Meet us at eCW National · Oct 23-25
2care.ai

The platform

More than a virtual medical receptionist. The whole clinic admin, on one platform.

Insurance, prior auth, referrals, claims, denials, care gaps and every patient conversation, worked by one admin workforce inside your own systems, with your team in control.

Get a demo

30 minutes, on your own workflows.

No commitment. HIPAA-ready, BAA available.

Providence Dental Practice
Bangalore Hospitals
Chiropractie Leiden
Excellent Foot Clinic
Shanthi Gynec
Sansa
Avora Dental of Altamont
HHP Hospital
Referral Labs
icliniq
Bassi Clinic
Patel Medical & Aesthetics

Trusted by providers across the US, Europe and India

See every solution

The whole journey

From the first call to the paid claim, one patient at a time.

Calls, coverage, prior auth, a faxed referral, a missed follow-up, a care gap and the claim, all worked by one admin workforce.

Every workflow on the platform

Back office, between visits and front desk.

Pick a job to see how it runs end to end. Every one of them writes back into your own systems.

How a workflow runs

Built from steps you can see and switch.

Every workflow is a chain of steps across fax, phone, text, payer and EHR. You decide which steps run on their own and which wait for your team.

Workflow · new referral fax

  1. 1Fax

    Fax arrives

    Pages labelled, fields read

  2. 2EHR

    Patient record

    Created or matched

  3. 3270/271

    Coverage

    Eligibility and payer order

  4. 4Portal

    Prior auth

    Required? Filed if so

  5. 5Voice

    Patient called

    Screened and booked

  6. 6Fax · SMS

    Loop closed

    Referrer faxed, patient texted

Each step can run on its own, wait for staff approval, or stay off.

You stay in control

Every action logged, with the evidence attached.

Source on every lineThe fax page, the payer response, the policy page or the call recording sits next to each action.
Staff approval where you want itSet any step to wait for a person. Nothing reaches a payer or a patient until it is approved.
Exceptions, not everythingYour team opens a short list of what needs judgement. The rest is done and recorded.

Audit log · every action, with its source

  • 8:02ReferralsFax p.1Read referral for J. Patel, 14 fields, 2 below confidence held for review
  • 8:06Eligibility271Active, Commercial PPO, $40 specialist copay
  • 8:10Prior authPolicy p.12Auth required for CPT 72148, policy quoted
  • 8:14StaffAsk stepApproved the auth request before submission
  • 8:18Front deskRecordingBooked Tue 10:30 after screening call

Call review · scored automatically

Identity confirmed before any detail sharedWorking
Booked into a real open slotWorking
Red flag symptoms escalatedWorking
Insurance captured and read backWorking
Voicemail kept free of health detailsWorking

Result

Passed all critical checks

A failed critical check opens a root cause review. Fixes are tested on replayed calls, then a person approves them.

Quality, checked on every call

Graded against a rubric, not spot checked.

Every conversation reviewedEach completed call is scored against the rules written for that workflow, including the privacy rules.
Replayed before every releaseChanges are tested against recorded scenarios before they go anywhere near your patients.
A person signs off on fixesImprovements are drafted and verified automatically, then approved by a human before they ship.

Anatomy of a call

What actually happens in ninety seconds.

One patient call, from the first ring to the confirmation text.

01 · Ring

Answered on the first ring.

No hold music, no phone tree, no queue. Unlimited calls at once, so peak hour looks the same as 3am.

Inbound · 0.4s to answer

+1 (415) 555-0148Answered · 0.4s
+1 (415) 555-0192Answered · 0.3s
+1 (628) 555-0117Answered · 0.5s
+1 (415) 555-0163Answered · 0.4s

All four at the same moment. No queue, no busy signal.

02 · Understand

Works out what the caller needs.

Natural speech, not menu options. Intent, urgency and identity resolved before anything else happens.

Intent resolved

“Hi, I need to move my Thursday appointment with Dr. Alvarez, my back's been worse this week.”

IntentReschedule existing appointment
ProviderDr. Alvarez
UrgencyRoutine - no red flags
IdentityVerified · DOB match

03 · Check availability

Queries your live schedule.

Reads real openings from your EHR or PMS - provider, location, appointment type and duration all respected.

GET /appointments/available

provider:  dr-alvarez
type:      follow-up (20 min)
location:  pentworth-main
window:    next 7 days

4 openings returned

Tue 9:40am
Tue 3:00pm
Wed 1:00pm
Thu 11:40am

04 · Book

Takes the slot, then and there.

Held and confirmed on the call, with your booking rules applied. No callback, no 'someone will be in touch'.

Slot held · 00:04 remaining

Tue 9:40am

M. Garcia · Dr. Alvarez · Follow-up · 20 min

Old Thursday slot released back to the calendar

Booking rules checked - no double-book, no overrun

Patient told the new time and asked to confirm

05 · Write back

Writes it into your system.

A structured record, not a free-text note. Demographics, insurance and reason for visit land in the right fields.

POST /appointments · Epic

{
  "patient_id":  "MRN-4471902",
  "provider_id": "alvarez-r",
  "start":       "2026-08-11T09:40:00-07:00",
  "duration":    20,
  "type":        "follow-up",
  "reason":      "lower back pain, worsening",
  "source":      "2care-voice"
}
201 Created · encrypted in transit, audit-logged

06 · Confirm

Confirms, then follows up.

Text or WhatsApp confirmation immediately, reminders before the visit, and a follow-up after it.

Confirmation sent

Your appointment with Dr. Alvarez is moved to Tue 11 Aug, 9:40am. Reply C to confirm.
C

Reminder scheduled · 24h before

Reminder scheduled · 2h before

Post-visit check-in · 48h after

Why 2care

Most platforms answer the phone. 2care finishes the job.

The difference is not the voice. It is what happens after the patient stops talking.

Write-back

The booking is in your system before the call ends.

Most voice AI reads a calendar and emails you a summary. 2care holds the slot, writes the appointment, and pushes the captured intake fields back as structured data - into the EHR, PMS or HIS you already run. Your front desk never rekeys anything.

95
systems connected
18
with dedicated setups
Real time
not a nightly sync

Writing to Epic

Live
Appointment
Tue 9:40am · Dr Alvarez
Patient
M. Garcia · returning
Insurance
Blue Cross PPO · #4471982
Reason
Six-month follow-up

Committed in 0.9s

Inbound

Everything a patient rings about.

Handled end to end on the call, or routed with the context already attached.

6

call types resolved without a transfer

01

Patient questions

Hours, location, parking, what to bring, insurance accepted, prep instructions.

02

Booking & rescheduling

New appointments, changes and cancellations, written straight back into your schedule.

03

New patient intake

Demographics, insurance carrier and member ID, reason for visit - captured as structured fields.

04

Routing & transfers

By department, provider, location or urgency, with a summary attached before the handoff.

05

Refill requests

Medication, dosage and pharmacy captured, then routed to the right provider queue.

06

Referral intake

Referring provider, patient details and documentation collected, then booked or queued.

Outbound

And everything you never get round to calling about.

One day of outbound, worked from your rules on a schedule you set - not from a list somebody has to dial.

  1. 08:00

    Appointment reminders

    Timed to your no-show pattern, on the channel each patient actually answers.

    128 sent

  2. 10:30

    Recall & reactivation

    Patients overdue for hygiene, follow-up or annual care, called back automatically.

    34 booked

  3. 12:15

    Waitlist backfill

    A cancellation opens a slot and the waitlist is worked immediately, in priority order.

    1 filled

  4. 14:00

    Post-visit check-ins

    Recovery, medication adherence and care-plan follow-up after the appointment.

    62 checked

  5. 16:30

    Balance resolution

    Outstanding balances explained in plain language, with secure payment or a plan set up.

    6 settled

  6. 18:00

    Feedback & reviews

    Satisfaction captured after the visit, with happy patients pointed at a review.

    19 asked

Safety

It knows what it should not handle.

The calls that need a clinician reach one in seconds. That boundary is the point, not a limitation.

  • Red-flag detection

    Chest pain, stroke signs, severe bleeding and other emergencies recognised and escalated on the spot.

  • Clinical escalation

    Anything clinical routes to a nurse or provider rather than being guessed at.

  • Full audit trail

    Every call transcribed, logged and reviewable - including what was escalated and why.

“My chest feels tight and my arm hurts.”

Routine

Resolved on the call

0s

Clinical

Nurse or provider queue

4s

Emergency

Straight to a human

3s

Escalated to the on-call nurse with the transcript attached. Never triaged, never advised, never guessed at.

What you get

Live in weeks. Working from day one.

No new hardware, no number porting, no rebuilding your schedule. It sits in front of the phone system you already have.

0

callers put on hold

Every caller is answered at once, however many arrive together.

24/7

cover, including nights and weekends

No voicemail, no answering service, no busy signal.

95+

systems written back to in real time

EHR, PMS, HIS, calendars, payments and CRM.

3

compliance frameworks, one platform

HIPAA in the US, GDPR in the UK and EU, DPDP in India.

Built for regulated healthcare, in every market we operate in

HIPAA compliant

HIPAA

United States

BAA available on request

GDPR compliant

GDPR

UK & Europe

DPA available, data hosted in the EU/UK

DPDP compliant

DPDP

India

Data residency in India

Questions

Questions about the platform.

An AI receptionist answers a practice's inbound calls, books and reschedules appointments directly in the EHR or practice management system, captures intake, and routes anything clinical to a person. The distinction that matters is whether it completes the call or takes a message: a system that emails your team a booking request has moved the work rather than done it.

A phone tree asks the caller to classify their own problem from a menu, which patients are bad at because they describe symptoms rather than departments. The agent works out what is needed from how the caller describes it, then books inside your rules. There is no menu and no transfer chain.

No. It takes the high-volume routine calls - booking, rescheduling, hours, insurance, refill requests - and the outbound lists that never get worked, and routes anything clinical or complex to a person with the context already attached. The complex conversations are deliberately not automated.

Eighteen systems have a dedicated integration today, including Epic, athenahealth, eClinicalWorks, NextGen, Cliniko, Dentrix, Open Dental, WebPT and Jane, with a wider directory beyond that. Support means live availability reads and real write-back, not a nightly export.

Most practices are live in weeks rather than quarters. You authorise the connection through the system's official API, map your appointment types, durations, providers and booking rules, test against your own real scenarios, then switch the line over with monitoring in place.

It is HIPAA-ready with a BAA available, GDPR compliant with a DPA, and DPDP compliant. Everything is encrypted in transit and at rest, every call is transcribed and logged, and every write is recorded and reversible. Patient data is not used to train shared models.

A virtual medical receptionist answers a practice's calls, books, reschedules and cancels appointments directly in the EHR, captures new-patient intake as structured fields, and routes clinical questions to your staff. The version here is software, so it answers every caller at once with no hold queue, day or night.

Both models exist. A staffed virtual receptionist is a remote person who takes calls; the version here is an AI agent that completes the call itself, booking into your EHR rather than emailing your team a request. It handles the routine volume and hands anything clinical to a human.

Pricing is based on call volume and practice size rather than per seat, because what it replaces is call-handling capacity, not a headcount. The pricing page carries the model and an ROI estimator that works the return from your own call numbers before you talk to anyone.

Yes. It answers nights, weekends and holidays on the same line, books what it can, and escalates genuine emergencies to your on-call process within seconds. Most patients will not leave a voicemail and call the next clinic instead, so after-hours is where a missed call most often becomes a lost patient.

See 2care work your clinic's admin list.

30 minutes, on your own workflows. No commitment.

  • 95+ integrations and EHRs
  • ·Live in weeks, not months
  • ·HIPAA, GDPR and DPDP