Practice Settings
Configure your medical practice settings, AI assistants, email routing, and scheduling to optimize your workflow and ensure seamless patient communication.
AI Assistant Configuration
Customize your AI agent's behavior and responses
Configure your AI assistant's introduction, practice information, and customizations for both production and test environments.
Email & Routing Setup
Configure how calls are routed to the right team members
Set up email routing buckets to automatically direct different types of calls to the appropriate staff members.
AI Assistant Management
Configure your voice AI agent settings and behavior
Basic Configuration
- • Assistant Name: How your AI introduces itself to callers
- • First Message: Greeting patients hear when they call
- • Practice Name: Override default practice name if needed
- • Provider Information: Doctor names, hours, specialties
Environment Management
- • Production Line: Live phone number for patients
- • Test Line: Safe environment for testing changes
- • Permission Controls: Admin vs. user access levels
- • Change Management: Test before deploying to production
Email Routing & Communication
Set up automated email routing and call notifications
Routing Buckets
Automatically route different call types to the appropriate team members:
Urgent Clinical
Medical emergencies and urgent patient concerns
Prescription Refills
Medication refill requests and pharmacy calls
Appointment Requests
Scheduling and appointment changes
Administrative
Billing, insurance, and general inquiries
Email Features
- • Auto Call Summaries: Detailed transcripts and summaries
- • BCC Configuration: Copy admin on all emails
- • Fallback Addresses: Backup email routing
- • SMS Alerts: Text notifications for urgent calls
- • Email Templates: Consistent formatting and branding
- • Test Functionality: Verify routing before going live
Schedule Management
Manage on-call schedules and provider availability
Configure on-call schedules to ensure the right providers receive urgent notifications at the right times.
Schedule Features
- • Doctor assignment to time slots
- • Conflict detection and prevention
- • Calendar and list views
- • Timezone-aware scheduling
- • Drag-and-drop interface
Notification Routing
- • Automatic routing to on-call provider
- • SMS alerts for urgent clinical calls
- • Email notifications with call details
- • Backup routing when no one is scheduled
Practice Information
Basic practice settings and configuration
Basic Settings
- • Practice name and display settings
- • Default email addresses
- • Email domain configuration
- • Timezone settings
Provider Management
- • Doctor contact information
- • Phone numbers and extensions
- • Email addresses for routing
- • Schedule availability
Ready to Configure Your Practice?
Access your practice dashboard to start configuring your AI assistant, email routing, and schedules.
Open Practice Dashboard