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Intake done right. Every new patient, 24/7.
CallCaptain handles new-patient intake, routes to the right provider, checks insurance, and books the appointment — without staff time.
The pain we solve
- Front-desk missing calls during appointments
- New patients going to voicemail and not calling back
- Double-booking when staff is running behind
- Insurance pre-screen slowing down bookings
How CallCaptain handles it
- Recognizes new vs. returning patients automatically
- Routes by symptom (back, neck, headaches) to the right provider
- Checks provider availability in real time
- Sends new-patient paperwork link via text before the visit
- Handles rotation when the caller has no provider preference
Decision tree template (you can edit it)
- 1New patient → symptom → provider match → availability → text paperwork
- 2Returning patient → CRM lookup → usual provider → book
- 3Complex → human handoff with full context
- 4After-hours → voicemail with priority routing