Nextiva for Healthcare

Healthcare conversations.
Handled with care.

Doctors, front desks, and care coordinators manage every patient conversation in one place — so patients get faster answers and better care.

HIPAA + SOC 2 + BAA
Epic EHR Integration
4.6/5 on Gartner
#1 on G2 in 13 Reports

Trusted by leading healthcare organizations nationwide. Used by millions.

HCA Healthcare
Venice Family Clinic
Definitive Healthcare
OneGI
NEBA Health
North East Health Services
SBHC
AEG Vision
Ontrak Health
HealthPoint Washington
HCA Healthcare
Venice Family Clinic
Definitive Healthcare
OneGI
NEBA Health
North East Health Services
SBHC
AEG Vision
Ontrak Health
HealthPoint Washington
The NEXT Platform for Healthcare

Connected care, from first call to follow-up.

1B+ Interactions Handled by our network every year
100,000+ Businesses Trust Nextiva for their communications
17 Years Running Award-winning customer service

One Conversation, Start to Finish

Phone calls, text messages, live chat, email, video visits. Patients reach you however they prefer, and your team sees every interaction in a single thread. One conversation history. No repetition. No blind transfers. Context travels with the conversation.

See the Platform

Secure at Every Step

HIPAA-compliant with a signed BAA. SOC 2 certified. TCPA compliant. End-to-end encryption for voice, video, and messaging. PHI is protected with role-based access controls and automatic redaction. 99.999% uptime with less than 2-minute geographical disaster recovery. Compliance isn’t an add-on. It’s the foundation.

Your EHR, In Sync

Out-of-the-box Epic EHR integration with real-time sync for appointments, prescriptions, billing, and patient verification. Also connects with ModMed, eClinicalWorks, Planet DDS, and your existing practice management system. Calendar sync with Google and Outlook. No system replacement required.

Your AI Front Desk

XBert AI handles scheduling, prescription refills, billing questions, and patient verification around the clock. It deflects routine calls so your front desk focuses on complex clinical needs. A 5-person team can operate like 10 without additional headcount.

Explore XBert AI

Smarter Conversations. Better Care.

Every patient interaction is automatically transcribed, summarized, and scored for sentiment. Your care coordinators get AI-generated call summaries with action items. Managers get coaching insights and quality scores without listening to recordings.

Explore Contact Center

Follow-Up on Autopilot

Every interaction ends with a clean handoff. Your team gets a structured summary by email, not a voicemail to dig through. Appointment reminders, post-visit follow-ups, refill notifications, and insurance FAQs run automatically. No manual forwarding. No forgotten callbacks. Configure once with a visual builder, no code required.

Patient
Maria Santos
Patient
Call
Video
SMS
Chat
E-mail
Portal
eFax
AI Agent
Care Coordinator
Summit Health
Care Team
Patient
Robert Tanaka
Can I move my Thursday appointment to Friday?
10:14 AM
HIPAA Encrypted
Care Team
Summit Health
You’re confirmed for Friday at 10 AM. See you then!
10:16 AM
EHR synced
Patient data unified
Analytics updated
Connected Integrations All systems synced – Last update 2s ago
Epic EHR Patient record synced: Maria Santos
Live
ModMed Appointment confirmed: Thursday 2pm
Live
eClinicalWorks Dashboard refreshed
Live
Automation Triggered

Post-appointment follow-up workflow started for Maria Santos

AI FAQ Answered “Do you accept Blue Cross insurance?”
AI Urgent Call Routed Transferred to Care Team
AI Appointment Booked Friday, 10:00 AM · Maria S.
AI Call Summary Today, 9:47 AM · 2m 14s
Caller Robert Tanaka · (480) 555-0312

Patient called to reschedule a follow-up appointment. XBert confirmed availability, moved the visit to Friday at 10 AM, and sent a confirmation text to the patient.

Rescheduled Confirmation Sent Transcript
AI Call Analysis Call ended 2 min ago – 4:32 duration
Summary Auto-generated

Patient called about a prescription refill for blood pressure medication. Receptionist confirmed with pharmacy and scheduled a 3-month follow-up. Patient expressed satisfaction with the process.

Transcript
Patient: I need to refill my Lisinopril…
Staff: I’ll coordinate that with your pharmacy right away.
Key Insights
Positive Outcome
Resolved in 4 min
First Call Resolution
Trigger Appointment Booked
Remind Send SMS Reminder
Follow-up Post-Visit Survey
Complete Update EHR
Drag & Drop Builder

AI answers when your team can’t.

Every call answered—nights, weekends, holidays. Your team focuses on patients in the office.

Cut overhead while increasing quality of care.

Automate scheduling, refills, and FAQs. Reduce no-shows. Staff handles complex cases that need a human.

Less admin. Streamline operations.

Reduce admin burden with efficient workflows and secure, real-time patient data access.

Fully compliant and safe by design.

HIPAA-ready, SOC 2 certified, end-to-end encrypted. Urgent calls route to staff in real time.

EHR Integration

Out-of-the-box Epic integration.

Appointments, prescriptions, billing, and patient records. All synced in real time.

Patient Verification

Instantly authenticate patients using records to reduce handle time and improve first-call resolution.

Appointment Management

View, schedule, cancel, and reschedule appointments within the agent workflow, synced in real time to Epic.

Prescription Support

Access prescription history and process refill requests for eligible medications.

Billing Visibility

Retrieve billing summaries, balances, charges, and transaction history in real time.

*Capabilities vary by EHR system. Some features may require additional configuration.

Healthcare Outcomes

Real impact. Meaningful ROI.

The Care Journey

Every patient touchpoint, handled.

1
Pre-Care

The Front Door

2
During Care

Active Visit

3
Post-Care

Follow Up

4
Ongoing Health

Continuity

5
Clinical Staff

Teamwork

Scheduling & intake automation FAQ resolution Omnichannel access
Frictionless access, fewer abandoned calls.
Real-time patient context Conversation intelligence Note assistance
More time caring, less time documenting.
Rx refill reminders Payment collection Follow-up scheduling
Higher treatment adherence, closed-loop care.
Appointment reminders Proactive outreach Retention workflows
Stronger retention, sustained relationships.
Every channel connected Automatic summaries Mobile care coordination
Unified team communication.
Maria
Maria Santos New patient scheduling… XBert handling
Now
Robert
Robert Chen Insurance question Resolved
8m
Angela
Angela Brooks Prescription refill Resolved
22m
James
James Park Hours & location Resolved
41m
Maria
Maria Santos Inbound call • XBert AI
XBert AI Receptionist is handling this call
Hi, I’d like to schedule a new patient appointment with Dr. Patel. I’m available next week. 9:14 AM
I’d be happy to help you schedule with Dr. Patel. I have openings on Tuesday at 10 AM or Thursday at 2 PM. Which works better for you? 9:14 AM
Tuesday at 10 works. Do I need to fill out anything beforehand? 9:15 AM
Patient Info
Maria Santos
Maria Santos
maria.santos@email.com
New Patient PPO
Requested
New patient visit Dr. Patel
Intake forms Pending
Insurance
Blue Cross PPO Verified
CALL COMPLETED
4m 12s
Maria Santos
AI Summary
Answered by XBert AI
SUMMARY

Maria Santos called to schedule a new patient appointment. Booked with Dr. Patel. Intake forms sent to patient email.

APPOINTMENT
Tuesday 10:00 AM
SENTIMENT
Positive Friendly New Patient
XBert AI Resolutions
49
Calls Handled
12
Appts Booked
156
FAQs Resolved
94%
Satisfaction
David
David Reyes Medication question… Agent assisted
Now
Karen
Karen Whitfield Lab results reviewed Resolved
15m
Linda
Linda Pham Post-op instructions Resolved
32m
David
David Reyes Live call with Nurse Amy
XBert Agent Assist is coaching this conversation
I just had my follow-up with Dr. Martinez and he mentioned adjusting my blood pressure medication. Can you tell me what’s changing? 10:22 AM
Of course, David. Dr. Martinez updated your Lisinopril from 10mg to 20mg based on your last three readings. Your BP has been trending slightly high, so this adjustment should help bring it into range. 10:23 AM
Got it. Are there any side effects I should watch for with the higher dose? 10:24 AM
Patient Info
David Reyes
David Reyes
david.reyes@email.com
Established HMO
Recent Activity
Follow-up visit Today
Rx updated Today
Sentiment
Concerned
AI XBert AI Assist
Monitoring
Suggested Response

“The most common side effects at 20mg are dizziness and dry cough, but they typically resolve within a week. Dr. Martinez wants you to check your blood pressure daily and call us if it stays above 150/90.”

Knowledge Base

Lisinopril Dosage Adjustment Protocol

10mg → 20mg step-up: Monitor BP daily for 14 days. Report persistent cough, swelling, or readings >150/90. Follow-up in 4 weeks…

Auto-Notes

Patient confirmed Lisinopril increase. Asking about side effects. No current symptoms reported. BP check scheduled in 2 weeks.

Conversation Intelligence
96%
First Call Resolve
2:40
Avg Handle Time
4.9
Patient CSAT
41%
Escalations
Thomas
Thomas Greene Post-visit follow up… Automated
Now
Priya
Priya Sharma Rx refill confirmed Completed
1h
Diane
Diane Collins Payment received Paid
2h
Thomas
Thomas Greene SMS • Automated follow-up
Automated post-care workflow active
Hi Thomas, this is Ridgeline Medical following up on your visit yesterday with Dr. Patel. How are you feeling today? Reply 1 for Good, 2 for Concerns. 8:00 AM
1 – Feeling good, thanks. When can I pick up my prescription? 8:12 AM
Great to hear! Your prescription was sent to Walgreens on Main St. and should be ready for pickup by noon today. Your follow-up visit is scheduled for March 19. 8:12 AM
Patient Info
Thomas Greene
Thomas Greene
thomas.greene@email.com
Established Medicare
Care Timeline
Office visit Yesterday
Rx sent Yesterday
Follow-up booked Mar 19
FOLLOW-UP COMPLETE
Auto
Thomas Greene
AI Summary
Automated by XBert AI
SUMMARY

Post-visit follow-up with Thomas Greene completed. Patient feeling well. Rx pickup confirmed. Copay collected. Follow-up booked.

RESOLVED
Rx Refill Payment Follow-Up
NEXT VISIT
March 19 Dr. Patel
Follow-Up Engagement
92%
Response Rate
87%
Rx Adherence
95%
Appts Kept
38%
No-Shows
Marcus
Marcus Johnson Annual wellness reminder… Automated
Now
Sarah
Sarah Okafor Vaccine reminder sent Scheduled
2h
William
William Torres Rx refill – auto sent Refilled
4h
Marcus
Marcus Johnson SMS • Proactive outreach
Proactive wellness workflow active
Hi Marcus, it’s Ridgeline Medical. It’s been 11 months since your last annual wellness visit. Would you like to schedule your checkup? Reply YES to book. 9:00 AM
YES – Can I get a morning slot? Tuesdays or Thursdays work best. 9:18 AM
You’re booked for Thursday, March 27 at 9:30 AM with Dr. Patel. We’ll send a reminder 48 hours before, along with any pre-visit forms. See you then! 9:18 AM
Patient Info
Marcus Johnson
Marcus Johnson
marcus.johnson@email.com
Established PPO
Care Status
Last visit 11 mo ago
Rx refill due Apr 2
Flu shot due Overdue
OUTREACH COMPLETE
SMS
Marcus Johnson
AI Summary
Automated by XBert AI
SUMMARY

Annual wellness reminder sent to Marcus Johnson. Patient responded and booked Thursday, March 27 at 9:30 AM with Dr. Patel.

AUTOMATED
Wellness Reminder Booking Rx Refill
APPOINTMENT
Mar 27 9:30 AM
Patient Retention
94%
Retention Rate
63%
Re-engagement
22%
Lapsed Patients
4.7
Satisfaction
Care Team
Care Team Alpha Patient handoff: Greene… 4 members
Now
Dr. Patel
Dr. Patel Lab results reviewed Read
1h
Pharmacy
Pharmacy Team Refill batch ready Completed
3h
Care Team
Care Team Alpha Group • 4 members
XBert auto-generated care summary attached
Heads up — Thomas Greene’s follow-up is March 19. His A1C was 6.8 at last visit and Dr. Patel wants to retest. Rx was sent to Walgreens yesterday. Anything else we need before the visit? 11:05 AM
Got it. I’ll flag his chart for the A1C retest and make sure labs are ordered ahead of time so results are ready at the appointment. 11:08 AM
Perfect. I’ll confirm with the patient 48 hrs before. The auto-summary has the full history if you need it. 11:09 AM
Patient Summary
Thomas Greene
Thomas Greene
Patient #TG-4821
Active Care A1C Watch
Auto-Summary
Last visit Mar 4
A1C: 6.8 Retest due
Metformin 500mg Active
AI AI Care Summary
Generated
Patient Handoff

Thomas Greene visited Mar 4. A1C elevated at 6.8. Metformin prescribed and Rx sent to Walgreens. Labs ordered ahead of follow-up.

Team Notes

Care Team Alpha — 4 members

A1C retest pre-ordered for Mar 19 • Chart flagged • 48-hr patient reminder scheduled • Pharmacy notified

Next Visit

March 19 — Dr. Patel

A1C retest • Pre-visit forms queued • Patient reminder set

Team Impact
32%
Handle Time
94%
Resolved
2x
Faster Prep
18%
CSAT
How XBert Works

Smart routing.
No complex setup.

XBert acts as your first line of defense—answering every customer request, resolving routine needs, and intelligently routing by intent.

Customer Interactions
"What's my balance?" "Cancel my appointment" "When does my plan renew?" "I need to update my card" "Transfer me to billing" "Schedule a callback" "Reset my password" "Track my order"
XBert AI
XBert AI
Conversing with Customer… Analyzing Intent… Checking Knowledge Base… Routing Request… Updating Record… Conversing with Customer…
Question Answered AI Resolved
Task Completed AI Resolved
Complex Issue Routed to Agent
Easy Setup Learns Your Business Adapts to Your Workflows You Stay in Control
Integrations

Works with your existing healthcare systems.

EHR & Practice Management

Epic eClinicalWorks ModMed + custom integrations

SSO & Identity Management

Okta Active Directory Azure AD ADFS OneLogin SAML 2.0 + open-source IdPs

Scheduling & Collaboration

Google Workspace Microsoft Teams Zoom Slack Calendly (via Zapier) + many more

Patient Communication

Twilio Zendesk Salesforce Microsoft Dynamics HubSpot + many more

Automation & Workflow

Zapier Power Automate Make ActiveCampaign + many more

Developer & Custom APIs

REST APIs Webhooks SDKs Custom Integrations OAuth 2.0 + documentation
Trust & Security

Built to perform.
Built to protect.

XBert is built on Nextiva's enterprise-grade infrastructure. Your data stays safe, your customers stay protected, and you stay in control.

XBert knows your business

XBert learns your services, policies, business hours, and FAQs. It's not guessing—it's an expert that knows your business inside and out.

No guessing Uses facts

You control everything

Set guardrails and customize what the AI can handle. Conversations are recorded and transcribed so you always know what happened.

Calls recorded Everything transcribed

Seamless handoff to humans

When needed, XBert transfers complex requests and urgent needs to your team—no awkward pauses or frustrated customers.

Smart handoff Never lose a customer

Certified by experts

Don't just take our word for it. Nextiva meets the highest security and compliance standards to protect your customer data.

PCI DSS Compliant HIPAA Compliant EU GDPR Compliant Cloud Security Alliance TCPA Compliant
Healthcare Segments

Made for any type of healthcare org.

Health Systems & Hospitals

Unify communications across departments, locations, and care teams at scale.

Primary Care & Family Medicine

Stop losing patients to missed calls and long hold times.

Urgent Care & Walk-In Clinics

Answer questions about wait times and walk-in availability around the clock.

Pediatrics

Give anxious parents quick answers and easy appointment scheduling.

Women's Health & OB-GYN

Handle sensitive scheduling and lab result inquiries with AI-powered privacy.

Internal Medicine

Manage complex patient panels with automated appointment reminders and follow-ups.

Geriatrics & Senior Care

Help older patients and their families navigate scheduling and medication questions.

Home Health Care

Coordinate care teams, schedule visits, and route urgent patient needs.

Concierge Medicine

Deliver white-glove service with AI that matches your premium patient experience.

Telemedicine Providers

Handle appointment scheduling and tech support for virtual visits seamlessly.

Dental Practices

Fill your chair schedule without your team chasing confirmations all day.

Dermatology

Automate prescription renewal requests and route urgent skin concerns.

Cardiology

Route urgent symptom calls to on-call providers immediately.

Orthopedics & Sports Medicine

Manage pre-op instructions and post-surgical follow-up calls at scale.

Gastroenterology

Automate prep instructions and procedure scheduling callbacks.

Imaging & Radiology Centers

Handle result inquiries and scheduling across multiple referring providers.

Ophthalmology & Optometry

Schedule eye exams, LASIK consultations, and post-op appointments effortlessly.

ENT (Ear, Nose & Throat)

Triage urgent symptoms and manage high-volume allergy season calls.

Pain Management

Route urgent pain escalations while handling routine appointment changes.

Physical Therapy & Rehab

Keep your therapy schedule full and manage insurance verification calls.

Oncology

Handle sensitive patient calls with empathy and route urgent care needs.

Allergy & Immunology

Manage seasonal appointment surges and prescription refill requests.

Chiropractic

Fill appointment gaps and handle insurance questions automatically.

Multi-Specialty Groups

Route patients to the right department without phone trees or hold music.

Community Health Centers & FQHCs

Serve high call volumes across multiple locations with limited staff.

Behavioral Health & Therapy

Handle sensitive intake calls with AI that respects patient privacy.

Substance Abuse Treatment

Never miss a call from someone ready to start treatment.

Psychiatry & Mental Health Clinics

Screen crisis calls while booking routine medication management appointments.

Marriage & Family Counseling

Automate scheduling for couples and family therapy sessions with ease.

Autism & Developmental Services

Support families navigating evaluations, therapy schedules, and insurance questions.

Veterans Health Services

Provide always-available support for veterans navigating care and appointments.

School-Based Health Centers

Coordinate with parents, students, and administrators during and after hours.

Mobile Health Services

Route patients to the right location and manage constantly changing schedules.

Practice Management Groups

Standardize communications across every practice in your portfolio.

Women's Shelters & Crisis Centers

Answer sensitive crisis calls with trained AI routing to human staff immediately.

Social Services & Case Management

Connect clients with the right resources and track follow-up calls automatically.

Go Deeper

See the future of
healthcare CX.

AI Workforce

XBert: Your AI healthcare workforce

AI that answers patient calls, books appointments, and routes urgent requests so your team focuses on care.

Learn more
Command Center

NEXT: Your healthcare command center

The command center for the agentic era. Monitor XBert, route conversations, and see every metric in real time.

Learn more
FAQs

Frequently Asked Questions

How does XBert AI help my front desk staff?

XBert answers routine calls and questions for you—things like hours, location, insurance, new-patient questions, and basic appointment requests—so your front desk isn’t stuck on the phone all day. It reduces hold times, handles overflow during busy periods, and lets your team focus on patients in the office instead of juggling ringing phones.

Can XBert handle after-hours and weekend calls?

Yes. XBert provides 24/7 call coverage. It can answer common questions, capture messages, route urgent issues, and collect the information your team needs to follow up. That means fewer missed calls, fewer voicemails to dig through, and better patient experience outside normal business hours—without adding after-hours staff.

Is XBert HIPAA compliant?

XBert is built on Nextiva’s HIPAA-ready platform and follows strict security and privacy controls. We sign Business Associate Agreements (BAAs) for covered services and protect PHI with encryption and access controls. Your practice can use AI and automation without compromising compliance.

Does XBert integrate with our existing systems?

XBert connects with your phone system and can integrate with tools like CRM and calendars (Google, Outlook). For deeper workflows—such as tying into your practice management or EMR—we offer services-led, custom integrations so XBert can follow your existing intake, scheduling, and follow-up processes instead of forcing you to change them.

How long does it take to get up and running?

XBert’s AI receptionist can be configured in under an hour. You answer questions about your practice, hours, services, and policies, and XBert generates a receptionist tailored to your clinic. Full deployment with number porting typically takes two to four weeks. Your team can start using the NextivaONE app immediately while porting completes.

Will XBert replace my staff?

No. XBert is designed to offload repetitive, low-value phone work—not replace your team. It handles routine calls and FAQs, so your staff can spend more time with patients, handle complex issues, and manage in-office tasks without burnout.

See how Nextiva transforms healthcare.

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Rated by 8,000+ verified customers on Trustpilot

100K+

Businesses trust Nextiva for their communications

Nextiva’s transcription, workflow customization, and routing capabilities have been invaluable.

NEBA Health Gabriel Miranda, CIO
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