SOC 2 Type II
Audit completed
Ensure every patient arrives prepared for visits and procedures.
Automatically guide every patient through pre-visit requirements, from paperwork to procedure-specific instructions.
Book a Demo
Outcomes
Reduce same-day cancellations from incomplete preparation
Save staff hours on pre-visit phone calls
Improve patient engagement and CSAT scores
Reduce visit length with pre-filled paperwork
How it works
Confirm appointments ahead of time
Verify the patient still plans to attend and reschedule if needed.
Features
Protocol-based guidance
Personalized instructions based on appointment type and patient context.
Insurance and demographic verification
Confirm coverage and patient information ahead of the visit to reduce day-of delays and cancellations.
Medication reconciliation
Review current medications with the patient and flag discrepancies or concerns.
Consent and questionnaire collection
Collect required forms and pre-visit questionnaires conversationally.
Natural conversation
Answer patient questions, address concerns, and dynamically adapt responses in real time.
Multi-channel support
Reach patients via SMS, voice, chat, or patient portal.
Intelligent escalation
Flag preparation issues that need clinical attention before the appointment.
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