New patient intake request
Captured from the website, chat, or phone. Held for insurance review and scheduling — not auto-booked unless the practice allows it.
Workflows
One queue. Staff in control.
Clara is the AI call assistant inside DocAssistants. The staff queue is the operational control center. EMR actions are what your team releases. Specialty packs below are the exception lists, not a second product.
What your staff sees
Every item includes context, a summary, and the next action.
Existing patient follow-up request
Identity verified, availability checked, and prepared for staff release when the rules allow.
Refill request
Routed to the prescriber or front desk queue. Never promised as approved.
Controlled-substance refill requiring verification
Flagged. Staff see why it stopped.
Insurance question
Captured with caller context and queued — not answered as coverage advice.
Medical records request
Logged and routed. Chart contents are not read aloud without verification.
Crisis / urgent callback alert
Crisis language is directed to 911/988 guidance and handed to staff. Clara is not a clinical emergency service.
Failed verification / needs staff review
The system stops instead of guessing.
Staff follow-ups
The callback worklist — who to call, why, and what happened.
Anything Clara or website chat leaves for a human becomes a tracked row: the caller, the reason, and the urgency. Staff log every attempt — called, unreachable, or resolved — so a follow-up is never a sticky note. It is patient relationship management inside the portal your team already works in.
Specialty packs
Behavioral health, dermatology, and primary care — configured, not bolted on.
Behavioral health
- New-patient intake without direct booking
- Crisis-safe routing to 911/988
- Refill routing to prescribers
- Controlled-substance requests flagged
- Adult-patient privacy protected
Dermatology
- New-patient lead capture
- Medical vs cosmetic routing
- Appointment request intake
- Photo and intake follow-up routed to staff
Primary care
- Refill requests
- Appointment changes
- Sick-visit routing
- Insurance and medical records routing
- After-hours message capture