For the people keeping the practice moving
Your front desk could use a hand.
Give incoming requests a shared place to go and your team a clearer next step. Teri helps keep the follow-through in view.
How the work moves
Keep every request moving.
Start with the request. See what is ready, who is handling it and what needs to happen next.
A shared view
Make incoming work easier to see — the request and its source.
A clear next step
Help the team pick up the work — owner, state and next action.
People in control
Staff responsibility stays visible — review and handoff where it matters.
Illustrative workflow framing. Specific capabilities are confirmed per practice.
Today’s work
Great Neck · Wednesday
| ID | Patient | Type | Status | Created (Eastern) |
|---|---|---|---|---|
| T-2481 | Maria Chen | Rx refill | Review | 8:12 AM |
| T-2483 | Sam Torres | Reschedule | Open | 8:19 AM |
| T-2486 | Lena Walsh | Records request | Review | 8:34 AM |
| T-2490 | James Park | Confirm visit | Done | 8:41 AM |
| T-2492 | Priya Shah | New patient | Open | 9:02 AM |
| T-2495 | Owen Blake | Callback | Done | 9:17 AM |
Monday, July 27, 2026 · Long Island Ophthalmic Concepts
97
calls answered
38
appointment transactions
89%
first-call resolution
230 min
front desk time returned
Teri answers. The work gets done. A person stays in the loop where it has to.
Click around the office
This is what hiring Teri looks like.
Teri answers. The book updates.
Inbound · 7:12 AM Eastern
Maria Chen
DOB on file · existing patient
Live book · Dr. Rivera · Eastern
Practice operations
The whole office, one layer.
Not a phone bot bolted onto the front desk. Teri works the whole operation, and your team supervises it from one place.
Booking & Reception
Every call answered first ring; appointments booked, moved, cancelled and confirmed on the live schedule.
Confirmations & Schedule Fill
SMS confirmations answered, cancellations offered reschedules, open slots protected.
Eligibility & Intake
Coverage checked before the visit; new patients registered with clean demographics.
Clinical Support Desk
Rx refill requests audited and queued for one-tap clinician approval; messages with verified callbacks.
Prior Authorization
Auths assembled, submitted and chased without a staff member on hold.
Claims & Follow-up
Claims submitted clean; denials worked and underpayments flagged while still appealable.
Teri is an AI worker, and always says so on the call. A person stays in the loop wherever the work touches a chart, a prescription or a record.
Your team stays in control.
A clear owner. A visible next step. People close to the work that needs their judgment.
Keep work moving forward.
We built the worker we couldn't hire.
Teri Health is bootstrapped and built inside a working private practice — no accelerator, no roll-up, no outside playbook. We are the private-practice version of an AI company, which is exactly why we understand yours. The polish is real and so is the independence.
David Tung is the practice administrator of Long Island Ophthalmic Concepts — a two-location, four-doctor, 30-employee practice. Teri answers his practice's phones today. Every service Teri Health sells runs in his own practice first — measured call by call, supervised by the people who built it.
Independent, like you.
The ecosystem
One layer over the systems you already run.
Keep your practice management system. Keep your phone number. We connect, supervise and pay for the pieces underneath, so the practice deals with one layer instead of six vendors.
We build alongside a whole landscape of AI-native companies, and we do the choosing, the wiring and the supervising so your front desk never has to.
Trust
HIPAA-ready architecture
BAAs across the stack, and one signed with you before a single call routes.
Your data is not training data
PHI never trains models. Ever, by anyone in the stack.
Append-only audit trail
Every action Teri takes is recorded, attributable and reversible.
Case study · measured July 27, 2026
“Perfect. Great use of our agent for a morning call — it saves our front desk time from completing that task.”
Practice owner, Long Island Ophthalmic Concepts · 8:34 AM Eastern
Read the case study →Case study · chart retrieval
$4,500
72 charts. $62.50 each. About two hours.
The payer asked for records. The practice invoiced. Teri pulled the batch and sent it HIPAA-ready.
How we work
A conversation, then live.
A boutique practice does not need a buying committee.
Enterprise
Typical enterprise software
01
Discovery
You explain the problem to a sales team.
02
Qualification
They decide if you are a “fit”: use case, budget, stakeholders, timing.
03
Product demo
The existing platform, often a deck, often a second seller.
04
Solution design
Technical teams scope integrations. Usually another demo.
05
Security & procurement
Compliance, legal, purchasing, approvals.
06
Contract
Pricing, minimums, implementation fees, annual term.
07
Implementation
Configure, integrate, train — weeks of work after you sign.
08
Go live
Weeks or months later. If it did not fit, it waits on the roadmap.
Teri
Conversation → workflow → live.
01
Book a demo
See one request from arrival to outcome.
02
Pick one painful workflow
The smallest useful thing first.
03
Put it into production
Built around how your practice actually works.
Start with one workflow. Prove the value. Expand from there.
No enterprise contract. Pay as you go.
Pay as you go
Estimate your costs.
This is an estimate, not a quote. Usage lines are list rates. Email, fax, and the assistant are monthly flats priced for boutique-practice volume — not a token meter.
Estimated monthly
- Reception · $0.30/min
- 1,126.7 min
- $338.00
- Eligibility · $0.05/check
- $0.00
- Records retrieval and review · $1.50/record
- $0.00
Other completed workflows are priced per task on the order form. A discovery call turns this estimate into a measured month.
Book a demoBook a demo.
See one request from arrival to outcome — then decide if Teri fits your front desk.
Book a demo