Codex AI Phone Agent
Answer every call. Route the right work. Keep the day moving.
Codex AI Phone Agent automates front-desk phone workflows with conversational triage, intelligent scheduling support, and automated follow-ups. It is designed to reduce hold times, lower call abandonment, and free staff for in-clinic patients.
Request Pricing
Reach out with some basic information and we'll provide you with a custom quote.
What Does it Do?
Answer and triage inbound calls using natural conversation, capturing symptoms and prioritizing by urgency.
Support scheduling workflows by identifying availability and suggesting time slots based on urgency and schedules.
Automate follow-ups like appointment reminders, care plan check-ins, and patient education messages.
Provide performance analytics including call volume, resolution rates, peak times, and satisfaction metrics.
Support multiple languages, including English and Spanish, with additional languages available as they are released.
Use specialty-specific call workflows, with published support for 56+ specialties for relevant symptom assessment and routing.
How Does it Work?
1) Connect your phone workflow
We map how calls should flow today (and what you want automated), including escalation rules for urgent issues and staff handoffs (The platform supports urgency-based routing and escalation).
2) Configure specialty workflows
We tailor call pathways and routing logic to your specialty and your practice preferences.
3) Go live with clear guardrails
Routine calls are handled efficiently while urgent or complex cases are flagged for staff attention.
4) Improve continuously with analytics
Use dashboards on volume, peak times, resolution, and satisfaction to keep optimizing.
Before and After Improvements
No-show rates reduced to under 8%
70% of routine inquiries handled autonomously
Call abandonment reduced to under 5%
Call abandonment reduced to under 5%
70% of routine inquiries handled autonomously
Call abandonment reduced to under 5%
70% of routine inquiries handled autonomously
70% of routine inquiries handled autonomously
70% of routine inquiries handled autonomously
Additional Details
Integrations
Codex AI Phone Agent connects with leading EHR systems, including Epic, athenahealth, DrChrono, and more.
When enabled, Codex AI automatically generates a call summary and posts it to the patient chart for seamless follow-up, so your team is not stuck re-listening, retyping, or reconstructing what happened on the phone.
Integration approach and deployment details depend on your EHR environment and access requirements. We confirm the exact workflow during onboarding.
Safety and Boundaries
Codex AI Phone Agent is designed to support clinic workflows, reduce hold times, and route calls to the right destination. It does not replace licensed clinical judgment.
- Urgent or high-risk symptoms can be flagged and escalated to your clinical team based on your configured protocols.
- Routine administrative calls (scheduling, confirmations, directions, basic policy questions) can be handled end-to-end.
- For any emergency concern, callers are instructed to contact local emergency services.
We configure clear escalation paths during onboarding so anything requiring clinical decision-making goes to the appropriate licensed staff.
Security and Compliance
Codex Phone Agent is built for healthcare environments and supports HIPAA-aligned handling of patient information.
Security controls include encrypted data transmission, secure storage, and access controls designed for clinical workflows. A Business Associate Agreement (BAA) is available.
We confirm deployment details, access requirements, and retention settings during onboarding based on your organization’s policies and environment.
Frequently Asked Questions
Please reach us at contact@codexgrp.com if you cannot find an answer to your question.
Codex AI Phone Agent can answer inbound calls, capture the reason for the call, handle routine inquiries, and route patients to the right next step. Common use cases include scheduling-related requests, basic practice questions, and structured symptom intake for triage and escalation.
Yes. Patients can request a human at any point, and the call can be escalated to your staff based on your routing rules.
Yes. Codex AI Phone Agent can capture calls when your team is offline and provide overflow coverage during peaks, lunch, and high-volume periods.
Yes, when enabled. Codex Phone Agent can support scheduling workflows, including identifying availability and booking based on your configuration and access requirements.
It can collect symptoms and context through conversation and prioritize based on urgency using configured protocols and specialty workflows. Anything requiring clinical judgment is escalated to your licensed team per your rules.
Codex Phone Agent is not an emergency service. For emergency symptoms, callers are directed to contact local emergency services. We also configure escalation rules so urgent concerns are routed appropriately.
Yes. English and Spanish are supported, and additional languages can be added based on configuration.
Yes. Codex Phone Agent supports specialty-specific call workflows and routing logic so symptom capture and escalation reflect the context of your practice.
Yes. When enabled, Codex can generate call summaries, transcripts, and structured outcomes that support follow-up and task routing.
Codex AI Phone Agent supports HIPAA-aligned handling of patient information. Security controls include encryption, role-based access, audit trails, and configurable retention. A Business Associate Agreement (BAA) is available. Patients can be provided clear notices and opt-out options based on your configuration.
Codex Phone Agent is a quote-only add-on. Pricing depends on call volume, scope (triage, scheduling, follow-ups), languages, specialty complexity, and integration needs.
No. The Phone Agent can be deployed as a standalone add-on or alongside Codex Core, Codex Ops, or Codex Live.
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