Appointment scheduling and confirmations
New and existing patients booked into your practice management or EHR scheduling with your visit types, durations, providers, locations, and rules; confirmations and reminders sent by text or email.
Answering Service for Medical Practices
A medical answering service and virtual receptionist built for practices: appointments scheduled and confirmed, patient intake collected, refill and referral requests routed to the right queue, and after-hours calls handled by rules your clinicians approve. Runs on your existing numbers under a signed BAA.
Who This Is For
What the Service Includes
New and existing patients booked into your practice management or EHR scheduling with your visit types, durations, providers, locations, and rules; confirmations and reminders sent by text or email.
Reason for visit, insurance carrier and member ID, referring provider, preferred pharmacy, and the pre-visit questions you choose, captured and written to the record so check-in takes minutes.
Prescription refill requests, referral status questions, and records requests are captured with the details your clinical team needs and routed to the right queue instead of the physician's voicemail.
Emergency symptoms trigger a 911 instruction and an immediate transfer to the on-call clinician; urgent-but-not-emergency calls go to the nurse line; routine requests become next-day tasks. You define every category.
Hours, locations, parking, accepted plans, what to bring, fasting instructions, portal help, and billing office routing, using only information the practice approved.
English and Spanish conversations, with the language recorded so follow-up happens in the language the patient used.
A medical office phone carries new-patient requests, reschedules, refill requests, referral questions, billing questions, and the occasional emergency, often in the same hour. The front desk cannot answer every call while checking patients in, so calls roll to voicemail and staff spend the afternoon calling back. After hours, a traditional answering service pages the physician for a refill because the operator cannot tell what is urgent.
An answering service for medical offices has to sort those calls by rules clinicians trust, book the routine ones, and reach a person fast for the rest. It also has to handle protected health information correctly: minimal data, controlled access, a business associate agreement, and no clinical advice. This service is built around those requirements from the first conversation.
The call is answered immediately with the practice name. A new patient asking for an appointment is offered the next available visit that matches the reason and the provider's rules, gives their insurance and contact details, and receives a confirmation text with what to bring. A parent calling at night about a child's fever hears the after-hours protocol your clinicians wrote: the agent asks the screening questions, and if any answer meets your urgent criteria it connects the on-call clinician with the transcript ahead. A refill request is captured with the medication, pharmacy, and last-visit date and routed to the refill queue for the morning. A billing question is routed to the billing office or captured as a message.
Patients speak naturally, in English or Spanish, and are never left in a phone tree. When the agent does not have an approved answer, it takes a message or transfers rather than guessing.
DPI runs the agent on an Asterisk-based telephony core connected to your phone system over SIP; your numbers and carriers do not change, and the agent can transfer to any extension, nurse line, or on-call mobile. Scheduling and intake connect to athenahealth, eClinicalWorks, NextGen, Tebra, or AdvancedMD where their APIs allow it, and to shared calendars and task queues where they do not.
Because patient calls contain protected health information, speech recognition and the language model can run in a private environment rather than a shared vendor service, data is limited to what each task needs, access is logged, and retention follows your policy. A business associate agreement is signed before go-live, and the configuration is documented for your compliance review. See our security and compliance page for the full approach.
A dashboard with every call, its category, its outcome, the appointments booked, the requests routed, and the transfers made, plus transcripts for review. The practice manager reviews transcripts with us weekly in the first month, which is where scheduling rules get refined and new question types get added. Monthly, we report answered-call rate, bookings, after-hours dispositions, and the changes shipped. From there the same agent can run recall and reminder calls, backfill cancellations from a waitlist, and follow up after visits.
How It Works
We review your call categories, scheduling rules, insurance list, and after-hours protocol with the practice manager and a clinician, and write the triage categories the agent must follow.
A business associate agreement is signed before any patient data flows. Scheduling and intake connect to your PM or EHR through its API where available; where not, tasks are created in the system your staff already works from.
Front-desk staff, nurses, and providers call the agent with real scenarios: a new patient with a rash, a parent with a feverish child at night, a refill request, a billing question. We tune until they sign off.
Forwarding is switched on for after hours, overflow, or always. The first month includes weekly transcript reviews with the practice manager; then monthly reporting.
Stack & Integrations
Engagement Models
Rules design with your clinicians, BAA, integrations, testing, and go-live on your numbers. Fixed scope with a launch date.
Monthly operation: transcript reviews, rule updates when protocols change, new providers and locations, reporting on calls, bookings, and routed requests.
Outbound reminders and recalls, waitlist backfill calls, post-visit follow-up, or full front-desk coverage across locations.
FAQ
The service is operated under a signed business associate agreement, patient data is limited to what the task needs, access is role-based and logged, and speech and language processing can run inside a private environment rather than a shared vendor. Compliance is a property of how the deployment is configured and operated, and we document the configuration for your compliance officer.
It follows the protocol your clinicians approve: for emergency symptoms it instructs the caller to hang up and call 911 or go to the nearest emergency department, and it alerts the on-call clinician with the transcript. It never attempts to triage clinically beyond the rules you wrote.
No. It schedules, collects intake, routes requests, and answers practice questions. Clinical questions are routed to the nurse line or the on-call clinician according to your rules.
Where the system exposes a scheduling API, such as athenahealth, eClinicalWorks, NextGen, or Tebra, yes. Where it does not, the agent books into a shared calendar and creates a task for staff to confirm in the system. We verify the integration path during discovery.
Always. Transfer rules are yours: to the front desk during hours, to the nurse line for clinical questions, to the on-call clinician after hours. The agent transfers with the transcript so nobody repeats themselves.
Human operators take a message and page for almost everything. The agent separates emergencies, urgent calls, and routine requests by your rules, books appointments on the spot, and writes intake into the record, so the physician is paged only when the protocol says so.
Setup is a fixed scope. Ongoing operation is a monthly service sized by call volume, locations, and integrations, quoted in writing after a short call about your practice.
Related
Next Step
Tell us where calls, tickets, documents, or approvals pile up. We map the workflow, size the impact, and propose a deployment you can measure.