10 services, one assistant
Everything a great front desk does — on every single call.
Casey does not hand you a to-do list. Each of these runs end to end, with a human escalation path whenever it should not.
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.
- Live two-way sync with your scheduling rules, not a copy of them
- Respects provider, operatory, and appointment-type constraints
- Handles new and returning patients, including chart lookup
- Confirms by SMS and email the moment the call ends
Typical impact
3.2×
more appointments booked in month one
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.
- Structured capture — no more squinting at handwritten notes
- Reads back details to the patient to confirm accuracy
- Flags out-of-network and expired plans before the visit
- Drops a clean summary into the patient chart
Typical impact
9 min
of staff time saved per new patient
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.
- Confirms medication, dose, and preferred pharmacy
- Retrieves the current medication list from the chart
- Routes to the right provider queue with full context
- Never gives clinical advice — always defers to your team
Typical impact
62%
of refill calls resolved without staff
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.
- Automatic waitlist backfill, ranked by your rules
- Patients reschedule themselves, 24 hours a day
- Enforces your cancellation policy and notice windows
- Escalates repeat no-shows to the practice manager
Typical impact
41%
of cancelled slots refilled same day
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.
- Multi-touch cadence: call, then SMS, then call again
- Confirms, reschedules, or cancels in the same conversation
- Recall lists pulled straight from your PMS
- Respects quiet hours and per-patient contact preferences
Typical impact
<5%
no-show rate for reminded patients
SMS Confirmations & Follow-ups
Voice and text work as one thread. Casey sends confirmations, directions, forms, and prep instructions automatically.
- Appointment confirmations with an add-to-calendar link
- Intake forms and pre-visit instructions delivered ahead of time
- Two-way replies handled by the same assistant
- Full transcript and message history in one timeline
Typical impact
87%
of patients open the follow-up text
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.
- Full demographic and insurance capture over the phone
- Creates the chart directly in your EHR or PMS
- Sends digital forms for anything that needs a signature
- Screens for the right provider and visit type
Typical impact
11 min
shorter check-in for new patients
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.
- Structured telephone encounter notes, not raw transcripts
- Reason for call, symptoms reported, and requested action
- Full recording and transcript attached for review
- Written to the chart in your existing note template
Typical impact
0
rounds of phone tag to get the message
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.
- Emergency keyword detection with immediate live transfer
- Warm handoff — your staff hear the summary before they speak
- Per-department, per-provider, and after-hours routing rules
- Anyone can ask for a human at any moment and get one
Typical impact
<8s
average time to reach a live person
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.
- Answer-all mode or overflow-only mode, your choice
- Covers evenings, weekends, holidays, and staff lunch
- Absorbs the Monday-morning call spike without a queue
- Handles 20+ languages without a translation line
Typical impact
38%
of bookings happen outside office hours
By the numbers
What all ten add up to
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.
20-minute demo
See Casey answer a call using your scheduling rules.
No slide deck. We dial in, you listen, and you ask it the awkward questions your patients would.