Book a callEmily, the AI receptionist
From the first question to a booked appointment, with the deposit taken.
Emily is ApexRev's AI receptionist. She handles inquiries through two-way conversations by text and website chat, and answers calls; checks live availability in your connected EHR; books into the right clinician's schedule using your rules; and, where a deposit is required, sends a secure payment link. Your team starts from everything she learned.
Emily · AI receptionist
Meet Emily, your 24/7 AI receptionist.
Emily answers your calls and website inquiries around the clock, works out what the patient needs, and books them into your schedule. She matters because she is connected: the conversation becomes context for your team, the booking updates the pipeline, and the outcome tells the growth team whether the campaign that brought the patient was worth it.
Emily works out what the patient needs and briefs the clinician.
A relevant slot, live from the EHR, confirmed by SMS.
Your team starts from what she said, not from a blank screen.
- Tue 3.00Consultation · plan presented by PriyaYour team
- If she needs timeSMS day 3 · call assigned day 5ApexRev
- On acceptanceDeposit recorded · credited to GoogleApexRev
- Month endCounted in implant acceptance by sourceApexRev
Emily's work keeps paying after the call.
A patient calls after hours. Emily answers in your clinic's voice, so the opportunity to book is kept.
Not only Emily's calls
Your team's calls count too.
Calls on your connected phone lines are recorded, transcribed and understood. When reception rings a lead back and they decline, book or ask for a callback, the opportunity updates from that conversation, the same way it updates from Emily's calls and from EHR activity. That is what makes the pipeline a CRM without the admin: it listens to the whole clinic, not just the automated part.
What Emily handles
- Inbound calls, during and after hours
- Website chat inquiries
- Qualifying what the patient needs
- Live booking into the EHR schedule
- SMS confirmations and timed follow-up
- Handing off to a person when that is the right call
What happens to each conversation
She books what she should, and hands over what she shouldn't.
The rules are yours: which treatments she books directly, which clinicians, which slots, and when a person should take over.
Books it herself
ApexRevThe right appointment type with the right clinician, from live availability in your connected EHR, following your booking rules.
Takes the deposit
ApexRevWhere your clinic requires one, she sends a secure payment link. The booking and its payment status stay connected in ApexRev.
Hands it to a person
Your teamA clinical question, a complaint, a patient who asks for someone, or anything outside the rules you set. The conversation goes with it.
Takes a callback
Your teamWhen the patient prefers to talk later, the request lands on reception's list with the context attached.
Follows up
ApexRevConfirmation by SMS, a reminder before the visit, and a timed nudge if a booking stalls.
The CRM without the admin
A CRM without the admin.
Most pipelines die because someone has to maintain them. This one updates itself from what actually happens: the calls your team makes, the appointments and outcomes in your EHR, the conversations Emily and SMS carry. Your team never maintains a spreadsheet, follow-up only reaches people still worth calling, and the growth team gets true booking and acceptance data for every campaign.
Every inquiry sits exactly where it stands, with its value. Nobody drags cards or fills in a spreadsheet; the board is a by-product of the work.
Less upkeep, more time with patients
Nobody logs calls, updates a lead sheet or reconciles the board at the end of the day. Human calls are recorded and understood, so a “no thanks” on reception counts without anyone typing it.
Opportunities stay actionable
Because the EHR is the record, Booked means booked and Go-ahead means accepted. The follow-up list only holds people still worth a call, with the plan and the conversation attached.
Your numbers are right without asking
The treatment coordinator's list and your view are the same data. Every stage carries its source, so you can see what each channel produced without a reconciliation exercise.
Questions about Emily
Does she sound like my clinic?
She is configured around your treatments, clinicians, hours and tone during implementation, and refined from real conversations in the first weeks.
What does she not do?
She does not give clinical advice, take card details in the conversation, or override your booking rules. Deposits go through a secure payment link. Where a person is the right answer, she brings a person in.
What about calls my team answers?
Calls on your connected lines are recorded, transcribed and understood too, so reception's conversations update the same opportunities. See the pipeline below.
The next step
See what ApexRev would change in your clinic.
$10,000 in new revenue, or you don't pay.