AI outbound calls (AutoRecall)
AI Call puts the recall and unscheduled-treatment lists on the phone: an AI voice agent calls the patient, has a natural conversation, tries to get them scheduled, and logs every outcome.
Where it lives
Section titled “Where it lives”The AI Call modal opens from the Teamio Agent panel — the floating chat bubble in the bottom-right corner. In that chat, select the welcome pill Do a follow-up call. (There are also AI Call buttons on the Patient Profile and the follow-up panel, tagged SIM for simulation.)
Working a list
Section titled “Working a list”1. Choose a list
Section titled “1. Choose a list”Pick Overdue recall or Unscheduled treatment. A third option, Broken appointments, is greyed out and marked Coming soon.
2. Filter
Section titled “2. Filter”Narrow the list with a provider checkbox list (with Select all (x of y)) and a Date from / Date to range, then select Load patients.
3. Pick targets and call
Section titled “3. Pick targets and call”- Mode switch — One patient or Everyone on this list (N).
- One patient — search by name or PatNum (shows the first 30 matches, each with a Due badge).
- Batch — per-patient checkboxes with Select all.
- Call reason — a dropdown that pre-selects from your chosen list: Recall (overdue cleaning) or Treatment (unscheduled).
- Daily cap — if your selection exceeds the site’s cap, a ⚠ Exceeds daily cap (N) warning appears with an explicit Override checkbox. The cap comes from the site’s bot settings (default 10).
- Simulation mode — a switch to test the whole flow without dialing a real phone. Leave it on Simulate (no real call) while you’re learning.
Select Call patient / Call N patients to start.
The run screen
Section titled “The run screen”While calls run you see a live status badge, counters for attempted / queued / initiated / skipped, per-call outcome badges with call duration, a Stop batch button, and a Skipped list with the reason each patient was skipped.
Outcomes
Section titled “Outcomes”Each call ends with one logged outcome: booked, rescheduled, declined, voicemail, no_answer, callback_requested, do_not_contact, or failed — so the human team works only the calls that need a person.
- Start in simulation, then one real patient, then small batches.
- Respect do_not_contact outcomes — they feed the patient’s record.