Your 24/7 medical answering service books follow-ups without interrupting check-in.
The phone keeps ringing while your desk checks in patients. Penny books follow-ups and approved new-patient visits on the right provider’s calendar. Refill requests, results questions, and forms reach your team as messages with the details your practice requires.
A patient books a follow-up with their usual provider and leaves a separate refill request with the pharmacy named.
14 days of Pro included. No credit card.
Or call her from your phone: (630) 297-4128
Hear the shared HVAC call before testing your practice’s reception rules
The live demo uses Summit Heating, a fictional HVAC business. Listen to her intake here; test your own trade’s rules in your Penny account. The industry transcripts are scripted examples.
(630) 297-4128- In your configured practice account, ask to book a follow-up with your usual provider and listen for the patient check.
- Ask how to request a refill and hear the pharmacy recorded in a separate message.
- Ask where to send a school form and hear the office’s submission instructions.
- Ask whether a new symptom can wait until morning and hear the question routed to a clinician.
Follow-ups go on the calendar; refill requests reach the provider
- Everyday call
An established patient calls to arrange a follow-up.
The caller hearsAfter the patient check, I can look at your provider’s follow-up openings. Which days work for you?
Penny doesUses the connected provider calendar and your approved visit length, with a confirmation after booking.
- Everyday call
A patient asks how to request a refill.
The caller hearsI can pass that request to the prescribing provider. Which pharmacy should the office use?
Penny doesRecords the patient’s verified details and the pharmacy, states your published turnaround, and sends a message without promising approval.
- Everyday call
A parent asks where to send a school form.
The caller hearsThe office uses the submission route listed in its form policy. I can share those instructions and note your due date for the desk.
Penny doesStates your approved submission process and turnaround, then routes questions or a reported deadline to your team.
- Emergency
A caller reports chest pain and trouble breathing.
The caller hearsPlease hang up and call 911 right now. Do not drive yourself.
Penny doesStops scheduling, follows your approved emergency protocol, and alerts the practice through its configured notification route.
The desk’s patient questions come before the appointment offer
Your practice sets the scheduling questions and which visit types Penny may book. The examples below cover routine scheduling and the safety check used for symptom calls; a reported emergency interrupts the flow. Required answers travel with the appointment and desk summary.
- 1
She asks: May I have your full name and date of birth?
Why she asksTwo identifiers before anything is booked or discussed, the same standard your desk holds. The date of birth labels the appointment; Business compliance mode provides the redaction control for email summaries.
- 2
She asks: What is the best number to reach you, and may we text a confirmation there?
Why she asksRequired before she books. A visit without a callback number is a no-show the desk cannot chase, so she keeps asking until she has one or the caller asks for a callback instead.
- 3
She asks: Are you an established patient here, and which provider did you see last?
Why she asksEstablished patients book with their own provider when that calendar has a slot, which is what continuity means at the desk. New patients go to the provider you have marked as accepting them.
- 4
She asks: In a sentence, what would you like to be seen for?
Why she asksThe reason goes on the appointment in the caller’s words so the nurse can prepare. She does not ask follow-up questions about the symptom, because that is triage and triage belongs to the nurse line.
- 5
She asks: Is this something new that you want seen today, or a follow-up or annual visit that can go on the schedule?
Why she asksSorts a sick visit from a physical before a slot is offered. A same-day request with no same-day slot goes to the nurse line rather than to next week.
- 6
She asks: Which insurance are you on, and has anything changed since your last visit?
Why she asksThe carrier name goes on the appointment so the desk can verify eligibility before the visit. She takes the carrier only; the member ID and the card are handled at check-in.
- 7
She asks: Are you having chest pain, trouble breathing, or anything that feels like an emergency right now?
Why she asksFor calls about symptoms, your approved screen determines whether Penny continues scheduling or follows an emergency or clinician-contact route. Routine administrative calls follow their own intake.
A lunch-hour follow-up booking with a separate refill request
A lunch-hour call to arrange a provider-requested follow-up and ask about a refill. The visit is booked; the prescribing provider receives the separate refill message.
- PennyHollowmere Family Practice, this is Penny. How can I help you?
- Ephraim (caller)I need to book the follow-up Dr. Okafor asked me to arrange for next month.
- PennyI can look at her follow-up calendar. May I have your full name, date of birth, and the best number to reach you?
- Ephraim (caller)Ephraim Castellanos, March 9, 1978. This number is fine, 630-555-0177.
- PennyThank you, Ephraim. Has your insurance changed since your last visit, and what days work for you?
- Ephraim (caller)Same insurance. Tuesdays are usually best. Also, how do I request a refill?
- PennyRefill requests go to the prescribing provider rather than onto the schedule, and the office asks for two business days on those. I’ll send it to the desk with your pharmacy on it so it is not waiting on the visit. Which pharmacy do you use?
A fact from the knowledge pack, used on the call.
- Ephraim (caller)The Walgreens on Ogden Avenue. It’s for my blood pressure medication.
- PennyI’ve noted that request for the provider. For your follow-up, Dr. Okafor has Tuesday the 13th at 3:10 or Tuesday the 20th at 8:40. Which works?
- Ephraim (caller)The 13th at 3:10.
- PennyYou’re booked with Dr. Okafor on Tuesday the 13th at 3:10 for a follow-up. The refill request is a separate message for the provider with Walgreens on Ogden noted. Please bring your insurance card; your appointment confirmation is on its way.
Your refill policy answers the turnaround question
From the medical knowledge pack
- Visit types and how long each takes on the schedule: new-patient, annual wellness, sick visit, follow-up, telehealth, procedure, and the Medicare annual wellness visit.
- Established versus new patient, primary care provider, panel status, and why a patient is booked with the provider they saw last when that calendar allows.
- Refill workflow: the request goes to the prescribing provider, the office states its turnaround in business days, controlled substances need the provider, and the pharmacy name goes on the message.
- Results workflow: released by the provider through the portal or a nurse call; the desk never reads a value, and a results question is a message, not an answer.
- Insurance vocabulary the desk hears daily: in-network, copay, deductible, HMO referral requirement, prior authorization, Medicare and Medicaid, recognized and noted without any coverage answer.
- Referrals and prior authorizations: who initiates them, why a specialist visit waits on the referral being on file, and what the desk needs from the patient.
- Forms and letters: school and sports physicals, DOT physicals, FMLA paperwork, work notes, and the turnaround the office sets for each.
- The emergency, urgent, and routine taxonomy by the caller’s own words, and where the nurse line sits between the schedule and 911.
- Identity verification with two identifiers, minimum-necessary handling, and what may not be left on a voicemail or told to a family member.
- Portal and practice system names patients mention on the phone: MyChart, athenahealth, eClinicalWorks, NextGen, recognized so the message lands with the right context.
Set the patient details Penny retains from each reception call
Stored
- The scheduling fields you defined: name, date of birth, callback number, provider, the reason for the visit in the caller’s words, and the insurance carrier
- The transcript and recording; Business compliance mode adds configurable retention, deletion and PHI-minimized transcripts
- The booking on the provider’s calendar, the message for the desk, and the email summary the office reads in the morning
Not stored
- Payment details. Penny never takes a copay, a balance, or a card number over the phone.
- Test results. She never reads a result, a lab value, or an imaging report to anyone; a results question is a message for the provider.
- Anything from the chart. She does not open the medical record; she labels the booking with a name and a date of birth and nothing more.
- A social security number, in any form. If a caller offers one, she asks them to bring the card to check-in instead.
On the Business plan the redaction switch strips the date of birth and the reason for the visit from email summaries; both stay in the dashboard for the desk. A BAA is available on request on the same plan. Your approved recording notice sits in the greeting on every plan. Before clinical intake, configure practice texts to carry only a callback number and redirect flag; names, dates of birth and symptom detail belong in the dashboard. Your practice controls these notification settings. Penny gives no medical advice on any plan, and the list of what she never says is yours to extend.
A website visitor asks if you take new patients and their plan
- Services
- Hours
- About
- Contact
Visit notes arrive with the appointment on the selected provider’s calendar
- Google Calendar
- Outlook
- Calendly
- HubSpot
Connect Zapier or signed webhooks to send the captured details to the tools your office uses.
Medical practices need clear rules for patient information
Send setup or plan questions to support@pennyassistant.com.
Google Calendar or Outlook per provider, so a sick visit lands on the right calendar during the call, and Calendly if your new-patient booking runs through it. HubSpot holds new-patient leads from the website chat. Zapier and signed webhooks carry the booking and the desk messages into whatever your practice management vendor accepts, and text confirmations to the patient sit on Pro. She does not write into the chart.
If your group also runs a dental or therapy clinic, those pages carry their own rules
A parent asks for two cleanings after school. Penny checks the hygiene calendar and offers openings on the same afternoon.
Penny asks for the referring provider’s name and insurance during the first call so the desk can check the referral before the evaluation.
Penny books a new-patient exam in the longer visit block and sends the intake link before the appointment.
Penny bills a monthly price with minutes included, then the published per-minute rate. The answering service cost guide sets it beside per-minute human services, and the plans are on the pricing page.
Give Penny a call before you forward yours.
Try the HVAC demo, then set up Penny for your business. Your account includes 14 days of Pro; Free keeps your website chat after the trial.
14 days of Pro included. No credit card.