Book more appointments with personalized outreach campaigns.

Grow revenue with personalized outreach to new patients, or engage existing patients who are due for appointments, screenings, follow-ups, or care gap closure.

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New-patient outreach flowing from a patient list through Concurrence across voice, SMS, and email into a booked first visit

Outcomes

Grow your patient panel through new patient acquisition

Increase engagement with existing patients

Save staff hours on manual phone outreach

Close care gaps and improve patient outcomes

How it works

A patient list surfaced from the EHR for an outreach campaign

Identify patients who need outreach

Pulls patient lists from your EHR based on overdue visits, open care gaps, lapsed chronic care, or custom cohorts you define.

Features

Outreach across SMS, WhatsApp, iMessage, and a call, each reaching a patient about care

Multi-channel outreach

Reach patients via SMS, voice, chat, or patient portal based on their preferences and engagement history.

Patient cohorts with counts for overdue screenings, lapsed chronic care, Medicare patients, and new leads

Cohort targeting

Target specific patient populations across new and existing patients and track engagement across campaigns.

A personalized text answering a patient's question about nearby clinic locations

Personalized outreach

Every conversation is tailored with full clinical context from the EHR.

Calendar with an appointment booked inside the conversation

Real-time scheduling

Appointments are booked within the same conversation without transferring to staff or portal.

Analytics dashboard charting outreach performance across cohorts

Campaign analytics

A single view into call volume and performance trends across cohorts.

An incoming call with a live voice waveform introducing the practice to a patient

Natural conversation

Answer patient questions, address concerns, and adapt responses in real time.

An urgent patient message flagged with an alert and escalated to staff

Intelligent escalation

Route complex cases to the appropriate staff member with full conversation context.

Interactions and outcomes written back to an EHR system

EHR write-back

Automatically update patient records with all interactions and outcomes.

Bidirectional EHR integration.

FHIR / HL7SMART on FHIR

We enable read and write integrations with leading EHR and care delivery platforms using industry standard HL7v2 and FHIR interfaces. Based on your team’s use cases, we will scope out the correct integration mechanisms and endpoints. Our team brings knowledge from building 100+ health system vendor integrations.

Epic
Oracle Cerner
athenahealth
AdvancedMD
ModMed
Elation
DrChrono
CharmHealth
Veradigm
Healthie
Canvas Medical
MEDITECH
Qualifacts
Epic
Oracle Cerner
athenahealth
AdvancedMD
ModMed
Elation
DrChrono
CharmHealth
Veradigm
Healthie
Canvas Medical
MEDITECH
Qualifacts

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.

HITRUST e1

SOC 2 Type II

HIPAA

PIPEDA & PHIPA

GDPR

Explore security

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