Map the current practice
Practice lead + MedSiteAI
Systems and patient-handoff map
Name the locations, services, booking rules, phone flow, chart system, revenue steps, and approval owner.
MedSiteAI starts with the systems and handoffs the practice already has. Then the managed site, front desk, clinical work, and revenue path are built around one journey and tested before launch.
Every step has an owner and a verifiable output.
Practice lead + MedSiteAI
Systems and patient-handoff map
Name the locations, services, booking rules, phone flow, chart system, revenue steps, and approval owner.
MedSiteAI
Working first draft
Design the custom site, service paths, booking entry points, content, local search structure, and managed brand system.
MedSiteAI + practice
Calls, intake, and routing rules
Set how calls are answered, how appointments are booked, which questions are handled, and when staff take over.
MedSiteAI
Named system handoffs
Map chart, scribe, insurance, payment, claim, and notification steps to the systems the practice will keep.
Both teams
Approved live journey
Run synthetic patient journeys at desktop and mobile, correct the failures, approve the cutover, and monitor the result.
Light-mode, populated product films replace decorative diagrams.
The call becomes an appointment and a documented handoff.
The visit becomes a review-ready clinical note inside the charting path.
Availability, confirmation, intake, and the destination system stay aligned.
We will map the current journey and show what belongs in the first implementation.