Book patients and triage
calls, 24/7.
Your front desk cannot answer every ring while also checking in patients, verifying insurance, and rooming the next visit. Portico picks up on the first ring, books appointments, collects intake, and routes clinical urgency to your staff in seconds — day, night, and weekend.
An overwhelmed front desk loses patients.
The phone rings all day, but a clinic front desk can only be in one place at a time. When calls stack up, patients hang up, book elsewhere, or flood the after-hours line — and the truly urgent caller waits behind six routine questions.
Most clinics do not have a call problem so much as a capacity problem. A single receptionist is expected to greet arrivals, answer the phone, verify coverage, chase referrals, and manage the waiting room at the same time. During the morning rush and the lunch hour, inbound calls simply outnumber the hands available to take them. The patients who reach voicemail rarely leave a message; they call the clinic across town or show up unscheduled, and the ones with a genuine emergency are left holding while someone reschedules a routine follow-up.
Portico is a voice agent built for that pressure. It answers every call instantly, speaks naturally in English and French, and handles the routine work end to end — booking and rescheduling appointments, collecting new-patient intake, taking prescription refill requests, and answering the questions your team fields a hundred times a week. Just as important, it listens for clinical urgency: when a caller describes chest pain, difficulty breathing, or another red-flag symptom, Portico follows your triage protocol and warm-transfers to a nurse or your on-call line immediately. The routine gets absorbed, the urgent gets escalated, and your front desk finally gets to focus on the patient standing in front of them.
Every clinic call, answered and handled.
Portico is trained on the calls your clinic fields all day. It knows your providers, hours, services, and policies — and it acts on them live, in the conversation.
Appointment booking
Books, reschedules, and cancels visits directly in your provider calendars during the call — respecting appointment type, visit length, and provider availability.
Patient intake
Collects name, date of birth, contact details, insurance, and reason for visit, then hands your team a clean, structured summary before the patient arrives.
Prescription requests
Takes refill and prescription requests, confirms patient identity and preferred pharmacy, and routes the details to the right provider for review and approval.
Clinic routing
Directs each caller to the right place — a specific provider, billing, the nurse line, or a specialty department — with a full summary so nobody repeats themselves.
FAQ answering
Handles the repetitive questions instantly: hours, location and parking, what to bring, new-patient policies, referral requirements, and prep instructions.
Insurance questions
Confirms which plans you accept, explains what to expect on coverage and cost, and captures carrier and policy details so your team can verify benefits ahead of time.
Booked, triaged, and prepared before they arrive.
Two workflows carry most of the load for a clinic front office. Portico runs both automatically, around the clock.
Schedule straight into provider calendars
Portico reads live availability across your providers and books the right visit type into the right calendar during the call — new-patient consults, follow-ups, physicals, and telehealth. No callbacks, no phone tag, no double-booking, and the schedule keeps filling overnight and on weekends.
- Checks live availability per provider, location, and visit type
- Books, reschedules, and cancels without front-desk involvement
- Confirms by text and email, then writes it to your calendar
- Backfills cancellations from your waitlist to protect capacity
Collect intake while escalating clinical urgency
Portico gathers everything the front desk would ask — demographics, insurance, medications, and the reason for the visit — while listening for red-flag symptoms the whole time. When a caller describes something urgent, it stops, follows your triage protocol, and warm-transfers to a nurse or on-call provider immediately.
- Captures demographics, insurance, and chief complaint in a clean summary
- Flags red-flag symptoms and follows your escalation rules
- Warm-transfers urgent calls to a nurse or on-call line in seconds
- Sends a pre-visit summary so verification and rooming start early
Caller reports chest tightness — escalated per triage protocol.
Connected to the tools your clinic already runs on.
Portico writes to your practice management and calendar systems, so bookings and patient details land where your team already works — no double entry, no copy-paste.
Jane
Reads live availability from Jane and books, reschedules, and updates appointments in real time, so your schedule and patient records stay current the moment a call ends.
SimplePractice
Creates and updates appointments and captures intake details in SimplePractice, keeping the front desk and your providers working from one source of truth.
Outlook
For clinics running on Outlook and Microsoft 365, Portico checks provider availability and drops confirmed visits onto the right calendar instantly.
See what a fully answered phone is worth.
Estimate the revenue you recover when every call gets picked up, every routine question gets handled, and every urgent caller gets through. Adjust the inputs to match your clinic.
What could unanswered calls be costing your business?
A simple interactive calculator gives you a reason to quantify the problem before you compare features or pricing.
Estimate the opportunity at risk
The estimated revenue represented by calls that currently go unanswered.
Medical clinic FAQ.
The questions practice managers and clinic owners ask before switching on a voice agent.
Portico is trained on your triage protocol. It listens for red-flag symptoms — chest pain, difficulty breathing, severe bleeding — and when it hears one it stops the routine flow, follows your escalation rules, and warm-transfers to a nurse or your on-call line in seconds with the details already captured.
Related pages.
Give your front desk room to breathe.
Portico answers every clinic call, books the appointment, and routes urgent patients to your team — 24/7.