Cardiology practices operating across multiple locations field hundreds of calls per day: scheduling requests, prescription refill inquiries, appointment confirmations, and clinical questions. An 18% call abandonment rate across five locations translates to thousands of missed appointments and significant lost revenue every month. TriFetch replaces manual call handling and workflow routing with an AI phone agent and EHR automation that runs continuously.
1. AI Phone Agent — Every Call Answered
The AI phone agent answers 100% of inbound calls across all practice locations. Calls are classified on receipt and routed by type: scheduling requests, prescription refills, appointment confirmations, and clinical questions.
- Scheduling calls trigger an automatic eligibility check before a slot is offered.
- Non-scheduling calls route to live staff with a structured summary of the call.
- Call abandonment drops to near zero — no patient is left waiting on hold.
- Calls handled in the patient's preferred language, available 24 hours a day.
2. Prescription Refill Automation
Prescription refill calls make up a significant share of daily call volume. Most of them follow a predictable pattern: the patient calls, staff checks the EHR, and tells the patient to go to the pharmacy because a refill is already available.
- Agent checks the EHR in real time during the call to identify available refills.
- Approximately 70% of refill calls are resolved automatically without MA involvement.
- Patients with available refills are directed to their pharmacy on the same call.
- Cases requiring clinical review are escalated immediately with structured context.
3. Patient Scheduling and Appointment Management
New patient scheduling, follow-up appointments, cancellations, and rescheduling are handled by the AI agent without staff involvement.
- Eligibility verification runs automatically at the time of scheduling.
- Provider-specific scheduling rules applied by location and subspecialty.
- Appointment confirmations and reminders sent via patient preferred channel.
- Rescheduling requests handled in the same call — no callback required.
4. EHR Integration
Every patient interaction is written directly to the EHR. No manual data entry is required after any call.
- Patient lookup runs in real time during each call.
- New patient records created automatically if no existing chart is found.
- Prescription status checks and live appointment slot availability pulled during the call.
- All call outcomes, appointment changes, and refill actions logged without staff touchpoints.
5. Multi-Location Coordination
A single TriFetch deployment covers all practice locations. Location-specific scheduling rules, provider availability, and insurance contracts are configured per site. Adding a new location does not require adding proportional staff.
- Unified reporting across all locations in a single dashboard.
- Per-site provider schedules, slot types, and routing rules maintained independently.
- Patient calls routed to correct location context based on appointment history or patient preference.
See how TriFetch works for your cardiology practice.
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