Every New-Patient Call Answered
A new patient calls during lunch. Your front desk is with someone. The call goes to voicemail — and they book with the practice down the street. For clinics, every missed call has a dollar value attached, and no-shows quietly drain the schedule you already built.
Do It 2 Win by Shepard Solutions, a custom AI and cloud services firm based in Long Beach, CA, builds AI intake systems for dental and medical practices: new-patient calls answered instantly, appointments booked into your schedule, reminders that cut no-shows.
What We Build for Clinics
New-Patient Intake
Callers and website visitors get an instant, knowledgeable response: services, insurance questions, directions — then a booked appointment, not a "we'll call you back."
Appointment Reminders & Recall
Automated reminders that reduce no-shows, plus recall outreach to patients who haven't been in for a while. Your schedule fills itself.
After-Hours Coverage
Evenings and weekends, the system answers like your front desk would: urgent concerns get escalation instructions, everything else gets booked for the next open slot.
FAQ Handling
Hours, parking, accepted insurance, what to bring — answered instantly, the same way every time.
On patient data: your patient information stays in your practice systems. We don't train AI models on your patient data, and we design every intake flow around keeping it that way.
Frequently Asked Questions
How much does it cost?
We quote fixed-scope after a free discovery call. One price for the build, optional monthly care for monitoring and tuning.
Can it book into our scheduling system?
We integrate with the scheduling tools you already use. On the discovery call, we'll confirm exactly how booking works in your setup before proposing anything.
What about patient privacy?
Patient data stays in your systems — we don't train models on it, and access is limited to what's needed to do the job. We'll walk through the details on the call.
What happens when a caller has a real emergency?
The system is trained to recognize urgent situations and give your escalation instructions immediately — it never tries to handle emergencies itself.
Fill Your Schedule Instead of Chasing It
Book a free discovery call with Eric Shepard at (562) 564-6630. We'll map your intake flow and show you where patients are slipping away.
Outsmart. Outbuild. Outgrow.
Get Your Free AI Opportunity Audit
A free 30-minute call with Eric Shepard where we map where your business is losing customers — missed calls, slow follow-up, cloud waste — and tell you honestly what’s worth fixing.
Do It 2 Win by Shepard Solutions · Monday–Friday, 9:00 AM–6:00 PM PT