Implementation Phases
Our dedicated Canadian team will collaborate closely with your staff, EMR/PMS technology provider, and IVR/phone system specialists to ensure a seamless and successful implementation. Below is a detailed overview of our Onboarding Journey, tailored specifically for your medical or dental practice.
Phase 1

Foundational Setup
We can initiate a pilot focusing on the Smart Front-end concierge, seamlessly integrating with your current IVR/Phone system. This phase would include programming the system to handle basic and frequently asked questions that typically burden your admin team:
- General inquiries
- High-level insurance questions
- Promos and pricing information
- Address, location, and working hours
Calls that require booking or confirming appointments, refill requests, billing inquiries, or clinical matters will be routed to your admin team for further assistance.
Phase 2

Advanced Integration with your EMR/PMS solution
Once Phase 1 is successfully implemented, we can move to a deeper level of system integration to streamline operations:
- Bi-directional integration with EMR systems for full scheduling capabilities and confirmation of appointments. This will depend on how flexible your current EMR/PMS solution is. Our engineering team can work closely with your current EMR provider to ensure integration as much as possible.
- Automated outbound reminders for Patients.
- Support for rescheduling appointments.
Phase 3

Advanced Workflows and Campaign enablement
The final phase would focus on enhancing workflows and expanding functionality:
- Support for refill requisitions.
- Implementation of preventative health campaigns via outbound calls.
- Development of custom workflows for value-based outbound communications.
- Any future and specific workflow requirement for your Medical/Dental practice.