Inbound Call Triage & Routing

Communication
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Multi-Channel24/7 AvailableAI-Powered

AI Call Triage & Smart Routing for Healthcare

Deploy AI voice agents to handle inbound calls — triaging patient needs, routing to the right department, answering common questions, and scheduling appointments without human intervention.

148+
Integrations
6
Connected Agents
24/7
Availability

Start for Free

No-code AI automation

HIPAA, GDPR, and SOC 2 compliant

Visual workflow builder

Full audit trails and access controls

300+ apps, 50+ EHR integrations

Free pilot available

How Inbound Call Triage & Routing Works

1
Patient calls office → AI agent answers within 2 rings
2
Caller identified by phone number, patient record loaded
3
Patient: 'I need to refill my blood pressure medication'
4
AI confirms medication and pharmacy, triggers refill workflow
5
Agent: 'I've sent your lisinopril refill to CVS on Main Street. It should be ready in about 2 hours.'
Call resolved without staff involvement — transcript logged to patient chart

Integration capabilities

Cevi can read 7 data types and write 6 data types for Inbound Call Triage & Routing

Patient records
read
appointment schedules
read
account balances
read
prescription statuses
read
provider availability
read
office hours
read
FAQ responses
read
Appointment bookings
write
refill requests
write
callback requests
write
call logs
write
triage notes
write
voicemail transcriptions
write

Join hundreds of medical practices automating their operational workflows with Cevi

Join hundreds of medical practices automating their operational workflows with Cevi

Start for Free

Works with 148+ integrations

Inbound Call Triage & Routing connects to your existing EHR, scheduling, billing, and communication tools

AdvancedMD
AdvancedMD
EHR & Practice Management
Athenahealth
Athenahealth
EHR & Practice Management
Canvas Medical
Canvas Medical
EHR & Practice Management
Cerbo
Cerbo
EHR & Practice Management
Charm EMR
Charm EMR
EHR & Practice Management
Cliniko
Cliniko
EHR & Practice Management
DrChrono
DrChrono
EHR & Practice Management
Elation
Elation
EHR & Practice Management
Epic Systems
Epic Systems
EHR & Practice Management
Healthie
Healthie
EHR & Practice Management
ModMed
ModMed
EHR & Practice Management
Nextech
Nextech
EHR & Practice Management
OpenEMR
OpenEMR
EHR & Practice Management
Practice EHR
Practice EHR
EHR & Practice Management
Ritten
Ritten
EHR & Practice Management
Welkin Health
Welkin Health
EHR & Practice Management
Zenoti EMR
Zenoti EMR
EHR & Practice Management
eClinicalWorks
eClinicalWorks
EHR & Practice Management
Alleva
Alleva
EHR & Practice Management
BestNotes
BestNotes
EHR & Practice Management
CentralReach
CentralReach
EHR & Practice Management
CureMD
CureMD
EHR & Practice Management
Healow
Healow
EHR & Practice Management
Jane
Jane
EHR & Practice Management

Build your Inbound Call Triage & Routing automation with AI

Describe what you want in plain English. Cevi’s AI builds the workflow.

Frequently asked questions about Inbound Call Triage & Routing

Yes. Cevi's voice agent supports English and Spanish natively, with additional languages available through real-time translation.
The agent seamlessly transfers to the appropriate staff member with full call context — the patient never repeats information.
No. Cevi uses state-of-the-art voice synthesis that sounds natural and conversational.

Connected agents & workflows

this workflow connects to 6 other Cevi agents for end-to-end automation

Ready to automate your practice?

BAA on all plans
SOC2 Type II security
HIPAA compliant
99.9% uptime SLA
HIPAACOMPLIANT
SOC 2TYPE II
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