From setup to your first scheduled appointment — everything happens in minutes, not days. Here's the full picture.
Sign up with your email. No credit card required for the trial. You'll immediately access the family dashboard where everything lives.
Enter their name, date of birth, insurance info, pharmacy, and doctor contacts. This is the information SeniorSecretary uses during calls — the same things a human secretary would need to know.
Choose notification preferences (text, email, or both), set quiet hours, and invite other family members to the dashboard. You decide who sees what.
Tell SeniorSecretary what you need — "Schedule a follow-up with Dr. Patel" or "Refill Mom's blood pressure medication." Hit send. That's it.
Our AI dials the doctor's office, pharmacy, or insurance company. It introduces itself, provides the necessary information, navigates phone trees, waits on hold, and handles the conversation naturally.
A live transcript streams to your dashboard as the call happens. You can listen in or jump into the call at any moment if needed. Most families just check the summary later.
Within seconds of the call ending, you receive a text and email with: what was discussed, what was scheduled, any follow-up actions, and the full recording. Appointments are automatically added to your calendar.
Capabilities
Every call your parent's secretary would make — now handled by AI that never gets frustrated, never forgets details, and never puts you on hold.
Schedule, reschedule, or cancel appointments with any healthcare provider. SeniorSecretary remembers preferences like "mornings only" or "no Fridays."
Call the pharmacy, request refills, check if prescriptions are ready for pickup. Get notified when medications are running low.
Navigate the nightmare of insurance phone trees. Verify coverage, check claim status, get pre-authorizations — without you sitting on hold for 45 minutes.
Follow up on pending lab results, request copies of medical records, and coordinate between specialists who need to share information.
Automatic reminders sent to your parent (and you) before every appointment. Includes address, what to bring, and preparation instructions.
When one doctor needs to talk to another, or records need to be transferred, SeniorSecretary coordinates the handoff so nothing falls through the cracks.
Everything you want to know before getting started.
No. SeniorSecretary calls on your parent's behalf using their existing phone number as the reference. Your parent doesn't need a smartphone, app, or any new technology.
SeniorSecretary identifies itself as an AI assistant calling on behalf of your parent. Most offices treat it like any other secretary call — because functionally, that's exactly what it is.
You can listen in and take over any call at any time. If SeniorSecretary encounters something it can't handle, it politely lets the office know a family member will call back, and alerts you immediately.
It waits on hold so you don't have to. Whether it's 5 minutes or 45 minutes, SeniorSecretary stays on the line. You'll get notified when the call connects and when it's done.
Currently SeniorSecretary supports English and Spanish. We're adding more languages based on demand. Let us know what you need.
Set up takes 5 minutes. Your first call can happen today.