One call team. Every location. The EHR stays in charge.
Weight-loss, hormone, aesthetics, dental, and specialty groups with a central call team, a CRM for leads, and an EHR that owns the appointment. In deployment at Options Wellness.
Four tabs, three time zones, one agent.
Callbacks drift across locations.
A 4 p.m. callback means 4 p.m. where the clinic is. Without location-local ownership it lands in the wrong hour or nobody's queue.
The EHR and the CRM disagree.
A booking made in one and forgotten in the other creates two versions of the same person, and a duplicate patient record on the next call.
The audit lives with three vendors.
Who called whom, under what consent, from which clinic? The answer is spread across logs you do not control.
Location-scoped, EHR-aware, audited.
The pieces of the workspace that matter most to a multi-location group.
Queues in clinic-local time
Callbacks and quiet hours follow the location, not the agent; scope is enforced on every request and fails closed.
Existing patient record lookup
Before booking, the agent sees whether the contact already has a record in your EHR, and at which locations.
Booking into the EHR
Identity is resolved first; an ambiguous match is held for a person. The CRM is updated from the same event.
Payments and card on file
Take a deposit over the phone or update the card on file without leaving the workspace.
Consent and quiet hours per channel
Voice, SMS, and email are checked separately before every touch; attempt caps stop the fifth call.
HIPAA-ready, BAA signed
Content-minimal logs, server-side credentials, and a hash-chained ledger your compliance lead can read.
Bring your telephony, CRM, and EHR.
Zenoti, HighLevel, and RingCentral are supported today. Other EHRs, CRMs, and phone systems are built during onboarding when the vendor exposes an API.
See your clinics, spliced.
Bring your EHR, CRM, and phone system names and a location list; we will show you the workspace your agents would use.