AI Agents & Automation
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.
What we support
Engage the full scope or pick the functions you need. Each item below can be included, excluded or phased in your proposal.
- 01
Inbound calls answered 24/7 with your greeting and voice.
- 02
Scheduling, rescheduling and cancellations in your system.
- 03
Routine questions: hours, directions, insurance accepted, visit prep.
- 04
Call routing and warm transfer to staff or virtual receptionists.
- 05
Message taking with urgency flags.
- 06
After-hours and overflow coverage.
- 07
Call summaries logged to your EHR, PM system or CRM where connected.
How we work
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.
Call flows & transfers
Connect scheduler
Test real scenarios
Overflow first, then full
What you receive
Deliverables, not promises.
- Call-flow design
- Transfer and urgency rules
- Integration map
- Test call results
- Monthly call report
What we measure
Defined before baselined.
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
Often chosen by
Organizations that usually start with E-Receptionist.
FAQ
The questions practices raise most often about E-Receptionist.
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. 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.
Related in AI Agents
Clinical judgement, triage and prescribing remain with your licensed staff. Scope, coverage and responsibilities are agreed in writing before launch.
Start with one workflow
Tell us what is slowing your organization down or what you want to build. We will help define a focused starting point.
Business inquiries only. Please don't include patient information.