Autonomous Voice AI · Inbound & outbound

The phone call that books itself — in either direction.

Voice AI Scheduling Agent calls patients the moment a referral or request comes in, and picks up when they call you back — verifying who they are, checking real-time availability in your EHR or PMS, and booking the visit without anyone on your team touching a phone.

No app to download. No portal to log into. Just a conversation — however it starts.

● OUTBOUND CALL Coastal Cardiology Associates
00:04
✓ Calls out and takes calls in
✓ Direct EHR & PMS booking
✓ Scheduling within minutes
✓ Multilingual by default
✓ Identity-verified calls

From first contact to booked visit, no matter who dials

The same four steps happend automatically, wheter the agent places the call or picks it up.

Someone schedules

A referral comes in, or a patient, guardian, or provider calls your practice directly.

The agent connects

It places the call or answers it, verifies identity, and confirms the reason for the visit — in the caller’s preferred language.

Rules-based scheduling

Availability is checked in real time against your scheduling rules — provider, location, specialty, insurance, and appointment type.

Booked, on to next step

The visit is written directly into your EHR or PMS, and the same agent can continue with intake, reminders, and post-visit surveys.

One agent, every conversation a scheduling call needs

Calls out, and picks up

The agent places outbound scheduling calls and answers when patients, guardians, or providers call your practice directly.

Real-time availability

Pulled directly from ReferralMD or your integrated EHR, PMS, and scheduling systems, so every offered slot is actually open.

Customer-defined rules

Appointment type, provider preference, location, specialty, insurance, and your own workflow — configured by you.

Natural conversation

The agent handles questions and back-and-forth like a scheduling coordinator on the line, not a phone tree.

Multilingual by default

Automatic language detection lets every caller schedule in the language they’re most comfortable with.

Identity verification

The agent confirms who it’s speaking with before any scheduling details are discussed.

Direct booking, no re-entry

The appointment is written straight into your scheduling system — no manual entry, no callback needed.

Keeps the journey going

The same agent can follow up with conversational intake, appointment reminders, and post-visit surveys.

Not a callback request. Not a booking link.

Legacy outbound systems ask patients to call the office back — then put them in a queue. Online tools ask them to navigate a website or download an app. The Voice AI Scheduling Agent handles the whole conversation itself, whichever way it starts, and stays accessible to every patient regardless of age or technical comfort.

  • Traditional IVR: tells patients to call back, then makes them wait in a queue.

  • Online scheduling tools: require a portal login or app install patients may not have.

  • Voice AI Scheduling Agent: calls out, picks up when patients call in, and books the visit in one conversation.

One of several autonomous agents working your network

Voice AI Scheduling works alongside the rest of ReferralMD’s AI-first portfolio to automate the patient journey end to end.

Voice AI Scheduling

Calls out, picks up, and books the visit.

SmartFax© AI

Replaces manual fax handling with automated routing.

Reports AI

Turns referral and network data into instant answers.

Patient Intake AI

Automates intake before the patient ever arrives.

SmartMatch© AI

Matches referrals to the right provider automatically.

Common Questions

Both. The same agent places outbound scheduling calls after a referral or request comes in, and answers when patients, guardians, or providers call your practice directly to schedule.

It takes over routine scheduling calls in both directions, so your team can spend less time dialing and more time on complex cases, in-person patients, and the exceptions that need a human.

The Voice AI Scheduling Agent pulls availability from ReferralMD or connects through your existing EHR, PMS, or other scheduling system. Talk to your ReferralMD contact to confirm compatibility.

The same agent can continue the patient journey with conversational intake, appointment reminders, and post-visit surveys.

The agent automatically detects the caller’s language and conducts the conversation accordingly.

No startup cost. Voice AI Scheduling uses low pay-as-you-go pricing plus low-cost bi-directional EHR integrations, configured for your workflows.