AI CALL ASSISTANT FOR MEDICAL OFFICES
Get your staff
off hold.
Hand off insurance calls, hold time, and follow-up. Get the answers—or a private briefing when it’s time for you to join.
DialClerkIllustrative workflowYOUR OFFICE
A little less on your plate.
The representative confirmed active coverage. A referral is required for the requested service.
Sample only. No real calls or patient information.
HOW IT WORKS
From on hold
to a next step.
You know what needs doing.
Give the phone work a place to go.
Give us the brief.
Choose the task. Add the facts and questions. Tell the assistant when you want to join.
Get on with your day.
The assistant dials, works the phone menu, waits on hold, and asks the questions you provided.
Pick up with the context.
Review the answers, or get a private briefing before you join. Every open item keeps a next step.
“Here’s what we know.
Here’s what they need.
Ready to join?”
Illustrative briefing. Staff decide when to connect.
BUILT AROUND YOUR WORK
The calls already
on your to-do list.
Insurance verification
Delegate payer calls for eligibility and benefits.
Prior authorization follow-up
Follow up on pending prior authorizations by phone.
Claims follow-up
Work payer call lists for claim status, payment questions, and missing information.
Referrals & records
Follow up with other offices about referral receipt, missing paperwork, and records requests.
A CLEAR RECORD, NOT ANOTHER LOOSE END
The call ends.
The context stays.
Select a sample task to see the kind of update your team can review. The useful part is knowing what was answered—and what still needs doing.
Read the payer call checklistDialClerkIllustrative workflowYOUR OFFICE
A little less on your plate.
The representative confirmed active coverage. A referral is required for the requested service.
Next step
Staff to review the referral requirement.
Sample only. No real calls or patient information.
How involved
would you like to be?
We handle menus and hold time. You take the conversation.
We work from your brief and bring you in for the exceptions.
We capture what we can and flag what still needs you.
Call modes shown for illustration.
HELP THAT KNOWS ITS PLACE
Extra capacity.
Your judgment.
Your assistant works from the information you provide. It doesn’t get to make up the missing pieces—or make decisions for your practice.
- A private briefing before the shared call
- Staff review before follow-up messages are sent
- Answers, references, and unresolved items together
- Takeover and stop controls for your team
A LITTLE PERSPECTIVE
How much of the month
is on the phone?
Start with your own numbers. See the time your office spends on routine calls and hold music.
of phone work per month
Illustration using 4.33 weeks per month. This estimates current workload, not guaranteed time savings. Staff review and handoffs still take time.
GOOD QUESTIONS
Before you hand
over the phone work.
A practical assistant.
Clear limits. People in control.
What does DialClerk actually do?
DialClerk is an AI call assistant for medical office staff. The office provides a call objective and authorized information. The assistant navigates menus, waits on hold, asks the questions, and records answers. Staff choose how and when to join.
Can we talk to the representative ourselves?
Yes. Choose to be called when a person answers or when the assistant needs help. A private briefing brings you up to speed before you join. Staff also have takeover and stop controls.
Does it work with every insurance company?
No universal acceptance is promised. Some payers refuse AI callers or have workflows that need a person. DialClerk identifies itself as an AI assistant and supports staff handoff when the call mode permits it.
Does it connect directly to our EHR?
Direct EHR and EDI integrations are not included in the current product. Staff provide the task details, review the outcome, and can export worklist results to CSV.
Can we use real patient data in a demo?
Demos use fictional information. Before patient-data use, onboarding must cover the practice’s permissions, required agreements, provider configuration, and live workflow acceptance.
How do we get started?
Start with a practice demo and one administrative workflow. We will walk through the call brief, staff handoff, and outcome record, then discuss whether a supervised pilot fits your office.
FOR YOUR NEXT CALL
A few useful things
to keep at your desk.
A Practical Payer Call Checklist for Medical Office Staff
A reusable checklist for payer calls: prepare the facts, ask focused questions, record the reference, and assign the next step.
Prior Authorization Follow-Up: Questions to Ask the Plan
Prepare a focused prior authorization status call with questions about receipt, missing information, scope, follow-up, and clinical handoff.
Which Medical Office Calls Can You Delegate to an AI Assistant?
A practical framework for choosing medical office calls to delegate: clear questions, authorized facts, staff handoff, and evidence of the outcome.
LET’S TAKE ONE THING OFF YOUR LIST
Meet your office’s
new calling assistant.
See a workflow. Ask your questions.
Find out where an extra hand would help.