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AI receptionist for physical therapy clinics

Referral details accompany the evaluation Penny books through your physical therapy answering service.

Your evaluator should have the referring provider’s name before the patient arrives. Penny captures the script status, insurance carrier, and requested start date, then books under your clinic’s rules. The desk gets the information it needs to check the referral and benefits.

A question she asks

Penny asks for the referring provider’s name and insurance during the first call so the desk can check the referral before the evaluation.

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14 days of Pro included. No credit card.

Or call her from your phone: (630) 297-4128

The demo line

The phone demo shows a service conversation; your account supplies the PT intake

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, say your surgeon sent you after a knee replacement and listen for whether she asks about the script before she asks for a time.
  • Tell her you want to come in for your back without a referral and hear how she handles direct access.
  • Ask her whether your plan covers twelve visits. She flags it for benefits verification instead of answering.
  • Say you need to move Thursday’s session to Friday and watch her keep the rest of the series where it is.
Intake

The referral details reach your desk before the evaluation

Penny works this list on every new-patient call, in this order, and she does not book until she has a name, a callback number, the referring provider or your direct-access answer, and the carrier. Each question has a reason, and you can edit both.

  1. 1

    She asks: Are you a new patient, or have you been seen here before?

    Why she asksA returning patient in an active plan of care goes to the therapist who wrote it. A new patient needs an evaluation slot, which runs longer than a follow-up.

  2. 2

    She asks: What are you coming in for, and when did it start?

    Why she asksThe body region, and whether it is post-surgical or an injury, decide which therapist sees the patient and how long the evaluation runs. She writes it in the patient’s words and does not interpret it.

  3. 3

    She asks: Did a physician or surgeon refer you, and what is their name?

    Why she asksThe referring provider goes on the intake note, the plan of care goes back to that office for signature, and your desk knows whom to call if the script is missing.

  4. 4

    She asks: Do you have the referral in hand, or should we request it from their office?

    Why she asksA missing script is the usual reason an evaluation gets pushed. Flagging it on the call gives your desk a day to chase it instead of an hour.

  5. 5

    She asks: Which insurance will you be using, and is it through an employer, Medicare, or a marketplace plan?

    Why she asksBenefits verification and any authorization start before the evaluation, and Medicare and commercial plans run on different rules for visit limits and certification.

  6. 6

    She asks: Is this related to a work injury or a car accident?

    Why she asksWorkers’ comp and auto claims carry an adjuster, a claim number, and their own authorization path, and you may want them routed to one person.

  7. 7

    She asks: Which days and times can you make on a regular basis?

    Why she asksA plan of care is a series. Booking the evaluation in a window the patient can keep twice a week keeps the plan from breaking in week two.

  8. 8

    She asks: What is the best number and email for the confirmation and the intake forms?

    Why she asksForms go out ahead of the visit so the evaluation starts on time, and the confirmation text is what keeps a no-show off the schedule.

The script is yours. Add a question and she asks it on the next call.
With your desk

How the desk and Penny split a Monday when every treatment table is taken

Your desk handles

  • Benefits verification and authorizations, with the plan’s visit limits and certification dates on the intake note
  • Copays, balances, and any conversation about what a visit costs
  • Progress notes, recertifications, and the plan of care going back to the referring provider for signature
  • Workers’ comp and auto claims once an adjuster or an attorney is involved
  • Discharge planning, home exercise handouts, and anything a therapist asks the desk to relay to a patient

Penny handles

  • The phone during treatment blocks, when the clinical team is treating patients
  • New-patient intake: referring provider, script status, reason for the visit in the patient’s words, carrier, and the evaluation booking
  • Reschedules and cancellations against the plan-of-care series, with the therapist’s schedule in front of her
  • Lunch-hour and after-hours calls, including the patient calling from the surgeon’s parking lot with a fresh script
  • Directions, hours, what to wear, and whether to bring the imaging report
Your desk keeps the calls that need someone who knows the account. Penny keeps the ones that ring while that person is busy.
A call, written out

Thirteen lines between a post-op knee patient and Penny before the evaluation was on the schedule

A post-op total knee referral taken at 1:15 p.m. while every therapist was on the floor, with the surgeon, the script, and the carrier on the intake note before the evaluation was booked.

pennyassistant.com/calls
Inbound call · Thornevale Physical Therapy
Answered by Penny · transcript
  1. Penny
    Thornevale Physical Therapy, this is Penny. How can I help you?
  2. Cassius (caller)
    Hi. I had a knee replacement last Tuesday and the surgeon’s office told me to set up physical therapy. I have the script here.
  3. Penny
    We can get that started. Have you been seen at Thornevale before, or will this be your first visit with us?
  4. Cassius (caller)
    First visit.
  5. Penny
    Then you’ll come in for an initial evaluation, which runs longer than a regular session. Which surgeon did the replacement, and does the script say when they want you to start?
  6. Cassius (caller)
    Dr. Ferreira at Veyramoor Bone & Joint. It says to start within a week of discharge, two or three times a week.
  7. Penny
    Since Dr. Ferreira wrote the script, your plan of care goes back to her office for signature after the evaluation, so I’ll put her name and Veyramoor Bone & Joint on your intake note and note that you have the referral in hand.

    A fact from the knowledge pack, used on the call.

  8. Cassius (caller)
    Okay. My name is Cassius Oyelaran.
  9. Penny
    Thank you, Cassius. Is this the best number to reach you, and which insurance will you be using?
  10. Cassius (caller)
    Yes, this is my cell. Blue Cross PPO through my wife’s employer.
  11. Penny
    I’ll flag that for benefits verification before you come in. For a post-op knee, Thandiwe has an evaluation open Thursday at 10:15 or Friday at 8:30. Which one can you get a ride to?
  12. Cassius (caller)
    Thursday at 10:15. My daughter can drive me.
  13. Penny
    You’re set for Thursday at 10:15 with Thandiwe: initial evaluation, post-op total knee, Dr. Ferreira’s referral in hand, Blue Cross PPO. The confirmation is on its way to this number by text, and the desk will send your intake forms ahead of the visit. Please bring the script and your discharge papers with you.
In the log
Name
Cassius Oyelaran
Referral
Dr. Ferreira, Veyramoor Bone & Joint · script in hand · start within a week of discharge
Coverage
Blue Cross PPO · employer plan · desk to verify benefits and authorization
Appointment
Thursday · 10:15 AM · initial evaluation · Thandiwe
Written to your calendar
Every line she said is in your log with the fields she captured beside it.
Before her first call

The patient’s own words travel with the referral request

From the physical therapy knowledge pack

  • Direct access: states let a patient start without a script for a limited period or number of visits before a referral is required, and the limit is the clinic’s to state.
  • The script and the plan of care: what a prescription for PT contains, who signs the plan of care, and why the referring provider’s name goes on the intake note at intake.
  • Evaluation versus follow-up: the initial evaluation is a longer slot with a therapist, follow-ups run in a series, and a re-evaluation comes around at recertification.
  • Insurance mechanics: benefits verification, authorization, visit caps, copays per visit, and how Medicare certification differs from a commercial plan.
  • Workers’ compensation and auto injury cases: an adjuster, a claim number, and a separate authorization path from the patient’s own plan.
  • Post-surgical protocols by procedure: total knee, total hip, rotator cuff, ACL, and a first-visit timing set by the surgeon that no one at the desk adjusts.
  • Specialties a caller may need: orthopedic, sports, neuro, pelvic health, vestibular, pediatric, aquatic, and home health, so the patient lands with the right therapist.
  • Red flags that are not a therapy visit: chest pain, sudden one-sided weakness or slurred speech, a hot swollen calf after surgery, new bladder or bowel changes with back pain.
  • Late-cancel windows and no-show policy, and why a plan of care depends on the patient keeping the series rather than any single visit.
  • The caller’s words in the intake note: “my script,” “my PT,” “a re-eval,” “dry needling,” “the boot,” “my knee replacement.”
Penny, on a call
Since Dr. Ferreira wrote the script, your plan of care goes back to her office for signature after the evaluation, so I’ll put her name and Veyramoor Bone & Joint on your intake note and note that you have the referral in hand.
The topics in the list are why she can say this.
What is kept

In compliance mode the summary email carries only the fields you allow

Stored

  • Name, callback number, and email
  • Referring provider and practice, and whether the script is in hand
  • Body region and reason for the visit, in the patient’s words
  • Insurance carrier and plan type, for verification by your desk
  • The appointment and transcript; configurable retention requires Business compliance mode

Not stored

  • Card numbers or any payment detail
  • A diagnosis code or a clinical opinion of Penny’s own
  • Clinical records read back to callers. Volunteered clinical details may enter the transcript; Business compliance mode provides redaction
  • Patient details in the summary email beyond the fields you allow, in compliance mode

Compliance mode on the Business plan keeps patient details out of the summary email, redacts what you choose from the transcript, and offers a BAA on request. Your approved recording notice goes in the configurable greeting on every plan. Penny gives no clinical advice; symptom questions and immediate concerns follow your clinician-approved contact rules.

You set what she keeps and what she leaves out of the record.
On your website

A patient can ask about starting therapy after treatment hours

thornevalephysicaltherapy.com
Thornevale Physical Therapy
  • Services
  • Hours
  • About
  • Contact
Penny
Chat with Thornevale Physical Therapy
Visitor
do you take Blue Cross and can I come in for my back without a referral?
What Penny does
Answers from your insurance page that you take the plan, gives your direct-access answer the way your website states it, and asks where the pain is and how long it has been there. Then she books the evaluation with a note for your desk to verify benefits. She does not say whether the plan will cover the visits.
Write a message
The chat follows the same rules as the phone line, so a visitor gets the answer a caller would.
Where it lands

The evaluation is on the therapist’s Google Calendar by the time the confirmation text lands

  • Google Calendar
  • Outlook
  • HubSpot
  • Zapier

Connect Zapier or signed webhooks to send the captured details to the tools your office uses.

Questions

Your desk decides how missing referral paperwork is handled

Send setup or plan questions to support@pennyassistant.com.

Google Calendar or Outlook if your therapists’ schedules live there, because Penny writes the evaluation to the right therapist during the call. HubSpot for the referral relationships you track by provider. Zapier and signed webhooks carry the intake fields into your EMR or scheduling system with the referring provider and the carrier in the payload, so your desk starts verification from a record instead of a voicemail. Text confirmations to the patient sit on Pro.

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.