Workflow
Appointment MAnagement

Every appointment booked, confirmed, and kept.

Confido Health's AI Voice Assistant manages appointments end-to-end, inbound and outbound, and writes every change straight into your schedule.
  • Patients call, the AI books them. No hold time. No staff needed
  • Enforces your provider rules, location logic, and specialty calendars
  • Recovers cancellations and backfills from your waitlist in real time
  • Deep integrations with 40+ EHRs, PMS & phone systems

See Appointment Management live

Book a 30-minute demo on your own workflows.

Trusted by 1500+ dental and healthcare sites nationwide

The scheduling problem

Ringing phones, gapped schedules, stretched staff.

Phone volume climbs while staffing stays flat. The calls that slip through become lost visits, no-shows, and burned-out front-desk teams.

1 in 4

of calls abandoned at peak hours, sending patients to voicemail.

60%

of callers hang up after one minute on hold. Those slots stay empty.

4 FTEs

of staff time lost to confirmations and reminder calls.
What it covers

The whole appointment lifecycle, inbound and outbound.

Confido Health does not stop at answering. It runs the calls patients make to you, and the calls you need to make to them, then writes every outcome back to your schedule.

New Scheduling

New-patient and routine visits booked against your live availability, with your scheduling rules enforced on every call.
Inbound
Booked

Reschedule & Cancel

Patients move or cancel in a natural conversation, and the open slot is released back to your waitlist automatically.
Inbound
Updated

Urgent Triage

After-hours calls answered, urgent versus routine sorted in the moment, and warm-transferred to your staff when needed.
Inbound
Escalated

Confirmations & Reminders

Outbound confirmation and reminder calls and texts, plus no-show follow-ups, that cut empty chairs before they happen.
Outbound
Confirmed

Waitlist Backfill

The moment a chair opens, the slot is offered to the right patients on your waitlist and rebooked within minutes.
Outbound
Chair filled

Intake & Prep

Intake forms delivered right after booking and pre-visit instructions sent ahead, so patients arrive prepared on time.
Outbound
Sent
How it works

It sits between every patient channel and your EHR, PMS, phone systems.

From the first hello to a completed task in your EHR/PMS all in one conversation.

1. Patients

Patients call, text, or reach out through the web, day or night.

2. Channels

Confido Health answers on your existing phone lines and IVR. No number changes.

3. Your systems

It writes the outcome directly into your EHR/PMS systems.

4. Your practice

Staff sees completed tasks and a live record of every patient interaction.
The impact

We tried to stay humble.
The numbers had other ideas.

Measured on work completed, not call minutes — live across every deployment. Hover a stat if you want the unfiltered version.
01

4-5 hrs

Saved per staff member
Per provider, per day. Freed from repetitive phone work.
02

50%

Fewer No-Shows
Through consistent confirmations, reminders, and follow-ups.
03

15-20%

Boost in Recovered Revenue
For multi-location group practices across 51 clinics.
04

<1 min

to answer, every time
Hold music? Never met her.
Customer stories

Proof from the front desk.

Workflow

"We get about 20,000 calls each week across our 51 locations, and Confido handles 40% automatically. At many of our locations, daily call volume has dropped from around 130 calls to about 70, significantly reducing missed calls and giving staff more time to focus on patient care."

Srinivas Danda
Chief Operating Officer.
Workflow

“Before Confido, we were losing patients to missed calls and long hold times. Now our AI handles calls 24/7, schedules appointments, and patient complaints about hold times are zero.”

Maria Trusa
Chief Executive Officer
Workflow

“Before Confido Health, we were losing patients because of missed calls. Now our front desk isn't juggling everything at once and can focus on the patients walking through the door.”

Maria Felipe
Senior Operations Manager
Workflow

“Confido Health didn't just deliver technology; they became a true partner. They understood our workflows, listened to our needs, and built solutions that fit our FQHC. They've exceeded every expectation.”

Elena Segroves
Sr. Site Operations Officer
Workflow

“Confido Health has transformed our phone operations. We've reduced manual calls, improved routing, accelerated medication requests, and freed our team from much of the triage burden.”

Richard Perrotti
VP, Chief Administrator Provider Organization
DEEP INTEGRATIONS

It works inside the systems you already run.

Confido Health connects to your EHR, PMS, and phone system through modern APIs and system-level connectors for the platforms that do not expose them. Your workflows stay the same. They just run faster.
40+ live integrations across EHR, PMS, and telephony.
Explore all integrations
Enterprise-grade by default

Healthcare-grade security, built in.

Confido Health meets the bar enterprise healthcare requires, and goes live without a rip-and-replace.

HIPAA compliant

Patient data handled to HIPAA standards across every workflow and integration.

SOC 2 Type II

Independently audited controls for security, availability, and confidentiality.

Live in 4 to 6 weeks

Confido Health connects to your stack and goes live without a rip-and-replace.

ROI in 60 to 90 days

Measurable impact on capacity, access, and revenue within the first quarter.
Questions, answered

What healthcare teams ask first.

Will it work across all of our locations?
Yes. Confido Health answers on your existing phone lines across every location, routing and booking by provider, office, and schedule, with rules configured per site.
Does it integrate with our EHR and PMS?
Yes. Confido Health connects with 40+ medical, dental, specialty, and telephony systems, reading and writing directly inside your EHR and PMS so every completed task is reflected in your source of truth.
What happens when a call needs a human?
The AI Voice Assistant transfers the call warmly to your staff with full context, so patients never repeat themselves. Your team stays in control of every escalation path.
Is Confido Health HIPAA compliant?
Yes. Confido Health is HIPAA compliant and SOC 2 Type II certified, with enterprise-grade safeguards for patient data at every step.

See it answer a call in 30 minutes.

Bring a workflow that eats your staff time. We will walk you through how Confido Health completes it, step by step.
Book a demo