SOC 2 Type II
Audit completed
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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Pulls patient lists from your EHR based on overdue visits, open care gaps, lapsed chronic care, or custom cohorts you define.

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

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

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

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

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

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

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

Automatically update patient records with all interactions and outcomes.
Concurrence natively integrates with all major EHRs and clinical systems.






























Each Concurrence solution shares the same patient context and clinical guardrails,
so the value compounds as you add more workflows.
Audit completed
Compliance attested
Compliance self-attested
Actively maintained