Evaluations from referrals
Confirms the referral and insurance from your list, books the evaluation onto a real opening and texts the intake forms.
How the receptionist worksThe week
The calls that go unanswered today
Each one is a client, a claim or a job that went to whoever picked up.
- THU 12:40A referred patient ready to start
Referrals expire in the gap between the doctor's office and your voicemail.
- MON 07:45A patient confirming this afternoon's visit
Unconfirmed visits become no-shows, and plans of care fall apart.
- TUE 16:20A referring office asking for a progress note
Referral relationships live on responsiveness.
- WED 18:30Someone who hurt their back lifting
Wants tomorrow's first slot. Gets a voicemail greeting.
Setups by size
How PT and chiropractic clinics run Ody, at every size
Pick the shape of your business. Every feature below links to its own page; every setup is one you can build in an afternoon.
Hands-on all day, phone still answered
Every evaluation booked, no front desk required.
The clinic number rings the app between patients and goes to the receptionist while you're treating. It books evaluations onto real openings, confirms visits by text and answers insurance questions from your list.
- AI receptionistThe receptionist during treatment and after hours
Inside your hours the line rings your phone and the receptionist picks up if you don't. Outside them it answers first ring, books next openings and texts back anyone who hung up.
- Business textingVisit confirmations and intake forms by text
Confirmations, reminders and intake links from the clinic number, replies in the patient's thread. One-time 10DLC registration at onboarding; collect texting consent at intake.
- Phone numbersA clinic number separate from your cell
One local number is included with your seat. Referring offices and patients get the clinic number; your cell stays yours.
AI receptionist
The calls a PT or chiro clinic gets every day.
You describe clinicians, specialties, insurance, referral requirements and hours. The receptionist books what it can, collects the minimum you specify and routes clinical questions to a human.
Confirmations and reschedules
Confirms or moves plan-of-care visits within the windows you allow and posts the change to the thread.
Business textingCalls from referring offices
Takes the request (progress note, new referral, authorization) and creates a task for the right teammate.
Shared inbox"Do I need a referral? Is it covered?"
Answers from your instructions and takes a message for verification.
How the receptionist works"I hurt my back this morning"
Books the first available evaluation, gives the guidance you've written, and flags red-flag symptoms for a clinician per your instructions.
How the receptionist worksEarly mornings and evenings
Answers first ring, books next openings, texts back anyone who hung up.
How the receptionist worksThe record
Every scheduling and referral call, on the record.
On Growth and above, recorded calls on lines you choose are transcribed and summarized into the patient, the referral, insurance and the next step. Voicemail transcripts are on every plan.
- Recording, transcript and AI summary on the lines you enable
- Search by patient, referrer or phrase
- Summaries posted to Slack or pushed to your EMR workflow through Make
- Voicemail transcripts on every plan
Call summaryGenerated by Ody
- Caller
- New patient · +1 (512) 555-0291 · MD referral, shoulder
- Reason
- Referred for PT, wants the earliest evaluation.
- Told
- In network with Blue Cross. Bring referral and card. Intake forms sent by text.
- Next action
- Evaluation booked Mon 8:00 AM with Jordan.
Your stack
Works alongside your EMR and scheduling software
Native integrations are listed as such. Rehab EMRs have no native connection yet, so Ody reaches them through Make, webhooks or the REST API.
- WebPT, Jane, ChiroTouch, PromptMake, webhooks or APIAPI docs
Push call summaries and booking details into your workflow via Make or the REST API webhooks
- CSV importNativeIntegration
import patients and referring offices so callers show up by name
- SlackNativeIntegration
referral calls and voicemails posted to the team channel
- StripeNativeIntegration
payment status on the patient thread
- MakeNativeIntegration
connect the rest of your stack
Browse all 43 integrations, or connect anything else through Make and the REST API.
Trust
Patient conversations, handled with care
Calls, transcripts and messages are encrypted in transit and at rest and never used to train third-party models. A Business Associate Agreement is available on request. You decide how much the receptionist collects: name, callback number and reason for the call is the default.
- SOC 2 Type II
- Encryption in transit and at rest
- BAA available on request
- Minimum-necessary intake by default
Rollout
Live in an afternoon, not a quarter
No hardware, no consultant, no call-flow diagram. Four steps and the line is answered.
- 01
Port or add numbers
Bring the clinic number over, or start with a new local number. Porting is free and the old line keeps working until cutover.
- 02
Describe the practice
Providers, services, hours, insurance you accept, new-patient rules, what counts as urgent. Plain sentences, not call flows.
- 03
Set the routing
Ring the front desk, a phone menu, a ring order for on-call, or one number per location, plus what the receptionist does after hours.
- 04
Listen for a week
Review transcripts and summaries, tighten the instructions, then let the receptionist book more of the schedule.
Resources
Guides for PT and chiropractic clinics
The concepts behind this setup, explained without the jargon.
What businesses need to know about hunt groupsLearn sequential, simultaneous, longest-idle, and circular ringing, and when a queue is the better model.Read guide What businesses need to know about SMS consentHow express written, express, and conversational consent differ, what a compliant opt-in looks like, and how STOP and HELP keywords behave.Read guide What businesses need to know about second phone numbersHow a business number rings an app instead of a SIM, what stays separate from the personal line, and how the alternatives compare.Read guide
FAQ
Physical therapy & chiropractic: common questions
More industries
Also in health & wellness, and nearby
Practices where the front desk is the phone.
Health & wellnessMedical practicesAppointments booked, refills routed, on-call reached, at 7am and 7pm.Health & wellnessDental practicesNew-patient calls booked, hygiene recalls confirmed, emergencies reached on call.Health & wellnessVeterinary clinicsSick-pet calls triaged and booked, refills routed, ER referrals given at 11pm.Health & wellnessTherapy & counselingA second number that isn't your cell, intake calls answered between sessions.Health & wellnessHome care agenciesCaregiver call-outs, family calls and on-call coordinators reached around the clock.Local & hospitalityFitness studios & gymsTrial-class calls booked during the 6am rush, membership questions answered, front desk freed.
Comparing options? Answering service comparison · Ody vs RingCentral · Ody vs OpenPhone
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