Check the referral and the plan
Ask for the surgeon’s name, the surgery date, and the insurance plan, then answer from your referral and insurance notes.
Physical therapy
Post-op patients call about their first visit, runners ask whether they need a referral, and regulars want to move Thursday’s session. Your assistant answers from your clinic’s policies, books initial evaluations and follow-ups, and puts post-surgery warning signs in front of a licensed therapist right away.
An AI receptionist for physical therapy clinics answers patient calls and texts while your therapists are treating, using your services, hours, referral policy, and the insurance you accept. InsertChat’s assistant books initial evaluations and follow-up visits, tells post-op patients what to bring, and sends new pain, swelling, and clinical questions to a licensed therapist.
EXAMPLE WORKFLOW · Phone call
A patient calls at 7:40 a.m., while both therapists are with early patients and the front desk isn’t in yet.
“I had ACL surgery on Friday and my surgeon says I should start PT this week. Is anything open before Thursday, and what do I bring?”
Ask for the surgeon’s name, the surgery date, and the insurance plan, then answer from your referral and insurance notes.
Offer evaluation openings before Thursday and book the time the patient picks, at the length you set for first visits.
Share your first-visit checklist, such as the surgeon’s protocol, a photo ID, and shorts. The call summary lands with your front desk.
Calf pain, new swelling, a fever, or a wound that looks wrong after surgery is flagged for your therapists at once, and anyone describing chest pain or trouble breathing hears your instruction to call 911.
Illustrative scenario. Answers depend on your sources; actions depend on your connected tools and permissions.
Answers come from the knowledge you add. Anything on the urgent list follows the handoff rules you set.
Yes, from the policy you write. Referral rules differ by state and by insurance plan, so add the version that applies to your clinic and each plan you take. The assistant explains it, asks for the referring provider when there is one, and books the evaluation. Coverage and authorization checks go to your front desk with the plan details already collected.
Your therapists hear about it right away. The assistant asks what changed, when it started, and the surgery date, then marks the conversation urgent and emails the teammates you chose. It never tells a patient whether a symptom is serious. If the caller describes chest pain, trouble breathing, or another emergency on your list, the assistant reads your instruction to call 911.
Yes, InsertChat can sign a Business Associate Agreement (BAA) on Enterprise. Diagnoses, surgery dates, and insurance details that patients share can be protected health information, so choose Enterprise and sign the BAA before the assistant collects them. On other plans, keep protected health information out of the assistant, its calendar, and its connected tools.
Clinics that handle protected health information with the assistant need Enterprise, from $998 a month, which can sign a BAA and includes 100 AI assistants, enough for one per location. On other plans, from $98 a month, keep protected health information out of the assistant. Calls draw on monthly credits in whole minutes, and each extra phone number is $10 a month.
Explore InsertChat’s shared workspace with Northstar Home Services, our fictional demo business.
InsertChat answers your business calls from your own services, hours, and prices. It books appointments on your calendar and brings in your team, full transcript attached, when a person should follow up.
Explore AI receptionistYour front desk offers open times, books the one the customer picks, and moves or cancels it later, on calls, website chat, and texts. Every booking stays linked to the customer and the conversation.
Explore SchedulingCustomers text your InsertChat number and get answers from your knowledge. Your team sees every thread in the shared inbox and can step in.
Explore AI text messagingYes. Set your clinic line to ring the front desk for 5 to 60 seconds, and the assistant answers whatever isn’t picked up. That covers check-in rushes and the hour before staff arrive. It can also take every call after hours. US and Canadian clinics can forward their current number to InsertChat.
Yes, for visits the assistant booked. Patients text your InsertChat number, the assistant offers new times, and the change shows on your calendar. Each visit can get a text or email reminder 72 and 24 hours before, so patients move a session instead of skipping it. Visits booked another way are changed by your staff.
No. InsertChat doesn’t connect to physical therapy EMR or practice management software, so plans of care and notes stay where they are. The assistant books into Google Calendar, Outlook, Calendly, Cal.com, or InsertChat’s built-in calendar. If your schedule lives in your EMR, have it collect requests with the body area, referral, and preferred times for your front desk to enter.
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