Leverly
Healthcare

Your front desk can't answer every call. New patients don't wait.

Leverly AI answers every inbound call, follows up on every form inquiry, and books new patient appointments directly — day or night. HIPAA-compliant. BAA included. Integrated directly with your EHR so your front desk doesn't touch it.

What's actually costing you new patients

Your front desk steps away for lunch.

A new patient with a referral calls twice, gets voicemail both times, and calls the next clinic on their list. You never knew they called.

Someone fills out your form at 8pm.

They wait until morning for a callback. By then they've already booked with whoever called them back first.

Three lines ring at once.

Your coordinator is with a patient. Two callers hang up. Neither leaves a voicemail. Both are gone — and you have no record they ever called.

42%

of inbound calls to medical offices are missed during business hours. For a clinic running on booked appointments, that's not a phone problem — it's a revenue problem.

How it works

Every new patient call handled. Every form followed up. Nothing manual.

01
Patient calls or submits a form

Any time of day. Your phone line or your website contact form. Leverly picks it up immediately — no voicemail, no hold music.

02
Leverly AI handles the conversation

Answers questions about your practice, services, and availability. Sounds like a knowledgeable front desk representative — not a phone tree.

03
Appointment booked

Leverly books the appointment directly. For calls that need a staff member — clinical questions, complex situations — Leverly transfers or queues a callback.

04
Record created in your EHR — and your CRM

The new patient record and appointment go directly into your EHR — DrChrono, Elation, or others. If you use a CRM like LeadSquared or HubSpot, the patient inquiry is logged there automatically too. Your front desk opens the schedule and it's already filled.

Built for healthcare compliance from the start

Leverly doesn't retrofit HIPAA onto a general-purpose platform. Healthcare configuration is a separate, specific setup — and nothing activates until the compliance requirements are in place.

HIPAA-compliant configuration

Full HIPAA setup required before any patient data is handled. Not an optional add-on after go-live — it's the prerequisite.

Signed Business Associate Agreement

A BAA is signed before your account is activated. No healthcare deployment without it. Standard for every client.

Minimal PHI collection

Leverly AI collects only name, phone number, and reason for the call. No diagnosis information, no medication details, no clinical PHI.

Clinical escalation built in

Urgent situations and sensitive patient questions are transferred to staff or your on-call line. Leverly is not a triage service.

Integrations

Every call writes back to your EHR — automatically.

When Leverly AI books a new patient appointment, that record and appointment go directly into your EHR — no manual entry required. Leverly integrates with major EHR platforms including DrChrono and Elation. Your team doesn't configure anything.

Available as an add-on. Confirm your specific system on the demo call. See pricing →

Your CRM stays in sync too.

Leverly also connects with your CRM — LeadSquared, HubSpot, GoHighLevel, and others — so every new patient inquiry is logged and tracked from the moment they reach out. The lead lives in your CRM. The confirmed appointment lives in your EHR. Nothing falls between the two systems.

Recovery Report
42%
of inbound calls missed during business hours

Every call Leverly answers, every appointment booked, every EHR record created — your practice manager sees it in one report, delivered to their inbox automatically.

Not call volume. Not system activity. The actual number of appointments recovered — the ones that would have gone to voicemail without Leverly.

See a sample Recovery Report →
Daily
New patient calls answered, appointments booked, form leads followed up — every 24 hours.
Weekly
Trends, escalation patterns, what the AI couldn't resolve — and what to fix.
Monthly
The full recovery picture — performance over time, coaching opportunities, ROI in plain numbers.

Is Leverly right for your practice?

Good fit
  • Non-surgical specialty clinic — orthopedics, sports medicine, physical therapy, or similar
  • 2 to 10 providers with no dedicated call center
  • Losing new patient calls to voicemail during lunch, peak hours, or after hours
  • Form leads sitting uncontacted until the next morning
  • Using DrChrono, Elation, or another major EHR for scheduling
  • HIPAA compliance is non-negotiable
Not the right fit
  • × AI that triages calls by injury type or body part
  • × Provider matching by specialty and availability
  • × Insurance pre-screening or prior auth intake
  • × High-volume scheduling across multiple locations

Not sure which side of that line you're on? The demo call will tell you. We'd rather spend 15 minutes figuring out if we're the right fit than have you find out after you've signed up.

Common questions

Something not here? Book a 15-minute call — we'll answer it directly.

See what Leverly recovers for your practice.

15 minutes. We'll show you exactly how Leverly handles new patient calls for a practice like yours — already HIPAA-configured, already connected to your EHR, already tracking what gets recovered.

Book a Demo