Meet Carolina AI

Your intelligent front desk and AI patient engagement agent

Agentic AI that answers calls, books appointments, processes refills, writes directly into your EHR, and becomes a true extension of your office staff.

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Carolina AI - Your Intelligent Front Desk

Every Patient Deserves Exceptional Care.

Delivering ‘exceptional’ consistently — across every call, every refill request, every after-hours message — is where most practices struggle. Not because they don’t care, but because the volume is relentless and the administrative burden on staff never stops.

Missed calls, unprocessed refills, unreturned messages, scheduling bottlenecks — these are not just inefficiencies. They are the difference between a patient who feels valued and one who looks elsewhere.

Carolina AI handles the volume.
Your staff delivers the care.

The practices pulling ahead are those that free their staff from high-volume, repetitive tasks and redirect that energy toward patient care that builds loyalty and reputation.

Not a chatbot. A digital team member.

Carolina is an agentic AI — she doesn’t just respond to questions. She makes decisions, executes multi-step workflows, and gets things done.

Inbound

✔ Answers inbound calls 24/7
✔ Books appointments with multi-provider logic
✔ Sends SMS and WhatsApp
✔ Follows your exact business rules

Clinical

✔ Creates Telephone Encounters in your EHR
✔ Writes directly into eClinicalWorks, Athena Health, and more
✔ Structured, documented, traceable records

Outbound

✔ Executes outbound patient campaigns
✔ Health Risk Assessments
✔ Gaps in care outreach
✔ Patient satisfaction surveys
✔ Recall and re-engagement

Works 24/7 · Scales across locations · Never calls out sick

Basic AI = Chatbot

• Scripted responses only
• Cannot take action
• No EHR integration
• No clinical documentation
• Limited to text chat

Carolina AI = Digital Team Member

• Makes decisions based on your rules
• Executes end-to-end workflows
• Writes directly into your EHR
• Handles multi-step clinical tasks
• Phone, SMS, WhatsApp, Email, Fax

A Reliable Team Member for Your Most Time-Consuming Tasks

Carolina doesn’t replace your staff — she gives them their time back. Your staff stays focused on the patients in front of them. Carolina handles the queue behind the scenes.

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Appointment Scheduling

• Multi-provider scheduling logic
• Resource-based availability rules
• Location-specific routing
• Automatic confirmation & reminders
• 24/7 via phone, online, SMS, WhatsApp

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Telephone Encounters

Carolina creates structured, documented Telephone Encounters directly in your EHR:

• Prescription refill requests
• Referral coordination
• Lab result notifications
• Clinical messages & patient questions
• Post-visit follow-ups

Structured. Documented. Traceable. Written directly into your EHR.

Your Command Center for Patient Engagement

Carolina AI doesn’t just integrate with your EHR — she comes with her own full-featured contact management dashboard.

Monitor everything in real time:

• Calls handled & outcomes
• Appointments booked
• Telephone Encounters created
• Campaign performance & success rates
• Patient engagement metrics
• Conversion tracking

Complete visibility. Actionable insights. No guesswork.

Dashboard screenshot placeholder — client to supply

Results You Can See in 90 Days

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Call Answer Rate

Every inbound call handled — day or night

10-15%

Appointments Booked

Of total monthly appointments booked by Carolina in 90 days

Up to 90%

Refills Automated

Routine refill requests processed automatically

24/7

Always On

After hours, weekends, and holidays included

Zero missed calls due to hold times, busy signals, or after-hours gaps.

Carolina Doesn’t Just React. She Reaches Out.

Turn your patient list into an active engagement channel. Carolina runs proactive outbound campaigns so your team can focus on care, not outreach.

Turn patient communication into measurable engagement — automatically.

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Health Risk Assessments (HRAs)

Identify at-risk patients proactively

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Gaps in Care Outreach

Close care gaps before they become problems

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Patient Satisfaction Surveys

Gather feedback automatically

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Forms and Intake Registration

Streamline patient onboarding

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Appointment Recall & Re-engagement

Bring patients back into the care cycle

More Than AI. A Patient Care Concierge.

Carolina AI is evolving beyond front desk automation into a fully functioning patient care concierge — anticipating needs, coordinating care, and delivering a seamless experience from first call to follow-up.

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Anticipate

Proactive outreach for appointments, refills, and gaps in care — before patients even call.

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Coordinate

Seamless handoff between AI and human staff. Every interaction documented, every task tracked.

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Deliver

Consistent, compassionate patient engagement across every channel — phone, SMS, email, WhatsApp.