Book appointments
Offers real open slots from your EHR or Google Calendar and books them.
Recognize patients
Looks up returning patients and registers new ones in your EHR.
Transfer and take messages
Warm-transfers to staff with a spoken summary, or files a task for a callback.
Answer questions
Hours, insurance accepted, parking, services, from your knowledge base.
Text patients
Intake form links and appointment confirmations by SMS.
Handle emergencies
Flags urgent calls and routes them to the number you set.
Your call handling is more complex than the settings allow? Send us your call script or workflow document and we set it up for you. See Custom workflows.
Where to go next
Setup checklist
From “Start Setup” to the first live call, in order.
Settings
Every section, with defaults.
Phone number and forwarding
Get a number, forward your line, avoid the two settings that drop calls.
Connect your EHR
Actions, booking defaults, provider routing, office hours.
Google Calendar booking
Book without an EHR.
Troubleshooting
Transfers, bookings, languages, forwarding.

