Book every cardiology referral, echo and Holter.
Callspace reads each referral fax and books the consult, echo, Holter or follow-up in your EMR. The patient fills in intake before they arrive.
- Patient
Hi, my family doctor referred me for a heart consult. Have you got it yet?
- Callspace
I can book the consult now. Can I have your name, your date of birth, and who referred you?
- Patient
Daniel Okafor, March 3rd, 1966. Dr. Singh.
- Callspace
Thanks, Daniel. Dr. Chen has Wednesday the 8th at 9:40 or Friday the 10th at 1:15 for a new consult.
- Patient
Wednesday.
- Callspace
You’re booked with Dr. Chen on Wednesday the 8th at 9:40. Please bring your health card and your current medications.
- Referring physician noted: Dr. Singh
- New consult booked · Wed 8 · 9:40 · Dr. Chen
The calls Callspace takes for you.
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New consults after a referral
Callspace asks who referred the patient and why, then books the first consult. The patient can pick a cardiologist or take the next opening.
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Test bookings and prep questions
When a patient calls to book an echo, Holter or stress test, Callspace books it and tells them where to go and what to bring. Medication questions go to your nurse.
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Results and follow-up requests
If a patient calls about a result or a follow-up, Callspace takes a message for your clinical team.
Callspace books every referral.
When a referral fax arrives, Callspace calls the patient during your hours and books the consult or test.
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Load the list
Export the referrals waiting to be booked from your EMR and upload them, or tag patients in the app. Everyone on the list is a referred patient of your practice.
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Set the objective
Book the consult, book the test, or confirm the appointment.
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Set the calling window
Callspace makes up to five attempts per patient, on the days and hours you choose. A voicemail counts as an attempt. A patient who asks to stop is marked do-not-call.
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Read the outcomes
Callspace marks each patient booked, confirmed, callback requested, unreachable or declined, and records the reason. Your team works only the exceptions.
- Callspace
Hi, is this Linda? This is the assistant at Lakeside Cardiology. This call is recorded.
- Patient
It is.
- Callspace
Thanks, Linda. Can you confirm your date of birth for me?
- Patient
November 30th, 1955.
- Callspace
Thank you. Dr. Chen has asked for an echocardiogram before your follow-up, and I can book it now. There’s Thursday the 9th at 8:15 or Friday the 10th at 11:00.
- Patient
Friday at 11.
- Callspace
You’re booked for your echo on Friday the 10th at 11:00 at our Main Street office. Please bring your health card.
- Called at 2:10, inside clinic hours
- Identity confirmed before the test was mentioned
- Echo booked · Fri 10 · 11:00 · Main Street
- Outcome recorded: booked
The practice and patient are fictional. With compliance mode on, Callspace says nothing about the visit until the patient confirms who they are. If someone else answers, it does not mention the visit.
Clinical judgment stays with your team.
- It does not give medical advice or say whether a symptom is serious.
- It does not read out or explain a test result.
- It does not tell a patient whether to start, stop, or change a medication.
- If a caller reports chest pain, shortness of breath or fainting, Callspace sends the call to the line your clinic names and attaches the transcript.
Patient privacy is built in.
Callspace acts as your clinic’s agent under PHIPA, and the BAA is signed before any patient data moves. A SOC 2 Type II audit is underway.
- Compliance mode, one way only
- Notifications carry no PHI
- Every access recorded
- Diagnostics log field names only
- Retention you set, disposal you can prove
- Recordings behind expiring links
- Fails closed
- BAA before your first call
Questions we get asked
Does it work with our EMR?
Yes. Callspace reads referrals and patient records from the EMR you run, books appointments into it, and files intake and follow-up notes to the chart. The EMR page lists the systems Callspace connects to.
Does it replace our front desk?
It takes the calls that reach voicemail today and makes the referral calls nobody has time for. When it cannot settle something, it sends the call to your team with the transcript.
Will patients know they are talking to an AI?
It introduces itself the way you tell it to and says the call is recorded. If a patient asks for a person, Callspace transfers them to the line you name or leaves a callback task in your inbox with the transcript.
How do we see what it booked?
Every call and every referral-list attempt has a recording, a transcript, and an outcome: booked, rescheduled, callback requested, or the reason it did not happen.
Will you sign a business associate agreement?
Yes, before the first call. Compliance mode is switched on for your organization at the same time.
Where does patient information go?
With compliance mode on, it stays inside the app. Email and SMS summaries carry only a link, and push notifications drop the preview. Every read of a patient record goes into an access log you can export.
See Callspace run your workflow.
Bring us the workflow that costs your team the most hours. In a 30-minute demo, we show you how Callspace runs it from start to finish.