Meet Aimee
✨ Your Missed Call Recovery Agent
Support

Frequently Asked Questions

Quick answers to streamline your practice's growth.
1. Who is Aimee?
Aimee is your virtual front office assistant powered by Peerlogic. She helps your practice stay connected with patientswhen you’re unable to answer the phone.
3. How Does Aimee Work?
When a call is missed or the office is unavailable (including after-hours), Aimee automatically sends a friendly text message to the caller:
“Hi! This is Aimee from [Practice Name]. Sorry we missed your call, how can we help you?”
From there, she continues the conversation, gathers intent, and schedules appointments when the request matches your office’s available appointment types.
5. Can Aimee be Customized?
Yes! Aimee is fully customizable so she can match your office’s workflow and patient experience. Customization options include:
● Personalized greeting & introduction text
● Reschedule and cancellation handling
● Expanded insurance and policy FAQs
● Custom responses for specialty procedures or human follow-up needs
● Over 30+ appointment types that Aimee can schedule directly
2. What Does Aimee Do?
Aimee’s primary goal is to help book appointments on your behalf and make sure no patient slips through the cracksafter a missed call.
4. What Else Can Aimee Help With?
In addition to appointment booking, Aimee can answer common front-desk questions such as:
● Office location and directions
● Business hours
● Insurance accepted
● Basic service information
Workflow Section:

Frequently Asked Questions

1. When Does Aimee Hand Off to a Human?
Even though Aimee can handle a large portion of patient conversations, there are times when a real team member needs to step in. These are usually situations that require human judgment, clinical clarification, or complex scheduling. Aimee will hand off the conversation to your office whenever:
● The patient is asking about a specialty procedure that are not directly bookable online
● The patient asks for pricing details or estimates
● There is medical history or condition context that needs staff review
● A question requires clinical or case-specific guidance
● The patient specifically asks to speak with a person

When this happens, Aimee will politely pause scheduling and collect any helpful context, then notify your team so a staff member can follow up
3. How Can the Office See Aimee’s Conversations?
Your team will have visibility into conversations through your Peerlogic dashboard. This lets you view:
● Which patients Aimee engaged with
● What they asked about
● Whether an appointment was booked
● Whether a follow-up is needed
● Patient responses and sentiment

This transparency helps your staff stay informed and prevents duplicate outreach
2. How Does Your Office Get Notified?
When a hand-off is needed, your team will receive an email
:● Context on the patient’s request
● The patient’s contact information
● Any notes Aimee gathered during the conversation
● Direct link to the conversation in your Peerlogic Dashboard

This allows your staff to jump in with full visibility instead of starting from scratch.
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Aimee’s Default Settings:

When your practice first activates Aimee, several default settings are already in place. You can customize these at any time to match your office’s preferences.

1 . Name

*Default: Aimee
*You can change it: If you’d like Aimee to introduce herself with a different name (for example, “Samantha from Dr. Lee’s Office”), just update the setting in your configuration form or let your Implementation Specialist know.

2 . Non-Bookable Appointments

If your practice offers appointments that cannot be booked online or via Aimee (like surgeries or certain follow-ups), it’s best to create a custom response. Example: “This type of appointment can’t be scheduled by text. Please call the office at (###) ###-#### so we can assist you directly.”

3 . Insurance

You can list any insurance plans your office does not accept. When patients ask about insurance, Aimee will reply clearly — for example: “We accept most PPO plans, but we don’t currently accept Medicaid or HMO plans .”This helps reduce confusion and saves staff time answering the same question repeatedly.

4 . FAQs

*Common questions like your business hours, address, or parking instructions can be preloaded for Aimee to answer instantly.
*Example:
1. Patient: “What are your hours?”
2. Aimee: “We’re open Monday–Thursday, 8 AM – 5 PM, and Friday 8 AM – 2 PM.”

5 . Appointment Types Aimee Can Schedule

For best results, start with a limited set of simple, high-volume appointment types. These are easy for Aimee to handle confidently and ensure smooth booking from day one. Recommended for initial launch: You can always add more appointment types later once the initial setup is running smoothly.
*New Patient Cleaning & Exam / New Patient Exam
*Existing Patient Cleaning & Exam
*New Patient Pediatric Cleaning & Exam / New Patient Pediatric Exam
*Emergency Exam
*Consultation

6 . Appointment Settings

*Aimee can help patients cancel or reschedule appointments by text — but you get to decide if she can do this or not.
*Enable: Patients can text things like “I need to reschedule” and Aimee will offer options automatically.
*Choose lead time if enabled, if you want Aimee to only allow reschedules or cancellations out side of 2 days or 48 hours of the appointment type you can customize this.
*Disable: Aimee will reply with a message such as, “No problem! Please call the office to reschedule.”