Published date: April 30, 2026
Marketplace Vendor
integrated with Accuro EMR
Contracting through Vendor
Support through Vendor
Key Features
AI phone and web chat support: Answers inbound phone calls and website chats using natural language AI conversations.
Patient verification: Verifies patients against Accuro before handling requests tied to their record. Verification can use health card number or phone number, with year of birth available as a secondary verification step when needed.
Custom routing: Routes patients to different providers, departments, teams, or roles based on the configured workflow and request type. It can also trigger the appropriate follow-up task.
After-hours support: Supports after-hours coverage and captures patient messages for staff follow-up.
Staff handoff: Supports handoffs to staff when human support is needed. Live call transfer is available when the workflow includes a forward call action.
Staff worklists and reporting: Calls and chats are available in staff worklists for review, with visibility into interaction history, request types, and follow-up activity.
Appointment management: Books, cancels, and reschedules appointments directly in Accuro.
Clinic-specific scheduling logic: Applies configured scheduling rules, including provider rules, visit reasons, office hours, and availability.
Routine request handling: Handles FAQs, status updates, and routine requests such as clinic hours, parking, referral updates, and appointment questions.
Workflow actions: Can trigger downstream actions, such as sending forms, creating tasks, and routing interactions based on configured workflow rules.
Phone and web coverage: Most Virtual Agent workflows are available across both phone and website chat, including answers, verification, booking, scheduling updates, and workflow actions. Live transfer is phone-specific.
Multilingual conversations: Supports multilingual conversations to help clinics communicate with patients in their preferred language.
Overview
Phelix Virtual Agent helps clinics automate high-volume patient interactions across phone and web without forcing patients through rigid menus or increasing front-desk workload. It works seamlessly with Accuro to answer questions, verify patients, book or update appointments, handle routine requests, capture messages, and trigger the next step based on the workflow your clinic has configured.
Because Virtual Agent works seamlessly with Accuro, it can retrieve the patient and scheduling details needed to support real clinic workflows, not just generic FAQ responses. That includes appointment booking, cancellations, reschedules, provider-specific scheduling rules, visit-reason logic, and other requests tied to the patient record.
Virtual Agent also uses AI to understand intent and respond intelligently in real time, while still knowing when to route a conversation to staff. For clinics dealing with heavy phone volume, missed calls, scheduling complexity, or front-desk burnout, it helps reduce repetitive work while improving patient access and responsiveness.
How it works:
Use cases:
- Clinics overwhelmed by high phone volume, repetitive questions, and front-desk backlog
- Practices that want phone and website chat handled through one intelligent virtual agent
- Primary care and specialty clinics with provider-specific booking rules or scheduling complexity
- Clinics that want patients to book, cancel, or reschedule without staff intervention
- Teams that need after-hours coverage and patient message capture
- Practices that want routine requests handled automatically while staff focus on higher-value work
- Clinics serving diverse populations that benefit from multilingual AI support
- Teams that want patient interactions to trigger tasks, forms, and workflow follow-up inside existing clinic processes
Additional Details
DATA SECURITY
Phelix Virtual Agent is designed for healthcare workflows and supports secure handling of patient and appointment data. Data is encrypted in transit and at rest, with role-based access controls and auditability to support clinic oversight and operational security.
Phelix is HIPAA and PHIPA compliant. Clinic data is not shared outside Phelix, and no AI models are trained on clinic data.
Supported Data Types (Accuro Integration)
☑ Appointments (read/write — booking, rescheduling, cancellations)
☑ Demographics (for patient verification + identification)
☑ Provider schedules (availability + rules)
☑ Tasks (creation inside Accuro)
Data residency
Primary data storage:
Phelix securely hosts Canadian clinic data in Canada. Data used to support Virtual Agent workflows does not leave Canada.
Phelix securely hosts Canadian clinic data in Canada. Data used to support Virtual Agent workflows does not leave Canada.
Data usage
How is patient data used:
Patient, appointment, provider, and workflow data is used only to support patient communication, scheduling-related actions, workflow automation, and follow-up processes connected to the clinic’s Accuro environment. Data is not shared outside Phelix, and no AI models are trained on clinic data.
Patient, appointment, provider, and workflow data is used only to support patient communication, scheduling-related actions, workflow automation, and follow-up processes connected to the clinic’s Accuro environment. Data is not shared outside Phelix, and no AI models are trained on clinic data.
Other
Accessibility & Other Requirements:
- Works with existing clinic phone lines (via routing)
- Supports website chat widget integration
- No app download required for patients
- Supports major browsers for chat
- Supported languages: English (more languages coming soon)
Vendor Information
ABOUT THE VENDOR
Phelix AI builds intelligent workflow automation tools for medical clinics, helping teams reduce administrative workload and move faster across high-volume operational workflows. Its products use AI to automate document intake, patient communication, phone operations, and other clinic processes that typically consume staff time and slow down care delivery.
CONTACT
Phone
437-267-5557
437-267-5557
Interested in using Phone Agent?