Recorded demonstrations. Other provider anonymized. Timing and outcomes reflect these clips and their configurations.
PUT THE WORKFLOW TO THE TEST
A good demo handles the second question.
Bring the details from your own clinic. These questions help you evaluate the workflow, including what happens when something goes wrong.
Does the correction carry through?
Actually, my date of birth is May 12, not May 21. Please read it back before you look up my appointment.
From request to next step
✓
Hear the correction
May 21 → May 12
✓
Confirm the corrected detail
Read it back before the lookup
✓
Check the final record
One consistent date of birth
Evaluation example · Sample patient details
WHAT TO VERIFY
Check the identity-verification step and the resulting summary. The old date should not reappear later in the conversation.
Right doctor. Right location. Right visit?
Move my cardiology follow-up to Friday afternoon with Dr. Chen. I need the downtown clinic, not her other location.
From request to next step
✓
Keep the constraints together
Cardiology · Dr. Chen · Downtown
✓
Check the right calendar
Provider, location and visit type
✓
Verify the recorded change
New booking + old slot released
Evaluation example · Sample patient details
WHAT TO VERIFY
Look in the test schedule for the provider, clinic, appointment type and duration. Confirm the new booking before releasing the old one.
Can the referral reach a clear outcome?
This colonoscopy referral is reviewed and ready to book. Contact the patient, offer the approved visit type and send our preparation instructions. What happens if they do not answer?
From request to next step
✓
Start with the reviewed referral
Assigned task · Approved visit type
✓
Reach the patient
Contact window and retry rules
✓
Make the outcome visible
Booked visit or staff follow-up
Evaluation example · Sample patient details
WHAT TO VERIFY
Inspect attempts, the booked appointment or unresolved request, the preparation link and who owns follow-up. A completed phone call is not the same as a completed referral.
Can it bring in the right person?
I have a question about stopping my medication before the procedure. Can I speak with the nurse? What if the nurse cannot answer?
From request to next step
✓
Recognize the boundary
Clinical question · Nurse requested
✓
Use the clinic’s handoff route
Answered or unavailable
✓
Keep the context for staff
Question and callback request saved
Evaluation example · Sample patient details
WHAT TO VERIFY
Test both an answered and unanswered transfer. Check the reason, the context and the next owner. Medication decisions belong to the care team.
Can it separate the caller from the patient?
I am calling for my mother. My phone number is on her file, but this appointment is for her. There are two people with that surname.
From request to next step
✓
Identify who is calling
Caregiver ≠ patient
✓
Verify the correct record
Clinic-approved identity checks
✓
Document the right relationship
Patient, caller and request
Evaluation example · Sample patient details
WHAT TO VERIFY
Check which patient record was selected and how caregiver permission was handled. A shared phone number should not be treated as proof of identity.
What happens when the clinic is closed?
Can you put me through to reception? It is after closing, and tomorrow is a statutory holiday. I still need help changing my appointment.
From request to next step
✓
Check hours and exceptions
After hours · Holiday schedule
✓
Avoid an unavailable transfer
Explain the available options
✓
Leave an actionable request
Callback owner and next step
Evaluation example · Sample patient details
WHAT TO VERIFY
Check holiday hours and routing. The assistant should not promise a live transfer to an unavailable team; it should explain the actual next step.
Does it protect the time around a visit?
Book a 45-minute assessment with my physiotherapist. She needs a 15-minute room-change break afterward. The calendar looks open at 2:00.
From request to next step
✓
Read the service requirements
45-minute assessment
✓
Protect the full time window
Plus a 15-minute room buffer
✓
Confirm only a valid opening
No overlap with the next visit
Evaluation example · Sample patient details
WHAT TO VERIFY
Check service duration, the provider’s buffer and adjacent appointments. An open-looking start time is not enough if the whole appointment cannot fit.
What if somebody takes the slot first?
Yes, I would like the 10:30 appointment. Now have a staff member take that slot in the test schedule before the assistant confirms it.
From request to next step
✓
Recheck before confirming
Another booking takes the slot
✓
Report the actual outcome
No false appointment confirmation
✓
Recover with a valid next step
Alternative time or staff review
Evaluation example · Sample patient details
WHAT TO VERIFY
Ask for a controlled test. If the booking fails, the assistant should say so, offer a real alternative and leave the original appointment intact.
BRING YOUR SPECIALTY INTO THE CONVERSATION
Your workflows. The details that matter.
Cardiology
Ask about consults, echo and Holter bookings.
Can it apply the right visit type, provider and location rules?
MEDI alongside Strello Health, Heidi, Assort Health and a human receptionist. Select a status for the supporting notes.
Native Built inSupported Requires setupManual Staff-ledBeta / Review Confirm scopeNot documented Not verified in the source review
Scroll across to see all five options
Medical AI receptionist capabilities. Vendor evidence from July 2026, MEDI scope reviewed September 2026.
Clinic capability
TalkToMediAI medical receptionist
Strello HealthAI front-desk platform
HeidiAI scribe + comms
Assort HealthSpecialty patient access
Human receptionistIn-house or outsourced front-desk staff
24/7 answering & simultaneous calls
Smart voicemail & missed-call capture
Appointment management in your EMR / PMS
Advanced scheduling logic
Reminders, recalls & backfill
Omnichannel & multilingual
Specialty intake & workflows
Verification & urgency routing
Human handoff with context
Summaries, transcripts & QA
Canadian privacy & data residency
Empathy & complex judgment
Vendor entries preserve the original July 2026 comparison; MEDI scope notes were reviewed in September 2026. “Not documented” does not mean a feature is absent. Confirm current availability and integration scope with each provider. The recording above is a separate demonstration, not a benchmark of every platform.
IN A CLINIC’S OWN WORDS
“reduced patient wait times, and helped cut call drop-offs significantly.”
Dr. Neil IngberOwner & Practitioner · Medical Centre · Scarborough
65%of call volume handled by MEDI Updated clinic figure
Ask to see the service, provider, location, date, duration and confirmation in the actual test schedule. After a reschedule, check that the old slot is released. A spoken confirmation alone is not a booking receipt.
“What happens if the slot disappears or the EMR is unavailable?”+
Ask the provider to demonstrate a controlled failure in a test environment. The patient should hear the real outcome, and an unresolved request should remain visible to staff.
“Which referral and recall tasks can we assign, and what comes back?”+
Specify the reviewed referral, due date, contact window, retry rules and booking goal. Check where attempts, completed appointments and unanswered requests are recorded. Confirm which task integrations are available for your setup.
“Can a missed call continue by SMS without losing the request?”+
Leave a sample voicemail, correct one detail by text and ask for the next step. Inspect the resulting summary and any appointment or staff task. Ask which channels are supported in your proposed configuration.
“What does our team receive when the transfer is unanswered?”+
Ask for a demonstration of both a successful transfer and an unavailable team member. Check the patient’s request, the context and who owns the follow-up. Clinical questions should follow your approved handoff rules.
“What exactly is included in our integration and privacy setup?”+
Request a written list of supported read and write actions, staff permissions, audit records, processing locations, retention and applicable privacy documentation. Review the documents for your clinic’s configuration.
From request to next step
