Phone tree frustration
Patients hate IVR loops. They want a real answer and a booked appointment — not 'press 3 for scheduling.'
AI receptionist for Medical Practices
AI schedules new and follow-up visits, captures intake details, and escalates clinical questions to staff.
An AI receptionist for medical practices schedules new and follow-up visits, captures patient intake, and escalates clinical questions to staff — with HIPAA-ready controls so coverage doesn't come at the cost of compliance.
- BAA available
- scheduling coverage
- clinical handoff
- go-live timeline
Why coverage matters
Clinical calls mixed with scheduling
Half the calls need a nurse; half need a calendar. Without smart routing, both wait too long.
After-hours coverage gaps
Evening and weekend calls go to voicemail. Patients with scheduling intent book with whoever answers.
New patient intake call
Caller needs a new patient visit with Dr. Patel. AI collects intake details, checks availability, and books Thursday.
Clinical question escalation
Patient asks about medication side effects. AI recognizes a clinical question and warm-transfers to your nurse line.
After-hours scheduling
Working parent calls at 9pm to schedule a follow-up. AI books the visit and sends confirmation SMS.
How it works
Define intake & escalation
Configure visit types, provider schedules, intake questions, clinical escalation keywords, and transfer paths.
Connect with compliance review
Forward your line, execute BAA if needed, and configure retention and access controls.
Test clinical boundaries
Run test calls for scheduling, clinical escalation, and emergency routing before go-live.
Capabilities
New patient scheduling
Collect intake details and book new patient visits with the right provider and appointment length.
Follow-up booking
Returning patients reschedule follow-ups and annual visits without hold times.
Clinical escalation
Medical questions outside approved scripts transfer to your nurse line or on-call — never answered by AI.
Emergency routing
Life-threatening symptoms → 911 guidance. Urgent issues → on-call transfer or earliest slot.
HIPAA-ready controls
Encryption, tenant isolation, role-based access, audit trails, and BAA on request.
On the call
Live call previewAnswered in under 10 seconds
Dr. Patel has a follow-up Thursday. Is this for an existing patient?
For medical emergencies please hang up and call 911. I can transfer you to our nurse line.
Missed-call text-back
We missed your call to Harbor Medical.
Need a new patient appointment
Book your intake visit here: book.zallo.ai/harbor
Integrations
Jane
ModMed
DrChrono
Google Calendar
FAQ
- New patient intake
- Follow-up booking
- Clinical escalation
No. It handles scheduling and intake only. Clinical questions are transferred to your staff or nurse line.
