Codex AI Phone Triage Agent
Answer every call. Identify urgency. Route it correctly.
Codex Triage Agent handles incoming patient calls with clinical-intelligent conversations, flags urgent concerns, and routes the right work to the right team, without hold times.
Request Pricing
Reach out with some basic information and we'll provide you with a custom quote.
What Does it Do?
Instantly answers inbound calls with no hold times, greeting patients professionally.
Collects symptoms and key context through natural conversation.
Detects urgent cases and escalates immediately based on your configured protocols.
Routes routine requests efficiently so staff focus on high-value work.
Documents the call automatically with a summarized record added to the patient chart for follow-up.
Supports English and Spanish, with additional languages available by configuration
Provides analytics on call volumes, peak times, and common concerns so you can improve operations
How Does it Work?
1) Patient calls
The Phone Triage Agent answers immediately, so patients are not waiting on hold or bouncing to voicemail.
2) Clinical assessment conversation
The Phone Triage Agent a gathers symptoms and relevant details using structured, specialty-aware workflows.
3) Smart routing + escalation
Urgent concerns are flagged for immediate staff attention. Routine calls can be handled and routed based on your rules.
4) Documentation to the chart
Phone Triage Agent and generates a call summary and can add it to the patient record so follow-up is clear and nothing falls through the cracks.
Additional Details
Tangible Benefits
- Reduce staff time spent on phones (often materially) so your team can focus on in-clinic patients
- Improve patient experience with immediate answer, clearer routing, and faster resolution
- Increase consistency in triage by using repeatable workflows and documented outcomes
- Reduce operational drag by capturing call details cleanly for follow-up
- Scale call handling without hiring at the same pace as growth
- Cover after-hours so urgent issues can be flagged and routine needs captured
(Outcomes vary by call volume, specialty, staffing model, and configuration.)
Safety and Boundaries
Codex's Phone Triage Agent supports call handling, symptom collection, urgency detection, and routing. It does not replace licensed clinical judgment.
- Anything requiring clinical decision-making is escalated to your licensed team per your protocols.
- Codex is not an emergency service. For emergency symptoms, callers are directed to local emergency services.
- Escalation rules and handoffs are configured during onboarding so the right calls reach the right humans quickly.
Security and Compliance
The Phone Triage Agent is designed for healthcare environments and supports HIPAA-aligned handling of patient information.
Security controls include encrypted data transmission, secure storage, and access controls. A Business Associate Agreement (BAA) is available. We confirm retention, access, and integration permissions during onboarding based on your organization’s policies.
Frequently Asked Questions
Please reach us at contact@codexgrp.com if you cannot find an answer to your question.
Symptom-driven calls where urgency needs to be identified quickly, plus routine clinical call routing and follow-up documentation.
Yes. Patients can request a human at any point, and the call can be escalated to your staff based on your routing rules.
No. It collects symptoms and context and routes/escalates based on your protocols. Clinical judgment remains with your licensed staff.
Codex is not an emergency service. Emergency symptoms are directed to local emergency services, and urgent cases can be escalated per your rules.
Yes. Codex can generate an automatic call summary and post it to the patient chart for follow-up when enabled.
Yes. English and Spanish are supported, and additional languages can be added based on configuration.
Codex Triage 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 Triage 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 Triage Phone Agent can be deployed as a standalone add-on or alongside Codex Core, Codex Ops, or Codex Live.
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