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The Complete Guide to AI Automation for eClinicalWorks Clinics

March 30, 20263 min read

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:

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