Activate AI Voice Assistant

Tebra’s AI Voice Assistant helps independent practices answer patient calls, manage appointments, collect prescription refill requests, and answer common questions, giving patients faster support and staff more time for those already in the office.

Setting up your practice’s AI Voice Assistant begins with activation. Once purchased, a System Administrator activates the feature to generate a dedicated AI voice number—a process that can take up to one business day. As soon as the number is assigned and ready for personalization, a System Administrator can walk through the remaining setup to customize the practice's AI Voice Assistant.

Before getting started, verify the following:

The practice is subscribed to AI Voice Assistant.
Note: To sign up for AI Voice Assistant, review AI Voice Assistant or reach out to your Sales Representative/Account Manager for further assistance.

The Service Location(s), Provider(s) with their Office Hours, Visit Reasons, and Provider Profile with accepted Insurances are configured.

Access AI Voice Assistant

Hover over the Platform icon and click on AI Voice Assistant. The Activate AI Voice Assistant page opens.

Activate AI Voice Assistant

Practice Contact: The location contact displays. If applicable, click Edit to update the Location Contact.
Service Location: Click to select the service location(s) to activate AI Voice Assistant.
Note: Each service location will receive a different AI voice phone number.
Providers: Displays all active providers in the practice.
Note: Every provider must have set Office Hours.
Visit Reasons: Review the practice's visit reasons. If applicable, click View All to manage visit reasons.
Accepted Insurance: Displays all provider's profile accepted insurances. If applicable, review the accepted insurances configured in each provider's profiles.
Click Activate when finished. The user currently logged in will receive an email when the activation is completed and the AI Voice Assistant is ready for customization.