Calls interrupt the desk
Reception is pulled away from patients by routine booking changes, callbacks, and repeat questions.
Private practice operating layer
Your clinic day, handled.
Microdoc keeps the work around every appointment moving: calls answered, slots filled, notes drafted, patients followed up, payments collected, and exceptions surfaced for review.
AI phone Scheduling Clinical documentation Billing and claims
Today in the clinic
The work around the appointment
08:12 Urgent
Patient call triaged
AI PhoneCaller asks for an urgent callback and lands in the shared inbox.
10:15 Ready
Ambient note ready
AmbientThe consult recording has moved through transcription and analysis.
11:00 Booked
Cancellation filled
SchedulingA waitlist offer is accepted and the diary recovers the opening.
14:20 Paid
Invoice paid
BillingThe patient pays through the portal and accounts updates automatically.
The real problem
Private practice loses time at the handoffs.
The clinical appointment is only one part of the day. The drag is everything that happens before, around, and after it.
Slots leak revenue
Cancellations and waitlist demand rarely meet at the right moment without someone chasing both sides.
Notes spill into evenings
Consults create letters, reports, forms, prescriptions, and follow-up work long after the appointment ends.
Follow-up fragments
Billing, claims, messages, questionnaires, and tasks end up scattered across different queues and people.
The Microdoc loop
One flow from first contact to final review.
The product is broad, but the pattern is simple. Capture the work, route it to the right context, complete the routine steps, and review the exceptions.
1
Capture
Microdoc catches the work as it arrives.
callsformsdictationsmessages
2
Route
It attaches the work to the right patient, appointment, document, or account.
patientcalendarclaiminvoice
3
Complete
Routine operational steps move forward inside the policy you define.
bookdraftsendcollect
4
Review
Only the work that needs judgment lands in front of the team.
approvereplyverifyescalate
What Microdoc handles
The operating layer around every consultation.
The individual services matter because they compound into four practical workflow families.
Front door
Front door
Patients reach the practice without every request becoming a phone interruption.
Calls answered, requests captured, reminders sent, slots filled.
AI phoneSchedulingPatient messagingPatient portal
A patient calls to move an appointment. The request is captured, linked to the patient, and queued with the calendar context already attached.
Clinical work
Clinical work
The appointment creates structured documentation instead of after-hours typing.
Ambient notes, dictations, forms, questionnaires, reports, and letters stay connected.
Ambient scribeDictationQuestionnairesDocuments and forms
A consult is captured, analyzed, drafted into the right document shape, and left for the doctor to verify.
Revenue
Revenue
The money side follows the patient journey instead of becoming a separate backlog.
Invoices, payment links, statements, procedure codes, and claims stay visible.
BillingPatient paymentsStatementsInsurance claims
At checkout, an invoice is created, payment is requested, and an insurer claim draft is prepared for review.
Control
Control
Automation stays useful because sensitive decisions are visible and reviewable.
One queue for callbacks, messages, dictations, claims, and proposed workflow changes.
Unified inboxAI assistantApprovalsAudit trail
The assistant proposes a reminder workflow change; staff see the exact change and approve it before it applies.
Day in the life
The day feels calmer when the handoffs are connected.
Microdoc should feel less like another system to manage and more like operational momentum that carries the practice from morning pressure to end-of-day review.
Before clinic
1
Admin starts moving before staff arrive
Questionnaires, reminders, booking requests, payment nudges, and waitlist offers can already be in motion.
Intake completedReminder sentBalance visible
Morning calls
2
Routine calls stop interrupting every desk
Calls are answered, intent is captured, patient context is attached, and urgent work is escalated.
Call linkedTranscript capturedCallback assigned
Consults
3
Clinical documentation follows the visit
Ambient capture, dictation, templates, reports, and letters move into reviewable clinical artifacts.
Ambient readyLetter draftedTranscript available
Gaps and changes
4
The diary gets protected, not just observed
Cancellations, requests, waitlist offers, confirmations, and prepayment policies work against the live calendar.
Slot offeredPatient acceptedCalendar filled
Close of day
5
The team reviews exceptions, not scattered loose ends
Messages, callbacks, dictations, reports, claim drafts, and workflow recommendations land in one work queue.
Claim reviewedMessage repliedWorkflow approved
Review and control
Automation is useful only when the review layer is clear.
Calls, messages, dictations, reports, claim drafts, and workflow recommendations land in one action surface so doctors and staff review exceptions instead of hunting for them.
Approval-gated changes stay visible before they are applied.
Kind Object State Action
Call follow-up Urgent callback Open Return call
Text thread Reschedule request Unread Reply
Dictation Letter 20-04-2026 Ready Verify
Insurance claim Procedure claim draft Review Approve
Workflow recommendation Reminder rule Proposed Apply
Patient experience
Patients get a cleaner front door.
request appointments without phoning the clinic
accept waitlist offers when a slot opens
complete questionnaires before the visit
pay balances and view account history through the portal
receive reminders, confirmations, and follow-up messages
Foundation
Everything works because the state is shared.
Patient state underneath every workflow
Calls, bookings, documents, billing, questionnaires, and messages all attach to the patient workspace.
Human control where judgment matters
Routine work can move quickly while sensitive communication, claims, and workflow changes stay reviewable.
One operational queue
Doctors and staff can work from a shared queue instead of rebuilding context across phones, inboxes, calendars, and notes.
Trusted by private practices
