.

Voice / SIP 95% BH referrals contacted within 24 hours Set up outcome

Patient Engagement

Postpartum/Maternal Care Check-in Sequence

Run a structured postpartum check-in sequence per the practice's protocol.

Voice / SIPSMS 85% postpartum check-ins completed per protocol Set up outcome

Patient Engagement

Pediatric Immunization Schedule Reminder

Keep pediatric patients on schedule for age-appropriate immunizations.

SMSEmail +15pts on-schedule immunization rate Set up outcome

Patient Engagement

Annual Wellness Visit (Medicare) Outreach

Drive Medicare Annual Wellness Visit completion.

Voice / SIPSMS 55% Medicare AWV completion rate Set up outcome

Patient Engagement

Patient-Reported Outcome (PRO) Collection

Systematically collect patient-reported outcome measures between visits.

WhatsApp 75% PRO collection completed on schedule Set up outcome

Patient Engagement

Caregiver/Family Member Communication Coordination

Coordinate communication with an authorized caregiver or family member.

Voice / SIPSMS 100% authorized caregivers included per consent Set up outcome

Patient Engagement

Patient Satisfaction / CAHPS-Style Survey Collection

Collect structured patient experience data.

SMSEmail 35% survey response rate Set up outcome

Compliance & Ops

Credentialing/License Expiry Tracking (Provider-Facing)

Track and remind providers/staff of upcoming credentialing and license expirations.

Email 98% credentials renewed before expiry Set up outcome

Compliance & Ops

New Patient Records Transfer Request

Coordinate medical records transfer from a patient's previous provider.

Email 70% records received before first visit Set up outcome

Compliance & Ops

HIPAA Authorization & Consent Renewal

Keep required patient authorizations and consents current.

SMS 95% consents renewed before expiry Set up outcome

Compliance & Ops

Staff Schedule & On-Call Coverage Confirmation

Confirm on-call and after-hours coverage is actually staffed as scheduled.

SMS 100% on-call shifts confirmed staffed Set up outcome

Compliance & Ops

Equipment/Supply Reorder Coordination

Keep clinical supplies and equipment maintenance on schedule.

Email 95% critical supplies reordered before stockout Set up outcome

Compliance & Ops

Patient Grievance/Complaint Intake & Routing

Give patients a clear channel for formal complaints.

Voice / SIP 95% complaints acknowledged within 1 business day Set up outcome

Compliance & Ops

Provider Panel Capacity & New Patient Cutoff Management

Manage which providers are open vs closed to new patients accurately.

Voice / SIP 100% new patients matched to an open panel Set up outcome

Compliance & Ops

Regulatory Reporting Data Collection (Immunization Registry, Quality Measures)

Ensure required regulatory/quality data is complete and submitted on schedule.

Email 98% data completeness at submission Set up outcome