Voicemails in.
Clinical tasks out.

Your team stays in the EHR.

Switchboard turns voicemail into an EHR task, then handles routine patient follow-up once your team has processed it.

Coming Q4 2026

A voicemail phone connects to an EHR workstation and then to a patient's phone with a completed update. The EHR is at the center of the workflow.
Voicemail intakeYour EHRPatient follow-up

You work your EHR’s task list.
We’ll work the phones.

No one needs to monitor the voicemail inbox to get tasks moving. Your team reviews and processes the task in its usual EHR workflow.

  1. Switchboard

    Voicemail becomes a task.

    Automatically transcribe the message, extract the details, and route a structured task into the EHR.

  2. Your clinical team

    Work your usual task list.

    Review the refill and renew the prescription through your existing clinical workflow.

  3. Switchboard

    The patient gets the update.

    Once the task is processed, communicate the outcome automatically when follow-up can be automated.

From a voicemail
to your EHR task list.

Switchboard does the listening, transcription, and routing. The refill arrives as a structured task for your clinical team to review.

Patient, medication, pharmacy, and the reason for the call—organized so your team can get straight to the clinical work.

Each voicemail includes a transcription-confidence indicator and a link to the original recording and full transcript, so your team can review the source while working the task.

See what happens after the renewal

Fictional patient example

Voicemail

Patient voicemail
“Hi, this is Alex Morgan. I’m a patient of Dr. Patel’s and I need a refill on my lisinopril, 10 milligrams. I use Main Street Pharmacy, same as before. Thanks.”

Prescription refill

Task in the EHR
Patient
Alex Morgan
Medication
Lisinopril · 10 mg
Pharmacy
Main Street Pharmacy
Route to
Clinical refill team
Transcription confidence
High
Review original voicemail & transcript
Ready for clinical review
EHR presentation will vary

You complete the task.
Switchboard closes the loop.

Once your team has processed the task in the EHR, Switchboard can communicate the outcome by automated call back, text message, or portal message.

Routine follow-up is handled automatically. Conversations that need clinical judgment stay with your team.

Task completed in the EHRPatient updated
Preview a patient follow-up channel

Automated call back

AI voice callback sample

“Hi, this is Maple Grove Clinic calling back about your lisinopril refill. Dr. Patel has renewed that prescription for you, and we sent it in to Main Street Pharmacy.”

Text message

Your refill has been renewed and sent to your pharmacy. Check your patient portal for the details.

Portal message

Dr. Maya Patel has renewed your lisinopril 10 mg prescription. It has been sent to Main Street Pharmacy.

Example follow-up · After renewal task completed in EHR

A few things to know.

Switchboard is coming Q4 2026. Here are some answers to common questions.

Could Switchboard be a good fit for your practice? Let’s talk about your workflow and where your team needs a hand.

Talk about your practice
When will Switchboard be available?

Switchboard is currently in development, with initial system availability planned for late 2026.

Does my team need to monitor another inbox?

No, and that’s the whole point. Switchboard is designed to give your team fewer places to monitor. Your team works its existing EHR task list while Switchboard monitors incoming voicemail, creates the clinical tasks, and handles eligible follow-up after those tasks are completed. Your team handles the clinical work and any conversation that needs their judgment.

Will Switchboard work with our phone system?

Switchboard is built to work with most major phone systems and contact centers—on-premises, cloud, or hybrid. That includes platforms from Cisco, Avaya, and Mitel, as well as RingCentral, Microsoft Teams Phone, and Zoom Phone. We’ll help connect the system your practice already uses.

Can Switchboard provide a dedicated phone line?

Yes. If you’d rather set up Switchboard on a new phone line instead of one you already have, you can do that in just a few clicks.

Which EHRs will it support?

Switchboard will launch with support for Altera TouchWorks EHR, OpenEMR, and Veradigm Pro EHR. After launch, we plan to expand to additional EHRs, including Epic, athenahealth, and eClinicalWorks. Development priorities and timing will be shaped by practice needs and integration opportunities.

Does Switchboard replace clinical judgment?

No. Your care team reviews the task and makes the clinical decision in the EHR. Switchboard handles voicemail intake and follow-up that can be automated.