Your Patients Are Calling.

Is Anyone Picking Up?

Netfor Managed Patient Access answers your inbound calls, captures structured intake, books appointments into your EHR, and routes anything urgent or complex to your live team with full context.

Not a chatbot. Not an answering service. A managed operation, built and supported in the U.S., for specialty practices.

MPA

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Patient Access Coverage

%

Appointment Calls Successfully Booked by AI Agent

x

ROI Within the First Month

Managed Intake

How It Works

Stop losing patients to unanswered calls and incomplete intake.

AI Answers with Structured Intake

No hold times, no button menus. Patients describe what they need in natural conversation. The AI Agent captures demographics, insurance, referral source, and visit type, structured and complete.

Books Appointments Directly

Where scheduling rules allow, appointments are booked directly into your EHR. Patients get a confirmed appointment, not a callback promise. Proven today on eClinicalWorks.

Routes Exceptions to Your Team

Complex calls, clinical questions, urgent symptoms: immediately warm-transferred to your staff with a verbal summary of everything already collected. No repeating. No lost context.

Measures Everything

Every interaction is documented. Call volume, booking completion, and transfer rates are visible to you for the first time.

Our Capabilities

Built for Real Patient Access

Every capability below is live today, not a roadmap item.

AI Patient Intake

Captures patient information, determines intent, and routes it to the right place

Intelligent Call Routing

Replaces rigid phone trees with natural conversation and routes callers based on what they need.

EHR Scheduling & Integration

Connects with your EHR to check availability and book appointments directly.

Human Escalation & Exceptions

Recognizes when the AI Agent should stop and transfers complex, clinical, or urgent calls with context.

Patient Questions & Support

Handles routine patient questions using approved practice knowledge.

After-Hours Patient Access

Extends coverage beyond business hours with clear routing and patient messaging.

TPE

Client Case Study

A growing specialty medical practice handles 900+ Patient Calls Every Week
with Netfor’s Managed Patient Access.
87%

Booking Success Rate

0%

Calls Left Unanswered

Real Situations. Real Solutions.

Here's how Netfor's AI handles the calls your front desk fields every day.

New Patient Calls to Schedule

The situation: A new patient calls with a referral. They need to provide demographics, insurance, and referral details before an appointment can be booked.

How AI helps:

  • Captures name, DOB, phone, address, referral source, PCP
  • Collects insurance details and verifies required fields
  • Books the appointment directly into the EHR
  • Delivers arrival instructions

The result: Patient gets a confirmed appointment in one call. No callback needed. Complete intake on file before they arrive.

Established Patient Needs to Reschedule

The situation: An established patient calls to reschedule a follow-up. They're already in the system but staff still has to pull the chart, confirm identity, check for insurance changes, and find an open slot.

How AI helps:

  • Confirms patient identity (name, DOB)
  • Checks whether insurance has changed and only collects new coverage details if it has
  • Captures appointment reason and service type
  • Books the new appointment directly into the EHR
  • Delivers updated arrival instructions

The result: Patient is rescheduled in one call. No redundant intake. Staff isn't interrupted for a task that didn't need them.

After-Hours Call

The situation: A patient calls at 7pm on a Thursday. The front desk is closed. Without a defined after-hours path, that call either dead-ends or rings until it drops.

How AI helps:

  • Detects that the call is outside business hours
  • Greets the caller with a clear after-hours message
  • Routes the call to the designated after-hours service
  • Documents the interaction and routing outcome

The result: No dead air. No missed patient. Every after-hours caller reaches a live destination with full context of when they called and why.

Caller Reports Urgent Symptoms

The situation: A patient calls reporting side effects from a recent procedure — not life-threatening, but serious enough to need clinical attention. They need to reach a clinical staff member fast, and staff needs context before they pick up.

How AI helps:

  • Captures caller identity (name, DOB)
  • Collects current medications, reported symptoms, and suspected cause
  • Runs an emergency check — and if the threshold isn't met, proceeds to transfer
  • Warm-transfers to a live staff member with a verbal summary of everything collected

The result: Staff picks up already briefed. No repeat questioning. No wasted time. The patient gets to the right person faster.

Caller Asks for a Live Person

The situation: A caller doesn't want to interact with AI. They say "I just want to talk to someone" and they mean it immediately, not after completing three more prompts.

How AI helps:

  • Recognizes the transfer request at any point in the call
  • Exits the current workflow immediately
  • Transfers the caller to the front desk, ringing all defined lines
  • Provides a vocal summary to staff where applicable
  • Logs the transfer reason and context

The result: The caller gets a human, fast. No trapped experience, no frustration loop. The AI gets out of the way when it's supposed to.

Our Process

Book time with your Netfor representative to get started. 

Validate

Prove the value before you commit. We analyze your call patterns, identify intake and scheduling automation opportunities, and run a proof of concept with your actual scenarios.

Activate

Launch with confidence and speed. Your dedicated team handles AI configuration, EHR integration, and knowledge base setup so you see measurable impact from week one, not month six.

Optimize

Get smarter over time. We continuously tune routing rules, refine intake logic, and expand AI capabilities based on real conversation data, ensuring performance improves month over month.

Why Netfor

AI built for patient access teams, not tech teams.

No Overpromises. Just Real Results.

We don’t claim setup in an hour or promise to replace your entire team. We help you handle more volume, prioritize better, and resolve issues faster with AI and humans working together.

Enterprise-Ready, Without the Complexity.

SOC 2, HIPAA, PCI compliance built in. Integrates with your existing phone system, EHR, and practice management platform. No rip-and-replace required.

Indianapolis-Based Teams Who Know Your Business.

30+ years supporting multi-location businesses means we understand specialty practice operations, front-desk challenges, and what happens when systems go down at 2 AM.

Clear Rules, No Black Boxes.

Our AI follows your business logic and escalation rules. You control what gets automated, what gets prioritized, and when humans step in.

How We’re Different

What Others Miss

What Competitors Focus On

  • M
    "Automate Everything"
  • M
    Chat And Messaging Only
  • M
    Software based "AI Agent"
  • M
    Setup In Hours (Overpromise)
  • M
    Technical Jargon
  • M
    “We’re #1, Most Powerful”

What Netfor Delivers

  • N
    AI Handles Routine Intake So Your Staff Focus on Exceptions
  • N
    Voice, Chat, SMS, Email. Wherever Your Patients Reach Out
  • N
    AI Built for Real Patient Access: Intake, Scheduling, Routing
  • N
    Realistic Implementation With Validation And Optimization
  • N
    Plain Language Your Whole Team Understands
  • N
    Honest Capabilities and Real Use Cases

Transparent Technology

Enterprise-grade AI You Can Trust

Accurate

Our architecture combines AI understanding with clear business rules. Just reliable, on-brand responses each and every time.

Reliable

Built-in redundancy across every part of the stack. Multi-region infrastructure. 99.95%+ uptime guarantee.

Secure

HIPAA certified. Your customer data always stays protected.

Auditable

100% of conversations captured and analyzed. Full traceability for compliance, quality assurance, and continuous improvement.

Integrations

Works with your existing systems.

Connects seamlessly to your phone system, EHR, and practice management platform. No rip-and-replace required.

Proven integrations: eClinicalWorks. Additional cloud-native EHRs (ModMed, DrChrono, athenaOne, and others) in active expansion.

See Exactly How Your AI Agent Handles Patient Calls

We'll walk you through a live demo built around your call types - scheduling, after-hours, urgent symptoms, and more.

Frequently Asked Questions

How long does implementation take?

For eClinicalWorks practices, pilot launch is typically 4–6 weeks from signed terms. For other cloud-native EHRs, 8–12 weeks including integration build. We validate, activate, and optimize — no shortcuts.

Will an AI Agent replace my front-desk staff?

No. Netfor handles routine intake and scheduling calls so your team can focus on exceptions, clinical questions, and complex patient needs. Your experienced staff do the work that actually requires a human.

What happens when the AI Agent can’t handle a call?

The patient is immediately warm-transferred to your staff with a verbal summary of everything already collected. No dead ends. No trapped callers. Human escalation is always available.

How do you ensure the AI Agent doesn’t give wrong answers?

Our AI is scoped to structured workflows: intake, scheduling, routing. It does not diagnose, prescribe, or provide clinical advice. Business rules and escalation logic are defined by you and enforced by the system.

Which EHR systems do you support?

eClinicalWorks integration is live and proven. We are actively expanding to other cloud-native EHR platforms including ModMed, DrChrono, and athenaOne. If your EHR has API access, we can likely integrate.

Is my patient data secure?

Yes. SOC 2 Type II, HIPAA, PCI DSS certified. We execute a BAA as standard. Full audit trails on every interaction. 100% of conversations captured for compliance and quality assurance.