A Primary-Care and Med-Spa Practice Replaced Its Answering Service With an AI Receptionist
Health + Glow's AI receptionist handles 1,000+ calls a month, creates or finds the patient's chart in athenaOne and books the visit; it created about 200 patient cases in month two, and the practice dropped its answering service.
Who this is about: Primary-care practice and med spa (Health + Glow, Tampa, Florida; CEO Jimmy Kallikadan)
What it takes
- Cost
- Price on requestNo price in the case study; the practice says dropping its answering service saved money.
- Setup time
- A few daysOur estimate from the source, for one business.
- Skill needed
- No codeApps and settings only.
Explain it simply
A one-location medical practice and med spa uses an AI phone agent instead of an answering service. It answers every call day and night, checks whether the caller is already a patient or opens a new chart, books the appointment in the right place and logs messages for the staff to follow up.
What was done
Since early 2026 the practice's AI agent ("Sophie") answers all calls and can handle several at once.
It checks in athenaOne whether the caller is an existing patient or creates a new chart.
It books into the right appointment category and department.
It logs messages as patient cases for staff, and covers after hours around the clock.
How it went
Talkie.ai reports 1,000+ calls a month handled, about 200 patient cases created in month two and over 33% of patient cases created after hours. The CEO says "we were able to let go of our answering service".
- This is Talkie.ai's own case study, so it's promotional: Talkie.ai sells the agent.
- No cost or before-and-after missed-call figures are given.
Prompt
Help me plan replacing our answering service with an AI receptionist connected to [EHR].
List:
1. The call types we get (new patient, existing patient booking, refills, billing, urgent) and what the agent should do with each.
2. Which calls must always go to a person, and how urgent symptoms are handled.
3. What it may write into the EHR (new chart, appointment, message) and what it must never change.
4. The numbers to track for the first 60 days: calls handled, bookings, cases created, after-hours share, complaints.
Ask me anything you need instead of assuming.Setup notes
- Agree in writing which calls the agent must transfer or flag as urgent before it goes live.
- Track calls handled and cases created month by month so you can compare against the answering service's cost.
Business fit
Who this helps, and how:
Small medical practices: replace an after-hours answering service with an agent that books into your EHR.
Local & serviceMed spas with a clinical side: turn every call into a booked visit or a logged case for staff.
Local & service
Related
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Similar tools
Other tools for this job, and how they differ. Chosen by our editors, never paid for.
- Smith.ai
Answering service that mixes AI and human receptionists, for practices that want a person available on tricky calls.
- Retell AI
Voice agent builder aimed at phone use cases like booking and support; you'd build the EHR connection yourself.
- Synthflow
A no-code voice agent builder, for practices that don't want to write code.
“Vendor or secondhand” (grade C) means: A tool maker's case study, a promotional demo, or someone else's write-up. How we grade. Spotted a mistake? Suggest a correction.