Initial-evaluation intake, direct-access vs referral, insurance and authorization questions, plan-of-care scheduling, post-op rehab inquiries — handled the way a senior PT-office coordinator would.
The day your clinic signs up, the AI already knows how a physical-therapy practice runs. It knows the first visit is an evaluation, that the evaluation slot is longer than a follow-up, and that the question "do I need a referral" depends on the state and the insurance plan. It knows the difference between a Medicare patient (who almost always needs a plan-of-care signed by a physician), a commercial-insurance patient (who often needs prior authorization for more than a certain number of visits), and a cash-pay patient (who can usually self-refer for direct access).
It triages by reason for visit — post-op (which surgery, how long out), sports injury, chronic pain, balance, work-comp, MVA — and books the right evaluator. It handles "do you take my insurance," the prior-auth question, the plan-of-care follow-up, and the cash-rate inquiry the way your front desk would. It does not give clinical advice and it never tells a patient what's wrong.
You stay in control of the specifics — your evaluators and their specialties (orthopedic, neuro, pelvic-floor, vestibular, sports), your insurance participation, your prior-auth process, your cash rates, your cancellation policy, your direct-access workflow. Your AI fills in what it already knows about how PT clinics typically operate, you confirm, and it goes live.
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No. The AI does not characterize a condition, does not recommend exercises, and does not predict how many visits the patient will need. It triages reason for visit, runs intake, and books the evaluation — your PT handles the rest.
It explains your standard process — what your front office needs from the patient, the typical turnaround, what happens when authorized visits run out — using the script you set. If the question goes beyond the script, it captures the callback and texts your front desk.
It captures the claim number, the date of injury, the adjuster's contact, attorney involvement if any, and the body parts affected — and routes to your case-management queue. These cases are too detail-sensitive to handle without your team's eyes on them.
Connectors to the platforms PT clinics most often use are rolling out. While they roll out, every call lands in your portal and as a text so your front desk can place it in your EMR in seconds.
Calls are encrypted in transit and call summaries live in your dedicated portal. BookedSmarter is not currently a Business Associate. Ask your compliance counsel about your specific obligations.
Yes. You edit your specialty list, your evaluator roster, your insurance participation, your cash rates, your cancellation policy, your direct-access script, and the way it greets callers — from your portal. Changes go live without re-training anything.
It captures the surgery date and the surgeon, reads back the standard "your surgeon's protocol usually starts PT around X days post-op," and offers to schedule the first evaluation per the protocol. It does not modify the surgeon's timeline.