Practice

AppointmentsDay, week and list calendar with live status, booking and check-in; a video visit’s Join opens the call on Telehealth.OpenTelehealthToday’s video visits: the waiting room and how long each patient has waited, who is ready (link, device, consent, location, fallback phone), what the AI employees do when someone is late, the call with a start-of-visit check, captions, interpreters and a switch to phone, and what happens after.OpenMessagesOne inbox for texts, portal messages, website chat and email. The AI handles what it can; what needs a person is routed to the right one.OpenSign inStaff sign-in: work email and password or passkey, a second step, then the practice to open.OpenPatientsEvery patient, with filters, quick actions and a link into each record.OpenPatient recordJordan Lee: vitals, labs, medications, notes and the Aria assistant.OpenPendingEverything waiting on a patient or on the team in one queue: consent forms, payments, uploads, visit confirmations and clinical items. Remind or resend by text, email or the portal, mark received, send a new request. The practice side of the portal’s Pending.OpenForms & consentsWho signed which version of what: requests, templates with New York defaults, automation rules, certificates and settings.OpenPaymentsWhat came in and what is still to collect: today’s visit fees, cards on file, refunds, receipts, memberships and packages. The practice side of the portal’s Payments.OpenMembershipsFor membership clinics: the plans the practice offers (fee, monthly or yearly, what is included, the agreement), every member with status, what renews or charges next, every membership charge; enroll, change plan, pause, cancel, retry a declined card. The practice side of the portal’s Membership.OpenInsuranceEvery patient’s coverage, insurance card and superbills in one place: cards missing or to check, ask for a card, mark it received, edit coverage, every superbill by status. The practice side of the portal’s Insurance.OpenServices & pricingWhat the practice offers, duration, price, payment and delivery, and the consent forms each visit needs. The AI Receptionist books from this list.OpenSettingsPractice info: name, specialty, phone, locations, hours and team — the facts every AI employee works from.Open

AI employees

AI ReceptionistLive calls, call log, bookings and hand-offs to the front desk.OpenAI ScribeConsent, live recording, structured draft and sign-off.OpenAI Follow-UpPost-visit check-ins, flagged concerns and replies.OpenAI RecallPatients due for a visit, campaigns and live results.OpenAI activityWhat every AI employee did, by day, week and month: what needs you, what got done, time saved.OpenAI knowledgeWhat the AI employees answer from: sources with owners and review dates, the practice profile, guardrails, unanswered questions and a test rail.OpenPractice AssistantAria in a chat, one patient at a time: pick the patient, watch the record being read, ask about labs, visits and medications, then take the next step with your approval.Open

Patient portal

HomeJordan Lee’s view of his clinic: what needs him, the next visit, care plan, messages, activity; switch between his two clinics.OpenPendingWhat still needs Jordan, as a task list with one button each: sign, upload (front and back of a card), confirm, book or pay; what the practice is doing for him; scheduled charges; done recently.OpenAppointmentsUpcoming and past visits; book, move or cancel with live times, join video, add to calendar, reminders.OpenVideo visitsThe next video visit: get ready (camera and microphone test, where you’ll be, who joins, the number to call if video fails), join the waiting room, the call, and what comes next.OpenMessagesConversations with the care team. AI Concierge answers routine questions instantly and routes medical ones to Dr. Johnson.OpenLab resultsResults as soon as the lab sends them, with ranges, plain-language notes and home readings (blood pressure, sleep, weight).OpenPrescriptionsActive prescriptions, refill requests with status tracking, over-the-counter list.OpenForms & consentsSign what is waiting, upload what was asked for, and keep a copy of everything signed.OpenPaymentsWhat is due and coming, pay ahead, receipts, cards on file, membership.OpenMembershipYour plan: what it includes and how much of it you have used, the fee and when it renews or charges, your card, the agreement to sign, membership charges, and change plan, pause or cancel.OpenInsuranceYour plan and member ID, your insurance card (front and back) and a superbill for every paid visit, with how to claim out-of-network benefits.OpenMy informationContact details, health summary, care plan and instructions, documents, sharing and sign-in security.OpenFilesEvery document on the record, filtered by source; upload, preview, download, full-record request.OpenPharmacyChoose a preferred pharmacy near home or work, delivery or mail order.OpenSign inCode by text or email, no password. Opens the portal home.Open