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Resources
Useful whether or not you buy anything. Start with the calculators, then the guides.
Guides
What we tell every office in the audit week.
How to forward your calls to an AI receptionist
Conditional forwarding on the big carriers and phone systems, in one page. Your number stays yours.
What an AI receptionist may and may not say
The rules we write with every office before going live: what it can promise, what it must hand off, and how it says no.
Why every AI tool needs a daily spend cap
Usage billing is fine until a loop, a bug or a busy day runs it into the thousands. The cure is a hard cap that stops the service, not a warning that emails you.
HIPAA and an AI on the phone: what a clinic needs to know
An AI receptionist can be used in a covered practice. The vendors, the agreements and the flow have to be right. Here is the checklist we use.
Writing hand-off rules that work
The difference between an AI that helps and one that annoys is the hand-off. Five rules, written in plain sentences, tested on last month's calls.
How to measure what missed calls cost you
Before you buy anything, count. A week of numbers beats a year of guessing.
Your systems stay yours
Nothing to migrate and nothing new to learn. AI plugs into the phone number, inbox, calendar and books you already use, and a person is always one step away.
- Week 1: we map your calls, emails and paperwork
- Weeks 2 and 3: we build and test on your real cases
- Week 4: live, with a person watching every hand-off
- Every month: we tune what it says and what it may do