Post-Call Task Detection

VoiceStack turns every patient call into clear next steps. Follow-ups are captured automatically, so no task is missed, and your team knows exactly what to do next.

Overlapping Stars

Trusted by
1500+ Healthcare Practices

Espire Dental
Westwind
Dental Depot
Smile Select
Espire Dental
Westwind
Dental Depot
Smile Select
Paradigm Oral Health
MI Smiles Dental Group
School Smiles
FortBend Dental
Paradigm Oral Health
MI Smiles Dental Group
School Smiles
FortBend Dental
Elite Dental Partners
DAG
Northwest Dental Group
Charleston
Elite Dental Partners
DAG
Northwest Dental Group
Charleston

The Follow-Up Gap

Promises are made on calls, but without structure, follow-ups fade into the background of a busy clinic day.

The Real Follow-Up Challenges

01.

Critical tasks are captured in rushed notes that get lost or misunderstood.

02.

Call-based to-dos are not always logged in the EMR, leaving the team unaware.

03.

High call volume and chairside duties increase the risk of human error and delays.

04.

Return calls, emails, and patient education are overlooked or deferred.

05.

No consistent system to track call-driven tasks across the clinic.

06.

Follow-ups rely on memory, sticky notes, or personal habits instead of a process.

Industry-Specific Challenges

Dental

  • Insurance checks, treatment estimates, or follow-up care calls promised after consultations are easy to miss without a clear task system.
  • Post-procedure check-in calls intended to monitor pain or recovery can be missed, which can impact patient trust and retention.

Physical Therapy

  • Patient concerns raised on calls often require follow-up with therapists, updated instructions, or plan changes that must be tracked.
  • Promised follow-up calls about pain, exercise adjustments, or progress may be delayed, slowing recovery and eroding confidence.

Optometry

  • Contact lens orders, prescription copies, or record requests depend on team members remembering to complete and close the loop.
  • Expressions of interest in services like LASIK can be lost without a way to capture and act on call-driven opportunities.

Veterinary

  • Medication changes, refills, or lab result follow-ups frequently originate on calls and require timely action.
  • Urgent callback promises made after checking with the vet can be missed in busy clinics, risking pet safety.

The Outcome Missed post-call tasks damage trust, delay care, increase risk, and quietly cost the clinic revenue.

Automatic call intelligence that turns conversations into action

Automatic call intelligence that turns every conversation into clear, actionable follow-ups.

Smart Task Categorization

Each task is automatically labeled so the right team or department knows what to do.

Automatic Task Creation

Tasks are created instantly in your EHR or task system with clear descriptions, owners, and due dates, with no manual data entry.

Integrated Alerts

Assigned team members are notified via existing channels, such as PMS dashboards, email, and internal alerts.

Call Context Attached

Each task includes a detailed overview of the call recording to provide context to agents.

Priority Recognition

The system analyzes language to flag urgency, thereby escalating critical tasks such as same-day clinical follow-ups.

Real-Time NLP-Based Task Detection

As soon as a call ends, VoiceStack’s NLP engine analyzes the transcript to detect commitments and requests.

Closed-Loop Follow-Ups

After task completion, VoiceStack enables follow-up SMS through configurable settings, allowing messages to be sent to specified numbers.

Stuart

Stuart McGuiggan CRO

VoiceStack helps us prioritize calls, identifying emergencies and patients seeking specific treatments. This allowed us to follow up quickly, securing over $100,000 in treatment. The AI call transcription also supports staff training, letting us review calls, provide guidance, and improve processes, enhancing both team performance and patient care across the practice.

How Post-Call Task Detection Works

Every call transformed into ownership, action, and accountability

STEP 01

Capture & Transcribe Calls

Every call, answered by team members or the AI receptionist, is automatically recorded and transcribed by VoiceStack.

Capture & Transcribe Calls

02

Analyze Language & Intent

03

Extract Task Details

04

Create & Assign Tasks

05

Execute & Close the Loop

Benefits for Healthcare Practices of All Sizes

Operational Efficiency

  • No Missed Follow-Ups: AI automatically captures tasks, so commitments are not forgotten or delayed.
  • Centralized Task Visibility: All call-driven follow-ups are consolidated on a single dashboard for clear oversight.
  • Faster Task Turnaround: Tasks are routed instantly to the appropriate team, speeding up completion.
  • Process Improvement Insights: Recurring task patterns highlight opportunities to streamline workflows.

Patient Experience

  • Reliable Follow Through: Patients receive what was promised, building trust and confidence.
  • Faster Responses: Immediate task capture leads to quicker callbacks and updates.
  • Reduced Patient Frustration: Patients no longer need to follow up with the clinic for answers.
  • Continuity of Care: Timely follow-ups lead to better outcomes and higher patient satisfaction.

Multi-Location Groups

  • Standardized Task Management: Ensure all locations handle follow-ups consistently.
  • Centralized Work Distribution: Shared teams can manage everyday tasks across clinics.
  • Performance Benchmarking: Leaders can compare task volume and efficiency by location.
  • Compliance and Risk Protection: Tracked follow-ups create accountability and audit readiness.

Industry-Specific Task Automation Use Cases

Dental

Post-Call Tasks

  • Logs follow-up calls for post-treatment issues like pain or complications.
  • Tracks patient requests for treatment info, brochures, or consult scheduling.

Outcome Higher treatment acceptance, consistent follow-through, and increased patient trust.

Physical Therapy

Post-Call Tasks

  • Flags cancelled or rescheduled appointments for timely rebooking.
  • Tracks requests for work notes, referral letters, or insurance documentation.

Outcome Improved retention, faster delivery of documentation, and uninterrupted therapy plans.

Optometry

Post-Call Tasks

  • Monitors contact lens orders, verifies prescriptions, and sends patient notifications.
  • Tracks record requests and lost prescription retrievals.

Outcome Smoother operations, higher patient satisfaction, and increased eyewear sales.

Veterinary

Post-Call Tasks

  • Creates tasks for medication refills requiring vet approval.
  • Logs callbacks for lab results or follow-up care instructions.

Outcome Timely care, reduced risk, and higher client confidence in the clinic.

Seamless PMS Integration

VoiceStack Task Integration connects seamlessly with your EMR, practice software, and workflow tools to create a unified, action-driven patient follow-up system.

HubSpot
GoHighLevel
Twenty
Dengro
Boxly
Dentrix Ascend
Google Analytics
Google Ads
OS Dental
CareStack
Dentrix
Open Dental
Eaglesoft

Creates tasks directly in your EMR or practice management system, attaching call transcripts or summaries.

Kicks off workflows where applicable, like pre-populating orders or prescription refills.

Uses system notifications and escalations to ensure overdue tasks are addressed.

Supports cross-platform task tools via APIs or connectors, ensuring all work is tracked in your preferred system.

TIm Hill

Tim Hill CEO

With VoiceStack, we now have complete visibility into every call, making it easy to track call quality, patient satisfaction, and booking outcomes. We can analyze performance at both the practice and enterprise level, see results by campaign, and measure how well we convert potential patients. It’s an incredible tool for data-driven growth.

Analytics That Drive Better Decisions

Track

How many follow-up tasks are generated, their categories, and spot opportunities to improve processes.

Analyze

Task-to-outcome links, such as kept appointments, to evaluate the effectiveness of follow-up activities.

Monitor

Overdue or failed tasks to prevent missed follow-ups and address recurring issues.

Measure

Improvements in responsiveness and patient feedback as task completion reliability increases.

What gets tracked gets done. VoiceStack turns every follow-up into measurable action.

Frequently Asked Questions