Interest fades when the next step waits

A patient calls, asks about coverage, and says they'll think about it. Without a clear next step, they drift. Your team means to call back, but the phones, the schedule, and double entry get in the way.

No one owns the follow-up

Inquiries that didn't book sit in notes and inboxes, with no clear owner or next step.

Coverage questions slow everything down

Many patients won't book until they know where their insurance stands, and checking takes time your team doesn't have.

The same details, typed twice

Moving information from the phone into the EMR by hand is double work, and it's where mistakes start.

Lead Management & Follow-Up

Track inquiries, prioritize next steps, and follow up with patients who haven't scheduled.

Know who still needs a call back

Indie tracks each inquiry from first contact toward a scheduled visit, so your team can see who hasn't booked and what to do next.

  • Each inquiry with its stage: received, contacted, or scheduled
  • Next steps prioritized for your team
  • Follow-up by phone and text for patients who haven't scheduled
Not yet scheduled
  • MR

    Asked about coverage

    Call back today

  • JT

    Website inquiry, no reply

    Send a text

  • AL

    Wants an evening slot

    Offer Tuesday 5:30 PM

Illustrative example

Eligibility & Benefits Checks

Help teams understand coverage and benefits as part of qualifying patients for care.

Coverage answers while the patient is on the line

The Indie voice agent runs a live eligibility check during the call, so your team knows where coverage stands before the visit is booked.

  • Live eligibility check during the call
  • Insurance and billing questions go to your staff
  • Anything that still needs a person shows up in your team's inbox
Live eligibility check
Caller
New patient
Insurance
Plan on file
Checked
During the call

Coverage active

Illustrative example

Patient Scheduling

Help patients schedule or reschedule appointments according to your practice's workflows and rules.

Booked by your rules, written to your EMR

The agent books, reschedules, and cancels in your EMR, following the scheduling rules your practice sets. No double entry.

  • Books, reschedules, and cancels for new and existing patients
  • Works within your scheduling workflows and rules
  • Writes to your EMR schedule through a standard API integration
  • Confirmation and reminder texts synced with your EMR
See EMR integrations
Initial evaluation · Norwalk
Fri 8:00 AMFri 9:00 AMFri 11:30 AMMon 4:00 PM

Eval slots only · Matches provider and location rules

Booked in the EMR schedule

Illustrative example

The right patients, connected to the right care

Not just more appointments. A visit is more than a filled slot. Indie helps your team confirm it can serve the patient, find the right provider and location, and get them booked.

One platform to create and capture demand, and turn it into qualified visits.

Agent actions write to your EMR schedule through a standard API integration. Supported actions vary by EMR. See EMR integrations

Start where it matters most

Pick the workflow that costs you the most visits today. Add the rest when your team is ready.

Start with scheduling calls

Let the agent book, reschedule, and cancel while your team handles everything else.

Add eligibility and follow-up

Bring in coverage checks and follow-up for patients who haven't booked as your team gets comfortable.

HIPAA
  • HIPAA compliant
  • BAA included
  • Standard API integration

See how more inquiries become visits

We'll walk through how patients reach your schedule today, and where they stall.

Request a Demo