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AI Office Manager for Medical Practices Keep patient inquiries organized

Zweelie is your AI office manager that answers clinic calls, captures appointment inquiries, and keeps reception callbacks and administrative requests organized.

Front-desk support for medical practices & clinics

Zweelie helps medical practices keep reception inquiries moving while the front desk is busy. Capture registration questions, appointment requests, and callback preferences in one shared view. Your staff check availability and confirm the next step through the practice system, using an administrative workflow approved for your privacy and operational requirements.

Built around the work of: independent medical practice owners, doctor-practice office managers, clinic reception teams.

Mobile app + web platform

Run your business from anywhere.

Answer calls, qualify leads, follow every opportunity, collect payments, and keep customer work organized from wherever the day takes you.

Zweelie business overview dashboard
Incoming business call in Zweelie
AI-qualified leads in Zweelie
Opportunity activity timeline in Zweelie
Customer activity feed in Zweelie
Automated opportunity workflow in Zweelie
Business file management in Zweelie
Mobile payment collection in Zweelie

When a request gets lost, the work can follow.

The customer communication problems that medical practices & clinics need to solve.

What's at stake

Administrative calls interrupt staff

Routine inquiries compete with the people already being served at reception.

Callback responsibility unclear

A message waits because nobody knows which staff member should respond.

Business information repeated

Staff repeatedly explain published location and opening information.

From the first inquiry to an owned next step

Connect each inquiry with the person and information needed to move it forward.

  1. Set up your reception workflow

    Define the office information, contact details, call routing, and team access your practice will use. Review the workflow against your privacy, recording, and service-provider requirements.

  2. Capture the appointment inquiry

    Collect the registration question, appointment request, or callback preference and connect it to the reception team member who will respond.

  3. Hand back to clinic staff

    Assign the administrative follow-up while appointments, patient records, and all clinical responses remain in approved practice systems.

Capabilities

Keep practice inquiries connected

Bring consultation inquiries, appointment requests, and reception follow-ups into one shared view. Give each request an owner and a clear next step, with information tailored to your practice's approved administrative workflow. Features depend on your plan.

Calls and SMS

Capture appointment inquiries, share your practice's office information, and route calls to the right person. Give reception the context for a helpful callback.

Hi, is Willowbend Clinic accepting new patients? Could reception call me after 3 PM about registering?
Thanks, Lena. Reception will check the registration process and call you after 3 PM.
New patient registration inquiryAssigned to Robin Hayes
Thanks, that works for me.
Robin has your request.
LP

Lena Porter

1 call
Lena asked whether Willowbend Clinic is accepting new patients. Reception should check the registration process and call after 3 PM; no appointment has been confirmed.

Opportunities

Track consultation inquiries, first-visit requests, and appointment changes. Assign a follow-up so reception can review availability and confirm the next step with the caller.

New patient registration inquiry

Lena Porter

New patient

Files

Give reception quick access to first-visit guides, appointment policies, and public practice information, organized under your practice name.

WC
Willowbend Clinic3 files
Drop files hereWillowbend Clinic office guides
new-patient-registration-guide.pdfWillowbend Clinic · Reception
Office guide
first-visit-information.pdfWillowbend Clinic · Reception
Office guide
appointment-change-policy.pdfWillowbend Clinic · Reception
Office guide

Forms

Build a practice-approved inquiry form around contact details, the requested service or location, and preferred callback times. Connect each submission to the staff member who will respond.

Willowbend ClinicNew patient inquiry

Ask reception about registration and appointment availability.

Form submitted
New patient registration inquiry

Notes

Keep callback preferences, appointment questions, and agreed administrative next steps with each inquiry so reception can pick up the conversation.

RH

New patient registration inquiry

Lena asked whether Willowbend Clinic is accepting new patients. Reception should check the registration process and call after 3 PM; no appointment has been confirmed.

Lena PorterNew patient registration inquiryIn progressCreated by Robin Hayes · 8:42 AM
CM

Annual checkup appointment request

Draft

Oscar requested an annual checkup on a Thursday morning. Reception will check available times in the practice calendar and call with options.

Oscar ShawAnnual checkup appointment requestOpenCreated by Casey Morgan · 9:18 AM
Integrations

Works with the tools you already use

Zweelie connects with Stripe, Square, and Google Calendar so payments and dates end up where your team already looks.

Don't see an integration here? We can build it.

Keep every inquiry moving

Give reception a shared view of registration inquiries, appointment requests, and callback preferences. Your staff check availability and confirm next steps through the practice system. Set up the administrative workflow around your practice's privacy, access, recording, and service-provider requirements before use.

Zweelie brings customer communication, intake, and follow-up ownership together on web and iOS. Explore our privacy policy or talk through your workflow in a demo.

Pricing

Simple plans that grow with your business.

Capture new inquiries, stay on top of opportunities, and automate routine work as your business grows.

Small Business

$49/ month

Capture every lead with your business team.

  • 2 team members per business
  • 1 business phone line
  • 75 call minutes monthly
  • 100 text messages monthly
  • Up to 100 contacts
  • Up to 15 open or in-progress opportunities
  • Activities, contacts, opportunities, calendar, files, and notes
  • Spam call filtering
  • Contact blocking
  • Notifications
  • Call forwarding in the mobile app
  • Caller ID in the mobile app
  • Multilingual receptionist
  • Products, services, and tax rates
Start free trial

Business

$129/ month

Handle more inquiries and keep every opportunity organized.

  • 2 team members per business
  • 1 business phone line
  • 300 call minutes monthly
  • 250 text messages monthly
  • Up to 500 contacts
  • Up to 50 open or in-progress opportunities
  • Activities, contacts, opportunities, calendar, files, and notes
  • Spam call filtering
  • Contact blocking
  • Notifications
  • Call forwarding in the mobile app
  • Caller ID in the mobile app
  • Multilingual receptionist
  • Products, services, and tax rates
Start free trial

Business Pro

$499/ month

Automation and collaboration for the whole operation.

  • Up to 3 team members
  • 3 included business phone lines
  • Unlimited call minutes*
  • Unlimited text messages*
  • Unlimited contacts
  • Unlimited opportunities
  • Multi-location support (up to 3 locations)
  • Dedicated onboarding specialist
  • All products, including conversations, forms, and reports
  • Spam call filtering
  • Contact blocking
  • Notifications
  • Call forwarding in the mobile app
  • Caller ID in the mobile app
  • Multilingual receptionist
  • Products, services, and tax rates
Start free trial

*Unlimited call and SMS usage is subject to our Fair Use Policy.

Questions from medical practices & clinics

What inquiries can our clinic reception team organize?

Organize new-patient registration questions, appointment requests, rescheduling inquiries, and callback preferences. Reception checks availability and confirms next steps through the practice system. Clinical and urgent-care questions go to your qualified team through the practice's approved channels.

How does Zweelie help my team follow up?

Give reception a shared view of registration inquiries, appointment requests, and callback preferences. Your staff check availability and confirm next steps through the practice system. Set up the administrative workflow around your practice's privacy, access, recording, and service-provider requirements before use.

Can our owner and office team work from the same customer history?

Yes. Give reception and practice managers a shared view of approved administrative inquiries, callback preferences, and next steps. Assign each request to the right staff member. Configure the workflow around your practice's privacy, access, recording, and service-provider requirements before use. Team access and product availability depend on your plan and permissions.

Read the guide · Medical Practices & Clinics

Separate new-patient inquiries from clinic administration

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