Healthcare Practice Manager

Lead Qualification + Booking

Qualify New Patients and Book Them in One Call

AI asks the right intake questions, checks availability cues, books the appointment, and emails next steps.

Start Free Trial Book a Demo
Works with Google Calendar & GmailNo long-term contract on trialSet up in minutes

Sample Call

Hear how Otofi handles a lead qualification + booking call

Speak into your mic and hear the agent handle a real lead qualification + booking call.

Demo

Hear an agent in action

Click the button and listen. An Otofi agent handles a real call from start to finish.

No mic needed. No account required.
Ready

Transcript

AvaHi, thanks for calling. How can I help you today?
CallerI'd like to book an appointment for next week.
AvaSure, let me check what's available for you…

← Press play to hear the real thing

The Problem

The lead qualification + booking challenge every healthcare practice manager faces

These aren't edge cases - they happen every week, and each one costs you business.

Unqualified callers waste staff time

New patient intake is inconsistent

Opportunities drop because no one has time to qualify properly

Follow-up emails are delayed or forgotten

How It Works

How Otofi handles lead qualification + booking

One AI voice agent. Connects to your Google Calendar and email. Turns every conversation into a confirmed booking, automatically.

1

Answer the call

The AI answers every inbound call with natural, conversational speech.

2

Check real-time availability

It reads your connected Google Calendar and finds open slots instantly.

3

Book the appointment

The slot is written directly into the correct calendar entry - no manual entry needed.

4

Send confirmation email

A professional confirmation email is sent automatically on behalf of your business.

What You Gain

What healthcare practice managers gain with Otofi

Consistent qualification on every call

Every new patient caller gets the same structured intake process - no shortcuts.

Only good-fit patients hit the calendar

The AI screens and routes, so staff only handle patients who are ready to book.

Full details captured and emailed

Intake information and confirmation are sent automatically after the call ends.

Faster path from call to booked visit

Qualification and booking happen in a single seamless conversation.

Platform Capabilities

Everything the Otofi AI voice agent can do

One platform handles inbound answering, outbound calling, calendar booking, and email confirmation - no integrations needed beyond Google Workspace.

Inbound call answeringAnswers every call 24/7 with natural conversation.
Outbound callingPlaces follow-up or reactivation calls on your behalf.
Google Calendar integrationReads live availability and writes appointments in real time.
Email on your behalfSends professional confirmation emails automatically.
Appointment bookingTurns conversations into confirmed calendar events without human intervention.
Lead scoring & summariesAI scores every call and summarises outcomes for your team.

Integrations

Connects to your medical practices software

Reads live availability and writes bookings, notes, and outcomes directly into your tools -- during the call.

Native integrationsDirect API
athenahealth
eClinicalWorks
NextGen Healthcare
DrChrono
Kareo / Tebra
Via Zapier5,000+ apps
Google Calendar
Outlook Calendar
Zapier

Native EHR integrations read live provider schedules and write appointments and refill requests directly, no double entry. Confirm which integrations are native vs. Zapier-based for your specific EHR version at setup.

FAQ

Frequently asked questions

An AI voice agent answers inbound calls and can place outbound calls using natural conversation. It integrates with your calendar and email so every conversation can become a booked appointment with an automatic confirmation - around the clock.
Yes. The agent reads real-time availability and writes the appointment into the correct calendar slot during the call.
Yes. The AI operates 24/7. Callers who reach you outside business hours are handled, scheduled, and sent a confirmation - no staff required.
Yes. Once an appointment is booked, the agent sends a professional confirmation email on your behalf, which helps reduce no-shows.
Yes. A free trial is available with no long-term contract. Connect Google Calendar and be live in minutes.
Otofi voice agents are highly natural and conversational. You control the voice, tone, and conversation style.

Ready to solve lead qualification + booking?

Start free today. Connect Google Calendar and be live in minutes - no long-term contract.

Start Free Trial Book a Demo