Hear the medical intake agent live. Call the Forge Voice demo line: +1 (234) 235-2314
Forge Voice / Medical Intake Vertical BAA Available / HIPAA-Aligned Configuration

The bilingual AI receptionist that handles patient intake without breaking HIPAA.

A done-for-you voice agent built for medical practices. It answers every patient call in English, Spanish, and 30+ other languages (French, Portuguese, Mandarin, Vietnamese, Tagalog, Arabic, and more), books appointments, collects intake information under HIPAA-aligned safeguards, redacts PHI in shareable transcripts, and routes crises to your on-call clinician. We sign a BAA, we integrate with Athena, Epic, eClinicalWorks, or Jane, and we tune the triage boundaries so the agent never steps over the clinical line.

Call the Live Demo Claim a Launch Slot
BAA signed before go-live
Encrypted storage + audit logs
EMR-ready integrations
24/7 bilingual intake
Why Medical Practices Lose Patients on the Phone

Every missed call is a patient you did not see.

The typical outpatient practice loses 25-35% of inbound calls during peak hours, holds patients on hold 4-7 minutes, and hangs up on a meaningful share of callers who needed something urgent. Spanish-speaking patients face an even wider gap. The front desk is swamped, the phone tree is dated, and the referring provider just sent them three practices they can try instead.

Typical Abandonment
31%
Of inbound patient calls abandon hold or roll to voicemail during midday peak at mid-sized practices.
Spanish-Only Patients
1 in 5
US outpatient calls originate from a Spanish-dominant household in major metros. Share is higher in pediatric, OBGYN, and primary care.
Typical No-Show Rate
18%
Across US outpatient specialties. Structured reminders plus real-time rebook can cut this by more than half.
Avg Visit Revenue
$186
Commercial primary-care visit. Cover the Pro plan in under a week on recovered no-shows alone.
HIPAA-Aligned Configuration

A deployment posture that your compliance officer can sign off on.

We deploy the agent in a configuration designed to meet the Administrative, Physical, and Technical Safeguards of the HIPAA Security Rule. We sign a BAA before the agent takes a single call. HIPAA compliance is a shared responsibility, we provide the technical safeguards and legal agreements, your practice maintains workflow, training, and minimum-necessary use.

01 / BAA

Signed Business Associate Agreement

Covers permitted uses, safeguards, subcontractor flow-down, breach notification, audit rights, and termination. Signed before the agent goes live.

02 / ENCRYPTION

Encryption In Transit and At Rest

TLS 1.2+ for all call media and API traffic. AES-256 at rest for recordings, transcripts, and intake fields. Keys rotated and managed inside our HIPAA-scoped infrastructure.

03 / ACCESS

Role-Based Access Controls

Minimum-necessary access enforced at the dashboard and API level. Role separation for front desk, clinician, and administrator. MFA required on all accounts.

04 / AUDIT

Audit Logging

Immutable audit logs for PHI access, transcript views, recording playback, and integration writes. Retained per your documented policy and available for compliance review.

05 / REDACTION

PHI Redaction Layer

Transcripts and summaries that leave the encrypted vault pass through a redaction layer. Names, DOB, phone numbers, addresses, and insurance identifiers are masked by default in email and SMS.

06 / TRIAGE

Clinical Boundary Enforcement

The agent does not diagnose, prescribe, or offer medical advice. Emergency keyword detection routes chest pain, stroke, suicidal ideation, severe bleeding, and any keyword set you define to 911 or 988 and your on-call escalation.

This page describes the configuration Forge Voice deploys for covered entities. It does not constitute legal advice. HIPAA compliance is a shared responsibility and depends on your internal workflows, policies, and staff training. Ask for our current security overview and BAA template during discovery.

Medical Call Scenarios We Handle Today

Tuned for the calls that fill your schedule.

Medical intake is not generic customer service. Every call type has compliance, clinical, and scheduling constraints. The Forge Voice medical agent runs each scenario the way a trained front-desk lead would.

SCENARIO 01

Primary Care New Patient Intake

Caller is a new patient on a PPO plan. Agent captures name, DOB, insurance carrier and member ID, chief reason for visit at a high level, preferred provider, and appointment preferences. Books the new-patient slot and triggers the insurance verification and new-patient packet flow.

SCENARIO 02

Specialty Clinic Scheduling

Caller has a referral from a PCP for dermatology, cardiology, or GI. Agent captures the referring provider, verifies the referral authorization requirement for the plan, books the specialist visit, and kicks off records-request flow to the referring office.

SCENARIO 03

Dental and Orthodontic Booking

Caller wants a cleaning, hygiene visit, or orthodontic consult. Agent runs the dental intake script, captures the last cleaning date, insurance benefits, x-ray cadence, and books into the hygienist or doctor schedule based on your template rules.

SCENARIO 04

Mental Health Crisis Routing

Caller expresses suicidal ideation, acute distress, or any keyword in your crisis set. The agent pauses the intake flow, reads your crisis script, directs to 988 Suicide and Crisis Lifeline, and escalates to your on-call clinician with a priority flag. The agent never attempts to counsel.

SCENARIO 05

Rx Refill and Results Requests

Existing patient wants a refill or asks about lab results. Agent does not quote results or approve refills. It takes a structured message, routes to the right clinician or MA queue, and sets expectations on callback windows in the patient's preferred language.

SCENARIO 06

No-Show Reduction Sequence

The agent runs confirmation calls and SMS at 48h and 2h before the visit in the patient's preferred language. When a patient cancels, the agent immediately dials the waitlist in order, books the first yes, and the slot never sits empty.

Launch Path

From kickoff to live intake in seven days.

A structured launch program with BAA execution, HIPAA-aligned provisioning, and clinical triage tuning baked in.

DAY 1

Discovery + BAA

Ninety-minute call with you, your front desk lead, and your compliance contact. BAA signed. Triage boundaries agreed. Emergency keyword set defined.

DAY 3

Build & Integrate

We wire Athena, Epic, eClinicalWorks, or Jane, build the bilingual intake knowledge base, load your provider templates, and configure the PHI redaction layer.

DAY 7

Go Live

You and your compliance lead approve the staging calls, we port or forward the line, and the agent starts taking real intake the moment you say go.

DAY 30

Tuned & Reviewed

Thirty days of active tuning. By day 30 the agent runs your intake script like a senior front-desk lead who knows your providers and your templates cold.

What Is Included

A complete, done-for-you medical intake program.

You do not buy a tool. You get a ready-to-run bilingual intake system, deployed in a HIPAA-aligned configuration, wired to your EMR, and actively tuned by the Forge team.

01 / DISCOVERY

Practice Workflow Mapping

We work with your office manager, lead clinician, and compliance contact to document intake flow, provider templates, emergency triage boundaries, and exactly what front desk does today.

02 / BAA

Business Associate Agreement

We sign a BAA before the agent takes a single call. Covers permitted uses, safeguards, subcontractor flow-down, breach notification, and termination. Template available for review during discovery.

03 / VOICE

Bilingual Clinical Voice

A bilingual voice tuned for medical intake. Warm, precise, unhurried. Same voice greets the English caller and the Spanish-speaking patient and holds the clinical line on both.

04 / KNOWLEDGE

Intake Knowledge Base

Provider templates, visit types, insurance carriers accepted, pre-auth rules, referral handling, sliding-fee rules, cancellation policy, new-patient packets. Bilingual and culturally adapted.

05 / EMR

EMR / PM Integration

Athena, Epic, eClinicalWorks, DrChrono, Kareo, Jane, SimplePractice, or custom FHIR / HL7 / webhook. Patient lookup, appointment write, and intake field updates flow through supported paths.

06 / REDACTION

PHI Redaction Layer

Shared transcripts and email summaries auto-redact identifiers. The encrypted original stays inside the HIPAA-scoped vault with role-based access. Nothing leaks into generic email threads.

07 / TRIAGE

Clinical Boundary Rules

Emergency keyword set you define. Crisis scripts you approve. Escalation rules that route to 911, 988, or your on-call clinician. The agent never diagnoses, prescribes, or offers medical advice.

08 / REMINDERS

No-Show Reduction

Bilingual appointment reminders at 48h and 2h pre-visit. Automatic rebooking from the waitlist when cancellations come in. Patient preferences (call vs SMS) honored per record.

09 / REVIEW

Monthly Optimization

Thirty-minute working call with your Forge strategist. We review booking rate, no-show rate, Spanish capture, triage edge cases, and escalation review. Written scorecard with actions.

Medical Plans

Priced for practices that take every patient seriously.

Simple monthly retainer. Usage passthrough at a flat rate. BAA included.

Core
$497/mo
For the solo-provider practice or small clinic that wants front-desk relief without compliance risk.
  • 2,000 included minutes / mo
  • English + Spanish intake
  • BAA included
  • One EMR integration
  • PHI redaction layer
  • Email intake brief after every call
  • Live dashboard, two seats
Start with Core
Scale
$1,997/mo
For multi-location groups, specialty networks, and mental-health practices with high-risk triage needs.
  • 12,000 included minutes / mo
  • Outbound reminder and recall program
  • Multi-location routing
  • Crisis escalation integration
  • Priority clinical escalation tier
  • Live dashboard, unlimited seats
  • Dedicated strategist, weekly review
Talk to Scale
BAA included on every tier. Minutes are shared across inbound and outbound. Overage runs at a flat per-minute rate you see before it bills.
30
Day Outcome
Guarantee

If the agent does not recover at least 25 booked patient visits in month one, month two is on us.

Not a refund gimmick. An outcome commitment. We track every recovered missed call, every appointment booked, every no-show saved in your dashboard. If the agent does not hit the recovery threshold we agree on during discovery, the next month of retainer is waived while we keep tuning.

We only take on practices we believe we can win for. If discovery shows it is not a fit, we will tell you before you sign.

Available on Pro & Scale plans. Benchmarks set during discovery from your baseline call volume.
Forge Voice Partner Program

Refer a practice. Get paid every month they stay.

Practice management consultants, EMR integrators, medical marketing agencies, and RCM firms. Send us practices and we split the profit with you fifty-fifty for the lifetime of the account. No cap, no sunset, no quarterly reset.

Revenue Share
50%
Of net profit on every referred practice. Every month, for as long as the customer stays.
Attribution Window
90d
First-party cookie plus fingerprint fallback. A click today still pays out on a sale three months from now.
Example Monthly
$248
Per active Pro-tier practice you refer. Ten practices equals $2,480 recurring.

Applications reviewed within 48 hours. We approve partners we believe can win. Once approved, you get a unique referral link, the full asset vault, and a Slack channel with our team.

Apply to the Program
Questions Practice Owners Ask Most

Frequently asked, honestly answered.

Is the medical AI receptionist HIPAA compliant?

We deploy the agent in a HIPAA-aligned configuration. That includes a signed Business Associate Agreement (BAA), encrypted call storage, access controls tied to your account, audit logging, configurable retention, minimum-necessary access, and PHI redaction in transcripts. HIPAA compliance is a shared responsibility, we provide the safeguards and the BAA, you maintain your own internal workflow and staff training.

Do you sign a Business Associate Agreement (BAA)?

Yes. Medical practices on any tier can request a BAA. We sign it before the agent goes live. The BAA covers permitted uses of PHI, safeguards, subcontractor flow-down, breach notification, and termination. If a subprocessor we rely on also touches PHI, we maintain BAAs with them too.

How is PHI redacted in call transcripts?

Transcripts that leave the encrypted vault pass through a PHI redaction layer. The agent automatically masks sensitive identifiers in transcripts shared over email, SMS, or non-covered channels. The raw encrypted record remains accessible inside your HIPAA-aligned dashboard with role-based access controls.

Does it integrate with Athena, Epic, eClinicalWorks, or Jane?

Yes. We integrate with Athena, Epic, eClinicalWorks, DrChrono, Kareo, Jane, SimplePractice, or your internal PM system via FHIR, HL7, or a custom secure webhook. Appointment writes, patient lookups, and intake fields all flow through the supported integration path, not screen-scraping.

How does the agent handle emergency or crisis calls?

The agent runs explicit triage boundaries. It does not diagnose, prescribe, or offer medical advice. If a caller describes symptoms consistent with a medical emergency (chest pain, stroke symptoms, severe bleeding, suicidal ideation, and any keyword set you define), the agent recites your emergency script, directs the caller to 911 or 988 as appropriate, and warm-transfers to a human or your on-call clinician per your escalation rules.

Can it handle Spanish-speaking patient intake?

Yes. The agent detects Spanish on the first word and runs the entire intake in Spanish, including insurance capture, medical history screening questions you define, and appointment scheduling. Spanish-speaking patients are a large and often underserved segment, especially in primary care, OBGYN, and pediatric practices. Serving them on the first ring materially raises booking rate and patient satisfaction.

Does it reduce no-show rates?

Yes. The agent runs automated reminder sequences by SMS and voice in the patient's preferred language. It confirms arrivals, offers rescheduling before the appointment is missed, and re-books the slot in real time when a cancellation comes in. Clinics using the full outbound program typically see a 12-24 point reduction in no-show rate within 60 days.

How long does it take to go live?

Most practices are live on a forwarded number within 5 to 7 business days. We execute the BAA, provision HIPAA-aligned infrastructure, wire your EMR, review sample calls, then port the line.

Can my staff still pick up the phone when they want to?

Yes. You decide the routing. Many practices run the agent only after hours, only during lunch, or only on overflow. Others run it all day and let staff pick up specific queues (refill requests, established-patient triage) while the agent handles everything else.

What about dental, orthodontics, or mental health specifically?

Each specialty gets its own intake script, provider template rules, and triage boundaries. Dental and orthodontic practices typically see the largest booking-rate lift. Mental health practices benefit most from the crisis routing and the bilingual warmth in intake. Ask about vertical-specific references during discovery.

More From Forge

See the rest of the Forge stack.

Forge Voice is one product in a suite built for service businesses and practices that want to stop losing revenue to operational drag.

Forge Voice

General Voice Page

The full Forge Voice product in 30+ languages. Any vertical.

Forge Agent

AI SMS + Web Chat

The text-side twin to Forge Voice. Same intake, over SMS and website chat.

Forge Vault

Patient Document Vault

Secure patient portal for forms, consent docs, and records with HIPAA-aligned controls.

Forge Desk

Back-Office Automation

Billing reminders, review collection, and recall programs for outpatient practices.

Stop losing patients to the other practice that answered first.

Call the Forge Voice demo right now. Talk to the medical intake agent. Ask about booking a follow-up in Spanish with PHI redaction on. When you are ready, claim your launch slot.

Call +1 (234) 235-2314 Claim a Launch Slot