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Field guide · AI receptionist

How to test an AI receptionist before you buy

Test an AI receptionist with this practical script: switch languages, ask insurance questions, and try after-hours calls.

By the Catchsera team · 6 min read

Testing an AI receptionist before you commit is a smart move. A free trial gives you the chance to evaluate how well it handles your calls, responds to callers, and fits into your workflow. Here’s a practical script to help you test key features and ensure the system meets your expectations.

Start with a general call

Begin by calling your practice during the trial and listening to how the AI answers. Does it greet callers with your practice’s name? Is the voice natural and friendly? Try asking basic questions like your hours, parking information, or accepted insurance. These are common inquiries that the system should handle smoothly.

Pay attention to how it captures your name and callback number. You can also ask about the providers at your practice to see if the AI provides accurate responses. This step ensures the receptionist is properly set up with your practice’s details.

Switch to Spanish

If your practice serves Spanish-speaking patients, test the AI’s ability to switch languages. Start the call in English, then switch to Spanish mid-conversation. Does the receptionist respond appropriately and continue in Spanish? This feature is essential for practices in diverse communities.

Catchsera includes English and Spanish in every plan, so it’s worth testing how well this dual-language capability works. A seamless transition shows the system is ready to serve all your patients effectively.

Test urgent call handling

Next, simulate an urgent call. Tell the AI you have an emergency and see how it responds. It should direct you to dial 911 for emergencies. If you mention an urgent but non-emergency situation, the system should flag the call and transfer it to the number your practice has chosen, such as the front desk or an on-call staff member.

Catchsera allows your staff to listen in or take over during a transfer, so test this feature to ensure it works as expected. Confirm that urgent calls are flagged in the live dashboard for quick follow-up.

Provide a phone number

During your test calls, give the AI a phone number and see how it captures it. Accuracy is critical, especially for callback purposes. You can also ask the system to send you a secure form link via text. Catchsera texts only after the caller agrees and never includes sensitive health details in messages.

Test this feature to see how the system handles consent and whether the text arrives promptly. You can also check if the secure link directs you to the correct form or scheduling page.

Try an after-hours call

Finally, call your practice outside of regular hours to test how the AI handles after-hours calls. Does it answer promptly and provide helpful information? Ask about hours, location, or insurance to see if the system performs consistently at all times.

If you leave a message or request follow-up, check the live dashboard to confirm the call details are recorded accurately. Catchsera offers a missed-call text-back feature, so test this as well to ensure no calls slip through the cracks.

Catchsera: plans and features

Catchsera is a HIPAA-compliant AI voice receptionist designed for dental, medical, and other appointment-based practices. It answers every call 24/7 in a natural voice, captures essential caller details, and handles common questions like hours, location, and insurance.

Plans start at $129 per month, with every feature included—English and Spanish, urgent call handling, secure text links, and a live dashboard. Catchsera signs a BAA (Business Associate Agreement) with every practice, ensuring compliance and security.

Setup is quick and easy, taking under 10 minutes on your side. Calls forward to Catchsera, and your practice keeps its existing phone number and provider. There are no contracts, and you can cancel anytime.

Common questions

How does Catchsera handle urgent calls?

Catchsera flags urgent calls and can transfer them to a number you choose. For emergencies, callers are directed to dial 911.

Can Catchsera answer in Spanish?

Yes, Catchsera answers in English and switches to Spanish when the caller speaks Spanish. This feature is included in every plan.

Does Catchsera book appointments?

No, Catchsera creates a clean follow-up list for your front desk to book appointments.

What does Catchsera cost?

Plans start at $129 per month, including all features. There are no contracts, and you can cancel anytime.

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