Patient Calling Services

In our experience, the most successful practices build their patient programs on a keen understanding of their customers and their community along with a solid strategic plan for how they are going to stay connected. It's certainly not easy to stay on top of ever changing compliance regulations and patient market trends while you're busy seeing patients. Our team can fill the gap to give you back your time. With our constant focus on compliance awareness and the latest patient market trends, we can connect with your patients on any project you're developing.  We will help save your valuable time and energy so you can do what you do best, seeing your patients and running your practice!

We  provide a wide variety of services and support:

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Appointment Setting

We set quality appointments for callbacks, new product trials, face to face meetings, small groups, confirmations; whenever you're needing to connect with your patients at a specific time. We will use the scheduling system you prefer or we offer different online scheduling solutions to meet your needs. 

We call patients at your preferred time, often in the evenings when patients are most likely to be available to connect.  Bottom line, you set the schedule and we adapt our team to you!

Special Events

Offering something new? Special events can serve as a fantastic way to launch a new product or service. We specialize in inviting, qualifying, registering, and confirming patient attendance. We know it's imperative to have a proper head count so you're never speaking to an empty row of chairs! It takes a unique touch to connect with patients about healthcare related events, products and services. We excel at it because it's our 100% focus. 

Lead Generation

We support your patients with professionalism and compassion while setting up your team for success. We will work within the timeframe you give us to meet the deadlines of your project.

and offer different options to connect with your staff or with your existing system, if it permits.

Rest assured, we keep up with the latest TCPA and HIPAA compliance...Always!

Sales & Service

Expect a great experience! We understand the importance of a professional, compassionate outreach; representing you as an extension of your team. These are your patients and we get that! Understand, waren't pushy people, we are prepared and sell through authentic patient connection.

You can count on us when it comes to the continuously changing healthcare and tele-com compliance regulations. Whether it's HIPAA/HITECH compliance or the latest TCPA and TRACED laws we've got you covered. 

Learn more about how your unique campaign could work

1. Informational Interview

Our General Manager will contact you and set up a comprehensive  fact finding interview. Based on the information you provide we´ll give you an honest appraisal on whether we think we can make your project work effectively and approximately how much it will cost.

2. Preparation

Assuming we move forward, you and/or the medical provider, select the patients you would like to contact about your event, new service, product or anything else you want to communicate to your patient's. 


You, or a member of the office staff, upload just the basic information (patient name & phone number) through a secure website. Our General Manager will then download this patient data and import it into a database designed specifically for your practice and program. Rest assured, we are always in compliance with the latest HIPAA, TCPA and TRACED ACT regulations.

3. Team Training

Our scriptwriter will draft an outline subject to your final approval. We will select those experienced TSRs who will perform best on the project and train them on the unique aspects of your practice. Our TSR's are monitored so your practice is always reflected in a professional and compassionate manner. Our team knows we are speaking with your patients so your reputation is our utmost priority!

4. Connect with Patients

We will make up to 2 calls to every patient on your list over the length of the project. Usually, we will make the calls on behalf of your office, Since your number is shown on caller ID, patient's are more likely to answer the call and engage in conversation. Again, we do this in compliance with all relevant laws.

5. Set Appointments & Generate Leads

Whether you're bringing patient's back to the office, speaking about a  service like Concierge or offering a new product, we will set appointments with those that are qualified and interested in hearing more about your offering. Your office provides time slots and we fill them keeping you appraised of our progress on a daily basis. That way we eliminate any downtime for you.

6. Data & Reporting

At the end of the project, we´ll send you a detailed report showing the status of everyone we called. In essence, we "scrub" the list you sent us telling you who is no longer a patient, has moved or passed away.


Finally, we close down the database we have created and used for your program and then move it to a secure off-site location...

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6-Step Patient Connection Program