01
Answer PT calls after hours and during 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.
/Physical therapy voice AI
Answer patient calls, book physical therapy evaluations and follow-ups, and keep your EMR up to date. Shasta follows your clinic's rules for scheduling, specialty routing, and appointment changes, with a handoff to your team when needed.
Learn MoreINPUT / WORK / ACTION
01 / Call
02 / Schedule
Mon
Tue
Wed
Thu
Fri
9:00
10:30
2:00
03 / Booked
( fig. 02 )
/What it handles
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
01
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.
02
Schedule evaluations and follow-ups by location, specialty, provider, insurance, appointment length, and the capacity rules you use today.
03
Confirm, cancel, or move the appointment, update the calendar, and offer the opening to patients on the waitlist.
04
Reach out when a lead comes in and book the patient directly instead of leaving another callback for staff.
( fig. 03 )
/How it works
01
The call comes through your existing phone system, or the patient starts by text or web chat.
02
It confirms who the patient is, what they need, and which clinic rules apply.
03
Shasta searches the EMR, creates or updates the patient, and finishes the scheduling work during the conversation.
04
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
We map how each location schedules, which payers need extra steps, and where your team wants to take over.
Open any task to see what came in, what happened next, and what changed in the patient record.
Clinical questions, unusual cases, and anything outside your rules go to staff with the context already attached.
Physical therapy scheduling involves more than finding an open slot. A new evaluation may need a different appointment length, provider specialty, or location than a returning patient's follow-up. Shasta uses those rules during the conversation and updates the connected EMR when the request is complete.
Start with AI calling for the PT clinic workflow that needs coverage: after-hours inquiries, a busy front desk, or outreach to new leads. Confirm how calls connect to insurance verification and prior authorization so staff can see the next step before the visit.
Enduring Performance kept its after-hours calling and insurance verification agents running through an EMR transition.
Read the Enduring Performance case studyA patient's call reaches Shasta through your existing phone system. The voice AI identifies what the patient needs, follows your clinic's scheduling rules, and completes supported actions in your EMR. Your team can review the conversation and action history, and requests that need a person are handed to staff with context.
Yes. Shasta searches availability using your rules for location, provider, specialty, insurance, visit type, and appointment length. It can book evaluations and follow-ups, confirm appointments, and handle cancellations or rescheduling in the connected EMR.
Shasta works with calls routed from your existing phone system. You can start with after-hours calls or overflow when your front desk is busy, or route the primary line to Shasta. During setup, we map call routing and staff handoffs around your clinic's workflow.
Yes. Shasta can call and text new leads to help them schedule, confirm or change appointments, and offer openings to waitlisted patients. Your team defines the outreach workflow and the situations that should go to staff.
Clinical questions and requests outside the clinic's rules go to staff with the conversation context. The calling agent handles patient access and administrative work; diagnosis and treatment decisions stay with the clinical team.
Exploring other workflows? Read our guide to AI in physical therapy or explore Shasta's AI agents for PT clinics.
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.
Bring us the workflow. We will map it against your systems and clinic rules.