
The Complete Guide to AI Automation for eClinicalWorks Clinics
eClinicalWorks Automation Guide: Improving Call Handling Within Your Existing Workflow
Clinics using eClinicalWorks already rely on a structured system for managing patient records, scheduling, and day-to-day operations.
Call handling is often managed separately, even though it directly impacts scheduling, documentation, and patient access.
When calls are not handled consistently, it creates gaps in the workflow:
Appointments are delayed
Information is entered manually
Follow-up depends on availability
Automation addresses this by aligning call handling with the systems already in place.
How Call Automation Fits Into eClinicalWorks
Automation with MedCalls does not introduce a new system. It extends the existing one.
A typical manual process looks like this:
Call comes in
Staff responds when available
Appointment is scheduled
Details are entered into the system
With automation in place:
Calls are answered as they come in
Scheduling is handled in real time
Patient information is recorded immediately
Data is stored directly in eClinicalWorks
This keeps call activity within the same workflow used for scheduling and documentation.
Common Gaps in Call Handling
Even with a strong EHR system, clinics encounter similar issues:
Calls missed during high-volume periods
Delays between initial contact and scheduling
Inconsistent documentation of call outcomes
Limited coverage outside of business hours
These gaps are not caused by system limitations. They are caused by timing and availability.
Automation standardizes how calls are handled, regardless of when they occur.
Extending the eClinicalWorks Workflow
eClinicalWorks is designed to support:
Scheduling and calendar management
Patient records and clinical documentation
Practice-specific workflows
MedCalls AI extends these functions to the first point of contact.
Each call becomes part of the same system:
Scheduling follows established rules
Patient data is recorded consistently
Communication is tied directly to the patient record
This reduces the need for manual entry and follow-up.
MedCalls also provides extensive support and analytics through a dashboard with call logs, transcripts, support tickets, and action items for staff.
How MedCalls Integrates
MedCalls is designed to operate within existing clinic workflows.
When a patient calls:
The call is answered immediately
Appointment availability is accessed
Scheduling follows clinic-specific rules
Information is recorded in eClinicalWorks
If a call requires escalation, it can be routed to the appropriate staff member.
The process remains consistent without requiring changes to the system or additional tools.
More information on the integration is available here:
medcalls.ai/integrations/eclinicalworks
Operational Impact
Clinics implementing this approach typically see improvements in:
Call response consistency
Time to schedule appointments
Accuracy of recorded information
Coverage during and outside of business hours
The primary benefit is not speed alone. It is consistency across all call interactions.
Implementation
Implementation is structured to align with existing workflows.
No new systems are introduced
Scheduling rules are maintained
Staff processes remain unchanged
Setup focuses on configuring how calls are handled within the current environment.
Most clinics are able to implement without disrupting ongoing operations.
To review how this would apply to your practice:
Book a Free Demo
Next Steps
Clinics using eClinicalWorks can extend their current system to include consistent call handling.
To explore further:
