Catch what matters on every call
Red-flag symptoms, identity checks and clear next steps, evaluated on every scheduling call
Every scheduling call, staff or AI agent, is checked for red-flag symptoms, identity verification and a clear next step, and new hires practice hard patient calls before taking live ones.
Built for health systems, medical groups, and patient access and contact center leaders
Red-flag symptoms, identity checks and clear next steps, evaluated on every scheduling call
New hires practice hard patient calls until they are confident
The same standard for your schedulers and your AI scheduling agents
Select a moment to see the exchange, the standard and what Melro found
Every scheduling call, staff or AI agent, is checked for red-flag symptoms, identity verification and a clear next step, and new hires practice hard patient calls before taking live ones.
The phone is still the front door: one call decides whether a patient gets care, how fast, and whether they come back.
Patient“I need to move my cardiology follow-up. Also, my chest has felt tight since this morning.”
AI agent“I can help with that. The next available cardiology appointment is June 18 at 10:40 a.m. Does that work?”
Screen every call for red-flag symptoms; chest pain or pressure goes to a nurse or emergency guidance before any scheduling.
Missed at 00:41. The patient reported chest tightness; the AI agent kept scheduling with no symptom screen and no transfer to a nurse.
Caller“I’m calling about my mom’s test results. She’s right here but can’t come to the phone.”
Patient access rep“I want to help. Before I share anything, I need to verify her identity and confirm you’re authorized on her record.”
Verify identity and authority before discussing any health information; if the caller isn’t authorized, explain exactly how to get access.
Met at 01:05. The rep verified the patient’s identity and checked the authorization on file before sharing results, then explained the proxy form.
Patient (practice counterpart)“My insurance denied the MRI. My doctor says I need it. What am I supposed to do?”
Scheduler“I’m sorry. Denials go back to your doctor’s office, so I’d give them a call about an appeal.”
Own the next step: find the denial reason, start or route the appeal, and give the patient a date for an update.
Partly met at 04:12. The scheduler named who handles the appeal but didn’t check the denial reason or commit to a follow-up date.
15 minutes with our team. Bring one conversation your people have to get right.