Is Leverly HIPAA compliant?

Leverly offers a HIPAA-compliant configuration as an add-on at $250 per month, including a signed Business Associate Agreement — required under HIPAA when a vendor handles protected health information on behalf of a covered entity. A signed BAA is required before any healthcare account is activated.

Does Leverly integrate with our EHR system?

Yes, as a paid add-on. After every Leverly call with a new patient, the record is created and the appointment is booked in your EHR automatically — no manual entry. The connection works with major EHR platforms including DrChrono and Elation. Confirm your specific system and the add-on pricing on the demo call.

How does Leverly handle patient privacy on inbound calls?

Leverly AI collects only name, phone number, and the general reason for the call — not diagnosis information, medication details, or other clinical protected health information. Calls requiring access to an existing patient's clinical record are routed to a staff member.

What happens when a patient calls after clinic hours?

For non-urgent after-hours calls — new patient inquiries, appointment requests, insurance questions — Leverly AI handles the call, creates the patient record, and books the appointment directly in your EHR. Leverly is not a clinical triage service. Urgent situations are directed to your on-call line or emergency services as configured during setup.

Does Leverly work alongside our front desk staff?

Yes. Your staff gets first priority on every call. Leverly AI only steps in when your team is on another line, unavailable, or it's after hours. You control exactly when AI picks up — overflow only, after-hours only, or handle everything. Your front desk stays central to the practice.

Does Leverly integrate with healthcare CRM systems?

Yes. Leverly connects with LeadSquared, HubSpot, GoHighLevel, and other CRM platforms so every new patient inquiry is logged from the moment they reach out. The lead lives in your CRM. The confirmed appointment lives in your EHR. Nothing falls between the two systems.

What size practice is Leverly built for?

Leverly works best for non-surgical specialty clinics — orthopedics, sports medicine, physical therapy, med spas, and PRP clinics — with 2 to 10 providers and no dedicated call center. The core problem Leverly solves is new patient acquisition: calls going to voicemail when the front desk is busy, and form leads sitting uncontacted. Practices that need clinical triage logic or high-volume call center operations will find other platforms more appropriate.

Healthcare

Your front desk can't answer every call. New patients don't wait.

Leverly AI answers every inbound call, follows up on every form inquiry, and books new patient appointments directly — day or night. HIPAA-compliant. BAA included. Your front desk opens the schedule and it's already filled.

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What's actually costing you new patients

Your front desk steps away for lunch.

A new patient with a referral calls twice, gets voicemail both times, and calls the next clinic on their list. You never knew they called.

Someone fills out your form at 8pm.

They wait until morning for a callback. By then they've already booked with whoever called them back first.

Three lines ring at once.

Your coordinator is with a patient. Two callers hang up. Neither leaves a voicemail. Both are gone — and you have no record they ever called.

4 in 10

inbound calls to medical offices go unanswered during business hours. For a clinic running on booked appointments, that's not a phone problem — it's a revenue problem.

How it works

Every new patient call handled. Every form followed up. Nothing manual.

Patient calls or submits a form

Any time of day. Your phone line or your website contact form. Leverly picks it up immediately — no voicemail, no hold music.

Leverly AI handles the conversation

Answers questions about your practice, services, and availability. Sounds like a knowledgeable front desk representative — not a phone tree.

Appointment booked

Leverly books the appointment directly. For calls that need a staff member — clinical questions, complex situations — Leverly transfers or queues a callback.

Everything logged automatically

The inquiry, the call outcome, and the appointment are logged in your CRM — LeadSquared, HubSpot, GoHighLevel, or others. Add the EHR connection and the patient record lands in DrChrono, Elation, or your system too. Nothing manual either way.

Built for healthcare compliance from the start

Leverly doesn't retrofit HIPAA onto a general-purpose platform. Healthcare configuration is a separate, specific setup — and nothing activates until the compliance requirements are in place.

✓

HIPAA-compliant configuration

Full HIPAA setup required before any patient data is handled. Not an optional add-on after go-live — it's the prerequisite.

✓

Signed Business Associate Agreement

A BAA is signed before your account is activated. No healthcare deployment without it. Standard for every client.

✓

Minimal PHI collection

Leverly AI collects only name, phone number, and reason for the call. No diagnosis information, no medication details, no clinical PHI.

✓

Clinical escalation built in

Urgent situations and sensitive patient questions are transferred to staff or your on-call line. Leverly is not a triage service.

Integrations

Every call writes back to your EHR — automatically.

When Leverly AI books a new patient appointment, that record and appointment land in your EHR — no manual entry required. Leverly connects with major EHR platforms including DrChrono and Elation. Your team doesn't configure anything.

EHR connection is available as a paid add-on. Confirm your specific system on the demo call. See pricing →

Your CRM stays in sync too.

Leverly also connects with your CRM — LeadSquared, HubSpot, GoHighLevel, and others — so every new patient inquiry is logged and tracked from the moment they reach out. The lead lives in your CRM. The confirmed appointment lives in your EHR. Nothing falls between the two systems.

Lead Response Report

4 in 10

inbound calls go unanswered during business hours

Every call Leverly answers, every appointment booked, every EHR record created — your practice manager sees it in one report, delivered to their inbox automatically.

Not call volume. Not system activity. The actual number of appointments recovered — the ones that would have gone to voicemail without Leverly.

See a sample Lead Response Report →

Daily

New patient calls answered, appointments booked, form leads followed up — every 24 hours.

Weekly

Trends, escalation patterns, what Leverly AI couldn't resolve — and what to fix.

Monthly

The full picture — performance over time, coaching opportunities, ROI in plain numbers.

Is Leverly right for your practice?

Good fit

→ Non-surgical specialty clinic — orthopedics, sports medicine, physical therapy, med spas, PRP clinics, or similar
→ 2 to 10 providers with no dedicated call center
→ Losing new patient calls to voicemail during lunch, peak hours, or after hours
→ Form leads sitting uncontacted until the next morning
→ Using DrChrono, Elation, or another major EHR or booking system for scheduling
→ HIPAA compliance is non-negotiable

Not the right fit

× AI that triages calls by injury type or body part
× Provider matching by specialty and availability
× Insurance pre-screening or prior auth intake
× High-volume scheduling across multiple locations

Not sure which side of that line you're on? The demo call will tell you. We'd rather spend 15 minutes figuring out if we're the right fit than have you find out after you've signed up.

Common questions

Something not here? Book a 15-minute call — we'll answer it directly.

See what Leverly recovers for your practice.

15 minutes. We'll show you exactly how Leverly handles new patient calls for a practice like yours — the HIPAA configuration, the EHR connection, and what gets recovered.

Your cost-per-patient report only counts the ones who got through. Leverly recovers the rest.

Get an Instant Demo →

No monthly fee until you go live.