01
Cover after hours and overflow
Calls can roll to Shasta when the office is closed, when staff are busy, or from the start if you want one place to triage the line.
/Calling and Texting agent
Answer every patient, every time.
Shasta answers your calls and texts, completes actions in your EMR, and escalates to your team when needed. Seamlessly support for complex logic like late fees, specialty based routing, insurance verifications, and more.
Learn MoreINPUT / WORK / ACTION
01 / Call
“Can I get a knee evaluation this week?”
02 / Schedule
Mon
Tue
Wed
Thu
Fri
9:00
10:30
2:00
03 / Booked
( fig. 02 )
/What it handles
The routine work your staff should not have to chase.
Shasta works through the normal cases. Anything that needs judgment goes to your team with the details already gathered.
Starts with
A call, text message, or question from the website
Done when
The request handled in the EMR or handed to the right person with context
Works across
PhoneSMSWeb chatEMRSlack or Teams
02
Follow your scheduling rules
Schedule evaluations and follow-ups by location, specialty, provider, insurance, appointment length, and the capacity rules you use today.
03
Take care of appointment changes
Confirm, cancel, or move the appointment, update the calendar, and offer the opening to patients on the waitlist.
04
Call and text new leads
Reach out when a lead comes in and book the patient directly instead of leaving another callback for staff.
( fig. 03 )
/How it works
From incoming work to an updated patient record.
01
A patient reaches out
The call comes through your existing phone system, or the patient starts by text or web chat.
02
Shasta gets the context
It confirms who the patient is, what they need, and which clinic rules apply.
03
The schedule gets updated
Shasta searches the EMR, creates or updates the patient, and finishes the scheduling work during the conversation.
04
Staff can see what happened
The patient gets confirmation. Your team gets a summary and only steps in when the request needs a person.
When the job is done
Fewer calls sent to voicemail
New patients scheduled while they are still on the line
A recording, transcript, summary, and action history
( fig. 04 )
/Set up for your clinics
Built around the way your front desk already works.
Set up around your rules
We map how each location schedules, which payers need extra steps, and where your team wants to take over.
A clear record of the work
Open any task to see what came in, what happened next, and what changed in the patient record.
A handoff when one is needed
Clinical questions, unusual cases, and anything outside your rules go to staff with the context already attached.
Explore the agent team
Referrals Agent
Turn incoming documents into complete patient records.
Benefits Agent
Verify the details that determine coverage and collection.
Prior Authorization Agent
Submit and monitor requests through payer resolution.
See how the calling and texting agent fits into your front desk.
Bring us the workflow. We will map it against your systems and clinic rules.