AI Workflow Layer

AI Admin — The intelligent layer that runs your workflows

AI Admin senses signals across your EHR, EMR, or PMS, applies your business rules, and decides what happens next—complete the task, ask the AI Receptionist to call, or bring in your team.

Book an AI Admin Consultation
Appointment records
Intake status
Billing signals
AI Admin
Reads context, applies your rules, and assigns the next action.
Assigns to AI Receptionist
Creates an outbound call task with full context—reminders, rescheduling, follow-up.
Assigns to your staff
Routes callbacks, sensitive cases, and anything that needs a human to your team.
Completes it itself
Runs approved system work directly—updates records and writes results back.
How AI Admin works

One Layer Between Your Data and the Next Best Action

Your systems hold the signals. AI Admin turns those signals into consistent operational work, with boundaries your team defines.

01 · Sense

Watch records

Appointments, payment status, intake completion, insurance dates, recalls, waitlists, and custom events.
02 · Decide

Apply your workflow rules

The AI reasoning layer evaluates context, timing, policy, and escalation requirements before choosing an action.
03 · Act

Route work to the right place

Update the system, assign an outbound call to the AI Receptionist, or create a contextual task for a person.
Connected Systems

Start With the Systems Your Team Already Uses

Select an integration to see workflow examples. Exact capabilities depend on available APIs, permissions, and your configuration.

OSCAR Pro
AdvancedMD
Athena
Open Dental
Akitu One
Tebra
Dentrix Ascend
Jane App
50+
Dentrix, Jane App + 50+ integrations — don't see your system? Kickcall connects through APIs and supported integration paths.
EMR
SUPPORTED SYSTEM
View integration
OSCAR Pro
Connect OSCAR Pro appointment and patient records to approved AI Admin workflows.
Workflow access is API- and permission-dependent. Kickcall confirms available triggers, reads, and write-backs before launch.
AI Receptionist
Incomplete intake reminder
AI Receptionist
Insurance expiry check
AI Receptionist
No-show recovery
AI Receptionist
Recall campaigns that fill the calendar
Human task
Human callback task
Many more connections available through APIs and supported integration paths.
EHR & practice management
SUPPORTED SYSTEM
View integration
AdvancedMD
Use AdvancedMD scheduling and account signals to trigger operational follow-up.
Workflow access is API- and permission-dependent. Kickcall confirms available triggers, reads, and write-backs before launch.
System action
Payment clearance before a visit
AI Receptionist
Insurance expiry check
AI Receptionist
Incomplete intake reminder
AI Receptionist
No-show recovery
System action
Billing reminders
Many more connections available through APIs and supported integration paths.
EMR
SUPPORTED SYSTEM
View integration
Athena
Use Athena scheduling, patient, and billing signals to trigger timely outreach, write-backs, and staff tasks.
Workflow access is API- and permission-dependent. Kickcall confirms available triggers, reads, and write-backs before launch.
System action
Payment clearance before a visit
AI Receptionist
Incomplete intake reminder
AI Receptionist
No-show recovery
AI Receptionist
Recall campaigns that fill the calendar
System action
Human callback task
Many more connections available through APIs and supported integration paths.
Dental PMS
SUPPORTED SYSTEM
View integration
Open Dental
Coordinate dental scheduling, recall, insurance, and billing workflows with Open Dental.
Workflow access is API- and permission-dependent. Kickcall confirms available triggers, reads, and write-backs before launch.
AI Receptionist
Insurance expiry check
AI Receptionist
Fill open slots from the waitlist
AI Receptionist
No-show recovery
System action
Billing reminders
Human task
Recall campaigns that fill the calendar
Many more connections available through APIs and supported integration paths.
Dental PMS
SUPPORTED SYSTEM
View integration
Akitu One
Connect Akitu One to dental outreach and back-office workflows designed around your operating rules.
Workflow access is API- and permission-dependent. Kickcall confirms available triggers, reads, and write-backs before launch.
AI Receptionist
Incomplete intake reminder
AI Receptionist
Fill open slots from the waitlist
AI Receptionist
No-show recovery
System action
Recall campaigns that fill the calendar
Human task
Custom staff notifications
Many more connections available through APIs and supported integration paths.
EHR & practice management
SUPPORTED SYSTEM
View integration
Tebra
Use Tebra scheduling and practice data to automate pre-visit, recovery, and revenue workflows.
Workflow access is API- and permission-dependent. Kickcall confirms available triggers, reads, and write-backs before launch.
System action
Payment clearance before a visit
AI Receptionist
Insurance expiry check
AI Receptionist
Incomplete intake reminder
AI Receptionist
No-show recovery
System action
Billing reminders
Many more connections available through APIs and supported integration paths.
Cloud dental PMS
SUPPORTED SYSTEM
View integration
Dentrix Ascend
Build multi-location dental scheduling and recall workflows around Dentrix Ascend data.
Workflow access is API- and permission-dependent. Kickcall confirms available triggers, reads, and write-backs before launch.
AI Receptionist
Insurance expiry check
AI Receptionist
Fill open slots from the waitlist
AI Receptionist
No-show recovery
System action
Billing reminders
AI Receptionist
Recall campaigns that fill the calendar
Many more connections available through APIs and supported integration paths.
EMR
SUPPORTED SYSTEM
View integration
Jane App
Connect Jane App schedules to reminders, waitlist recovery, recalls, and team follow-up.
Workflow access is API- and permission-dependent. Kickcall confirms available triggers, reads, and write-backs before launch.
AI Receptionist
Incomplete intake reminder
AI Receptionist
Fill open slots from the waitlist
AI Receptionist
No-show recovery
AI Receptionist
Recall campaigns that fill the calendar
Human task
Human callback task
Many more connections available through APIs and supported integration paths.
Workflow Library

Proven Templates, Shaped Around Your Rules

Start with the workflows healthcare and dental teams repeatedly need. Kickcall can adapt these templates or build a new workflow around your operation.

All
Scheduling
Pre-visit
Revenue
Outreach
Team
Operations
Growth
System action
Revenue
Payment Clearance Before a Visit
When: Appointment starts in 24 hours and payment is still outstanding
Result
A cleaner schedule with fewer unpaid appointments
AI Receptionist
Revenue
Insurance expiry check
When: Coverage expires before or near upcoming appontment
Result
Fewer last-minute eligibility issues
AI Receptionist
Pre-visit
Incomplete intake reminder
When: Tomorrow's appointment has an incomplete intake form
Result
More complete records before arrival
AI Receptionist
Scheduling
No-show recovery
When: An appointment is marked as a no-show
Result
Lost appointments return to the calendar faster
AI Receptionist
Scheduling
Fill open slots from the waitlist
When: A morning schedule check finds unfilled capacity
Result
More productive calendars without manual list work
System action
Revenue
Billing reminders
When: A balance reaches you selected follow-up date
Result
Consistent follow-up without a daily call list
AI Receptionist
Growth
Recall campaigns that fill the calendar
When: A person bemoces due for a routine or follow-up visit
Result
Dormant demand returns to the schedule
Human task
Team
Human callback task
When: A caller asks for staff or the conversation reaches an exception
Result
Staff enter the conversation with the context they need
Human task
Team
Custom staff notifications
When: A business-specific event or exception is detected
Result
Important exceptions no longer disappear in a queue
Human task
Operations
Referral follow-up
When: A referral remains incomplete beyond your expected timeline
Result
Fewer referrals stall between organizations
Human task
Outreach
Post-visit follow-up
When: Avisit or procedure reaches its follow-up window
Result
Consistent follow-up with clinical judgment kept human
Human task
Outreach
Prescription renewal reminders
When: A prescription is approaching its renewal date
Result
Fewer avoidable gaps and fewer inbound status calls
AI Receptionist
Scheduling
No-show recovery
When: An appointment is marked as a no-show
Result
Lost appointments return to the calendar faster
AI Receptionist
Scheduling
Fill open slots from the waitlist
When: A morning schedule check finds unfilled capacity
Result
More productive calendars without manual list work
AI Receptionist
Pre-visit
Incomplete intake reminder
When: Tomorrow's appointment has an incomplete intake form
Result
More complete records before arrival
System action
Revenue
Payment Clearance Before a Visit
When: Appointment starts in 24 hours and payment is still outstanding
Result
A cleaner schedule with fewer unpaid appointments
AI Receptionist
Revenue
Insurance expiry check
When: Coverage expires before or near upcoming appontment
Result
Fewer last-minute eligibility issues
System action
Revenue
Billing reminders
When: A balance reaches you selected follow-up date
Result
Consistent follow-up without a daily call list
Human task
Outreach
Post-visit follow-up
When: Avisit or procedure reaches its follow-up window
Result
Consistent follow-up with clinical judgment kept human
Human task
Outreach
Prescription renewal reminders
When: A prescription is approaching its renewal date
Result
Fewer avoidable gaps and fewer inbound status calls
Human task
Team
Human callback task
When: A caller asks for staff or the conversation reaches an exception
Result
Staff enter the conversation with the context they need
Human task
Team
Custom staff notifications
When: A business-specific event or exception is detected
Result
Important exceptions no longer disappear in a queue
Human task
Operations
Referral follow-up
When: A referral remains incomplete beyond your expected timeline
Result
Fewer referrals stall between organizations
AI Receptionist
Growth
Recall campaigns that fill the calendar
When: A person bemoces due for a routine or follow-up visit
Result
Dormant demand returns to the schedule
Human-Led by Design

Let People Focus on What AI Cannot Do

AI Admin handles repetitive monitoring, follow-up, and coordination. Your team keeps empathy, judgment, accountability, and complex care.
Discuss your knowledge base

Complete automatically

Approved, repeatable system tasks follow your defined rules.

Assign to AI Receptionist

Outbound calls are created with the context needed to complete the job.

Bring in your team

Sensitive, unusual, or requested callbacks arrive as clear staff tasks.
Time and Cost

Reduce the Work Around Every Appointment

The value comes from removing repeated list checks, manual calling, duplicate entry, and missed follow-up—not from replacing people.

Clock

Return Staff Time

Recurring checks and outreach run consistently, freeing people for service and complex cases.

Protect Earned Revenue

Recover no-shows, fill cancellations, follow up balances, and reduce avoidable schedule leakage.

Scale Repeatable Work

Add locations, providers, and workflows without recreating the same manual process for every team.
Results vary by workflow volume, staffing model, data availability, and operating rules. Kickcall validates expected impact during workflow design.
From Template to Production

Your first workflow, built with you

Kickcall brings ready-made AI Admin templates and a team ready to build around your system, policy, and staff responsibilities.
01
Map
Choose the repeated process, required data, business rules, and exceptions.
02
Connect
Confirm API feasibility and establish the approved reads, triggers, and write-backs.
03
Control
Test in review mode, define human checkpoints, and confirm communication rules.
04
Improve
Measure outcomes, refine decisions, and activate the next workflow.
How We Take You Live

From Your Workflow to Production in Five Steps

A clear path from first conversation to a running workflow: your team sees what connects, what AI can do, where people stay involved, and how success will be measured before production.

01
01
Understand Your Workflows
We map the process with your team—the required data, business rules, and exceptions it must respect.
02
02
Build It
Kickcall configures the workflow, connects your EHR, EMR, or PMS, and defines approved reads, triggers, and write-backs.
03
03
Security Check
HIPAA- and PIPEDA-ready review with role-based escalation rules, and audit-friendly approvals before anything goes live.
04
04
Pilot and Launch
A focused pilot can be prepared in as little as 48 hours when access and workflow rules are ready—then it goes live.
05
05
Ongoing Support
Testing, launch support, named contacts, and enterprise service commitments as your workflows scale.
Measured From Your Baseline
Prove the Workflow Before Scaling It
Kickcall defines the starting baseline and tracks the result that matters for each workflow—staff time returned, outreach completion, recovered appointments, completed forms, or collected balances. No generic ROI assumption is applied to your business.
Define Your Pilot Success Metric

Frequently Asked Questions

What is AI Admin?

How is AI Admin different from the AI Receptionist?

Does AI Admin make clinical decisions?

Which EHR, EMR, and PMS systems can AI Admin connect to?

Can Kickcall build a custom workflow?

How long does AI Admin take to launch?

What support and service commitments are available?

Will AI Admin replace our staff?

Compliance Certification

We have compliance certifications and protocols in place to ensure that every single interaction is private and secure.
Book Free Demo

See AI Admin run your workflow

Tell us the one process that eats your team's week. We'll show you AI Admin doing it.

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Kickcall is a North American tech startup focused on building intelligent voice solutions powered by AI. Our platform helps businesses automate phone interactions, improve customer experience, and streamline communication.

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