CRM Configuration Proposal
Confidential · May 2026
Prepared for

Dr. Alexander
Gevorgyan

A detailed look at three things you mentioned: smarter text reminders, automated voice booking, and the current state of your website.

Prepared by
Roman Abysov
Software Integrator
Practice
Neuro Spine Centers
Los Angeles, California
Document
Proposal v1.0
HVAC 777 LLC
02 / 22
About me

I build with code. I work inside systems like yours.

I'm a software integrator. I write code, configure CRM and EHR systems, and connect tools together so they do what you actually need them to do. I work inside DrChrono and similar platforms, and I'm comfortable both at the configuration level and at the API level when something more custom is needed.

What this proposal is

During our visit you mentioned three things that aren't working the way you'd like: text reminders without addresses, no easy way for patients to reschedule, and the front desk being on the phone all day. This document lays out the realistic options for each — what's possible, what each option requires, and what the trade-offs are.

No financial projections. No promises about your business. Just a clear picture of the technical options on the table.

01 · Configuration first
A lot can be fixed inside DrChrono itself without adding new tools. We start there.
02 · Sandbox before production
DrChrono provides a duplicated environment for testing. Nothing lands in your live system before it works there.
03 · Workflow interview required
Before any changes, I need 30–60 minutes with whoever runs your scheduling day-to-day. They know what's broken.
04 · BAA before live data
Standard HIPAA paperwork in place before I touch any system containing real patient information.
03 / 22
A note before everything else

Your patients speak four languages. Everything in this proposal speaks all four.

Glendale, Burbank, Santa Clarita, and the surrounding LA areas have a substantial Russian-speaking, Armenian-speaking, and Spanish-speaking population. Many of your existing patients almost certainly fall into one of these groups. Anything we build — text reminders, voice booking, web forms — needs to meet patients in their language, not force them into English.

This is not a feature that gets bolted on at the end. It's baked into every part of the system from day one. Throughout this document, you'll see the multilingual capability mentioned in context. Here's the high-level picture:

Patient (incoming call): "Алло, я хочу записаться на приём…"
→ system detects: Russian. Switches voice and language model.
Bot (response): "Здравствуйте, я помогу вам записаться. Скажите, пожалуйста, вашу дату рождения…"
→ entire conversation continues in Russian. Confirmation SMS also in Russian.

The technology to do this well exists today and works at production quality. Five years ago this would have been an expensive custom project. Today it's a configuration choice.

04 / 22
What you asked about

Three questions from our conversation — viewed through your practice's actual workflow.

Your words, paraphrased

"The text reminders go out — but they don't have the address. There's no way for a patient to cancel or reschedule from the message. And the front desk is on the phone all day taking simple booking calls."

Before drafting this, I considered the context of your practice: the majority of your patient flow comes from Personal Injury cases (auto accident referrals) and Workers' Compensation. The payer is typically a third-party carrier or workers' comp insurer, not the patient out of pocket. Referrals come from attorneys, chiropractors, and MPN networks. This shapes every section of this document — the reminder content, the voice booking fields, even the website discussion.

01

Text reminders

You already send messages at booking, day-before, and day-of. Adding address, parking, case-relevant document reminders, and a reschedule option to these existing messages.

02

Voice booking automation

A smart booking flow that handles routine calls — with separate intake paths for PI and Workers' Comp, since the required fields and authorization rules are different.

03

Website & visibility

I also ran an audit of neurospinecenters.com after our visit. There's an urgent issue, plus options if you ever wanted to add cash-pay patients to your mix.

05 / 22
Topic 01 · Text reminders

What can go into each of your three existing messages.

You already send three messages: at booking, the day before, and the day of. Below is the full catalog of things that can be added or changed in those messages. Read it as a menu — most practices pick five or six of these, not all of them. The point is to show what's possible so you can decide what your patients actually need.

Information & content

Full office address with suite
Address, suite number, building name. The single most-requested addition.
All 3 messages
Parking details
Where to park, validation if applicable, accessible parking spots, alternate parking if main lot is full.
Booking + day-of
Map link that opens directions
One tap opens the patient's preferred maps app (Apple Maps or Google Maps) with your address loaded and "Directions" ready.
All 3 messages
"What to bring" list — case-specific
PI patient gets list including police report, attorney card. WC patient gets list including claim card, adjuster contact. List is tailored automatically.
Booking
Preparation instructions
"Don't eat 4 hours before procedure" or "wear loose clothing for the imaging study." Set per appointment type.
Day before
Arrival time guidance
"Please arrive 15 minutes early." Or for new patients: "Please arrive 30 minutes early for paperwork."
Booking + day-of
Late-arrival policy
"If you're running late, call us — we can hold your slot up to 10 minutes." Sets expectations and reduces no-show anxiety.
Day-of
Office contact info
Phone, fax, or text-back number visibly displayed. Hours of operation if relevant.
All 3 messages

Two-way interaction — what the patient can do back

Reply "Y" to confirm
Patient replies with a single letter. DrChrono automatically marks the appointment as confirmed. Front desk no longer needs to call to confirm.
Day-before
Reply "C" to request cancellation
Patient replies "C" — system flags the appointment for the front desk to call back and reschedule. Doesn't auto-cancel (you stay in control).
All 3 messages
Reply "R" to reschedule
Patient replies "R" — system sends a follow-up SMS with available alternate slots. Patient picks one, system updates the appointment automatically.
All 3 messages
Reply "CALL" to request a callback
For patients who don't want to cancel but need to talk to someone. Creates a callback task for the front desk with the patient's name and number.
All 3 messages
Tap a link to see appointment details
One-tap link opens a personalized page showing the appointment, address, parking, and what to bring. No login needed — it's tied to the specific message.
All 3 messages
Tap a link to reschedule directly
Same link, but with a "Reschedule" button. Patient picks a new time from available slots. The change writes back to DrChrono automatically.
All 3 messages
Patient can text questions back freely
Patient replies with anything — a question, a concern. The system answers basic questions (address, hours, parking) automatically. Anything else gets routed to the front desk.
All 3 messages
Two-way SMS keeps history
All replies from the patient are saved in the patient's chart. Next time someone at the office opens the file, they see the full conversation.
All 3 messages

Multilingual — patient gets messages in their language

The next slide shows what these reminders actually look like — in all four languages, side by side.

06 / 22
Topic 01 · How it looks in each language

Booking confirmation, side by side in four languages.

Same patient, same appointment, same content — just rendered in whichever language is on file. Click the tabs to switch between them. This is the actual experience your Russian-speaking grandmother in Glendale, Armenian-speaking auto-accident patient, or Spanish-speaking workers' comp patient would have when booking with your office.

Neuro Spine Centers · SMS
Hi Maria, your appointment with Dr. Gevorgyan is confirmed for Thu, May 14 at 2:30 PM.

📍 23928 Lyons Ave, Santa Clarita, CA · Suite 200
🅿️ Free parking, enter from Lyons Ave

📋 Please bring:
· Photo ID
· Police/CHP report (if available)
· Any prior imaging (MRI/CT disks)
· Attorney's business card

Reply Y to confirm. To reschedule: nsc.link/r/4f8d
Neuro Spine Centers · SMS
Hola María, su cita con el Dr. Gevorgyan está confirmada para el jueves 14 de mayo a las 2:30 PM.

📍 23928 Lyons Ave, Santa Clarita, CA · Suite 200
🅿️ Estacionamiento gratis, entrada por Lyons Ave

📋 Por favor traiga:
· Identificación con foto
· Reporte policial / CHP (si tiene)
· Imágenes previas (discos MRI/CT)
· Tarjeta del abogado

Responda Y para confirmar. Para reprogramar: nsc.link/r/4f8d
Neuro Spine Centers · SMS
Здравствуйте, Мария. Ваш приём у доктора Геворгяна подтверждён на четверг, 14 мая, в 14:30.

📍 23928 Lyons Ave, Santa Clarita, CA · офис 200
🅿️ Бесплатная парковка, въезд с Lyons Ave

📋 Пожалуйста, возьмите с собой:
· Удостоверение личности с фото
· Полицейский отчёт / CHP (если есть)
· Прежние снимки (диски МРТ/КТ)
· Визитку адвоката

Ответьте Y для подтверждения. Перенести: nsc.link/r/4f8d
Neuro Spine Centers · SMS
Բարև, Մարիա։ Ձեր հանդիպումը բժիշկ Գևորգյանի հետ հաստատված է հինգշաբթի, մայիսի 14-ին, ժամը 14:30-ին։

📍 23928 Lyons Ave, Santa Clarita, CA · 200-րդ սենյակ
🅿️ Անվճար կայանատեղի, մուտքը Lyons Ave-ից

📋 Խնդրում ենք բերել ձեզ հետ՝
· Լուսանկարով անձնագիր
· Ոստիկանության / CHP զեկույց (եթե կա)
· Նախորդ պատկերներ (MRI/CT սկավառակներ)
· Փաստաբանի այցեքարտը

Պատասխանեք Y հաստատելու համար։ Փոխել ժամանակը՝ nsc.link/r/4f8d

The patient doesn't choose which language — the system already knows from their chart. The first time a new patient is registered, the front desk simply asks "preferred language?" and selects from a dropdown. From that point on, everything that goes out to that patient is in their language.

All four examples above carry the same information. The structure is identical — only the words change. This makes maintaining templates straightforward: change something in the master template, and all four language versions update automatically.

07 / 22
Topic 01 · Real scenarios

What this looks like in your day-to-day reality.

Eight situations that happen in your office regularly — and how the upgraded reminder system handles each one.

Situation
A new PI patient was scheduled by their attorney's paralegal. Patient never spoke with your office.
What happens
Patient receives a booking confirmation SMS with the full address, what to bring (including police report and imaging disks), and the attorney's involvement noted. Patient knows everything they need without having to call the office.
Situation
A 70-year-old Armenian-speaking patient receives an English-only reminder. She doesn't understand "Lyons Ave" or "Suite 200" and ends up calling her daughter to translate.
What happens instead
She receives the reminder in Armenian. The address and instructions are in her language. She doesn't need to call anyone. She shows up on time, prepared, calm.
Situation
A WC patient gets the day-before reminder, realizes they can't make it because their employer scheduled a meeting.
What happens
Patient replies "R" to the SMS. System sends them three alternate slots within the next 5 business days. Patient picks one. Appointment updates in DrChrono. Front desk never had to be involved.
Situation
A patient is running 20 minutes late and panics. They consider just not showing up rather than being embarrassed.
What happens
The day-of reminder already told them: "If you're running late, call (661) 555-0100 — we can hold your slot up to 10 minutes." They call instead of disappearing. You convert a near-no-show into a kept appointment.
Situation
It's the day before a busy schedule. Your front desk would normally spend two hours calling every patient to confirm.
What happens
The day-before SMS asks "Reply Y to confirm." Most patients reply within minutes. The front desk only has to follow up with the small number who didn't respond — instead of calling everyone.
Situation
A patient texts back two days after their booking with a question: "Do I need to bring my insurance card too?"
What happens
The system reads the question, recognizes it as a standard "what to bring" inquiry, and responds with the appropriate list (which already includes the insurance card). The exchange is logged in the patient's chart. If the question is anything unusual, it gets routed to your front desk.
Situation
A patient calls the office to cancel during lunch hour when no one is at the desk.
What happens
Patient is told they can also text to cancel — they reply "C" to their reminder thread. System flags the appointment for the front desk's review when they're back. No voicemail to play back, no missed cancellation.
Situation
A patient who hasn't been in for 18 months books a new appointment. The office has updated parking arrangements since they last visited.
What happens
Their reminder uses the current parking info, not whatever was true at their last visit. Patients are never working from outdated information — every message reflects how things actually work today.
08 / 22
Topic 02 · Smart voice booking

A booking layer in front of your front desk — aware of which workflow the patient is in.

The idea: a smart system answers the phone (or chats from your website) and tries to handle the call. As soon as the patient identifies the case type — auto accident or work injury — the system switches into the right intake flow with the right fields. If it can complete the request, it does. If it can't, or if anything is uncertain, it transfers to your staff with all the context already gathered.

Two separate intake paths are detailed in the next slides:

What the system can do on its own

  •  Look up an existing patient by phone number or date of birth
  •  Check that patient's record — last visit, upcoming appointments, assigned provider
  •  Offer 3–5 available time slots that match the reason for visit
  •  Book the appointment and write it directly into DrChrono
  •  Reschedule or cancel an existing appointment
  •  Send a confirmation SMS with full details after booking
  •  Answer basic questions: address, hours, accepted insurance, parking

What always goes to your staff

  •  Any mention of acute pain, worsening symptoms, or weakness
  •  Pre-operative or post-operative concerns
  •  Calls from other physicians (referrals)
  •  Insurance disputes, billing questions, medical records requests
  •  New patients with complex insurance verification needs
  •  Anything the system is uncertain about — it defaults to transfer
  •  Any patient who asks to speak with a person

The exact list of what the system handles versus transfers is a configuration decision — not a technical limit. The right cutoff comes from a conversation with whoever runs your scheduling. Their judgment about what's safe to automate is more reliable than any general rule.

09 / 22
Topic 02 · Call flow in detail

Every call follows the same path. The system decides where to branch.

This is the actual sequence of decisions inside a typical patient call. Each step happens in 1–3 seconds, so the patient experience feels natural — like talking to an attentive receptionist, not like navigating a phone menu.

1
Call comes in

System answers within one ring. Greets the patient and asks how it can help. Listens to the open-ended response.

All calls
2
Intent classification

System identifies the reason for the call. Five main buckets: book new, reschedule existing, cancel, ask a question, or speak to a person. Anything outside these buckets — or anything matching emergency keywords — routes to a human immediately.

Decision point
3
Case type detection

System asks one question to identify the case type: "Is this related to an auto accident, a work injury, or something else?" Based on the answer, it branches into the PI intake flow, the WC intake flow, or general medical. Existing patients are routed automatically based on their chart.

Decision point
4
Patient identification

System asks for date of birth and last name. Looks up the patient record in DrChrono. If found, confirms with the patient ("I see you saw Dr. Gevorgyan last in March — is that you?"). If not found, treats as new patient.

Handled by system
5
Case-specific field collection

For PI: date of accident, attorney, third-party carrier, claim number, police report. For WC: date of injury, employer, WC carrier, claim number, adjuster, MPN status. (See next two slides for full field lists.) For existing patients, these are pulled from the chart and only confirmed.

Branched by case type
6
Slot proposal

System reads from the DrChrono schedule, offers 3–5 time slots that match the appointment type and provider availability. Patient picks one verbally ("the second one" / "Tuesday at 10 works").

Handled by system
7
Booking write-back

Appointment is created in DrChrono with all metadata (patient, provider, type, case-specific fields, notes). Front desk sees it appear in the schedule in real time. Optional: fax/email notification to the patient's attorney (PI) or adjuster (WC).

Writes to DrChrono
8
SMS confirmation sent

Within seconds of the call ending, patient receives the booking confirmation SMS — the same one designed in the previous section, with full address, parking, and a reschedule link.

Triggered
×
Escalation path (any step)

At any point — if the patient asks for a person, says "this is an emergency," mentions any of the configured escalation triggers, or the system isn't confident — the call transfers to your front desk with the conversation context already gathered. Your staff doesn't start from zero.

To human
10 / 22
Topic 02 · What incoming calls the bot can handle

A catalog of incoming call types — what the bot can take care of without involving your staff.

Most of the calls your front desk takes are variations of the same dozen requests. Below is the full catalog of what an automated booking system can handle on its own — not just new appointment booking. The point is to show what the bot is actually capable of, so you can decide which categories you want it to cover and which should always go to a person.

Booking & scheduling

Book a first-time appointment
New patient calling for an initial consultation. Bot collects basic info, identifies case type (PI / WC / general), offers slots, books.
New patient
Book a follow-up appointment
Existing patient calling for their next visit. Bot recognizes them, sees their history, books with the same provider by default.
Existing
Reschedule an existing appointment
Patient calling to move their appointment. Bot sees their upcoming booking, offers alternative slots, updates DrChrono.
Existing
Cancel an appointment
Patient wants to cancel outright. Bot confirms which appointment, asks for a reason (optional), updates the schedule.
Existing
Confirm an upcoming appointment
Patient just wants to verify they have an appointment scheduled. Bot reads back the date, time, location, and provider.
Existing
Book a procedure or imaging slot
For appointments that need specific equipment or longer slots (MRI, EMG, injection). Bot routes to the right schedule type.
Specialized

Information requests

"What's the office address?"
Bot reads the address aloud and also sends it as an SMS during the call so the patient has it written down.
FAQ
"Where do I park?"
Parking instructions, accessible parking spots, what to do if the lot is full. All practiced and consistent.
FAQ
"What are your hours?"
Office hours, lunch break timing, any upcoming closures. Bot can also tell them when the next available slot is.
FAQ
"Do you accept my insurance?"
For listed carriers (workers' comp, PI lien-based work, accepted commercial plans). Confirms in-network status. Defers eligibility verification to the front desk.
FAQ
"What do I need to bring?"
Reads back the standard list, tailored to the patient's case type (PI vs WC vs general). Also sends the list as SMS.
FAQ
"How long is the appointment?"
Tells the patient how much time to expect, so they can plan around it.
FAQ
"What time is my next appointment?"
Bot pulls from DrChrono, reads back the date and time. Useful for patients who lost or deleted the confirmation message.
Existing
"Has my MRI been ordered?"
Bot checks the patient's chart for recent order placement and gives a yes/no. For details, transfers to a human.
Status check

Things the bot does NOT handle — always transfers

Any mention of severe pain or symptoms
Triggered by keywords. Immediate transfer to a human or to 911 advisory depending on severity.
Always human
Pre-op or post-op questions
Anything clinical about an upcoming or recent procedure. Routes to the clinical team.
Always human
Insurance billing disputes
Anything where the patient is upset about a bill, an EOB, or a claim. Goes to billing staff with conversation context.
Always human
Medical records requests
Records release requires a signed authorization. Routes to the front desk to process the paperwork properly.
Always human
Calls from other physicians or attorneys
Referral calls go directly to the staff. Bot identifies these from the caller's introduction and routes immediately.
Always human
Anything the bot is uncertain about
When in doubt, transfer. The system errs heavily on the side of routing to a human rather than risking a wrong answer.
Always human

Every category above is configurable. If you decide that "what's the office address?" should always go to a human because you want the personal touch — that's a one-line change. If you want the bot to also handle "I need to update my insurance" — that can be added too. The catalog is a starting point, not a rigid menu.

11 / 22
Topic 02 · Outgoing calls — the bot calls patients

The bot doesn't only answer the phone. It can also make outgoing calls on your behalf.

This is the part most practices don't realize is possible. Every category below is something the front desk currently does manually (or doesn't do because there isn't time). The bot can do all of it — in the patient's language — without involving your staff. Your team only gets involved when the patient asks a question the bot shouldn't answer.

When → Day before
Confirmation call for patients who didn't respond to SMS

Bot calls patients who got the day-before SMS but didn't reply Y. Asks if they're still planning to come. Confirms in DrChrono based on the answer.

"Hi Maria, this is calling from Dr. Gevorgyan's office to confirm your appointment tomorrow at 2:30 PM. Will you be able to make it?"
When → Within minutes
Open slot offer when someone cancels

A patient cancels for tomorrow. Bot immediately calls 3-5 patients on the waitlist (in priority order) and offers the slot. First one to accept gets it. Slot filled before anyone at the office did anything.

"Hi, we have an opening tomorrow at 2:30 PM with Dr. Gevorgyan. Would you like to take it?"
When → 30 min after missed appointment
No-show follow-up

Patient didn't show. Bot calls to check on them and offer to reschedule. Many "no-shows" are just patients who got stuck in traffic or forgot — a quick call recovers them.

"Hi Maria, we missed you at your 2:30 appointment today. Would you like to reschedule for later this week?"
When → 2-3 days before
Pre-visit document reminder

For PI patients especially. Bot calls to confirm they have the necessary documents (police report, prior imaging, attorney info). If they don't, offers next steps.

"Hi Roberto, calling ahead of your appointment Thursday. Do you have your claim card and adjuster's contact ready?"
When → 1-2 weeks after visit
Post-visit follow-up

Bot calls to check how the patient is doing. Asks if pain has improved, if they need to schedule a follow-up, if their imaging is on the way. Routes anything clinical to the doctor.

"Hi Maria, this is following up on your visit last week. How are you feeling? Any new concerns?"
When → 6 months later
Return-visit nudge for old patients

Patient hasn't been back in 6+ months. Bot calls to see if they need a follow-up. Useful for chronic-care patients who might be due for re-evaluation.

"Hi Maria, it's been about six months since your last visit. Would you like to schedule a follow-up evaluation?"
When → Triggered by chart event
Imaging or lab results ready

When new imaging arrives in your system, bot calls the patient to let them know and offer to schedule a results-review visit. Replaces the "we need to call about your MRI" task.

"Hi Roberto, your MRI results are back. Would you like to schedule a visit to review them with Dr. Gevorgyan?"
When → Day of appointment
"Running ahead of schedule" notification

If Dr. Gevorgyan is running ahead, bot can call the next patient to ask if they'd like to come in earlier. Less waiting room time, smoother flow.

"Hi Maria, Dr. Gevorgyan is ahead of schedule today. Would you like to come in at 2:00 instead of 2:30?"
When → Day of appointment
"Running behind" notification

If Dr. Gevorgyan is running 20+ minutes behind, bot calls upcoming patients to give them a heads-up so they don't sit in the waiting room.

"Hi Maria, Dr. Gevorgyan is running about 20 min behind today. Feel free to arrive at 2:50 instead of 2:30."
When → Attorney request
Status update calls to attorney's office

Bot calls the patient's attorney's office to confirm the appointment was completed and records will be sent. Keeps the legal team in the loop without burdening your staff.

"Calling from Dr. Gevorgyan's office to confirm that Maria's visit was completed today. Records will be sent within 7 business days."

Every one of these outbound calls happens in the patient's preferred language — Russian-speaking patient gets a Russian call, Armenian-speaking patient gets an Armenian call, and so on. The same goes for the call to attorney's offices: if the attorney's staff prefers English, that's the language used; if they prefer Spanish, the bot switches.

Important: Outbound calls are configurable per category. You can turn each one on or off independently, set quiet hours (no calls before 9 AM or after 6 PM, no weekends), and decide which categories require human review before going out. Nothing happens that you haven't explicitly approved.
12 / 22
Topic 02 · What the bot sees from your system

The bot doesn't ask the patient things you already know.

A common worry: "won't the bot annoy my returning patients by asking the same questions every time?" No — because the bot reads from your DrChrono system before saying a word. Here's what it sees and uses automatically.

Patient identity & history

From DrChrono
Patient name & DOB
Bot recognizes the caller by phone number, then confirms with one quick question. No "what's your name and date of birth?" interrogation.
From DrChrono
Preferred language
If chart says Russian, bot starts the conversation in Russian. Patient never has to ask for it.
From DrChrono
Last visit date & reason
Bot knows when the patient was last seen and for what. Useful framing: "I see you saw Dr. Gevorgyan in March about your back — is this a follow-up?"
From DrChrono
Assigned provider
Defaults the booking to the patient's existing doctor. Doesn't try to switch them to someone else unless the patient asks.

Case & insurance information

From DrChrono
Case type on file (PI / WC / general)
Bot knows whether the patient is a PI case, a workers' comp case, or general medical. Skips the "is this an auto accident?" question if already known.
From DrChrono
Attorney on file (for PI patients)
Bot already knows the patient's attorney from the chart. Doesn't ask again unless something changed: "We have Smith & Associates on file — still your firm?"
From DrChrono
Adjuster on file (for WC patients)
Same idea for workers' comp. Adjuster name and contact stored once, used forever.
From DrChrono
Claim number & date of accident/injury
Stored once. Bot references them naturally without re-asking: "Your appointment for claim number ending in 4567 is confirmed."

Schedule & appointment context

From DrChrono
Upcoming appointments
Bot knows what's already booked. If patient says "I want to reschedule," bot knows exactly which appointment they mean.
From DrChrono
Open slots in real time
Bot reads the live schedule. Doesn't offer slots that just got taken. Doesn't double-book.
From DrChrono
Outstanding documents
Bot can see what's missing from the patient's file. "We're still waiting on your police report — have you been able to get a copy?"
From DrChrono
No-show or late-arrival history
Patients with a history of no-shows can trigger extra confirmation steps or shorter advance booking windows. Configurable per practice.
Privacy note: The bot can see this information but never reads sensitive medical details aloud to a caller without verifying their identity first. Clinical notes, diagnoses, and treatment specifics are not part of what the bot uses for scheduling decisions — that information stays where it belongs, in the medical record.
13 / 22
Topic 02 · How it plays out

Eight scenarios from your office — before and after.

The catalog and call flow show the mechanics. Here are the real situations these mechanics handle — presented as "what happens today" versus "what happens with the system."

Today
It's 7 PM. An Armenian-speaking patient calls. The voicemail is in English. She doesn't leave a message. Loses confidence, calls a different practice tomorrow.
With the system
She calls at 7 PM. Bot picks up immediately, hears the first few words in Armenian, switches into Armenian for the whole call. She books an appointment for next Tuesday. SMS confirmation in Armenian arrives within 30 seconds.
Today
A PI attorney's paralegal calls during lunch to schedule a new client. Goes to voicemail. Paralegal moves to the next doctor on her list and calls them instead.
With the system
Call is answered. Bot recognizes paralegal-style intake (DOA, claim info, attorney firm). Schedules the new patient. Sends confirmation to both the patient and the paralegal's office. The client lands with you, not the next doctor.
Today
A patient cancels their 2:30 PM tomorrow. Front desk has to manually call patients on the waitlist. They get to two before the workday ends. The slot stays empty.
With the system
Cancellation happens at 4 PM. By 4:05, the bot has called 4 waitlisted patients in priority order. The third one accepts. The slot is filled before anyone at the front desk even noticed the cancellation.
Today
Dr. Gevorgyan finishes a long procedure 40 minutes ahead of schedule. Front desk is busy with two walk-ins. By the time they could call ahead, the next patient was already in the parking lot.
With the system
Within 2 minutes of the schedule shift, bot has called the next 3 patients to ask if they'd like to come in earlier. Two accept. The schedule reorders itself smoothly without any human intervention.
Today
A Russian-speaking workers' comp patient calls to ask "did my MRI get ordered?" Front desk staff doesn't speak Russian. They put her on hold while they find someone who can translate.
With the system
Bot answers in Russian, checks her chart, sees that yes the MRI was ordered last Friday. Tells her in Russian. Offers to schedule the results-review visit. Done in 90 seconds.
Today
A patient calls to ask "how much will this visit cost me?" Front desk has to look up insurance details, get the patient's plan, possibly call the carrier. Takes 15+ minutes.
With the system
Bot recognizes this as a billing question and transfers it to a human — but with conversation context. The staff member sees: "patient called about cost estimate, has PPO insurance on file, last visit balance $0." Saves 10 minutes of preliminary lookup.
Today
An Armenian-speaking new patient comes in expecting their appointment, but the front desk staff person who speaks Armenian is at lunch. Patient feels confused and unwelcome for 30 minutes.
With the system
At booking, the system already captured Armenian as preferred language. The reminder went out in Armenian. Pre-visit "what to bring" reminder went out in Armenian. By the time the patient arrives, they're prepared and confident — even if the live front desk in that moment doesn't speak the language.
Today
A patient with severe acute back pain calls at 9 PM. Voicemail. Patient ends up at an ER overnight instead of getting on Dr. Gevorgyan's schedule for the morning.
With the system
Bot answers at 9 PM. Patient describes severe pain. Bot recognizes the emergency keywords, doesn't try to book — instead routes immediately to either Dr. Gevorgyan's on-call line (if configured) or provides clear guidance about urgent care vs ER. No automated booking attempt for an emergency case.
14 / 22
Topic 02 · Personal Injury workflow

For PI cases — what the system collects, what it pulls automatically.

Personal Injury and auto accident cases have specific intake requirements that differ from general medical scheduling. The patient is usually referred by an attorney or a chiropractor. Billing is on lien or against the third-party auto carrier. The system needs to gather the right fields up front, or your front desk has to call back to fill in the gaps.

Fields the system asks the patient directly

[ ASK_01 ] Identity
Date of birth & last name
Primary identifier. Looks up existing record in DrChrono. If not found, treats as new patient and creates a stub.
[ ASK_02 ] Case basics
Date of accident (DOA)
Critical PI intake field. Anchors the entire case file and determines statute of limitations timing. Asked early in the conversation.
[ ASK_03 ] Referral source
Who referred you?
Attorney, chiropractor, urgent care, or self. Determines which referral packet to expect and which contact list to update. Logged in the patient's note.
[ ASK_04 ] Attorney info
Attorney name & firm
If patient has retained counsel — captured early. All medical records, bills, and the eventual lien correspondence flow to this contact.
[ ASK_05 ] Insurance side
Auto carrier & claim number
The third-party auto carrier (the at-fault party's insurer) and claim number, if known. Also captures own carrier if Med-Pay or UM/UIM coverage applies.
[ ASK_06 ] Documents
Police report number
If the patient has the police/CHP report number, the system captures it. Not required to book — but flagged for the patient to bring to the visit if not yet shared.
[ ASK_07 ] Government coverage
Medi-Cal / Medicare status
Important for lien tracking. If yes, system flags the case so billing knows DHCS or CMS notification will be required before settlement.
[ ASK_08 ] Symptoms now
Brief description of injury
"Lower back pain since the accident" or "neck pain and headaches". Routes to the correct appointment type. Emergency keywords trigger immediate transfer to a human.

Information the system pulls or generates automatically

[ AUTO_01 ] Patient match
Existing PI patient record
Found via DOB + last name in DrChrono. Returns existing case file with all previously-captured attorney, carrier, and claim information.
[ AUTO_02 ] Case context
Active claim status & LOP
For existing patients — system pulls Letter of Protection status, active lien details, and any outstanding referral packet requests from the file.
[ AUTO_03 ] Attorney on file
Verified attorney contact
If patient already has attorney captured, system confirms with patient ("I see Smith & Associates on file — still your firm?"). Prevents duplicate data entry.
[ AUTO_04 ] Open slots
PI consultation slots
Reads the schedule in real time. Filters for PI-specific appointment types and their durations (typically longer than standard visits for new PI evaluations).
[ AUTO_05 ] Confirmation packet
Documents to bring list
SMS confirmation includes a personalized list: police report, MRI/X-ray disks if any, prescription bottles, attorney business card, claim card. Tailored to what's already on file.
[ AUTO_06 ] Attorney notification
Optional fax/email to attorney
After booking, optionally send a notification fax or email to the patient's attorney confirming the appointment was scheduled. Helps attorney's office track the case.
Important: The system captures information but does not verify insurance eligibility, validate police reports, or run any claim against the carrier. All of those happen at the visit or in your billing workflow. The system's job is to collect the right fields early so nothing gets missed.
15 / 22
Topic 02 · Workers' Compensation workflow

Workers' Comp is a different process. Different fields, different rules, separate routing.

Workers' Comp in California operates under its own framework — Medical Provider Networks (MPN), claims adjusters, Request for Authorization (RFA) requirements, and DWC forms. The system recognizes WC cases as soon as the patient mentions "work injury" or "workers' comp," and routes them through a separate intake flow.

Fields the system asks the patient directly

[ ASK_01 ] Identity
Date of birth & last name
Primary identifier. Same as other workflows — used to find existing record in DrChrono or create a new patient stub.
[ ASK_02 ] Injury basics
Date of injury (DOI)
The day the work injury occurred. Different from PI's "date of accident" — anchors the entire WC claim and determines benefits eligibility window.
[ ASK_03 ] Employer
Employer name
Required for WC. The employer's workers' comp carrier is the payer. System logs this and uses it to look up the right MPN.
[ ASK_04 ] Coverage
WC carrier (if known)
State Fund, Travelers, Liberty Mutual, AmTrust, etc. Patient often has a card or letter with this. If unknown, system flags it for the front desk to verify before the visit.
[ ASK_05 ] Case ID
Claim number
Critical for billing and all RFAs (Request for Authorization). Without it, treatment authorization gets delayed. System asks early and confirms format.
[ ASK_06 ] Authorization status
Is the claim accepted?
Accepted, delayed, or denied. Determines whether the visit can be scheduled as authorized care or whether RFA is needed first. If unclear, routes to a human.
[ ASK_07 ] MPN status
In-network referral?
Whether the patient was referred through the MPN or is pre-designated. Affects authorization path. If patient is unsure, system asks for the adjuster's name and lets the front desk verify.
[ ASK_08 ] Adjuster
Claims adjuster name & phone
If the patient knows their adjuster contact, it's captured. Speeds up later authorization requests and RFA submissions.

Information the system pulls or generates automatically

[ AUTO_01 ] Patient match
Existing WC patient record
Found via DOB + last name. Returns existing case file with employer, carrier, claim number, adjuster, and RFA history.
[ AUTO_02 ] Authorization check
RFA status on file
For existing patients — system checks whether prior authorization is in place for the visit type requested. If not, flags for the front desk to file RFA before the appointment.
[ AUTO_03 ] MPN verification
Network match confirmed
Compares the WC carrier's MPN list against Dr. Gevorgyan's enrollment. If outside MPN, system informs patient and routes to a human to handle the access path.
[ AUTO_04 ] Open slots
WC consultation slots
Reads schedule filtered for WC appointment types — typically initial evaluation, follow-up, or post-RFA procedure. Each has its own duration.
[ AUTO_05 ] Confirmation packet
WC-specific document list
SMS confirmation includes: claim card, employer's First Report of Injury (DWC-1 if available), prior imaging, prescription list, adjuster contact card.
[ AUTO_06 ] Adjuster ping
Optional adjuster notification
After booking, optionally fax or email the claims adjuster to confirm the appointment was scheduled. Many practices do this manually today — system can automate it.
Note: Workers' Comp authorization is rule-bound and time-sensitive. The system does not attempt to authorize treatment itself — that's the front desk's and billing team's domain. The system's role is to collect the right fields, check the basics (claim number format, MPN match), and surface anything that needs human attention before the patient shows up.
16 / 22
Topic 02 · Channel options

Same booking brain. Three different ways patients reach it.

The booking logic — patient lookup, field collection, slot proposal, write to DrChrono — is the same regardless of how the patient initiates contact. What changes is the surface they interact with. Three options below, which can run in parallel.

CHANNEL A

Phone — voice

A dedicated phone number, either replacing or paralleling your main office line. Calls are answered by the voice agent. Spoken conversation in the patient's preferred language.

  • Routing rule: after hours and overflow → bot. Business hours main line → human first, bot as fallback.
  • Voice agent supports English, Spanish, Russian, Armenian out of the box.
  • Transfer to live staff when needed — call context handed over with the patient.
  • No app or website needed on patient side. Works for any patient with a phone.
CHANNEL B

Website — chat or form

A booking widget embedded on neurospinecenters.com. Patient types instead of speaking. Same logic underneath — identifies patient, captures case fields, books appointment.

  • Works well for attorney referrals — attorney's paralegal can fill the form directly with claim info.
  • Form fields can be customized per case type (PI or WC).
  • Works 24/7 with no staff overhead. Especially useful for after-hours referrals from attorneys.
  • Mobile-optimized — most patients access from their phone.
CHANNEL C

SMS — conversational

Patient texts the office number. Conversation happens in the messaging app they already use. No download, no portal login, no waiting on hold.

  • Best for reschedule and cancel flows — patient already received the reminder SMS, replies in the same thread.
  • Per-appointment links (from the reminder system) take the patient straight to their booking with no identification step needed.
  • Patient questions answered in writing — easier to share with attorney or adjuster.
  • Two-way SMS already partially in place via the reminder system; this extends it into booking.

Most practices that go this route start with one channel (usually phone after-hours) and add the others once the first is stable. Doing all three at once is possible but creates a lot of moving parts on day one.

17 / 22
Topic 03 · Website audit

After our visit, I ran a full audit of neurospinecenters.com.

This wasn't part of our original conversation, but I noticed the site URL on your business card and wanted to check the current state. The findings warrant their own discussion — there's an active issue you should be aware of, separate from anything we'd do inside DrChrono.

Current state of neurospinecenters.com

0.0
Domain Rating
Out of 100. Reflects authority signal to search engines. Below the level expected for a 5+ year old site.
~122
Monthly visits from Google
Down from a January peak of 208. Trending downward.
13
Total ranking keywords
Mostly your own name and address. Only one true commercial keyword: "neurologist santa clarita".
72%
Toxic backlinks
Backlinks from spam, casino, and crypto domains. This is the urgent item.

The site is essentially invisible in non-branded search. If a patient searches "neurosurgeon los angeles" or "spine specialist los angeles," they will not find neurospinecenters.com on any page of results. Comparable practices in LA see 1,000 to 9,000 monthly visits from Google — your site is at 122 and declining.

There are also two technical issues that any visitor to the site can see:

18 / 22
Topic 03 · The active issue

Your site is currently the target of a negative-SEO attack.

What is happening

Spam domains are building backlinks to your site with anchor text that associates Neuro Spine Centers with gambling, casino, and crypto websites.

Roughly 18 of the top 25 referring domains in your backlink profile are spam or link-farm domains. Most of them appeared in the last 90 days. Google's algorithms see these patterns and penalize the target site — that's the mechanism. The attack might be from a competitor, or it might be fallout from a past SEO vendor using black-hat methods. Either way, the effect is the same and the fix is the same.

This needs to be addressed. The remediation is a "disavow file" submitted to Google Search Console — a list of domains you formally request Google to ignore. It typically takes effect within 2–6 weeks.

Concrete examples — actual backlinks currently pointing to your site

Source domain
Anchor text used
Effect on your site
seoexpress.org
"I remember when neurospinecenters.com was buried on page 8… traffic soared from 150 to 2,500…"
Your domain used as a "case study" on a known black-hat SEO marketing site. 33 spam domains repeat this anchor.
buybacklinks.agency
"Premium SEO Backlinks neurospinecenters.com Provides High-Quality Authority Backlinks in Gambling, Casino, Crypto…"
Direct association with gambling, casino, crypto categories. Google treats your domain as if it's part of those networks.
sparltech.com
"Grow Traffic Fast — SparlTech.com Backlinks Deliver Results!"
Your domain listed on a link-selling vendor page as a "success story." Signals to Google that the site participates in paid link schemes.
rankyour.website
"SERP visibility for neurospinecenters.com: strategic guest posts + backlinks; DR/DA/TF gain…"
Promotes manipulative ranking tactics in association with your domain.
linkrankpro.shop
Generic URL link, contextualized in spam content.
Low-quality .shop TLD domain. Appeared in last 30 days. Part of an actively growing link cluster.
backlinker.shop
Bulk backlink mention alongside unrelated client domains.
Bulk-purchased link pattern. Multiple similar .shop and .click domains all linking from the same template.

The full list runs to roughly 50 domains. These can all be submitted in a single disavow file. Google then stops counting them when evaluating your site. The drag on your rankings from these links should ease within one to two months of submission.

Important context: The disavow file does not remove the backlinks themselves — those exist on the spam sites and we can't control them. It tells Google not to consider them when ranking your site. This is the standard, supported remediation. Search Console access is required to submit it.
19 / 22
Topic 03 · Competitor landscape

The other LA spine practices — what they're doing differently.

Below are the practices currently ranking for the searches your potential patients are running. Some have higher authority than you. Most do not. The difference is content — they have pages that answer specific questions; you don't yet.

Practice Domain authority Monthly visits What they do well
discmdgroup.com 57 9,435 Largest content footprint. Pages on every condition (sciatica, lumbar fusion, herniated disc, scoliosis). National traffic.
docshealth.com 21 8,245 Strong "[service] los angeles" landing pages — captures local commercial intent.
achillesneurology.com 23 4,374 Heavy educational content (white matter lesions, neuropathy explainers) — single articles bring 800+ visits.
saadatspine.com 3.7 1,256 "Best spine surgeon in LA" pillar pages. Low authority but right page strategy.
thenila.com 4.4 666 Niche LA neuroscience focus. Comparable starting point to where you could be.
laspinesurgeons.com 0.1 183 Similar authority level to yours, slightly more traffic — through targeted procedure pages.
neurospinecenters.com 0.0 122 Current position. No condition pages, no service pages targeting LA, no educational content.

The practical observation: domain authority is not the gating factor in this market. Saadatspine and thenila sit at authority levels close to yours and still capture 6 to 10 times your traffic. They achieve it through content — pages that answer specific patient questions and capture specific search queries.

Where they are visible and you are not

Examples of high-intent searches where competitors currently rank and your site does not appear:

SEO work is a separate workstream from the CRM configuration. It can be discussed independently if you decide it's worth pursuing. The disavow file submission alone — which addresses the active negative-SEO attack — is a small task and worth doing regardless of any broader content strategy.

20 / 22
Topic 03 · Growth options beyond insurance work

If you ever wanted to add cash-pay patients to the mix — here's where that market is online.

Your current practice runs on PI and Workers' Comp — that's the engine, and it has its own referral channels (attorneys, chiropractors, MPNs) that don't depend on Google. But the same website investments that fix the negative-SEO problem can also open a second channel: patients who pay cash, want a second opinion, or are looking for elective consultations. Below are four growth directions, ranked by how distant they are from your current PI/WC core.

A

Second-opinion consultations

Closest to your existing expertise. Patients with insurance-paid spine care elsewhere who want a senior surgeon's review before a major procedure decision. Typically $300–$1,000 cash for the consultation visit.

Search terms: "second opinion spine surgery los angeles", "second opinion neurologist beverly hills". Low competition, high intent.

B

Elective consultations

Patients exploring options for chronic conditions (degenerative disc disease, sciatica, chronic neck pain) who don't have a referral and want to start with a specialist directly. Often paying cash because their PCP referral path is slow.

Search terms: "spine specialist consultation los angeles", "chronic back pain doctor near me". Moderate competition.

C

Concierge / executive medicine

High-income professionals and executives who want fast access to a senior specialist for back/neck issues. Pay cash, often annually, in exchange for direct access and same-week appointments.

Search terms: "concierge spine doctor", "executive health spine la". Lower volume but high value per patient.

D

Russian/Armenian community

Underserved on the internet specifically for spine and neuro specialists who speak the language. Glendale and surrounding areas have a substantial population that searches in their native language and prefers in-language care.

Search terms (Russian/Armenian): "нейрохирург лос анджелес", "Բժիշկ ողնաշարի" — very low competition, your bilingual capability is a strong fit.

E

Self-pay surgical evaluations

Patients without insurance or with high-deductible plans who need surgical evaluation. Often international patients visiting LA or domestic patients between insurance plans. Cash-pay or financed.

Search terms: "cash pay spine surgery", "self pay spine consultation". Niche but real demand.

F

Diagnostic-only services

Cash-pay EMG/NCV studies, imaging review, surgical second-opinion-only services. Doesn't require committing to long-term care — patients come in for a specific service.

Search terms: "EMG test los angeles", "MRI review specialist". Moderate volume, low competition.

All six directions share the same foundation: content pages on your website that answer specific questions and capture specific searches. The same investment that fixes your current ranking issues opens these channels — they're not separate projects. The decision is whether to consciously target them with dedicated landing pages or simply let them surface as a side benefit of general SEO improvement.

This is purely the online discovery side. Cash-pay patient acquisition also depends on pricing, intake process, and brand positioning — those are practice decisions, not technical ones. The technical question is: are these search terms covered on your website? Currently the answer is no.

21 / 22
How the work happens

Sandbox first. Workflow conversation before any changes. BAA in writing.

Nothing in this proposal involves touching your live DrChrono with patient data before three things are in place: a signed Business Associate Agreement, a working understanding of how your scheduling team operates today, and a tested version of every change in a sandbox environment.

01
Workflow conversation with your scheduling lead

Before anything is built, I need 30–60 minutes with whoever is responsible for bookings day-to-day — office manager, scheduling coordinator, or whoever handles the phone most. They know exactly what's painful about the current setup, which scenarios are common, which patients are difficult to route, and where the front desk gets stuck. No proposal survives without this conversation; the people who run the system have ground truth that no audit can substitute.

02
BAA signed

Standard Business Associate Agreement between your practice and HVAC 777 LLC. Required by HIPAA for any contractor with access to systems that contain protected health information. I provide a draft based on the HHS template; your attorney reviews and edits as needed.

03
Sandbox setup in DrChrono

DrChrono provides a duplicated test environment for exactly this purpose — a copy of your configuration with synthetic patient data instead of real records. All reminder template work, voice flow design, and integration testing happens here. Your live system is untouched throughout development.

04
Iteration & review with your team

As pieces come together in sandbox, your scheduling lead reviews them. We test reminder templates by sending them to staff phones. We test voice flows with sample call scripts. Anything that doesn't match the workflow conversation from step one gets rebuilt before it goes anywhere near production.

05
Staged production rollout

When sandbox is solid, changes move to production in stages — never all at once. Reminder templates go first (lowest risk). Voice booking starts with after-hours calls only (small audience, easy to monitor). Each stage runs for a week before the next one activates. Rollback is one click at every step.

22 / 22
Next step

The first concrete action is a conversation with your scheduling lead.

Everything in this document is at the level of "what's technically possible." To turn any of it into a concrete plan, I need to understand how your team actually works today — what's painful, what's common, what's edge-case, what's already being worked around manually. That conversation is the next step, and it's the prerequisite for any real proposal beyond this one.

01
Read this at your pace

Share it with whoever else should weigh in — your office manager, scheduling coordinator, or whoever you'd want involved in a decision like this. No timeline pressure on this side.

02
30–60 minutes with your scheduling lead

Either in person at the office or over a video call. I walk through their workflow with them, take notes, ask questions. This is the workflow conversation referenced throughout the document. You don't need to attend unless you'd like to.

03
Written scope after the conversation

Within a few days of that meeting, I send a concrete scope of work — what gets built, in what order, with timelines. That document, not this one, is what we'd sign off on if you decide to proceed.

When you're ready

Whenever you'd like to introduce me to your scheduling lead, I'll take it from there.

The disavow file for the negative-SEO attack is a quick standalone task I can do as soon as Search Console access is shared — it doesn't need to wait for any of the rest. Worth mentioning separately since it's the one item with some urgency.

Roman Abysov
Software Integrator
HVAC 777 LLC
Phone
(619) 573-8869
Email
6195738869abysov@gmail.com