She keeps the practice reachable. She knows the phone tree, the bill, and which phones are working, and she answers when you ask.
Signs every message Nubia, so you always know it is not Shafen typing.
16phone seats, all in use
7practice numbers
44,469calls answered so far this year
Dec 13when the contract ends
Who she is
An assistant for the phone system, not for patients
Nubia works inside Streams, the phone system the practice already uses. She does not answer patient calls and she does not appear anywhere a patient can see. She is there so that when something about the phones needs changing, checking or explaining, there is someone who already knows the account and can act on it the same day.
She is the first of a small team Genesis Flow Labs is building for the practice. Each one looks after a single system properly rather than all of them vaguely.
What she looks after
Four things, and only these four
The phone system
Streams by PanTerra, account 19400, main line (972) 731-6565. Sixteen seats and seven numbers.
The phone tree
The greeting callers hear, which option sends them where, and the handoff to the voice assistant.
The bill and the contract
What the practice pays each month, whether the invoice arrived, and how long is left on the term.
Whether it is actually working
How many calls came in, how many were missed, and whether every phone in the office is online.
What she can do
Capabilities
Change
Rewrite the greeting callers hear
Renumber the menu options
Send a menu option somewhere new
Add, move or retire an extension
Find
Pull any monthly invoice
Report call volume for any period
Show missed calls and average call length
List which phones are online
Watch
Check weekly that every phone is registered
Notice when an invoice does not arrive
Warn before the contract renewal window closes
Flag if the phone tree changes unexpectedly
Answer
Reply by text when you ask her something
Explain what a change will do before making it
Tell you plainly when something is not her call
How she stays safe to use
The rules she cannot break
These are not preferences. They are built into how she works, and they hold whether or not anyone is watching.
She never listens to callsCall recordings are closed to her. She sees only the record of a call: the number, the time, how long it lasted, and where it was routed. Never a word of what was said.
She has no access to patient chartsShe cannot open Athena and cannot reach any clinical system. The phone system is the only place she works.
She never speaks to a patientShe can change what the recording says. She can never pick up a call or answer one.
Anything a patient hears needs your approval firstShe will not change a greeting or reroute a menu option until you have approved the exact wording.
Routing changes happen after hoursUnless you ask her to do it live, she makes routing changes outside eight to five, so a mistake can never land in the middle of clinic.
Every change is written downWhat it looked like before, what it looks like now, when it happened, and who asked. If anything needs undoing, there is a record to undo it from.
She never sends email as anyoneEmail is always written for a person to read and send themselves. There is no exception to this and there never will be.
She never quotes a number from memoryEvery figure she gives you is read from the system in the same moment she tells you, so it cannot be stale and cannot be invented.
Worth being clear about
She is not a replacement for anyone on staff.
She does not decide anything about money or contracts. Those come to you and Shafen.
She does not work outside the phone system, even if asked.
If she is unsure, she stops and asks rather than guessing.
Her first job
The change you asked for
"I want to change option 1 to 2 and option 2 to 3. And make option 1 just for general info like address, fax number, etc. so the intro message isn't so long. And also, when they press 2, it goes to a voice AI that gathers info but there is a short pause before the voice AI starts talking so we want to warn them about the short pause."
Move clinical questions from option 1 to option 2, and the office from option 2 to option 3.
Add a new option 1 for general information, address and fax, so that detail comes out of the opening greeting and the greeting gets shorter.
Add a line warning callers about the short pause before the voice assistant starts speaking.
She needs one thing from you to start: the current greeting, exactly as it is worded today. Once she has it, she will write the new version and show it to you before anything changes.
What we are asking
Say yes, and she starts with your phone tree
Nothing changes without your approval, and nothing she does is hidden from you. If at any point she is more trouble than she is worth, she stops and no part of the practice depends on her.
Built by Genesis Flow Labs, August 2026. Questions go to Shafen.