How It Works
Live in weeks, not months
Optavius is designed for fast deployment. Start standalone, integrate later, and see ROI in your first month.
The Optavius workflow
1
Intake
Capture the reason for the call and patient context.
2
Decide
Apply your pathways and escalation rules.
3
Book
Offer real-time slots and confirm appointments.
4
Follow-up
Reminders, recalls, and outbound when needed.
5
Report
Transcripts, KPIs, and audit-ready logs.
Deployment timeline
Configure Pathways
Week 1-2
- Define booking rules and location settings
- Set up escalation criteria
- Customize scripts and brand voice
- Review with clinical governance
Go Live
Week 3-4
- Phone routing configured
- Voice agent activated
- Dashboard access provided
- Team training completed
Optimize & Expand
Ongoing
- Monitor KPIs and adjust
- Add integrations as needed
- Expand to additional locations
- Continuous pathway refinement
What we need from you
Minimal input required. We handle the heavy lifting.
Booking rules
How you want appointments routed
Location details
Sites, hours, provider types
Phone routing
Where to forward calls
Script approvals
Review and approve AI responses
What we deliver
Live voice agent
Ops dashboard
KPI scorecard
Ongoing support
What we integrate with
Standalone-first approach. Add integrations when you're ready.
Calendar Systems
Google Calendar, Outlook, Practice management
CRM Platforms
HubSpot, Salesforce, Custom CRM
Telephony
Twilio, existing PBX, SIP trunks
EHR Systems
Epic, Cerner, Athena (optional)