Voice AI
SMS AI
Answer calls, schedule evaluations, and handle intake with consistent voice and SMS workflows. We implement and integrate AI directly into your therapy operations—including telephony, scheduling, and EHR integration—so it works the way your clinics actually run.
HIPAA-ready infrastructure and BAA availability are standard for PT/OT groups.
Built for therapy operations
Location-based routing, evaluation scheduling, and intake automation.
On-script by design
Structured workflows with clinical guardrails and escalation paths.
Healthcare-ready options
HIPAA-ready environments, BAAs, and therapy EHR integration support.
As seen in:

Award Winning AI Platform:
2025 Globee® Awards for Artificial Intelligence ·
2025 Titan Awards Information Technology - AI & Automation


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.
We map your real-world workflows: call routing, scheduling, intake, and the SMS touchpoints that reduce call volume and no-shows.
We configure telephony, SMS programs, and integrations (EHR/CRM, scheduling, webhooks, Zapier/Keragon), with HIPAA-ready options where applicable.
We launch location-by-location, then continuously tune voice and SMS workflows to maintain reliability as volume and complexity grow.
We build and maintain your workflows so your team can focus on patients, not phone trees, scripts, or texting logistics.
Built for reliability, medical-grade accuracy, and scalable use across clinics and partners.
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.




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

Your Agent
Available

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

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
Greetmate collects patient information over the phone and creates new records directly in your EHR system, eliminating manual data entry.
Greetmate not only writes to your EHR but also reads from it, allowing the AI to access patient names and provide personalized service.
All patient data is handled with HIPAA-ready features, supporting patient privacy (with signed BAA with your organization).

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
Greetmate intelligently matches patients with the right provider based on specialty, availability, and patient history.
Collect reason for visit, symptoms, insurance information, and other relevant details during the scheduling call.
Handle complex scheduling scenarios including follow-ups, recurring appointments, and urgent care visits.

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
Greetmate can call patients to remind them about medications, verify they're following treatment plans, and address any concerns.
Track patient recovery with scheduled check-in calls that assess symptoms, pain levels, and healing progress after procedures.
Proactively reach out to patients due for annual exams, vaccinations, or routine screenings to improve preventive care rates.

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
Handle patient questions about insurance coverage, co-pays, and billing statements with accurate, up-to-date information.
Help patients request medical records, test results, and prescription refills while maintaining proper verification protocols.
Direct complex inquiries to the appropriate staff member while handling routine questions automatically to optimize workflow.

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
Streamline the patient intake process by sending and collecting digital forms before appointments, reducing wait times.
Automatically verify patient insurance coverage before appointments to reduce claim denials and billing issues.
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 new therapy evaluations aren't missed.
Front desk load reduced
Automate FAQs, scheduling, and basic intake so therapists can focus on patient recovery.
On-script reliability
Workflow-driven call handling with guardrails and escalation paths for triage and routing.
For therapy practices
Patients get scheduled correctly, intake stays consistent, and therapists stop getting interrupted. We deploy workflows that match your therapy protocols—then support the rollout.
Multi-location routing rules
Route by specialty, injury type, insurance, or therapist availability.
Scheduling + intake workflows
Capture injury details, confirm evaluations, and update therapy EMRs.
Guardrails + QA
Standardized behavior with review, tuning, and clinical escalation paths.
Healthcare-ready options
For PT/OT groups that need it: HIPAA-ready environments, BAAs, and therapy 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 therapy scheduling and patient intake.
Clinical-safe guardrails
Workflow-defined behavior with escalation paths for therapy routing and triage.
Fit check
Good fit
Not a fit
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.
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.