Patient Intake Agent – Age Management Clinic

An inbound and outbound voice system for an age management clinic, synced both ways with its clinical CRM and scheduling platform.

[ CLIENT ]

Age management clinic

[ INDUSTRY ]

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[ CHALLENGE ]

The clinic wanted patients to manage appointments without waiting for the front desk and needed a way to bring lapsed patients back, while keeping a healthcare deployment compliant and audit-ready.

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[ SOLUTION ]

We built a voice system for patient intake and follow-up:

Booking, rescheduling and confirming appointments entirely by voice
Two-way sync with the clinical CRM and scheduling platform
Outbound reactivation calls to re-engage lapsed patients
A written change order before any new feature is built

Strict scope control keeps the deployment compliant and audit-ready.

Inbound and outbound

Inbound, patients book, reschedule and confirm appointments by voice, and every change is written to the clinic’s CRM and scheduling platform. Outbound, the system calls lapsed patients to invite them back, so reactivation no longer depends on front-desk time.

Built for a regulated setting

Healthcare work needs a tight scope. Every new feature starts with a written change order, so the clinic always knows what the agent does and can show it in an audit.