AI Voice Agent for Medical Clinics

Medical-clinic call volume looks deceptively normal until you measure it. Most clinics field 30-100 calls per provider per day, half of which are routine — appointment booking, rebooking, status checks, refill requests, basic billing. The medical assistants doing this between rooming patients are the bottleneck on patient throughput.

Open answers every inbound call instantly. The AI identifies the patient against your EHR by phone number, looks up their upcoming appointments, balance, and last visit, and runs the conversation. Booking happens live in the schedule against the right provider, the right visit type, the right operatory or telehealth slot, and the right insurance constraints. Rebooking and cancellation flow through to the EHR with the same audit trail as a human MA would create.

Eligibility runs on the call. The AI queries your clearinghouse (Availity, Change Healthcare, Trizetto) or EHR-native eligibility for the patient's plan and copies the result into the visit record. Patients hear about deductible status and copay before they're booked, which cuts no-shows and front-desk billing surprises.

Refill requests flow into the existing process. The AI captures patient ID, medication, pharmacy, and reason, and either creates a task in the EHR for the prescriber or routes urgent refills (insulin, asthma controller, anticoagulant) to a clinical-staff queue per your rules.

After-hours is the highest-stakes case. Open follows the triage script your clinical leadership has approved — chest pain, difficulty breathing, signs of stroke, suicidal ideation, severe bleeding all page the on-call clinician immediately with the live transcript and demographics attached. Non-urgent calls get scheduled for the next business day or routed to a nurse line per your rules.

HIPAA alignment: BAA on request, encryption in transit and at rest, PHI redaction on transcripts before they leave the Open environment, configurable recording per agent, AWS US-East/West regions with optional region pinning. We also support 42 CFR Part 2 and state-specific behavioral-health rules where they apply.