Single-location practices and small groups.
1-5 providers. Dental, PT, mental health, optometry, urgent care, primary care. Front desk overloaded with phone calls, appointment changes, and refill requests.
Where it breaks.
- The front desk is one person with a queue — the phone, the waiting room, and the inbox all arrive at once.
- Appointment changes cost more time than appointments. Rescheduling is the work.
- Patients want to text and the practice can only take calls, so the after-hours demand goes unanswered.
A site that answers the questions the phone is currently answering — hours, location, what you treat, what a first visit costs — and a request form that reaches the desk rather than an inbox nobody owns. What a build includes
Where a practice runs on a clinical system plus three spreadsheets, the application work is usually a membership or billing layer beside the clinical record rather than inside it — the same shape as the BMG CRM, which deliberately holds no patient health information. How we build applications
Automation: the honest answer for a clinic is "not yet".
Everywhere else on this site, this is where we name the bot to start with. For a healthcare practice we are going to do the opposite, because the alternative is selling you something we would have to unwind.
An appointment tied to a named patient at a provider is itself protected health information. So a reception or scheduling bot for a clinic does not sit outside the patient-records question — it sits inside it, and it needs a Business Associate Agreement we are not yet set up to sign. Plenty of vendors will tell you a scheduling assistant is administrative rather than clinical. It is a comfortable answer and it is wrong.
What that leaves is real and worth having: HR, for clinic staff time-off, onboarding and benefits questions, which touches employees rather than patients. When a BAA is in place, the front-desk work is the first thing we would build for you — and we will come back to you then rather than wait for you to ask.
Start with the free audit, then the website. For a single-location practice the finding list is usually short and the fixes are cheap, and it tells you whether your problem is being found or being reached — neither of which goes anywhere near a patient record.
If what you actually need is the front desk answered, say so on the call. We will tell you where we are on the BAA and what it would take, instead of selling you the part we can do and calling it the part you asked for.
Can it book into our calendar?
Reception/Scheduling books, reschedules and confirms against your live calendar, and integrates with Google Calendar, Outlook, and common scheduling backends.
What happens to anything urgent?
It escalates to a human rather than handling it. Triage and routing are the job; judgment is not.
What about patient data?
We are not currently set up to sign a Business Associate Agreement, and we would rather tell you that now than after you have spent a call on us. No CoreShift system holds protected health information today. So a clinic engagement is scoped to the work that does not touch patient records — the website, enquiries that are not clinical, the back office — and we say no to the rest until that changes. If the piece you need most is inside the records, we are not your vendor yet.