Treatment Plan Follow-Up

Automate AdvancedMD Treatment Plan Follow-Up Calls with AI

Kickcall calls AdvancedMD patients seen in the last 3 months who left without booking their next visit, and schedules the follow-up their provider planned.

Official Integration Partner

VERIFIED BY

AdvancedMD

Kickcall is an official integration partner with AdvancedMD — allowing our AI Front Desk to securely connect with your AdvancedMD account.

Zero disruption to current workflows

Real-time sync

Actively maintained

Custom workflows

Quick Workflow Walkthrough

How This Workflow Runs, Step by Step

AI treatment plan follow-up calls for AdvancedMD are phone calls to patients seen in the last 3 months who have nothing booked, for the appointment types your team approves. Kickcall explains the next visit their provider planned, books it in AdvancedMD, and keeps care continuity on track.

Step 01

Find patients with no next visit

Kickcall reads AdvancedMD for patients seen in the last 3 months with nothing booked, limited to the follow-up appointment types your team approves.

Step 02

Explain the next step

The AI reminds the patient that their provider asked them to come back, describes the visit in approved words, and asks to book it.

Step 03

Book the planned visit

Kickcall offers times that fit the follow-up appointment type, provider and location, so the patient returns to the same care team.

Step 04

Close the loop in AdvancedMD

The visit is booked straight into AdvancedMD, and patients who decline are flagged for provider review.

Fewer patients fall out of care between visits, without staff tracking every unbooked follow-up by hand.

It Works the Same Way Your Team Works

Every follow-up call uses the same judgment a good front-desk team member uses before it calls, during the call, and after the call ends.

Respects Do Not Disturb

Before dialing, Kickcall checks your do-not-call list and AdvancedMD contact preferences, and skips patients your team has flagged not to contact.

Calls at the right hours

Follow-up calls go out only inside your calling window and the patient's time zone, never early in the morning or late in the evening.

Writes back to your system

The booked follow-up and the call result go straight back to AdvancedMD, so the next visit is visible to the whole care team.

Creates tasks for your team

If a patient has questions about their condition, test results or medication, Kickcall creates a task for the care team instead of answering them.

Focused on the goal, not the task

The goal is care continuity, not a finished call. Kickcall keeps working each unbooked follow-up until the patient books, declines or reaches your limit.

Persistent, but polite

Kickcall spaces attempts 7 to 10 days apart and understands "call me after my shift" or "next week", then follows up at that time.

Security and privacy come first. Every call runs within your configured rules and consent settings — and is built to never frustrate your patients.