CRM for Medical Practices

• The problem

  Monday morning the lines are full and new patients hang up on hold.

  In Kompot.ai

  Calls through your connected number are recorded and saved on the patient's contact, and a caller you have never seen becomes a new contact. The front desk works through a list of names to call back instead of a voicemail box nobody has time to play.

• The problem

  The physician says “come back in the fall” and nobody books the visit.

  In Kompot.ai

  Put the date the next visit is due in a field on the patient. A scheduled workflow messages them with a link to your booking page when the date comes close, and creates a task for the front desk if the visit is still not on the calendar.

• The problem

  New-patient paperwork is filled in on a clipboard while the exam room waits.

  In Kompot.ai

  Turn your consent form and financial policy into document templates with merge fields. Send them by email or link before the visit, or show a QR code at the desk, and the signed PDF with its audit trail stays on the patient's record.

• The problem

  A colleague refers a patient, and nobody checks whether that patient ever booked.

  In Kompot.ai

  Keep referring physicians as partner contacts and open an opportunity for each referral with stages you define: received, called, booked, seen. The board shows which referrals are stuck, and a “referred by” field on the patient tells you whom to thank.

• The problem

  Self-pay balances leave with the patient and the statement goes out weeks later.

  In Kompot.ai

  Create the invoice from your price list at checkout and send it by text or email with a payment link. The patient pays by card through Stripe or PayPal, a part payment taken at the desk is recorded against the invoice, and anything overdue is flagged.

What you keep on record

Patient contact details

Phones, preferred channel, preferred physician and an emergency contact, as custom fields on the patient.

Recall dates

The date the next annual physical or follow-up is due, kept as a date field that workflows can act on.

Signed forms

Consent, financial policy and release forms as signed documents with an audit trail and a PDF copy.

Referring providers

Colleagues who send you patients, kept as partner contacts, with a “referred by” field on each patient.

Questions owners ask

Which part of a practice's work is Kompot.ai for?

The front desk and the business side: patient contacts, calls and messages in one history, the appointment calendar and online booking, recall reminders, forms for signature, invoices and online payment.

Can patients book an appointment themselves?

Yes. Your public booking page shows free time slots and the patient picks one. The appointment appears on the shared calendar, which syncs with Google Calendar for physicians who live in theirs.

Can we bring our existing patient list over?

Yes. Contacts import from CSV or Excel, and custom fields hold what your list already has, such as the date of the last visit. On the Business plan we migrate your data for you.

Is the voice agent part of every plan?

No. AI employees — the voice agent and the AI employee in messengers and website chat — are on the Full Service plan, where we also set the system up around your practice: your hours, your instructions for callers, and who a call is transferred to.