The platform

One connected platform across the entire patient journey.

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HIPAA compliantSOC 2 Type II

HIPAA compliant and SOC 2 Type II audited, with continuous control monitoring. Trust center

Stage 01 · Appointments & Communications

Every call answered and booked.

Your existing number, answered day and night. Booking, rescheduling and the waitlist happen inside the conversation.

Three tools.

  1. 01

    AI voice scheduling

    Answers every call on your existing number, books, reschedules or cancels in natural conversation, and writes it to the EHR.

    • 24/7, on the number patients already call
    • Multi-provider and multi-location rules
    • Urgent or complex calls escalate to staff
    • Multilingual
  2. 02

    Reminders and smart waitlist

    Voice and SMS reminders with two-way confirm, cancel or reschedule. Cancelled slots are offered to the waitlist automatically.

    • Cadence by visit type and provider
    • Priority-based waitlist auto-fill
    • Schedule updates in real time
    • No-show trends in one dashboard
  3. 03

    AI chat assistant

    Web and SMS chat for appointments, clinic information and common questions, in the patient's language.

    • Available around the clock
    • Real-time translation
    • Staff workflow guidance
Stage 02 · Access & Admin

Verified before they arrive.

Coverage, consent, forms and refills handled ahead of the visit, and written into the chart.

Four tools.

  1. 04

    Real-time insurance eligibility

    Coverage, co-pay, deductible and network status verified during the scheduling call or by chat, before the patient arrives.

    • 300+ payers, including Medicaid
    • Under 60 seconds for most checks
    • Discrepancy alerts before denials
    • Written back to your system
  2. 05

    Intake and immigration forms

    Questionnaires, custom clinic forms and USCIS I-693 immigration medical exams collected digitally and synced to the EHR.

    • In-clinic and pre-visit form filling
    • Digital consent and e-signatures
    • Civil surgeon review and verification
    • Reminders for incomplete submissions
  3. 06

    Medication refill requests

    Patients request refills by phone. Identity, medication, refill limits and last-fill date are validated live, then routed to the provider for approval.

    • No app or portal for the patient
    • Blocks early refills and controlled substances
    • Provider approval workflow
  4. 07

    ClinInsight

    Upload any clinical document and get a summary, problem list, timeline and an interactive chat over the record.

    • Summaries of notes, reports and discharge documents
    • Active and historical problem extraction
    • Chronological medical timeline
Stage 03 · Care

Ready, then watched.

Preparation before the procedure and structured contact after it. Phone and text, no app.

Six tools.

  1. 08

    Procedure readiness

    An education call with teach-back, then prep reminders timed to your clinic protocol.

    • Teach-back confirms the patient understood
    • Prep steps on your own protocol
    • Missed steps escalate before the date
  2. 09

    Day-of clearance

    Morning-of confirmation that the patient is actually ready to be treated.

    • Fasting and medication checks
    • Transport and escort confirmed
    • Arrival time reconfirmed
  3. 10

    Recovery check-ins

    Timed check-ins on pain, bleeding, fluids and medication after discharge.

    • Cadence set per procedure type
    • Symptom thresholds you define
    • Concerning answers routed to your team
  4. 11

    Remote monitoring

    Symptom check-ins and device readings between visits, with a person in the loop.

    • Readings collected by text
    • Trends visible to the care team
    • Care gaps surface before the next visit
  5. 12

    Medication adherence

    Reminders and refill support that keep the routine going after the patient goes home.

    • Dose reminders by voice and text
    • Refill requests routed for approval
    • Non-adherence flagged early
  6. 13

    Care team escalation

    Follow-up runs a fixed ladder, and anything outside the approved scope goes to a clinician with the full conversation attached.

    • Timed check-in asks whether the step is done
    • Reminder states what is due, and when
    • Automatic call when a text goes unanswered
    • Clinic escalation, routed with the full history
    • Grounded in your own materials, so out of scope hands off immediately

Trust

  • Approved sources only

    Every answer is grounded in your own materials.

  • Out of scope, routed back

    Anything unsupported goes to your team.

  • Consistent at scale

    The same accurate answer every time, in any language.

  • Fits your stack

    Works with any EHR. No rip and replace.

The platform does not provide medical advice and does not replace clinician judgment, consent discussions or emergency services.

Stage 04 · Follow-up & Pay

Balances and recall closed.

Outstanding balances worked, patients due back brought back, and the whole journey on one dashboard.

Three tools.

  1. 14

    Accounts receivable follow-up

    Voice and SMS conversations about outstanding balances, payment plans and billing questions, with outcomes tracked for your billing team.

    • Approved scripts and knowledge base
    • Payment plan conversations
    • Outcome tracking per account
  2. 15

    Recall and care-gap outreach

    Patients due for a cleaning, a follow-up or an annual exam are called and texted until the visit is on the schedule or the patient declines.

    • Recall lists pulled from the EHR by visit type and interval
    • Overdue screenings and lapsed patients worked on a cadence you set
    • Books straight into the open slot during the call
    • Declines and bad numbers written back, so the list stays clean
  3. 16

    Dashboard

    Calls, bookings, no-shows, eligibility and AR outcomes in one live view, with forecasts for volume and no-show risk.

    • Real-time metrics
    • Predictive no-show modeling
    • Custom reports and filters

See it on your EHR and your phone number.

A walkthrough on your own workflow. Most clinics are live in a week.

Prefer email? sales@ezmedtech.ai

See the agent in action

Follow the whole patient journey.

See how an EzMedTech agent answers, acts and keeps the patient journey moving from the first call onward.