The AI Concierge lets physical therapists search their own contacts and calendar by asking a plain question. Instead of scrolling a long list, ask 'who was the orthopedic surgeon from the spring conference?' or 'which physicians referred patients last month?' and it surfaces the right person, with your notes on the relationship. It comes with the Individual and Team plans.
Your practice grows on the people who send patients your way: physicians, orthopedic surgeons, gym owners, running coaches, and the past patients who tell a friend. You meet them at conferences, in the clinic, and at community events, and you save every one. The trouble starts months later, when you need one specific person and all you have is a list hundreds of contacts long.
The AI Concierge closes that gap. Instead of scrolling and hoping a name jumps out, you ask a plain question the way you would ask a colleague, and it searches your contacts and your calendar to hand you the right person, with the notes you saved on how you know them.
Why a long contact list fails you when you need it most
The list only grows. Every conference, every lunch with a physician, every gym owner who wants to send you athletes adds another name. Then a patient needs a referral to a specific kind of specialist, you know you met the perfect person once, and you are stuck scrolling, half-remembering a name and guessing where you saved it.
The value was never the name alone, it was the context you saved with it. A plain list buries that context. You cannot sort by specialty, by who refers the most, or by the surgeon you met last spring, so you either burn ten minutes hunting or reach out to the wrong person and lose the moment.
- Names you half-remember but cannot spell well enough to search.
- No way to sort by specialty or by who refers the most patients.
- Colleagues you met once at a conference, now lost in the list.
- The right referral is in there, but finding it takes ten minutes you do not have.
Ask your network a question, in plain language
The AI Concierge works like asking a colleague who happens to know every contact and every note you ever saved. You ask a question in your own words, and it reads your saved contacts and your calendar to answer, instead of making you scroll and guess.
- Open the AI Concierge on your card and type or say your question.
- Ask it the way you would ask a colleague: 'who was the orthopedic surgeon from the spring conference?'
- It searches your contacts and calendar, matching on specialty, company, event, and your notes.
- It hands you the right person, with the note you saved on how you met and who they refer.
- Tap to call, message, or share your card back, and the referral loop is closed.
There is nothing new to learn. If you can ask a question out loud, you can find anyone in your network, even a contact you saved a year ago whose name you have long since forgotten.
Find the right specialist without scrolling
A patient asks for a referral to a specific kind of specialist, and you know you met the right person once, at a conference or over lunch. Instead of scrolling and hoping, ask 'who is the sports medicine doctor I met downtown?' and the Concierge pulls the exact colleague, with your note that they take new referrals quickly.
It works the other direction too. To see who is actually growing your practice, ask 'which physicians referred patients to us last month?' and thank each one while it still means something. The referral network that used to live only in your memory becomes something you can see, sort, and act on.
Search your calendar, not just your contacts
Half of remembering a person is remembering where you met them. The AI Concierge reads your calendar alongside your contacts, so you can search by the event even when the name is long gone.
- 'Who did I meet at the sports medicine conference in March?'
- 'Which gym owner did I have coffee with last month?'
- 'Who was on my calendar the week of the marathon expo?'
- 'Which coaches did I meet at the community health fair?'
Each answer comes back as a real contact with your notes attached, so a fuzzy memory of a hallway conversation turns into a name, a specialty, and a way to reach out.
Turn a found contact into your next referral
Finding the person only matters if you can act on it. Every answer arrives with the context you saved, so your message lands specific: you remember the conference, the specialty, and the last time you spoke, instead of sending a note that could have gone to anyone.
That is how a one-time introduction becomes a two-way referral relationship. You thank the physician who sent three patients, check in with the coach whose athletes you treated, and reconnect with the surgeon before you need the favor, all because you could find them in seconds instead of losing them in a list.
One question, your whole professional network
The AI Concierge is not only for referrals. Whether you run a physical therapy clinic or a chiropractic practice, every contact you scan or save becomes searchable the same way, so your whole professional world answers to a plain question.
Ask for the equipment rep who set up your clinic, the continuing-education instructor from last year, or the office manager at the practice down the road. If you saved them, you can find them by asking, and the context you wrote down comes back with them.
