Updated: 10/14/2026 | Views: 40
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.
After completing the AI Voice Assistant set up, System Administrators have the option to:
- Edit a greeting
- Edit or add additional information for AI Voice Assistant to answer during the call
- Update the Assist
- Update the backup transfer number
- Permanently deactivate AI Voice Assistant for the specific service location when applicable
Review the AI Voice Assistant FAQs to learn more.
Access AI Voice Assistant
- Hover over the User icon and click on Practice Settings. The Practice Settings page opens.
- Click AI Voice Assistant. The AI Voice Assistant page opens.
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Manage AI Voice Assistant
- Click Options and select Manage. The Manage page opens.
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- Greeting: The greeting is the first thing patients hear when they call the practice.
- Click Edit. The Greeting editor opens.
- Compliance Greeting: Update the default greeting up to 400 characters, as applicable. Verify the message complies with local regulations.
- Welcome Greeting: Update the default greeting up to 400 characters, as applicable.
- Click "I’ve verified my greeting complies with local regulations." to confirm the greeting is compliant.
- Click Save when finished. A confirmation message displays and the updated greeting is now live.
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- AI Knowledge Base: The knowledge base is used to answer patient questions that may not be configured in the system (e.g., parking instructions).
- Click Edit. The AI Knowledge Base editor opens.
- Update details relevant to the practice, up to 10,000 characters, as applicable.
Note: The AI Voice Assistant can already access the practice's address, office hours, and accepted insurance directly from settings and does not be included in the AI Knowledge Base.
- Click Save when finished. A confirmation message displays and the updated AI knowledge base is now live.
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- Assistant Name: The name your assistant uses with callers.
- Click Edit. The Assistant Name editor opens.
- By default, the assistant name is Jessica. Update the name, up to 25 characters, as applicable.
- Click Save when finished. A confirmation message displays.
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- Backup Transfer Number: AI Voice Assistant needs a direct number to transfer calls to for a service location. If applicable, update the backup transfer number.
- Click Edit. The Backup transfer number editor opens.
- Update the phone number.
Note: This number must be a direct line phone number that is not the main practice phone number.
- Click Save when finished. The AI Voice Assistant now transfers calls to the updated number.
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Deactivate AI Voice Assistant
A System Administrator can permanently deactivate AI Voice Assistant for a specific service location. After deactivation, any calls to the practice number will not connect to AI Voice Assistant.
Before proceeding, the practice must stop call forwarding to AI Voice Assistant with their phone provider.
- Click Options and select Deactivate. The confirmation pop-up window opens.
- After disabling call forwarding for this service location, click "I have stopped forwarding patient calls to this AI Voice Assistant. I understand that any calls sent to the number after it is deactivated will not be connected."
- Click Deactivate Now. The AI Voice Assistant for this location is deactivated and no AI Voice phone number is assigned to this location.
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