Service

AI Intake

SMS and voice qualification around the clock, missed-call text-back, booking and human escalation.

Patient at home talking with their clinician over a laptop video visit

Where this goes wrong

A large share of inbound calls to a clinic go unanswered, and most of those come outside the hours anyone is at the desk. A lead who calls at 9pm and gets voicemail rarely calls again. Answering services take a message and lose the booking. The fix is not a chatbot on the website. It is something that texts back within a minute, asks the four questions that decide whether this person is a fit, and puts them on the calendar.

What we do

The work, line by line.

ChannelsSMS and voice, 24 hours a day. A missed call gets a text within a minute. A form gets a text and, where the person consented, a call.
QualificationProgram, location, age, insurance or self-pay, timing. The questions your clinic already asks, in plain language, with fixed rules on what it will not say.
BookingReads your calendar and books the consult directly. Confirms by text. Reschedules when asked.
EscalationAnything clinical, anything upset, and anything it is not sure about goes to a person with the transcript attached. During the day that is your desk; at night it is a queued callback for the morning.
TrackingEvery step fires a generic event to our tracking stack, so a booking from a midnight text is credited to the ad that caused it.

What is included

  • Setup on your number and your calendar
  • Question list and language rules reviewed for your category
  • Missed-call text-back
  • Human escalation path with transcript handoff
  • Consent language and opt-out handling
  • Weekly report: conversations, qualified, booked, escalated

How it fits with the rest

The report reads the same whichever services you buy, because all of them run on the same server-side tracking. See how the tiers bundle them.

Our commitment

Missed-call text-back and after-hours booking live on your number.

Condition: Calendar and phone-system access, and a clinician's sign-off on the question list.

AI Intake questions

What buyers ask before they sign.

Will patients know they are talking to an AI?

Yes. It says so in the first message, and it never claims to be a staff member. People still book, because what they wanted was an answer at 9pm and a slot on the calendar, not a conversation.

What happens when someone asks a medical question?

It does not answer. It says a clinician will follow up, captures the question, and hands the transcript to a person. The same rule applies to anything about dosing, side effects, outcomes or whether a medication is right for them.

What does it get wrong?

It is weakest with people who want to talk rather than answer questions, with strong accents on voice, and with calendars that have exceptions nobody wrote down. We watch the transcripts in the first two weeks and tighten the rules, and the escalation path exists so a person catches what it misses.

Is it HIPAA compliant?

The platform sits under a BAA, transcripts are stored in your CRM rather than with an ad vendor, and the only thing that reaches an ad platform is a generic event with a hashed identifier. The question list is written so it collects what a front desk would collect and nothing more.

Can it replace our front desk?

No. It replaces the voicemail. Your desk still handles the conversation that needs judgment, and the report each week shows how many were escalated so you can see the split.

Does it work with our phone system?

It works with any number that can forward on no-answer, which covers nearly every clinic phone setup, and with the common booking tools. We confirm both before quoting.

Growth audit

See where your growth is leaking.

We audit the funnel, the tracking, and the compliance posture, then hand you the roadmap. The people writing it have run the same funnel from the inside. You keep it whether or not we work together.

Reviewed
Funnel, tracking, and compliance posture
Discussed
One 30-minute call with the operator on your account
Delivered
A written roadmap within 5 business days