THE PLATFORM

The Complete AI Call Coverage Platform

From the moment a patient calls to the moment your staff follows up — Sera handles everything automatically.

app.joinsera.us/dashboard
  • Dashboard
  • Calls
  • Inbox
  • Patients
  • Settings
Recent Calls
Today — 4 new calls
MG
Maria Garcia New Patient
Just now
Reason Knee pain evaluation
Insurance BCBS PPO
Preferred Mon-Wed AM
JL
James Lee Follow-up
12 min ago
ST
Sarah Thompson New Patient
34 min ago
RK
Robert Kim Insurance Q
1 hr ago
STEP BY STEP

How Sera Works

Four simple steps from incoming call to booked appointment. No training required, no complex setup.

1

Sera Answers Instantly

When a patient calls your practice, Sera picks up within seconds — day or night. No hold times, no voicemail maze, no busy signals. The AI greets the caller naturally and begins the conversation immediately, just like a trained receptionist would.

Incoming Call
Summit Physical Therapy
Maria Garcia
Sera answering in 2s...
2

Smart, Natural Intake

Sera conducts a structured intake conversation — asking about the reason for calling, insurance information, preferred appointment times, and any special notes. The conversation feels natural and professional. Patients consistently report they can't tell they're speaking with AI.

Live Conversation
S
Hi, thank you for calling Summit Physical Therapy! How can I help you today?
P
Hi, I'd like to schedule an appointment for knee pain.
S
I'd be happy to help with that. Are you a new or returning patient?
P
New patient. I have Blue Cross Blue Shield.
S
Great, we accept BCBS. What mornings or afternoons work best for you?
3

Instant Summary Generation

The moment the call ends, Sera generates a structured summary with every detail captured: patient name, contact info, reason for calling, insurance details, appointment preferences, and any notes. The summary is formatted and ready for your team to act on.

Call Summary
Maria Garcia New Patient
Phone (555) 234-5678
Reason Knee pain evaluation
Insurance BCBS PPO
Preferred Mon-Wed mornings
Duration 2m 34s
Notes Previous ACL surgery 2022
4

Your Team Gets Notified

Summaries are delivered instantly via email, SMS, or directly into your Sera portal. Your staff sees exactly what they need to follow up and book the appointment — no phone tag, no deciphering voicemails, no manual data entry.

New Call Summary
Just now • via Email
Patient: Maria Garcia
Reason: Knee pain evaluation
Insurance: BCBS PPO
Preferred: Mon-Wed mornings
CAPABILITIES

Every Feature Your Practice Needs

Built specifically for healthcare. Every feature designed to save time, capture patients, and reduce staff burden.

Incoming Call
Maria Garcia
Instant Call Answering

Sera picks up every call within seconds, 24/7. No hold music, no voicemail, no missed opportunities.

Call In
AI Intake
Summary
Notify
Intelligent Routing

Automatically routes calls through the right workflow based on caller intent — new patient, follow-up, or urgent.

S
How can I help you today?
P
I need to schedule a follow-up.
S
Of course! Let me pull up availability.
Natural AI Conversations

Patients can't tell they're speaking with AI. Sera handles complex questions naturally and professionally.

March 2026
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Scheduling Preferences

Captures preferred days, times, and urgency so your team can book instantly without back-and-forth.

Call Summary
Patient Maria Garcia
Reason Knee pain
Insurance BCBS PPO
Duration 2m 34s
Structured Summaries

Every call produces a clean, structured summary with patient details, reason, insurance, and notes.

Outbound Call
Reminder: Appt tomorrow 9am
Patient: James Lee
Status: Confirmed ✓
View Details
Outbound Calls Coming Soon

Sera will proactively call patients for reminders, rescheduling, and waitlist notifications.

WORKFLOWS

How Sera Handles Every Scenario

Intelligent workflows for every type of call your practice receives.

Appointment Request
Patient calls in
Sera answers within seconds
Identify intent
New patient or follow-up detected
Collect details
Name, insurance, preferences captured
Generate summary
Structured data sent to team
✓ Appointment booked
General Inquiry
Patient calls in
Sera answers within seconds
Understand question
Insurance, hours, services, etc.
Provide answer
Responds with practice information
Offer next step
Schedule visit or transfer to staff
✓ Inquiry resolved
Urgent Call
Patient calls in
Sera answers within seconds
Detect urgency
AI identifies urgent keywords
Escalate immediately
Routes to on-call provider
Log & notify
Full record sent to team
✓ Patient connected
Appointment Reminder
Trigger reminder
24-48 hrs before appointment
Sera calls patient
Natural confirmation call
Confirm or reschedule
Handles changes automatically
Update calendar
Real-time schedule updates
✓ Appointment confirmed
Reschedule Outreach
No-show detected
Patient missed appointment
Sera reaches out
Friendly follow-up call
Offer new times
Flexible scheduling options
Book new slot
Rescheduled and confirmed
✓ Rescheduled
Waitlist Notification
Slot opens up
Cancellation creates opening
Notify waitlist
Sera calls patients in order
First to confirm wins
Fair, first-come-first-served
Slot filled
Zero revenue lost
✓ Slot filled
DEEP DIVE

Everything Captured. Nothing Missed.

Every call produces a comprehensive, structured summary that captures every detail your team needs to follow up. No more listening to voicemails, no more incomplete notes, no more guessing what the patient said. Sera captures it all — automatically, accurately, and instantly.

Call Summary
New Patient Intake
Patient Name Maria Garcia
Phone (555) 234-5678
Reason Knee pain evaluation — new patient
Insurance Blue Cross Blue Shield (PPO)
Preferred Mornings Mon-Wed, earliest available
Notes Previous ACL surgery 2022. Works early mornings, prefers before 9am. Asked about parking.
Call Duration 2m 34s
Disposition New patient intake — appointment requested
Recording Available
Transcript Available
COMPARISON

Sera vs. Traditional Solutions

See how Sera stacks up against legacy answering services and voicemail systems.

Feature Sera AI Traditional Solutions
Answer Speed Under 3 seconds, every call 30-90 second hold times typical
Availability 24/7/365 — no exceptions Business hours only, voicemail after
Data Capture Structured summary, every field Handwritten notes, often incomplete
Cost Per Call Pennies per call, flat monthly $4-8 per call, overages common
HIPAA Compliance Fully compliant, BAA included Varies, often unclear
Setup Time Under 15 minutes Days to weeks of training
Consistency 100% consistent, every call Varies by agent and shift
Scalability Unlimited concurrent calls Limited by staff headcount
Integrates with your existing tools
athenahealth ModMed NextGen eClinicalWorks AdvancedMD Salesforce HubSpot DrChrono athenahealth ModMed NextGen eClinicalWorks AdvancedMD Salesforce HubSpot DrChrono

AI That Picks Up So Your Team Doesn't Have To

Book a 15-minute demo and see how Sera can transform your practice's call handling overnight.