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◆ Inbound call automation

Every inbound call answered, and the work behind it done

Saga deploys AI voice agents that answer a practice’s inbound patient calls. The agent understands why the patient is calling, works from the same chart and scheduling rules as your staff, books, reschedules, or cancels the appointment in the EHR, and hands anything clinical or sensitive to the right person with a summary, so no one has to ask the patient to repeat themselves.

Built for → Orthopedics & ASCs · Radiology & imaging · Infusion · Behavioral health

The problem

The phones never stop, and every call turns into work.

Front-desk and call-center staff spend the day on hold queues, voicemail, and callbacks. Patients abandon calls, appointments go unfilled, and each call still ends with someone re-keying the outcome into the EHR.

How it works

How Saga handles an inbound call

01

Answers on your number

Calls reach Saga on the practice’s existing phone number. Each practice chooses whether Saga takes every call, overflow, or after-hours calls.

02

Identifies the patient and the request

Saga verifies who is calling, pulls up the chart, and works out what they need: a new appointment, a change to one, or something for staff.

03

Schedules in the EHR

Saga finds openings that fit the provider, visit type, location, and your scheduling rules, then books, reschedules, or cancels the appointment directly in the EHR.

04

Routes to staff

Clinical questions, urgent symptoms, and anything outside the practice’s rules go to the right person or team as a warm transfer or a task, with a summary of the call.

05

Records the outcome

Every call is logged with a summary and the action taken, so staff can see what happened without listening to a recording.

Coverage

What Saga covers

  • New, follow-up, and post-referral appointment scheduling
  • Reschedules and cancellations, written back to the EHR
  • After-hours and overflow call coverage
  • Warm transfers and routed tasks for clinical or sensitive calls
  • A call summary and outcome recorded for every call
  • The same chart and rules as Saga’s referral, eligibility, and prior-auth agents
Results

Fewer hours on paperwork. More capacity for patients.

94%
Less manual back-office work
48%
Increase in labor capacity
Aggregate results across early multi-site deployments; your figures are modeled against your own volumes during onboarding.
Questions

Inbound call questions

Can Saga answer patient phone calls?

Yes. Saga’s AI voice agents answer inbound patient calls on the practice’s existing number, schedule, reschedule, or cancel appointments in the EHR, and route clinical or sensitive calls to staff.

Does the practice need a new phone number?

No. Calls are forwarded to Saga from the practice’s existing number. Each practice chooses whether Saga answers every call, overflow, or after-hours calls.

What happens when a caller needs a person?

Saga hands the call to the right person or team, as a warm transfer or a task, with a summary of the call. Clinical questions and urgent symptoms always go to staff.

Can Saga book appointments directly in the EHR?

Yes. Saga books, reschedules, and cancels appointments inside the practice’s EHR, following the practice’s scheduling rules for providers, visit types, and locations.

Does Saga work with my EHR?

Saga works inside Epic, Cerner, athenahealth, eClinicalWorks, MedENT, and other EHRs. It uses a computer-use agent that operates the EHR the way a staff member would, so no API integration or IT project is required.

Comparing options? See how Saga compares with fax OCR, RPA, and outsourced intake →

Answer every call.

Live in under a month · writes back to your EHR · your data stays yours