AI front desk for specialty and surgical practices
Specialty and surgical practices run on referrals, and a referred patient who can't get through often goes elsewhere. We build assistants that answer those calls, capture the referral, and book the right appointment, while your coordinators keep control of everything that needs judgement.
- Physician specialty practices
- Surgical practices
What we do for your practice
We build voice and chat intake that captures referrals and books new-patient appointments with the right provider, or passes the case to a coordinator when it needs judgement.
Follow-up visits after a procedure are booked at the intervals your protocol sets and tracked in one place. Anything about a patient's recovery goes to your clinical team.
The assistant is built not to give medical guidance, and is set up to share only the instructions your practice has written.
What we automate
Referral intake
Referrals from patients and referring offices captured with the source, reason, and insurance details.
New-patient scheduling
Long or complex new-patient appointments booked by your provider rules.
Records and documents
Outstanding imaging, records, and forms tracked for each new patient.
Practice-approved instructions
Routine questions before a visit answered with the instructions your practice has written.
Post-operative follow-up
Follow-up visits booked at the intervals your protocol sets, and tracked in one place.
Cancellation backfill
Open slots offered to patients asking for an earlier appointment, with your waitlist kept in one place.
Systems we have integrated
EHR, practice management, and billing
- Epic (EpicCare, MyChart)
- athenahealth (athenaOne)
- eClinicalWorks
- NextGen Healthcare
- Tebra (formerly Kareo and PatientPop)
- AdvancedMD
- Zanda
- Solum
- BellMedEx
Systems we have integrated in client work. Product names are trademarks of their owners; listing an integration does not imply a partnership with, or endorsement by, the vendor.
Safeguards
- Clinical questions about a condition or procedure are routed to the care team.
- The assistant is set up to share instructions only as your practice wrote them.
- Coordinators can review every referral, booking, and conversation.
- Data we store is hosted in US regions. See how we handle patient data.
Specialty and surgical practices FAQs
Can it capture referrals from other offices?
Can it schedule surgery?
Can it give pre-procedure instructions?
Which systems do you integrate with?
More for healthcare practices
Medical practices
For primary care and ambulatory practices with high call volumes, many appointment types, and requests that must reach the right person.
ExploreDental practices
For dental practices that want missed calls turned into bookings, hygiene chairs full, and unscheduled treatment followed up.
ExploreChiropractic and physical therapy
For clinics where plans of care mean frequent visits, and patients who miss a few rarely come back on their own.
ExploreVoice AI
For inbound and outbound conversational systems with real telephony and CRM integration.
ExploreAgents and Automation
For multi-step workflows that require tool use, decision logic, and human approval.
ExploreBackend and Platform Engineering
For AI systems that need reliable, multi-tenant infrastructure behind them.
ExploreFurther reading
Voice AI agent architecture: from phone line to response
The layers of a production voice agent, what each one does, and how to choose between a cascaded pipeline and speech-to-speech.
When a voice agent should hand off to a person
The signals that a call needs a person, how to transfer context with the call, and how to measure the balance.
How to evaluate a voice agent before it takes real calls
What to measure, how to build and simulate call scenarios, and how to roll a voice agent out safely.
See it working for specialty and surgical practices
Tell us how your practice runs today. We will show you what we would automate, how it connects to your systems, and what stays with your team.