Voice-First Customer Intake for a Clinic Group

Phone-only intake created a queue every morning, missed calls after hours, and a lot of back-and-forth to collect the same fields for every patient.

1. 01

   Real-time voice pipeline with a structured intake form behind it — demographics, reason, insurance — captured as the patient speaks.

2. 02

   Human handoff triggers on any edge case (urgency, unclear speech, insurance not recognized) so no one gets dropped.

3. 03

   Recorded transcripts reviewed daily; flagged conversations feed a weekly prompt-tuning loop.

4. 04

   All PHI encrypted at rest and in transit; access logs wired to their existing SIEM.

Missed-call rate dropped dramatically. Front-desk staff now only handle exceptions, which is the work they were hired for.