Getting Started
Start here: product overview, phone setup, go-live checklist, and support basics.
Main
Home dashboard, inbox, and AI insights for your practice.
Ira: AI Phone Receptionist
Phone setup, call handling, appointment booking, patient lookup, after-hours coverage, call forwarding, and desk phones.
Inbox & Patient Conversations
Review call transcripts, reply by SMS, manage patient conversations, and understand website chat and knowledge base workflows.
Scheduling & Practice Setup
Appointment types, online scheduling, patient records, insurance details, providers, and practice configuration.
Sia: Clinical Notes
Start clinical sessions, review and edit notes, manage note templates, and handle compliance addenda.
Milo: Insurance & Payments
Eligibility checks, insurance details, benefit breakdowns, fee schedules, copay estimates, and claims workflows.
Account, Billing & Team Management
Billing, subscriptions, locations, user profiles, team invitations, and multi-location account setup.