Background Waves

Voice AI

SMS AI

HIPAA-ready Voice AI & SMS for Mental Health Organizations.

Answer calls, route to the right provider, and handle intake with consistent voice and SMS workflows. We implement and integrate AI directly into your mental health operations—including telephony, scheduling, and EHR integration—so it works the way your clinics actually run.

HIPAA-ready infrastructure and BAA availability are essential for mental health providers.

Built for mental health ops

Discreet routing, intake automation, and provider scheduling across locations.

HIPAA-ready infrastructure

Secure environments, BAAs available, and EHR integration support.

Phone mockup showing Greetmate SMS conversation
Phone mockup showing Greetmate AI call interface

Accept

Implementation & Managed Deployment

Voice and SMS automation, built and managed for you.

Greetmate is an implementation partner, not just software. We embed workflow-based Voice AI and Conversational SMS into your day-to-day operations, with a managed rollout that scales across locations and teams.

1. Workflow Discovery

We map your real-world workflows: call routing, scheduling, intake, and the SMS touchpoints that reduce call volume and no-shows.

2. Systems + Messaging Setup

We configure telephony, SMS programs, and integrations (EHR/CRM, scheduling, webhooks, Zapier/Keragon), with HIPAA-ready options where applicable.

3. Managed Rollout + Optimization

We launch location-by-location, then continuously tune voice and SMS workflows to maintain reliability as volume and complexity grow.

Operational consistency across voice and SMS

We build and maintain your workflows so your team can focus on patients, not phone trees, scripts, or texting logistics.

  • Managed build: We configure and maintain your call and SMS workflows.
  • Structured automation: Standardized routing, escalation, and scripted SMS flows.
  • Conversational SMS: Scheduling, confirmations, reminders, and follow-ups.
  • Compliance-aware options: HIPAA-ready configurations and BAAs available where applicable.

Trusted for high-stakes, real-time conversations

Built for reliability, medical-grade accuracy, and scalable use across clinics and partners.

Platform uptime
99.98%
Response latency
<500ms
Workflow accuracy
95%+
Routine calls automated
70–80%
EHR & scheduling systems supported
12+
Front-desk workload reduction
35%+
Platform growth (MoM)
20%
Built to scale with partners
Unlimited

Software

You decide—self-serve or managed.

Whether you prefer hands-on access or a fully managed setup, everything runs on our production-ready AI voice infrastructure. We deliver high-touch managed services while giving you visibility into performance, call workflows, and operational consistency across all locations.

Greetmate Platform Screenshot 1
Greetmate Platform Screenshot 2
Greetmate Platform Screenshot 3
Greetmate Platform Screenshot 4

Bringing Seamless Efficiency to Medical Practices.

Maximize your patient care with human-like calls that make every interaction feel personal and professional.

AI agent avatar

Your Agent
Available

I'll need to create a new patient record. Can I get your full name and date of birth?

New Patient Created In Your EHR

Seamless EHR Integration for Patient Management

Greetmate.ai connects directly to your Electronic Health Record system, allowing for real-time patient creation, information updates, and appointment management - all through natural voice conversations.

Compatible with over a dozen EHR systems including Dentrix, athenahealth, eClinicalWorks, and more

HIPAA-ready infrastructure with BAA signed with your organization for secure data handling

Create New Patient Records Instantly

Greetmate collects patient information over the phone and creates new records directly in your EHR system, eliminating manual data entry.

Bi-directional Data Synchronization

Greetmate not only writes to your EHR but also reads from it, allowing the AI to access patient names and provide personalized service.

Secure and Compliant Data Handling

All patient data is handled with HIPAA-ready features, supporting patient privacy (with signed BAA with your organization).

AI agent avatar

Your Agent
Available

Dr. Johnson has availability on Tuesday at 2:30 PM or Wednesday at 10:15 AM. Which works better for you?

Intelligent Appointment Scheduling for Medical Practices

Greetmate.ai streamlines your practice's appointment management by handling scheduling, rescheduling, and reminders - all while integrating directly with your existing calendar and EHR systems.

Syncs with your practice's calendar to show real-time availability for each provider

Automatically sends confirmation emails and SMS reminders to reduce no-shows

Smart Provider Matching

Greetmate intelligently matches patients with the right provider based on specialty, availability, and patient history.

Pre-Appointment Information Collection

Collect reason for visit, symptoms, insurance information, and other relevant details during the scheduling call.

Flexible Scheduling Options

Handle complex scheduling scenarios including follow-ups, recurring appointments, and urgent care visits.

AI agent avatar

Your Agent
Available

Hello, this is Sarah from Dr. Miller's office. I'm calling to check on how you're feeling after your procedure last week.

I'll note that in your chart and let Dr. Miller know. Would you like to schedule a follow-up appointment?

Proactive Patient Follow-Up and Care Management

Greetmate.ai helps your practice maintain continuous care by automating follow-up calls, medication reminders, and post-procedure check-ins - improving patient outcomes and satisfaction.

Automatically schedules follow-up calls based on procedure type and patient needs

Updates patient records with follow-up information and escalates concerns to providers

Medication Adherence Support

Greetmate can call patients to remind them about medications, verify they're following treatment plans, and address any concerns.

Recovery Monitoring

Track patient recovery with scheduled check-in calls that assess symptoms, pain levels, and healing progress after procedures.

Preventive Care Reminders

Proactively reach out to patients due for annual exams, vaccinations, or routine screenings to improve preventive care rates.

AI agent avatar

Your Agent
Available

I can help you with your insurance question. What insurance provider do you have?

Yes, we accept Blue Cross Blue Shield. Would you like me to verify your specific coverage for the procedure?

Responsive Patient Support and Information

Greetmate.ai handles patient inquiries about insurance, billing, office policies, and general medical questions - providing accurate information while maintaining HIPAA compliance and patient confidentiality.

Answers common questions about insurance coverage, office hours, and procedures

Securely verifies patient identity before discussing sensitive information

Insurance and Billing Support

Handle patient questions about insurance coverage, co-pays, and billing statements with accurate, up-to-date information.

Medical Records Assistance

Help patients request medical records, test results, and prescription refills while maintaining proper verification protocols.

Intelligent Call Routing

Direct complex inquiries to the appropriate staff member while handling routine questions automatically to optimize workflow.

AI agent avatar

Your Agent
Available

I'll handle the pre-appointment paperwork. Let me send you a secure link to complete your forms online.

Perfect! I've sent the link via text message. Would you like me to also email it to you?

Streamlined Medical Office Workflows

Greetmate.ai automates and optimizes your practice's administrative processes, from patient intake to insurance verification, allowing your staff to focus on delivering exceptional patient care.

Automates repetitive administrative tasks like appointment reminders and form distribution

Integrates with your existing systems to create a seamless workflow from first contact to follow-up

Digital Patient Intake

Streamline the patient intake process by sending and collecting digital forms before appointments, reducing wait times.

Insurance Verification

Automatically verify patient insurance coverage before appointments to reduce claim denials and billing issues.

Staff Coordination

Optimize staff scheduling and task assignment based on patient volume and appointment types to maximize efficiency.

Missed calls recovered

Answer overflow and after-hours calls so patients in need are never ignored.

Front desk load reduced

Automate FAQs, scheduling, and basic intake so staff can focus on supporting clinicians.

On-script reliability

Workflow-driven call handling with guardrails and escalation paths for sensitive routing.

For mental health organizations

Standardize mental health call handling across every location—without scaling headcount.

Patients get routed to the right specialist, intake stays consistent, and therapists stop getting interrupted. We deploy workflows that match your protocols—then support the rollout.

Specialized routing rules

Route by specialty, therapy type, insurance, or provider availability.

Scheduling + intake workflows

Capture necessary intake details, confirm appointments, and update EMRs.

Guardrails + QA

Standardized behavior with review, tuning, and clinical escalation paths.

Healthcare-ready options

Healthcare-ready deployments when compliance and therapy workflows matter.

For mental health groups that need it: HIPAA-ready environments, BAAs, and EHR integration support. We’ll confirm requirements during discovery.

HIPAA-ready options

Deployment options designed for regulated environments; BAAs available.

EMR integration support

Workflow-specific connectivity for scheduling and patient intake.

Clinical-safe guardrails

Workflow-defined behavior with escalation paths for mental health routing.

Fit check

Is this a fit for your mental health organization?

Good fit

  • Organizations with high call volume and front-desk staffing strain
  • Multi-location groups seeking operational consistency
  • Need structured workflows: routing, intake, scheduling, escalation

Not a fit

  • Practices looking for a basic chatbot or novelty
  • DIY teams who want to build and maintain the system themselves
  • Buyers who need convincing that voice AI is real

Why AI-powered phone calls matter more than ever

Missed calls, long wait times, and overwhelmed staff create massive revenue leakage. These industry-wide stats show why intelligent, real-time automation has become essential.

85%

of callers never call back if you miss them

Most missed calls turn into permanently lost revenue — especially for healthcare and service businesses.

30–50%

workload reduction through call automation

AI handles repetitive scheduling, intake, and FAQ calls — freeing staff to focus on meaningful patient care.

40%

of all clinic calls happen after hours

Patients call when your team is unavailable. AI answers instantly, books appointments, and captures lost demand.

Healthcare Professionals

Frequently Asked Questions for Healthcare Professionals

Here are some of the most frequently asked questions about our platform for healthcare providers. If you have any other questions, feel free to contact us.