Medical offices and clinics
Scheduling and routine questions, off the front desk
An AI receptionist for medical offices answers the phone 24/7, books and reschedules appointments and handles the questions patients ask every day. Anything clinical, like refills, results or symptoms, goes to your staff with a summary, never answered by the AI.
Brantheo’s AI Caller speaks English, Spanish and Portuguese. In Central Florida, where many patients prefer Spanish or Portuguese, that alone takes pressure off the front desk.
The calls it handles
The calls that fill a front desk’s day
Tap a peak or a card
- 1Mon 8:02 am
Booking and rescheduling
New and existing patients, by visit type and provider, following your rules.
- 2Tue 12:30 pm
Hours, location, what to bring
The same clear answer every time, including parking and paperwork.
- 3Wed 9:15 am
“Do you take my insurance?”
Answers from the plan list you provide. Anything it can’t confirm goes to staff.
- 4Thu 4:40 pm
Refill requests
Takes the patient’s details and the medication and sends it to your staff. It never approves anything.
- 5Fri 10:05 am
Test results
Doesn’t read results. Logs the request so the right person calls back.
- 6Sat 9:47 pm
After hours
Books routine visits overnight and gives your after-hours instruction for anything urgent.
How a call goes
Routine gets handled, clinical gets routed
-
Step 1
Identifies the request
Appointment, routine question, or something clinical.
-
Step 2
Routine: handles it
Books, reschedules or answers from your approved information.
-
Step 3
Clinical: routes it
Refills, results and symptoms become a message for staff with the caller’s details.
-
Step 4
Urgent: your instruction
Signs of an emergency get the instruction you set, such as calling 911.
Where it stops
What stays with your clinical team
It handles scheduling and routine questions. Four kinds of call always go to a person.
Lines 05–08: four hand-offs, written on the intake record like any other line.
- 05
Medical advice.
It never assesses symptoms or suggests treatment.
- 06
Prescriptions.
It takes the refill request. Approval is always your staff’s.
- 07
Results and records.
It doesn’t look up or read anything from a chart.
- 08
Anything you mark sensitive.
You decide which topics always go to a person, and it follows that list.
Proof
Already freeing a clinic’s front desk
At VIP Health Clinic the AI agent works on WhatsApp, not the phone line. The routine questions are the same ones that ring the phone.
- Booking and rescheduling
- Hours, location, what to bring
- “Do you take my insurance?”
Illustrative example, not a client recording
- RequestNew-patient visit
- Visit typeAnnual visit
- ProviderFirst available
- AppointmentFri 3:00 pm · booked
- SentConfirmation and what to bring
-
AI agent on WhatsApp
VIP Health Clinic · Orlando
Two people moved from the front desk to sales
80% of the clinic’s patient conversations were the same questions. An AI agent on WhatsApp now answers them right away, where a reply used to take hours.
Read the VIP Health Clinic case → -
AI Caller by phone
Eagle Creek Soccer Academy · Orlando
137 leads at $4.50 each
Meta Lead Ads brought in parents, and a bilingual AI Caller phoned each one within minutes, switching between English and Spanish mid-call. 11.8% converted, over 40 days in 2026.
Read the Eagle Creek case →
Works with
Your CRM, your calendar, your number
Calls are logged in HubSpot or Zoho CRM, jobs and tasks land on ClickUp or monday.com boards, and bookings go through Cal.com. Follow-ups can go out on WhatsApp.
-
The call is logged
Caller, reason and summary in your CRM
- HubSpot
- Zoho CRM
-
Tasks land on a board
Anything that needs a person
- ClickUp
- monday.com
-
Booked and followed up
The visit on the calendar, the follow-up on the phone
- Cal.com
Run athenahealth, eClinicalWorks or another EHR?We check the integration on the first call, before we promise anything.
Questions medical offices ask us
Will it answer medical questions?
No. It handles scheduling and routine office questions. Anything clinical goes to your staff as a message, and urgent symptoms get your emergency instruction.
Can it handle prescription refill calls?
It takes the request with the patient’s details and the medication and sends it to staff. It never approves or promises a refill.
Does it connect to our EHR?
We check your EHR on the first call before promising anything. Today our live integrations are HubSpot, Zoho CRM, ClickUp, monday.com and Cal.com.
Can it speak Spanish and Portuguese with patients?
Yes, and it switches mid-call if the patient does.
How much does it cost?
It depends on your call volume, the languages you need and what it connects to. We quote it after a 20-minute call about how your calls work today.
Do I keep my phone number? How long until it’s live?
Yes, you keep your number: we forward your calls or port the number. Setup takes about a week, from script to live calls.
Something else on your mind? Call (407) 325-4647
Related pages
- AI CallerThe AI receptionist behind every page in this series
- AI receptionist for dentistsNew patients, emergencies and reschedules
- Bilingual answering serviceEnglish and Spanish on the same line, no menu
- AI receptionist in Lake Nona, FLOur home base, set up on site or remotely
- AI receptionist for small businessWhat it should answer, and what it shouldn’t
- Speed to leadWhy the first business to call back wins the job
