Call
Make, receive, transfer, or record a call
Patients, current customers, therapists, staff, or referral partners are matched to the right record when possible.
Operations software for every call, fax, task, intake, and team handoff.
Run daily practice operations from one connected layer: calling, texting, conference and video conversations, group chat, fax, voicemail, AI receptionist coverage, call routing, scheduling, lead qualification, tasks, tickets, and team knowledge.
Unified inbox
AI follow-up tasks
Patient intake
Therapist assignment
Tickets and knowledge
Stop running the practice from scattered inboxes.
YULY Operations brings calling, texting, conference calls, video, group chat, fax, voicemail, patient intake, current customer communication, therapist assignment, staff follow-up, tickets, AI receptionist coverage, and knowledge into the same operating system as care and revenue.
Make, receive, transfer, record, and review calls from the shared workflow
Send texts, receive texts, run video, conference calls, and group chat
AI receptionist handles routing, scheduling, screening, overflow, after-hours, and voicemail action items
Operations command center
Calls, texts, video, group chat, fax, voicemail, routing, and reception.
Text
Send or receive a text
Two-way texting keeps patient questions, therapist updates, group chat, and team follow-up in the shared workflow.
Video
Start conference or video conversations
Teams can coordinate with patients, therapists, staff, and partners without losing context.
Voicemail
Summarize missed messages into action
AI transcribes voicemail, identifies the current customer when possible, summarizes history, and creates action items.
Reception
AI receptionist handles overflow
Calls can be routed, screened, recorded, scheduled, qualified, or covered after hours.
Fax
Send or receive a fax
Referrals, signed plans of care, orders, and records are classified, matched, and routed.
One operating layer for the work around the visit.
Operations is where the practice communicates and absorbs demand: patients and current customers calling, texting, joining video conversations, leaving voicemail, physicians sending referrals, therapists needing clarity, billing teams needing follow-up, and leaders needing proof that nothing disappeared.
Unified communications
Make and receive calls, send and receive texts, run conference calls, video conversations, group chat, voicemail, and fax from one shared workflow with patient and customer context.
Inbound and outbound calling
Two-way SMS with patients and therapists
Conference, video, group chat, voicemail, and fax
Call controls and history
Transfer calls, record calls, review call history, screen callers, and block spam or marketing callers before they consume staff time.
Call transfer and call recording
Call history tied to records
Spam and marketing caller blocking
AI receptionist
Use answering-service capabilities for call routing, appointment scheduling, lead qualification, overflow reception during business hours, after-hours coverage, call screening, and order taking.
Call routing and appointment scheduling
Lead qualification and overflow reception
Call screening and order taking
Intake that moves in real time
Guide new patients through intake while insurance, physician, referral, and scheduling details are checked before the first visit.
Conversational onboarding
In-chat insurance checks
NPI and physician verification
Tasks and tickets with owners
Turn patient requests, staff issues, billing questions, and internal follow-up into tracked work with ownership and escalation.
Patient-linked tasks
Issue tickets with history
Automatic escalation signals
Practice knowledge on demand
Keep protocols, documentation standards, payer rules, and internal policies searchable for therapists and operations teams.
Plain-language answers
Source-aware knowledge base
Clinical and payer rule support
Intake, communication, and assignment should not be separate chores.
A referral fax can become an intake workflow. A patient or customer text can become a rescheduling task. A therapist message can become a routed follow-up. A voicemail can become a transcript, summary, and action-item list. An AI receptionist can route calls, qualify leads, schedule appointments, screen calls, take orders, and cover overflow before the team starts chasing details manually.
Referral to intake
AI receptionist and appointment scheduling
Therapist assignment and acceptance
From signal to resolution, with a trail.
Operations work is only useful when the team can see where it came from, who owns it, what changed, and whether the loop closed.
1
Capture
Calls, texts, conference calls, video conversations, group chats, faxes, voicemails, referrals, and internal requests enter one operations layer.
2
Understand
YULY identifies the patient or current customer, historical context, caller type, intent, urgency, owner, and related chart or revenue context.
3
Route
The work becomes call routing, appointment scheduling, lead qualification, intake, assignment, task, ticket, fax workflow, order taking, or knowledge answer.
4
Resolve
Teams close the loop with call history, recording context, voicemail transcript, AI summary, action items, timestamps, and a clearer audit trail.
See YULY Operations in context.
Talk with sales about how this product fits with the full YULY platform.