A surgery consult is a big step, and people often contact more than one practice. The first one to call back with useful answers tends to get the visit.
We call fast and cover the scheduling and financing basics. Then we book. Your coordinator gets the notes, so the consult does not start from zero.
A common mistake
Letting the consult start from zero because nobody passed on what the caller already said.
How we approach it
Learn the intake rules
Every specialty books differently. We write down your visit types, provider rules and what must be collected before a first visit.
Build calm, compliant campaigns
Education first, offers only where they fit the category. Health claims stay out of every ad and every script.
Answer and route
A person calls each inquiry back and books by your rules. Clinical questions go to your team, every time.
Protect the visit
Confirmations, reminders and no-show calls. We report bookings and attendance from your system.
What we track
- Speed to first call
- Booked consults or first visits
- Attendance on booked visits
- Inquiries routed to clinical staff
- Lead source by campaign
What we need from you
- Your intake rules and visit types
- A clinical contact for questions we must hand off
- Approved language for your services
- Access to scheduling or a booking process
How it usually unfolds
- Setup
Intake rules, scripts and compliance review. Ad accounts checked against the category's policies.
- Launch
Campaigns live, every inquiry called back, routing tested with your team.
- Ongoing
Follow-up and confirmations run steadily. We adjust campaigns based on booked and attended visits, not clicks.
Every practice moves at its own pace, so we do not attach dates to these phases.
How we compare
Monarchy vs a standard agency
| Topic | Monarchy | Standard agency |
|---|---|---|
| Speed to launch | Agents and playbooks are already built, so setup is short and work starts on what you have. | Long discovery and onboarding before anything goes live. |
| Cost structure | Specialist agents handle the repeatable work. You pay for senior attention and outcomes, not hours. | Billed by hours and headcount, so cost grows with every task. |
| Integrated team | Marketing, creative and a call center staffed by people, working with our agentic systems in one team. | Usually one discipline. Calls, creative and automation go to other vendors. |
| Results tracking | Booked and attended appointments, counted in your own system. | Clicks, impressions and leads. |
| Track record | A long record of booked and attended appointments, reported in our clients’ own systems. | Often reported as reach or traffic. |
| Phones | Calls are answered by people today. Voice agents are coming as an option. | Calls often go to voicemail or an outside answering service. |
| Supervision and guardrails | Agentic systems follow the rules and guardrails we set. We supervise production in many areas, and you supervise the areas you manage. | AI use is often ad hoc or not disclosed. |
What Monarchy can do
- We run thousands of AI agents across many functions.
- A fully equipped call center, integrated with AI and run in a compliant way.
- Our staff are trained on HIPAA requirements, and our systems are built to meet HIPAA requirements.
- Marketing, lead generation and B2B strategy projects that perform.
- We run major surveys and develop acquisition strategies.
Questions we hear
Do you discuss financing?
We note interest and basic details. Terms come from your office or the lender.
Do your agents answer medical questions?
No. Our agents handle scheduling and logistics. Anything clinical goes to your team.
Do you make outcome claims in ads?
No. We describe services and how to book. Results and treatment decisions stay between you and your patients.
Tell us about your practice.
Pricing and scope are set on the first call.