Services

Every clinic workflow Microdoc handles.

Microdoc is best understood as distinct operational services connected by one patient, schedule, billing, document, and review foundation.

Urgent callback

Calls and routing

AI Phone

Answer routine calls, capture intent, link the call to the patient, and escalate only what needs a human.

Example

A patient asks for an urgent callback. Microdoc links the call to the patient record, captures the transcript excerpt, and places one callback item in the inbox.

Open offer

Calendar and availability

Scheduling

Book, move, confirm, and protect appointments across booking links, requests, working hours, services, locations, and reminders.

Example

A cancellation opens at 11:00. Microdoc offers the slot to the waitlist, records the acceptance, and fills the calendar without manual call-arounds.

Unread message

SMS, email, WhatsApp

Patient Messaging

Keep patient communication threaded, logged, and attached to the patient instead of scattered across phones and inboxes.

Example

A patient replies to a reminder asking to reschedule. The thread appears in the shared inbox with patient context and the right next action.

Proposed change

Controlled delegation

AI Assistant

Prepare workflow actions, settings changes, templates, and patient work while keeping sensitive operations approval-gated.

Example

The doctor asks for a new appointment reminder workflow. Microdoc proposes the exact template and timing changes, then waits for approval.

Ready

Consult capture

Ambient Scribe

Capture the appointment conversation, transcribe it, analyze it, and produce reviewable clinical artifacts.

Example

During clinic, the doctor starts ambient capture from the appointment list. After the consult, the note moves through transcribing, analyzing, and ready states.

Ready for review

Letters and reports

Dictation

Record dictations, generate letters and reports, apply templates, and move finished documents through review and delivery.

Example

After clinic, the doctor records letters in batches. Microdoc drafts them, keeps transcripts available, and queues each letter for review.

Alert flagged

Intake and alerts

Questionnaires

Send structured intake, let patients complete it through public flows, and surface alerting answers before the visit.

Example

A pre-visit questionnaire flags a risky answer. The alert appears before the appointment, tied to the patient and questionnaire response.

Payment complete

Patient self-service

Patient Portal

Let patients request appointments, accept waitlist offers, view chart context, and pay bills through a magic-link portal.

Example

A patient logs in, pays an outstanding charge, requests a follow-up, and accepts a waitlist offer without ringing reception.

Outstanding

Accounts and payments

Billing

Create invoices, collect payments, reconcile exceptions, generate statements, and keep balances visible in the patient workspace.

Example

At checkout, staff create the invoice from catalogue items, send payment, and track outstanding balances from the accounts workspace.

Needs approval

Claims and evidence

Insurance Claims

Prepare claim drafts with procedure mapping, insurer-specific configuration, evidence, and approval before submission.

Example

A procedure produces a claim draft. Microdoc maps the procedure code, pulls evidence, and asks staff to review the form before submission.

Draft started

Structured paperwork

Documents and Forms

Build templates, start patient forms, preview generated documents, store files, and keep reports connected to the patient record.

Example

Staff start a form from a template, capture structured answers, preview the generated document, and store it in the patient workspace.

Team inbox

One review queue

Unified Inbox

Collect calls, messages, dictations, reports, claim reviews, and workflow recommendations into one action surface.

Example

The team starts the morning from one queue: urgent callbacks, unread messages, dictations, claim drafts, and workflow recommendations.