For family practices & outpatient clinics

Visits Booked,
Care Left to You

Your staff is with patients, and the phone keeps ringing. Sona answers day and night, says it's an AI, books and moves visits, takes messages for your nurse line, and gives no medical advice.

  • Books, moves and cancels visits on one schedule
  • Checks name and number before changing a booking
  • Takes structured messages for your nurse line
  • Gives no medical advice, and says so

Talk to us first · We don't offer a BAA today · A 30-minute call with our team

Sample call

Clinic Reschedule Call

Scripted example: a patient moves a physical after an ID check.

SonaQuillmore Family Medicine, this is Sona, the clinic's AI receptionist. How can I help you today?

0:00/1:40

Moved

Visit Rescheduled

Noted

Billing Callback

Read the full transcript
  1. 0:00

    SonaQuillmore Family Medicine, this is Sona, the clinic's AI receptionist. How can I help you today?

  2. 0:08

    CallerHi, I have a physical on Thursday at nine, and I need to move it. I'm traveling for work that week.

  3. 0:17

    SonaI can help with that. What name is the appointment under?

  4. 0:22

    CallerMarcus. I booked it from this phone.

  5. 0:26

    SonaThanks, Marcus. I found your physical on Thursday at 9:00 AM, under your name and this number. I can offer Tuesday at 8:20 AM or Wednesday at 2:40 PM. Which works?

  6. 0:39

    CallerTuesday morning, please.

  7. 0:41

    SonaSo that's Tuesday at 8:20 AM in place of Thursday at 9:00. Shall I move it?

  8. 0:48

    CallerYes, please. And one more thing: I have a question about a bill from last month. Can someone call me back?

  9. 0:57

    SonaDone. Your physical is now Tuesday at 8:20 AM, and the Thursday slot is open again. I can't see billing records, but I'll leave the billing office a message with your name, this number and what it's about. When's a good time to reach you?

  10. 1:17

    CallerAny afternoon this week works.

  11. 1:20

    SonaGot it. Billing has a message to call you back any afternoon this week, and you're set for Tuesday at 8:20 AM. Anything else?

  12. 1:31

    CallerNo, that's everything. Thanks.

  13. 1:34

    SonaYou're welcome, Marcus. Quillmore Family Medicine will see you Tuesday at 8:20 AM.

For healthcare practices, Sona starts with a conversation: it isn't set up for patient health information yet, and we don't offer a business associate agreement (BAA) today. Talk to us before you set anything up.

24/7

Answering

ID

Before Any Change

Taken

Nurse-Line Messages

Brief

Before Transfer

For the clinic front desk

What Sona Handles for Your Staff

Scheduling, messages and everyday questions, handled inside the call. Sona gives no clinical answers and checks identity before it changes a booking.

Visits Booked & Moved

Books, moves and cancels visits against the availability you set in the dashboard, on one schedule for the clinic. It reads each time back and never double-books a start time.

Identity Before Details

Before it moves or cancels a visit, Sona matches the caller's name to the booking, and it only looks up bookings made from the number they're calling from.

Messages for Your Staff

Takes a structured message with who's calling, how to reach them and what they need, then puts it in your team's inbox, marked urgent when your rules say so. Nothing scribbled on a sticky note.

Urgent Calls to Staff

Calls your rules mark urgent go to staff with a spoken brief first. Sona is not an emergency service: it is instructed to tell a caller describing an emergency to hang up and dial 911.

New-Patient Questions

Which plans you take, what to bring, where to park: answered from your own documents, the same way every time, and passed to your team as a message when Sona isn't sure.

Nights & Weekends

After hours runs on rules you set: answer and book, transfer to an on-call line, or take a message. Sona can follow the US federal holiday calendar and any closures you add by date.

Primary and Specialty Care

Whatever the specialty, the clinic gets one shared schedule, and each call is handled by the rules your staff write down.

Family Medicine
Internal Medicine
Pediatrics
OB-GYN
Eye Care
Allergy & Asthma
Sports Medicine
Direct Primary Care

What Happens on a Clinic Call

Each call becomes a booked visit, a message for staff or a warm transfer.

  1. The Clinic Line Rings

    Your clinic line forwards to your Sona number when it's busy, after hours or all the time. Sona answers and says it's an AI first.

  2. Sona Follows Your Rules

    It books a visit, moves one after a name and number check, takes a structured message, or briefs staff and transfers the call.

  3. Your Staff Stay Informed

    Transcripts and call summaries sit in your dashboard, and new bookings are already on the clinic's Sona schedule.

Two Calls From a Clinic Day

Scripted examples of the calls a clinic front desk takes every week.

  • Example · After hours

    A caller rings after closing to move a Thursday visit to next week, because work got in the way.

    What Sona did

    Sona matched the caller's name to the booking made from that number, moved the visit to the opening they picked, and read the new day and time back.

  • Example · Lunch hour

    A caller asks which insurance plans the clinic takes and where new patients should park.

    What Sona did

    Sona answered both from the clinic's own documents, offered a new-patient visit, and booked the time the caller picked after reading it back.

Questions Clinics Ask

The questions practice managers and physicians bring to a first call.

Talk to us first

Staff With Patients,
Sona on the Phone

Book a 30-minute call with our team. We'll go through what Sona can and can't do for your clinic before anything is set up.

Talk to us first · We don't offer a BAA today · A 30-minute call with our team