CleverCare handles scheduling, intake, refills, and follow-up — so your staff can focus on the patients in front of them.
Patients on hold, calls missed after hours
Staff manually confirming and rescheduling
Refill and referral requests stuck in a queue
No-shows discovered the morning of
No visibility into why patients call
Book, confirm, and reschedule appointments without a live agent.
Collect demographics, insurance, and reason for visit before arrival.
Post-visit check-ins, care reminders, and recall outreach, automatically.
Right department, right provider, right time - or a human, instantly.
No hold music. No phone tree. A clear answer, day or night — and a person when one is needed.
Protocols, terminology, and triage rules match how your practice actually works.
Protocols, terminology, and triage rules match how your practice actually works.
Appointments, patient records, and messages stay in sync —
without duplicate entry, no swivel- chair work.
Patient records · Demographics · Clinical context
Providers · Appointments · Locations · Scheduling rules
Confirmations · Reminders · Follow-up messages
Calls · Routing · Transfers · Conversation context
"The goal is simple: patients shouldn’t have to wait on hold just to get the help they need. CleverCare gives us a way to respond immediately, guide the conversation, and move patients toward the right care."
High call volume across Primary Care and Urgent Care creates repetitive front-desk work around appointment requests, routing, FAQs, and follow-up.
An intelligent patient-engagement layer that can understand patient intent, distinguish Primary Care vs. Urgent Care needs, support appointment workflows, answer routine questions, and escalate when staff involvement is required.
Faster patient response, fewer routine calls reaching the front desk, more consistent patient access, and a better experience outside normal office hours.
We map your call types, scheduling rules, and escalation paths.
Your team reviews and approves agent behavior on real scenarios.
Start with after-hours or overflow calls, expand from there.
CleverCare is built on a HIPAA-aware architecture with encryption in transit and at rest, role-based access controls, and audit logging. We execute a Business Associate Agreement with every healthcare client.
Yes. CleverCare identifies itself at the start of every call and transfers to a member of your team whenever a patient asks.
Urgent and emergency intents are detected and escalated immediately according to the triage rules your clinical team defines.
We integrate natively with major EHR and practice management systems, and through standard APIs and HL7/FHIR interfaces where a native connector doesn't exist.
Most clinics are live in two to four weeks, typically starting with after-hours and overflow calls.
It hands off to your team with the full context of the conversation. Nothing restarts from zero.
