Chat, voice and workflow agents that handle routine patient contact and repetitive back-office steps around the clock. Every workflow has review points and exception queues, so low-confidence items reach a person and each automated action is logged.
Best for: Practices losing calls after hours, and teams repeating the same manual steps every day.
Engage the whole area as a single programme, or start with the one service that is costing you the most time today.
Answer patients at 2 a.m. — and hand off to a person when it matters.
A HIPAA-compliant chatbot on your website, patient portal or text line. It answers common questions from your approved content, books and reschedules appointments, collects intake details, and routes anything clinical or complex to your team with the full conversation attached.
Best for: Practices, groups and digital health teams with high message volume.
Engage the full scope or pick the functions you need. Each item below can be included, excluded or phased in your proposal.
- 01Website and portal chat, plus two-way text messaging.
- 02Answers trained only on your approved content: hours, locations, insurance accepted, visit prep.
- 03Appointment booking, rescheduling and cancellations through your scheduler where integrations allow.
- 04Intake and pre-visit questionnaires collected before the appointment.
- 05Billing and balance questions routed to the right team.
- 06Escalation to a staff queue with the transcript and a short summary.
- 07English and Spanish, with other languages where configured.
- 08Conversation reporting: top questions, resolution rate and handoffs.
- Approved answer library
- Escalation rules
- Integration map
- Test results
- Monthly conversation report
Every metric gets an agreed definition, denominator and reporting period before we compare performance.
- Questions resolved without a handoff
- Handoff speed
- Appointments booked
- After-hours conversations
- Patient satisfaction
We gather your approved answers and rules, connect scheduling where available, test against real patient questions with your staff, and launch with every handoff path monitored.
- 01Approved content & rules
- 02Connect scheduling
- 03Test with real questions
- 04Launch with handoffs
- 05Review transcripts monthly
Check-ins between visits, with a licensed nurse one step away.
An AI nurse assistant that runs routine patient check-ins by voice or text — post-discharge follow-ups, medication adherence, symptom questionnaires and care-plan reminders — and escalates anything outside protocol to your licensed nurses with a summary.
Best for: Care-management teams, CCM/RPM programs and practices following up after hospital stays.
Engage the full scope or pick the functions you need. Each item below can be included, excluded or phased in your proposal.
- 01Post-discharge check-in calls that support your TCM workflow.
- 02Medication adherence and refill reminders.
- 03Chronic-care check-ins between monthly CCM calls.
- 04Follow-up when RPM readings stop or need confirming.
- 05Pre-procedure preparation reminders and instructions.
- 06Patient education from your approved materials.
- 07Escalation to the nurse queue with answers and a summary.
- 08Every interaction documented for your clinical team.
- Approved check-in protocols
- Escalation matrix
- Interaction logs
- Pilot review
- Monthly outcomes report
Every metric gets an agreed definition, denominator and reporting period before we compare performance.
- Check-ins completed
- Escalations and response time
- Adherence follow-ups
- Patient reach rate
- Nurse time saved (self-reported)
Your clinical leads approve the scripts, questions and escalation thresholds. We pilot with a small patient group, review every escalation with your nurses, then scale.
- 01Clinician-approved protocols
- 02Escalation thresholds
- 03Pilot group
- 04Nurse review of escalations
- 05Scale
Every call answered instantly, day and night.
An AI receptionist that answers your phone lines and messages the moment they come in. It books and reschedules in your scheduler, answers routine questions, takes messages, and transfers callers to your staff or our virtual receptionists when a person is needed.
Best for: Practices with missed calls, long hold times or after-hours demand.
Engage the full scope or pick the functions you need. Each item below can be included, excluded or phased in your proposal.
- 01Inbound calls answered 24/7 with your greeting and voice.
- 02Scheduling, rescheduling and cancellations in your system.
- 03Routine questions: hours, directions, insurance accepted, visit prep.
- 04Call routing and warm transfer to staff or virtual receptionists.
- 05Message taking with urgency flags.
- 06After-hours and overflow coverage.
- 07Call summaries logged to your EHR, PM system or CRM where connected.
- Call-flow design
- Transfer and urgency rules
- Integration map
- Test call results
- Monthly call report
Every metric gets an agreed definition, denominator and reporting period before we compare performance.
- Calls answered
- Calls resolved without transfer
- Appointments booked
- Transfer speed
- After-hours calls handled
We map your call reasons, write the call flows and transfer rules, connect your scheduler, test real call scenarios, and go live with overflow first before full coverage.
- 01Map call reasons
- 02Call flows & transfers
- 03Connect scheduler
- 04Test real scenarios
- 05Overflow first, then full
Natural voice agents for the calls nobody has time to make.
AI voice agents that make and take routine calls at scale — reminders, recalls, care-gap outreach and payer follow-ups — in a natural voice, following approved scripts, and handing off to a person whenever needed.
Best for: Practices, billing teams and value-based care programs with large call lists.
Engage the full scope or pick the functions you need. Each item below can be included, excluded or phased in your proposal.
- 01Appointment reminders and confirmations.
- 02Recall and annual-wellness-visit outreach campaigns.
- 03Care-gap outreach for quality programs.
- 04Payer calls for claim status and eligibility.
- 05Prior-authorization status follow-ups.
- 06Patient satisfaction surveys.
- 07Balance reminders using compliant, approved scripts.
- 08Live handoff to staff and outcomes logged per call.
- Campaign scripts
- Outcome codes
- Permission checklist
- Call recordings and transcripts
- Campaign results report
Every metric gets an agreed definition, denominator and reporting period before we compare performance.
- Reach rate
- Confirmations and bookings
- Claim statuses captured
- Handoff rate
- Cost per completed call
We design each campaign's script and outcomes with you, confirm calling permissions, test with internal calls, then launch in waves while reviewing recordings and results.
- 01Script & outcomes
- 02Calling permissions
- 03Internal test calls
- 04Launch in waves
- 05Review recordings
Take the copy-paste out of healthcare operations.
We automate the repetitive steps between your systems — eligibility checks, referral intake, prior-auth paperwork, claim scrubbing, reporting — with AI where it helps and a person reviewing anything uncertain.
Best for: Operations, RCM and front-office leaders drowning in manual steps.
Engage the full scope or pick the functions you need. Each item below can be included, excluded or phased in your proposal.
- 01Automated eligibility checks ahead of scheduled visits.
- 02Prior-authorization form preparation from the chart.
- 03Referral and fax intake read and filed into the EHR.
- 04Charge-entry checks and claim-scrubbing rules before submission.
- 05Denial categorization and work-queue routing.
- 06Data sync between EHR, practice management and CRM.
- 07Scheduled operational reports, no spreadsheets.
- 08Human review queues and a full audit trail for every action.
- Workflow map
- Automation design
- Exception queues
- Audit log
- Monthly automation report
Every metric gets an agreed definition, denominator and reporting period before we compare performance.
- Hours of manual work removed
- Items processed automatically
- Exception rate
- Error corrections
- Turnaround time
We map the manual steps, pick the highest-volume workflow first, build it with review points and exception queues, run it alongside your team, then hand over with monitoring.
- 01Map manual steps
- 02Pick the first workflow
- 03Build with review points
- 04Run in parallel
- 05Monitor & expand
Organizations that usually start in AI Agents & Automation.
The questions practices raise most often across AI Agents & Automation.
No. It answers from your approved, non-clinical content and follows your escalation rules. Symptoms and clinical questions are routed to your team or emergency guidance, as you define.
Yes. An engagement can address one workflow, a defined project or an ongoing delivery function. Additional services can be scoped as your requirements evolve.
Pricing depends on scope, volume, staffing, coverage, complexity and third-party costs. We provide a proposal that separates implementation, recurring services and optional work.
Yes. Carevory is HIPAA compliant. We sign a Business Associate Agreement before anyone on our team accesses protected health information, work only inside the systems you authorize, and cover subcontractor arrangements too.
No. It follows clinician-approved scripts, collects information and sends reminders. Assessment, triage decisions and advice come from your licensed clinicians; anything outside protocol is escalated.
They are transferred to your staff or our virtual receptionists, or a message is taken with an urgency flag. Emergency callers are told to hang up and call 911, following your script.
Yes. Voice agents identify themselves as automated assistants, follow approved scripts and offer a person on request. Outbound campaigns follow applicable consent and calling rules.
Every workflow has review points and exception queues. Low-confidence items go to a person, and every automated action is logged so it can be checked and reversed.
Tell us what is slowing your organization down. We will help define a focused starting point and the reporting that comes with it.
Business inquiries only. Please don't include patient information.