How It Works

How OzyOps Works for Healthcare

Your AI handles patient calls, books appointments, captures prescription refill requests, triages by urgency, and integrates with your EMR — HIPAA-compliant, 24/7.

The Patient Call Flow

From patient call to booked appointment

From patient call to booked appointment, refill request, or clinical triage — here's what happens

Patient Calls Your Practice

A patient — new or existing — calls your main office number. Same number they've always used, same professional experience.

Smart Routing Activates

If your front desk is busy, your providers are with patients, or it's after hours, the call seamlessly routes to OzyOps. You define the rules.

AI Identifies the Patient Need

Your AI determines the call type: new patient intake, existing patient appointment, prescription refill request, billing question, or clinical concern. It captures name, date of birth, and contact info.

Clinical Triage & Escalation

Urgent clinical concerns — severe pain, adverse reactions, post-procedure complications, dental emergencies — are immediately transferred to your on-call provider or directed to emergency services.

Appointments Get Booked

Routine appointments are booked directly into your schedule with the right provider. The AI matches appointment type to provider specialty and available time slots.

Prescription Refills Get Captured

Refill requests are logged with medication name, dosage, pharmacy preference, and date of birth for verification. Your staff reviews and approves from the dashboard.

Everything Gets Logged (HIPAA-Compliant)

Every call is recorded with a transcript, call type, patient details, and next steps. All data is encrypted and stored in HIPAA-compliant infrastructure.

Patient Follow-Up & Reminders

Automated follow-ups that reduce no-shows

Automated follow-ups that reduce no-shows and keep patients engaged

Appointment Reminders

  • Automated SMS/email reminders before appointments
  • Confirm, reschedule, or cancel with a simple reply
  • Reduce no-shows without staff phone time

Procedure Prep Instructions

  • Automated pre-procedure instructions by appointment type
  • Fasting requirements, medication holds, arrival times
  • Patients arrive prepared — fewer cancellations and delays

Prescription Refill Alerts

  • Staff approves refill from dashboard
  • Patient receives SMS notification with pharmacy details
  • No PHI in messages — HIPAA-safe notifications

Example Appointment Reminder:

"Hi Maria, this is Bright Smile Dental. Reminder: you have an appointment with Dr. Chen on Thursday, March 20 at 2:00 PM. Reply C to confirm, R to reschedule, or X to cancel."

You're in Control

You focus on patient care. Your AI handles the phones.

Your Practice

Manage everything from your dashboard

  • Set provider schedules and appointment types from the dashboard
  • Define clinical triage rules and escalation procedures
  • Customize patient intake questions and greeting scripts
  • Review and approve prescription refill requests
  • Focus on patient care — not answering phones

Your OzyOps Service

HIPAA-compliant, 24/7

  • Answers every patient call 24/7 — nights, weekends, holidays
  • Distinguishes new vs. existing patients and routes accordingly
  • Books appointments with the right provider and time slot
  • Captures prescription refill requests with full medication details
  • Triages urgent clinical concerns and transfers to on-call staff
  • Sends appointment reminders and procedure prep instructions
Get Started in Minutes

No sales calls. No 3-week onboarding.

Sign up and go live today.

Sign Up & Choose Your Plan 5 minutes

Create your account in minutes. Pick the plan that fits your practice — from solo practitioners to multi-location clinics. All plans include HIPAA-compliant infrastructure.

Configure Your AI for Healthcare 20-40 minutes

Use the guided setup to define your providers, appointment types, business hours, clinical triage rules, and prescription refill handling. Set up new patient intake vs. existing patient flows. Customize the greeting to match your practice.

Connect Your Systems 10-20 minutes

Forward calls from your existing office number. Connect your EMR for patient lookup on any tier — upgrade to Essential+ to enable AI appointment booking during calls. Works with FHIR-compatible systems including Open Dental, athenahealth, and DrChrono.

Monitor & Adjust from Your Dashboard Ongoing

Review patient calls, manage prescription refill queues, track appointment bookings, and fine-tune your AI's scripts anytime. Changes go live instantly — no support tickets needed.

See Your Dashboard in Action

Every patient call, appointment, and refill — in one place

Your dashboard — every patient call, appointment, and refill in one place

Built for Healthcare, Not Just Call Answering

Features your practice actually needs

Clinical triage, prescription handling, EMR integration, and HIPAA compliance

HIPAA-Compliant Infrastructure

All patient data is encrypted at rest and in transit. BAA available. Built for healthcare from the ground up.

New vs. Existing Patient Routing

Your AI distinguishes new patients from returning patients and adjusts the intake flow — collecting DOB, insurance info, and medical history for new patients.

Clinical Triage Protocol

Define urgency rules for your specialty. Severe pain, adverse reactions, and post-procedure complications get escalated to your on-call provider immediately.

Prescription Refill Queue

Refill requests are captured with medication name, dosage, pharmacy, and patient DOB. Staff reviews and approves from a dedicated dashboard queue.

EMR Integration

Connect your EMR for patient lookup on all tiers. AI appointment booking available on Essential+. Supports FHIR R4, Open Dental, athenahealth, and DrChrono.

Provider-Specific Scheduling

Patients are matched to the right provider based on appointment type, specialty, and availability. No double-booking.

Appointment Reminders

Automated SMS reminders reduce no-shows. Patients can confirm, reschedule, or cancel with a simple text reply.

Procedure Prep Instructions

Automatically send pre-procedure instructions based on appointment type — fasting, medication holds, arrival times.

Bilingual Support

Serve patients in 61 languages with automatic language detection. No separate phone lines needed.

HIPAA Compliance Built In

  • Encryption — All patient data encrypted at rest (AES-256) and in transit (TLS 1.2+)
  • BAA Available — Business Associate Agreement provided for all healthcare customers
  • Access Controls — Role-based permissions with MFA for healthcare accounts
  • Safe Messaging — Patient notifications never contain PHI — only appointment times and action prompts
  • Audit Logging — Complete activity trail for compliance audits and reporting

If Your Front Desk Is Overwhelmed, OzyOps Is Ready

Sign up, configure your healthcare AI, and start capturing every patient call — most practices are live in under 30 minutes.

No sales call required. No long-term contract. HIPAA-compliant from day one.