Help center.

Head to /sign-up, create your account with Clerk, and complete the practice onboarding. You'll enter practice details (name, specialty, location, provider count), select a plan (Essential, Professional, or Enterprise), and add a payment method via Stripe. Most practices finish onboarding in under 20 minutes.

From the dashboard, open Settings → Integrations. We support direct connections to Athena, eClinicalWorks, DrChrono, Epic (via Carequality), and Kareo/Tebra. Select your EHR, authenticate with your admin credentials, and grant the requested scopes. Our Phone Receptionist and Scheduler agents will pull availability and write appointments back automatically.

In Settings → Phone, we assign your practice a dedicated routing number. Set call forwarding on your existing line to that number — carrier-specific guides for AT&T, Verizon, T-Mobile, Spectrum, and RingCentral are included. Unanswered and busy-signal calls flow to Perpetua; answered calls at your front desk never touch us.

Under 48 hours from contract-signed to first live call. EHR integration typically runs 2–6 hours, phone forwarding is instant once the port is configured, and agent configuration (voice, hours, escalation rules) takes about 30 minutes with your success manager.

No. Perpetua augments your front desk — it picks up overflow, after-hours, and repetitive calls so your staff can focus on in-person patient care. Practices that keep their receptionists report the biggest gains, because staff stop being interrupted 40–60 times a day.

Open /agents from the sidebar — this is the Agents Hub. Every agent has a card with status (active, idle, running, error), last-run timestamp, and a deep link into the agent's detail page.

The main dashboard shows three primary metrics updated in near-real time: Calls Handled Today, Revenue Captured Today, and First-Call Resolution Rate. Scroll down for the 24-hour call-volume chart, the Live Activity feed, and per-agent performance breakdowns.

Settings → Account covers your user profile, team members, and role permissions. Settings → Practice covers hours, providers, locations, specialties, and voice persona. Settings → Billing covers your Stripe subscription, invoices, and plan upgrades.

Yes. Every agent has a toggle on its detail page and on the Agents Hub card. Toggling off marks the automation as paused — it stops running immediately but preserves all configuration and history.

Open /call-log. Every AI-handled call has a full transcript, audio recording (where consent was given), duration, caller ID, outcome, and links to any records created in your EHR.

Eighteen agents across four categories. Revenue: Phone Receptionist, Insurance Eligibility, Copay & Benefits, No-Show Recovery, Collections, Referral Tracker, Fee Schedule. Front Desk: New Patient Intake, Appointment Reminder, Waitlist Filler, After-Hours Handler, Prescription Refill, Lab Results. Compliance: HIPAA Audit, Credentialing. Patient Experience: Review Request, Care Gap & Recall, Patient Satisfaction.

Answers calls 24/7 with your practice's voice persona. Books, reschedules, and cancels appointments directly in your EHR. Verifies insurance eligibility on the call. Handles prescription refill requests. Triages urgent/emergent calls to an on-call provider. Every call is transcribed and logged.

Open the agent's detail page. Each agent has a configuration panel for its behavior — for example, the Insurance Eligibility Verifier lets you set which payers to check, how many days ahead to pre-verify, and who to notify on denials. Changes save immediately.

Handoff rules are configurable per-agent. Defaults: clinical questions to a designated nurse, billing disputes to the billing lead, emergencies to the on-call provider, anything the agent isn't confident about to a fallback number you set.

Enterprise plans include custom agent builds. Tell us the workflow — we scope it, build it, test it against your EHR, and deploy it behind your existing dashboard. Typical custom agents ship in 2–4 weeks.

Essential ($299/mo): solo practice, up to 3 agents you pick, 24/7 phone answering, EHR booking, SMS + email confirmations, HIPAA BAA. Professional ($699/mo): everything in Essential plus insurance verification, custom handoff rules, multi-provider scheduling. Enterprise ($1,299/mo): everything in Professional plus multi-location routing, dedicated success manager, 99.95% SLA.

Settings → Billing → Change Plan. Upgrades are prorated and effective immediately. Downgrades take effect at the end of your current billing cycle.

Settings → Billing → Cancel Subscription. You'll keep service through the end of your current paid period. No cancellation fees, ever.

All new practices get a 14-day free trial of Professional. Founding members (first 100 practices) get locked-in pricing for life. Annual billing saves 15%.

All major credit cards and ACH bank transfers via Stripe. Enterprise practices can pay by invoice (Net 30).

Settings → Billing → Invoice History. Every invoice is downloadable as PDF with your practice's legal name, tax ID, itemized charges, and applicable taxes.