SOC 2 Type II
Audit completed
Reduce time spent on manual intake by 80%+
Replace static intake forms and manual phone screening with adaptive AI-powered conversations, available 24/7.
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Outcomes
Reduce staff time spent on manual intake by 80%+
Capture richer clinical context than static forms
Process patients 24/7, not just during business hours
Catch high-acuity patients sooner
How it works
Pick up calls and messages instantly on any channel
Patients can reach out via phone, SMS, chat, or patient portal to start the intake process at any time.
Features
Full clinical data capture
Collect symptoms, medical history, medications, allergies, social determinants, and lifestyle factors in a single interaction.
Adaptive intake
The conversation dynamically adjusts based on patient responses to capture the most relevant clinical information for each case.
Clinical triage
Route patients to the right provider and care pathway based on clinical fit and appointment type.
Intelligent escalation
Route complex or sensitive scheduling requests to staff with full context.
Full conversation memory
Every prior interaction is remembered and informs future conversations.
Clinical safety guardrails
Every interaction is governed by safety protocols validated through Concurrence's Digital Residency program.
Natural conversation
Answer patient questions, address concerns, and dynamically adapt responses in real time.
EHR write-back
All bookings, changes, and cancellations are documented automatically.
Effortless integration across your systems.
Concurrence natively integrates with all major EHRs and clinical systems.
Pairs with the rest of your
AI workforce
Each Concurrence solution shares the same patient context and clinical guardrails,
so the value compounds as you add more workflows.
Security for critical operations.
HIPAA
Compliance attested
PIPEDA & PHIPA
Compliance self-attested
GDPR
Actively maintained
In progress
- HITRUST e1
- ISO/IEC 27001
- ISO/IEC 42001