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AutomateYankee

Medical offices

A medical virtual receptionist that answers the phones your front desk cannot reach

The front desk is checking a patient in, the phone is ringing, and the caller who wanted to book a physical is now on hold for the fourth minute. Some of them hang up. Some of them do not call back.

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  • Cal.comCal.com
Incoming call

Chris P.

New patient

RingingAgent answered
Live transcript

Booking…Patient booked · Dr. Patel
Picked up during the 8am rush

Why the calls get missed

A small practice answers the phone with the same two people who greet patients, verify insurance and take payments. Call volume peaks at 8am and after lunch, exactly when the desk is busiest. Overflow goes to voicemail, and voicemail is where new patients disappear.

Front desk overflow

Yesterday, before the agent
5 unheard0 missed

Chris P.

Voicemail · 0:42

2:06 PM

Chris P.

Answered · booked or routed

Answered

Unknown caller

Voicemail · 0:11

1:48 PM

Unknown caller

Answered · booked or routed

Answered

Marcus T.

Voicemail · 1:03

12:55 PM

Marcus T.

Answered · booked or routed

Answered

Priya K.

Voicemail · 0:27

11:40 AM

Priya K.

Answered · booked or routed

Answered

Luis M.

Voicemail · 0:36

9:12 AM

Luis M.

Answered · booked or routed

Answered
Five calls in the box by lunch

What it handles on the call

  • New patient calls booked into real availability with insurance captured for verification
  • Existing patients rescheduled or confirmed without a callback
  • Prescription refill requests logged with pharmacy and medication for the clinical team
  • Results and clinical questions routed to a nurse or the on-call line, never answered by the agent
  • After hours calls handled by your protocol: emergencies to 911 and the on-call, everything else booked for morning
Call to booked

Tuesday

Dr. Patel · real capacity
Google CalendarDay
9:00Follow-upNguyen · 20 min
10:00PhysicalOrtiz · 40 min
8:00Patient bookedNew patient · intake attached
11:00
Slot offered against crew capacity

12:41

Tuesday

Call answered

now

Chris P. · New patient

Patient booked

now

Today 4:30 · Dr. Patel

Confirmation sent

now

Customer texted the window

Call summary

now

Transcript and three lines attached

Answered while your hands were full
Google Calendar

Workflow

Visit complete → recall reminder
Active
1

Visit complete

Visit complete

2

Copay text

Copay text

3

Follow-up scheduled

Follow-up scheduled

4

Recall reminder

Recall reminder

Visit complete
Visit complete, and the wire lights up

Common questions

We build to your compliance requirements: which fields are captured, where they are stored, who can hear recordings, and whether recording happens at all. We sign the agreements your compliance officer requires before any patient data flows. If your practice management system has no compliant integration path, we do not force one.

Book a call. We will tell you what the missed calls are costing.

Fifteen minutes. We walk your call flow and tell you where it leaks, whether or not you hire us.