We dial in together, you listen to a live call using your scheduling rules, and you interrupt whenever you like. If it is not right for you, we will say so.
What happens in the call
1Five minutes on your practiceYour providers, your systems, and where the phone hurts most right now.
2Ten minutes listening to CaseyA live call using your appointment types and scheduling rules. Ask it the things patients ask.
3Five minutes on your numbersWe model your actual call volume rather than showing you a generic ROI slide.
No obligation, no pressure, and no procurement
gauntlet. If your system is not supported yet, we will tell you on the call.
Rather just talk now?
Call 1-571-703-4510 between 8am and 7pm ET and someone will pick up.
Which EHR and practice management systems do you support?
On the medical side: Epic, athenahealth, eClinicalWorks, and Practice Fusion. On the dental side: Dentrix, Dentrix Ascend, NexHealth, Curve Dental, and Open Dental. If yours is not listed, ask — we add integrations regularly.
Do we have to change our phone number?
No. We forward your existing number, so patients call exactly what they have always called and your printed material stays valid.
How long does setup take?
Ten business days from discovery call to going live for a single location. Multi-location groups run in parallel after the first site is configured.
How much work is this for my staff?
About two hours total: one thirty-minute discovery call, one review session to sign off the conversation flows, and one short dashboard walkthrough. We do the configuration.
Can we start small?
Yes, and we recommend it. Most practices begin in overflow-only mode — Casey answers only what your team cannot pick up — then expand once they have listened to a few hundred calls.
Can we customise what Casey says?
Every word. Greeting, tone, policies, escalation rules, and which services it handles are all yours to set, and you can change them any time.
What if we already have an IVR or answering service?
Casey usually replaces both. If you want to keep your IVR, Casey can sit behind a specific menu option instead of answering the main line.
Live in 10 business days
Your next patient is calling right now.
See Casey answer, book, and document a real call in a 20-minute demo — using your
scheduling rules, not a canned script.