Before clinic
Admin starts moving before staff arrive
Questionnaires, reminders, booking requests, payment nudges, and waitlist offers can already be in motion.
Intake completedReminder sentBalance visible
Workflows
What moves through Microdoc.
The service lines matter because they combine into repeatable operational workflows: front door, clinic day, documentation, collections, and review.
Morning calls
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
Clinical documentation follows the visit
Ambient capture, dictation, templates, reports, and letters move into reviewable clinical artifacts.
Ambient readyLetter draftedTranscript available
Gaps and changes
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
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
Service coverage
The workflows are supported by real modules.
AI Phone Answer routine calls, capture intent, link the call to the patient, and escalate only what needs a human. Return callScheduling Book, move, confirm, and protect appointments across booking links, requests, working hours, services, locations, and reminders. Accept slotPatient Messaging Keep patient communication threaded, logged, and attached to the patient instead of scattered across phones and inboxes. ReplyAI Assistant Prepare workflow actions, settings changes, templates, and patient work while keeping sensitive operations approval-gated. ApproveAmbient Scribe Capture the appointment conversation, transcribe it, analyze it, and produce reviewable clinical artifacts. Review noteDictation Record dictations, generate letters and reports, apply templates, and move finished documents through review and delivery. Verify letterQuestionnaires Send structured intake, let patients complete it through public flows, and surface alerting answers before the visit. Review answerPatient Portal Let patients request appointments, accept waitlist offers, view chart context, and pay bills through a magic-link portal. Request follow-upBilling Create invoices, collect payments, reconcile exceptions, generate statements, and keep balances visible in the patient workspace. Send payment linkInsurance Claims Prepare claim drafts with procedure mapping, insurer-specific configuration, evidence, and approval before submission. Review claimDocuments and Forms Build templates, start patient forms, preview generated documents, store files, and keep reports connected to the patient record. Complete formUnified Inbox Collect calls, messages, dictations, reports, claim reviews, and workflow recommendations into one action surface. Triage