Your clinic's AI receptionist.
Every patient heard. Every appointment booked. Casey answers in under two seconds, books straight into your EHR, verifies insurance, and hands anything urgent to a real person. Nights, weekends, and the Monday-morning rush included.
Live in 10 business days Keep your phone number Month to month
Writes directly into the system you already use
What Casey handles
Improve patient access with AI
Every reason a patient picks up the phone, handled end to end. Pick one and see the actual exchange — three of them you can listen to.
Hi, I need to come in for a cleaning. Do you have anything next week?
I do — Tuesday at 10:20 with Dr. Alvarez, or Thursday at 3:00. Which suits you better?
What Casey did
- Read live availability from your EHR
- Wrote the appointment to the chart
- Texted a confirmation and directions
AI Appointment Booking
Casey reads your real availability, offers the right slot for the right provider, and writes the appointment into your practice management system before the call ends.
Do you take Delta Dental? I switched plans in January.
We do. Let me take your new member ID and group number, and I’ll verify your benefits before the visit.
What Casey did
- Captured carrier, member ID and group
- Checked eligibility against the plan
- Flagged the plan change for the front desk
Handled on voice and in the same SMS thread.
Insurance Verification
Casey collects carrier, member ID, group number, and subscriber details in a structured format, then flags anything that needs a human to verify.
I need a refill on my blood pressure medication.
I can see the lisinopril on your chart, last filled in April. Shall I send the request to your doctor at your usual pharmacy?
What Casey did
- Pulled the medication list from the chart
- Routed the request to the provider queue
- Texted the patient once approved
Prescription Refill Requests
The single most common reason patients call — and the one that most often ends in voicemail. Casey takes the request properly the first time.
Something’s come up — can I move Thursday’s appointment?
Of course. I have Monday at 9:40 or Wednesday at 2:15. And I’ll offer your Thursday slot to the waitlist.
What Casey did
- Released the old slot back to the calendar
- Booked the new time and wrote it back
- Offered the freed slot to the waitlist
Handled on voice and in the same SMS thread.
Rescheduling & Cancellations
When a patient cancels, Casey immediately offers the slot to your waitlist by outbound call and text — often filling it within the hour.
Hello, this is Casey calling from Lakeview Dental. You’re due for your six-month cleaning — shall I book that now?
Yes please, sometime after work if you have it.
What Casey did
- Pulled the overdue recall list from the PMS
- Called, then texted when there was no answer
- Booked and wrote it back
Casey opens this one — outbound call and text.
Patient Reminders & Recalls
Casey calls and texts ahead of appointments, and reaches back out to patients who are overdue for hygiene, labs, or follow-up.
Can you text me the address? I’m driving.
Sent. You’ll have the address, a map link, and your appointment time on your phone now.
What Casey did
- Sent the address and a map link
- Attached an add-to-calendar file
- Logged the message on the chart timeline
Handled on voice and in the same SMS thread.
SMS Confirmations & Follow-ups
Voice and text work as one thread. Casey sends confirmations, directions, forms, and prep instructions automatically.
I’m a new patient. Do I need to fill anything in before I come?
I can take your details now and create your chart, then text you the two forms that need a signature. Check-in will take about a minute.
What Casey did
- Created the chart with demographics and insurance
- Sent the two forms needing a signature
- Booked the first visit
Handled on voice and in the same SMS thread.
New Patient Intake
Casey gathers demographics, insurance, pharmacy, and consent, then creates the patient record in your system — so the first visit starts on time.
I’ve had a sore throat for four days and it’s getting worse.
I’m not able to advise on that, but I’ll pass it to your provider now with everything you’ve told me, and someone will call you back today.
What Casey did
- Wrote a structured telephone encounter
- Routed it to the provider queue
- Gave no clinical advice, by design
Handled on voice and in the same SMS thread.
Clinical Documentation
Instead of a sticky note that says "patient called", your provider gets a clean, structured summary in the chart with the reason, the details, and the ask.
I’d rather just speak to a person.
Of course — I’m connecting you now. Please stay on the line.
What Casey did
- Recognised the request for a person
- Warm transferred with a summary
- Stayed on the line until it connected
Call Routing & Escalation
Casey knows the limits of its job. Emergencies, angry callers, and anything outside its scope get a warm transfer with full context.
Are you open? It’s nearly nine at night.
The practice is closed, but I can still book you in. I have tomorrow at 8:10 or Friday at 11:30 — or I can take a message for the team.
What Casey did
- Answered outside opening hours
- Booked into the next day’s availability
- Texted the confirmation
Handled on voice and in the same SMS thread.
After-Hours & Overflow Coverage
Casey picks up when nobody else can — and sits quietly in the background the rest of the time, catching only what overflows.
The problem
The phone is where practices quietly lose money.
Not through bad service — through arithmetic. Call demand peaks exactly when your front desk is busiest, and nobody can be in two places at once.
67%
Hang up and don't come back
Two thirds of callers abandon after two minutes on hold. They don't leave a voicemail — they call the practice down the road, and that practice answers.
38%
Of demand is outside your hours
Evenings, weekends, and lunch breaks. No amount of staff discipline covers a window when the lights are off.
2 hrs
Lost per person, per day
Routine calls — refills, reschedules, directions — eat the time your team should be spending on the patient standing at the desk.
Casey · on a call
Hear Casey speak
Warm, clinic-trained, and never flustered.
Casey isn't a phone tree with a nicer voice. Press play on any of these three calls — booking, a refill, and a caller who just wants a human — and listen to how it actually handles them.
Casey identifies itself as an assistant on every call. Patients who ask for a person get one immediately, as the third call shows.
A chipped tooth at 8am. Casey finds a same-day slot and checks the insurance.
Booked with Dr. Alvarez at 2:40pm · written to Dentrix · SMS sent
Casey reads the chart, confirms the pharmacy, and routes it to the provider.
Refill request routed to Dr. Mehta · telephone encounter written to chart
After hours, a caller wants a person. Casey stops and transfers immediately.
Transferred to the on-call dentist in 6 seconds · no triage attempted
That audio could not load. The full transcript is above, and you can always book a live demo instead.
Native integration
AI agent fully integrated with your EHR
- Stay in the same tool your team uses every day — no new software to learn
- Reads and writes patient data to and from your EHR automatically
- No manual data transfer, no overnight batch, no re-keying by your staff
- Real-time notifications tell your staff about new patients and visits
- Every change is reflected both ways, so the schedule your team sees is the real one
Patient calls
How it works
Live in ten business days. About two hours of your time.
We do the configuration. You review the conversation flows and sign off before a single patient hears Casey.
Day 1 · 30 minutes
Discovery call
We listen to how your practice actually runs — your providers, appointment types, scheduling rules, and the questions patients ask most. No forms to fill in first.
Days 2–4
Connect your systems
We connect Casey to your EHR or practice management system and your phone line. Nothing changes for your staff — same software, same number, same workflow.
Days 5–9
Train Casey on your practice
Casey learns your scripts, your policies, your escalation rules, and your tone. You review every conversation flow and sign off before a single patient hears it.
Day 10 onward
Go live and tune
Start in overflow-only mode, then expand as confidence grows. You see every call, every transcript, and every booking — and we tune weekly with you.
Use cases
Built for the way your practice actually runs.
Filter by practice type or by the problem you are trying to solve.
Primary Care
Refills, results, and routine scheduling handled on the first call.
See the detailUrgent Care
Wait times, walk-in expectations, and unpredictable surges.
See the detailathenahealth Primary Care
Deep two-way integration with athenaOne, tuned for primary care.
See the detailMulti-Location Groups
One assistant, every location, consistent every time.
See the detailDSOs
Standardised patient access across the whole portfolio.
See the detailSpecialty Clinics
Referral intake and pre-visit prep, done properly.
See the detailFQHCs & Community Health
20+ languages, high volume, complex eligibility.
See the detailFront Desk Relief
Give your staff their attention back.
See the detailMissed-Call Recovery
Every missed call is a patient who called someone else.
See the detailNo-Show Reduction
Confirm, remind, and refill what still falls through.
See the detailPatient Reactivation
Bring back the patients already in your database.
See the detailBy the numbers
What changes in the first month
Aggregate results across participating primary care, urgent care and specialty practices.
0%
of calls answered
No hold music. No voicemail.
0×
more bookings
Every caller gets to a calendar.
<0s
to pick up
Faster than any human front desk.
0%
intent accuracy
Casey understands what patients mean.
Results
Practice managers stopped apologising to the phone.
We went from 8–10 missed calls a day to zero, and bookings are up 41%. My front desk finally gets to look after the patient standing in front of them instead of apologising to the phone.
Monday mornings used to be triage. Casey absorbs the spike and my team never sees a queue. Setup took about two hours of our time in total.
The hygiene recall list used to be the thing we never got to. Now it works itself, every week, and the chairs are full.
Integrations
It writes into your system, not a spreadsheet.
A booking is only real when it lands in your schedule. Casey has two-way access to the software your team already lives in.
Epic
Medical EHR
Scheduling, chart write-back, telephone encounters
athenahealth
Medical EHR
Two-way scheduling and patient record sync
eClinicalWorks
Medical EHR
Appointments, refills, and documentation
NextGen Healthcare
Medical EHR
Appointment scheduling and chart write-back
Practice Fusion
Medical EHR
Appointment booking and chart updates
Dentrix
Dental PMS
Operatory-aware booking and hygiene recall
Dentrix Ascend
Dental PMS
Cloud scheduling and recall automation
NexHealth
Dental PMS
Real-time availability and instant booking
Curve Dental
Dental PMS
Scheduling, recall, and patient records
Open Dental
Dental PMS
Full read/write scheduling integration
Your phone system already works. We forward your existing number, so Casey sits behind whatever you use today — RingCentral, Twilio, Zoom Phone, 8x8, Vonage, Dialpad, Nextiva and 3CX included.
Security & compliance
Boring where it counts.
HIPAA has no certification programme, so here are the specifics instead of a badge.
HIPAA-ready by design
PHI is handled under a signed Business Associate Agreement, with least-privilege access and documented data flows from the first call.
Encrypted end to end
TLS 1.3 for everything in transit and AES-256 for everything at rest. Keys are rotated and managed separately from application access.
US-based infrastructure
All processing and storage stays inside US regions. No offshore call centres and no offshore data processing.
Zero-retention option
Choose how long recordings and transcripts live — down to discarding audio the moment the call ends and keeping only the structured outcome.
ROI calculator
Work out what your missed calls are costing.
Four sliders, honest assumptions, no email required.
Your phone system can usually export this in a couple of clicks.
The industry average for a busy single-location practice sits near 20–25%.
Use your average production per visit, not lifetime value.
Set this to a monthly figure you would consider — we quote to your call volume, not headcount.
Estimated net monthly gain
$0
After your subscription, from recovered calls alone.
Pricing
One fixed monthly fee, sized to your practice.
No packages to decode and no per-minute surprises. We look at your call volume and the workflows you want handled, then quote a single monthly number — most practices are net positive inside month one.
30 minutes · no obligation · we’ll model your actual call data and quote your practice.
FAQ