New patient calls need consistent intake
Injury type, referral source, and insurance information need to be captured accurately before the first visit can be scheduled.
Automate4U's voice agent answers calls for new patient inquiries, reschedules, and insurance questions, so your front desk can focus on patients in the office.
Communication dashboard
New patient inquiry
Insurance and injury type
Schedule new patient exam
Reschedule request
Existing appointment found
Update calendar
Insurance question
Plan details captured
Route to billing
Referral from physician
Referral source noted
Create intake task
Designed to keep new patient intake moving without interrupting care in progress.
Chiropractic & PT front desk reality
New patient calls, reschedules, and insurance questions often arrive while staff are checking patients in or assisting during treatment.
Injury type, referral source, and insurance information need to be captured accurately before the first visit can be scheduled.
Patients call to move appointments around work, pain levels, and availability, often multiple times per week.
Coverage and billing questions often require staff to step away from patients to check plan details.
The front desk is often short-staffed exactly when patients are calling, because they're also checking patients in and out.
Staff support
The agent handles routine scheduling and intake so your team can stay focused on patients who are in the office.
Capture injury type, referral source, and insurance details, then schedule the first visit around your availability.
Let patients reschedule or cancel without tying up staff, while keeping your calendar accurate.
Capture plan details and route coverage or billing questions to the right person.
Answer calls during busy treatment blocks, lunch, and after hours so patients aren't sent to voicemail.
Real conversations
Designed to sound warm and professional while collecting the details your front desk needs.
Agent Network Studio
Speak naturally about a new patient inquiry, a reschedule, or an insurance question.
New patient intake, scheduling, and insurance routing
Caller intent
Context captured
System action
Human handoff
Speak naturally and use the caller prompt below, or ask your own question. The assistant should collect context, stay in the selected business scenario, and route toward a clear next step.
Your browser may request microphone access. Use realistic business questions for the best test.
During a walkthrough, we can review approved examples and map the call scenarios that matter most to your practice.
You stay in control
The agent follows the intake and scheduling rules you define and routes clinical or billing-sensitive questions to your staff.
Define the questions asked for new patients, including injury type, referral source, and insurance information.
Keep bookings aligned with provider availability, visit types, and appointment lengths.
Questions about diagnosis, treatment plans, or symptoms can route to clinical staff instead of being answered by the agent.
Multi-location or multi-provider practices can use shared standards while customizing scheduling and routing.
Implementation process
We typically start with new patient intake and reschedules, since those are the highest-volume calls, then expand to insurance and billing routing.
01
We map your scheduling system, intake questions, provider availability, and escalation rules.
02
Conversation flows are built around your intake process, scheduling rules, and approved language, then tested against real scenarios.
03
We monitor outcomes, review scheduling accuracy with your team, and expand to insurance and billing routing once it's proven.
Why it pays for itself
Based on the AI Front Desk Growth plan with annual billing, which most teams on this page start with.
Estimated annual savings
~$43,416/year
That is roughly $43,416 in annual savings, plus coverage on evenings, weekends, and holidays your in-house team is not working.
In-house front desk
$48,000+/year
~$4,000/mo · 1 staff member, weekdays only
AI Front Desk (Growth)
~$4,584/year
~$382/mo · 24/7 across calls, chat, and SMS
Missed call follow-up
5-10 hrs/mo
Lead intake & qualification
10-20 hrs/mo
Appointment reminders & confirmations
5-15 hrs/mo
CRM updates & data entry
10-30 hrs/mo
Weekly reporting
5-10 hrs/mo
Estimated time ranges based on typical SMB operations. Your numbers will depend on call volume, team size, and how many workflows you automate.
Questions practice owners ask
Scheduling and intake should be smoother, but clinical judgment always stays with your providers.
No. Clinical questions are routed to your staff. The agent focuses on scheduling, intake, and administrative questions.
It can capture plan details and route them to billing for verification, depending on how you'd like that handled.
Calls describing urgent or emergency symptoms are flagged for immediate staff attention based on rules you define.
Yes. Visit types, durations, and availability can be configured per provider or location.
Operational walkthrough
See real call scenarios and explore how a front desk agent could support new patient intake and scheduling for your practice.
This is a consultative, low-pressure walkthrough.
We will focus on the policies, workflows, and handoff rules that matter before recommending a rollout path.
Tell us about your scheduling system, intake process, and how new patient calls are currently handled. We'll review whether a front desk agent is a good fit.
We respect your privacy. Clinical and billing-sensitive workflows stay under staff review until policies and escalation rules are validated.