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RevDesk Health

Every patient, accounted for.

RevDesk Health runs outreach, intake, recall, and follow-through for your practice on the channels patients answer, and writes every conversation back to your chart.

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  • Outreach patients actually answer
  • Clinicians in the loop on every escalation
  • HIPAA compliant
1 agent
Runs inbound and outreach, day and night
100%
Of conversations documented to your chart
5
Channels: voice, iMessage, SMS, email, WhatsApp
The problem

Operational cost of patient care

No-shows
$150B

lost to missed appointments across US healthcare each year. Most with no follow-up.

Source: Industry no-show cost estimates
Preventive care
8%

of adults receive every recommended preventive service. The rest are open care gaps.

Source: Health Affairs
Staffing
1 in 3

nurses say they may leave direct patient care. Someone still has to make the calls.

Source: McKinsey nursing workforce surveys
The engine

Calls that know the patient

A call can go places a reminder can't.

Reads the chart before dialing. The agent knows the procedure, the meds, and the last conversation before the phone rings. Patients never repeat themselves.

Catches what reminders miss. A routine recall surfaces new swelling. A nurse gets the transcript, and the callback is booked before hangup.

Hands off like a colleague. When a human should take over, the call transfers warm. The conversation goes with it.

RevDeskHi Sarah, this is the digital assistant at Lakeside Cardiology. Is now still an okay time to talk for a couple of minutes?
SarahOh yes, that's fine.
RevDeskYour last lab work was in January, and Dr. Rivera would like a recheck. While I have you, any swelling or dizziness since that visit?
SarahActually, my ankles have been swelling this week.
RevDeskThank you for telling me. I'm flagging that for the nursing team, and a nurse will call you back this afternoon.
Nurse callback bookedToday · 3:05 PM
The loop

Good care runs on small tasks

RevDesk runs them end to end: outreach, intake, reminders, rechecks, reschedules, referrals. The six steps below follow one overdue lab recheck, and your team is pulled in only when something needs them.

1

Identify who's due

RevDesk watches your PMS or EHR for overdue rechecks, open referrals, and unscheduled follow-ups. Nobody pulls a report.

SPSarah P.Labs overdue · recheck dueEHR
2

Reach out

Patients get a text or a call from your practice's own number, on the channel they answer.

Hi Sarah! Dr. Rivera would like a quick lab recheck.
3

Confirm and assess

The agent verifies identity, makes the required disclosures, and works through your questions in a natural conversation.

RevDeskCan you confirm your date of birth for me?
SarahMarch 14th, 1962.
4

Document to the chart

Answers land in your EHR as a structured note. Nobody replays a voicemail.

Recheck ordered · charted
5

Escalate what's clinical

Concerns trip the triggers you define and reach a nurse the same hour, with the full transcript.

!Concern flagged
Nurse looped in · transcript
6

Follow through and book

Outreach continues across text and voice until the visit is on the schedule.

Back on the scheduleLabs · Friday
Automations

Documentation that writes itself

iMessage, from your practice

Outreach goes out over iMessage under your practice's name. Patients answer the thread they already trust. WhatsApp also supported.

The chart note files itself

Every conversation becomes an encounter note in your EHR automatically. What a patient says Friday is in the chart Friday.

One memory across channels

Texts, calls, and emails are one conversation to the agent. Patients never start over.

LLakeside Cardiology iMessage
Hi Sarah, it's Lakeside Cardiology. Dr. Rivera would like a quick lab recheck. Friday 8:15 AM or Tuesday 2:30 PM?
Friday works, thank you!Delivered
Lab visit bookedFri · 8:15 AM · Suite 210
iMessage
Care-gap recallEnc 2093
PatientS. Park
OutreachRecheck · answered
LabsRecheck ordered
!New symptom · nurse callback set
Written back
to EHR
Deliverability

Calls and texts that get answered

Your name on their screen

Outbound calls carry your branded, verified caller ID. Patients know who's calling before they pick up.

Numbers that stay clean

Every line is monitored across carrier spam analytics, and labels get removed when they appear.

Built on carrier infrastructure

RevDesk registers, monitors, and defends every number it dials from.

Incoming call
Riverside Family Care
Verified business
Branded, reputation-monitored caller ID. Not “Scam Likely,” never a personal cell.
Use cases

Every service line, covered

Post-op check-ins

Every discharge gets checked on, on your cadence. Concerns reach a nurse; routine answers just get charted.

Day 1Check-inAnswered
Day 4RecheckCompleted
Day 10SurveySent

Recall & care gaps

Overdue labs, screenings, and annual visits, worked until they're on the calendar. It's the panel outreach nobody has time to run.

OsOverdue screeningColonoscopy · due 3 months agoCare gap
Screening bookedMon · 7:30 AM

Referral follow-through

Referrals get scheduled instead of dying as faxes. The referring practice sees the loop close.

Referral outreachreached · scheduled
Referring office notified

Prescriber & pharmacy relay

Treatment-plan updates delivered clinician to clinician and documented on both ends. No personal cells, no three-day phone tag.

PharmacyDose change cleared, plan updated.
RevDeskRelaying to the prescriber's line now.

Intake & verification

History, meds, and insurance confirmed before the visit, so the front desk isn't doing it at check-in.

Intake complete · pre-visit
Coverage verified

Inbound, answered

The agent that runs your outreach picks up your line too. Same memory, same protocols, same chart.

I can move you to Thursday at 3:40, want it?
Yes, move itKeep mine
Security & compliance

Built for PHI from day one

How RevDesk handles PHI, in plain terms.

HIPAA · BAASOC 2 TYPE II (IN PROGRESS)GDPR

Full details in our Trust Center and on the security page.

HIPAA compliant. We sign BAAs, and the AI call path runs only on BAA-covered providers.

PHI never leaves through the API. Recordings and transcripts are stripped from webhooks; only call metadata flows out.

Your data, your rules. Turn off recording or transcription org-wide, and purge what's stored.

Encrypted everywhere. TLS 1.2+ in transit, AES-256 at rest.

No training on your data. Patient conversations never train shared models.

Your EHR stays the system of record. Notes write back; you keep the record.

The field

How RevDesk Health compares

Manual outreachPatient-outreach AIInbound-only AIRevDesk
Reaches out proactively~When staffedCallsWaitsAny channel
Texts patients backPhone tag~SMS onlyVoice onlyiMessage
Answers your inbound line~Office hoursOutbound onlyAnswersSame agent
Writes back to the EHR~By hand~Summary~MessageChart note
Escalates with full context~Sticky note~Callback~Hands offTranscript
Trust posture you can verify~Internal~On request~On requestTrust center
Try it before a sales callHiring~Demo form~Demo formSelf-serve
Reaches out proactivelyManual outreach~When staffedPatient-outreach AICallsInbound-only AIWaitsRevDeskAny channel
Texts patients backManual outreachPhone tagPatient-outreach AI~SMS onlyInbound-only AIVoice onlyRevDeskiMessage
Answers your inbound lineManual outreach~Office hoursPatient-outreach AIOutbound onlyInbound-only AIAnswersRevDeskSame agent
Writes back to the EHRManual outreach~By handPatient-outreach AI~SummaryInbound-only AI~MessageRevDeskChart note
Escalates with full contextManual outreach~Sticky notePatient-outreach AI~CallbackInbound-only AI~Hands offRevDeskTranscript
Trust posture you can verifyManual outreach~InternalPatient-outreach AI~On requestInbound-only AI~On requestRevDeskTrust center
Try it before a sales callManual outreachHiringPatient-outreach AI~Demo formInbound-only AI~Demo formRevDeskSelf-serve

Common questions

Book a Demo
  • Yes, and we sign Business Associate Agreements. The AI call path runs on BAA-covered providers end to end, and PHI is encrypted in transit and at rest.
  • Recording and transcription can be disabled org-wide, with existing data purged.
  • Yes. The agent introduces itself as your practice's digital assistant and never pretends to be human. Recording disclosure is part of the greeting where required.
  • Any patient can ask for a person and get one, with the conversation so far attached.
  • You define the triggers per protocol: symptoms, phrases, thresholds. When one fires, your team gets the full transcript right away.
  • Nothing clinical gets closed without the human review you configure.
  • A policy layer you configure decides whether to reach out, when, and on which channel, and it writes the reason down. The language model only words the message.
  • Quiet hours, consent, and frequency caps are enforced before any contact goes out, and every contact keeps its trail: why, what was said, what was written back.
  • Yes. Conversation outcomes land as structured notes, and your EHR stays the system of record. Practices run RevDesk with Epic, athenahealth, NextGen, eClinicalWorks, Dentrix, Open Dental, and Eaglesoft.
  • Anything else connects over webhooks in minutes.
  • Days, not months. You can start self-serve, set your protocols, and send your first outreach the same week.
  • There is no implementation project and no enterprise contract to evaluate.
  • Two parts: a monthly plan set by which outcomes you turn on, and per-minute usage as your agents talk. No seat fees, no setup fees.
  • Plans and rates are published on the pricing page.

Every patient, accounted for.

Book a demo, or call the AI right now and hear it for yourself.

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