Appointment scheduling and reminders Books, moves and confirms visits against your real appointment rules. Scheduling Caller asks“I need to move my appointment.”IntentRescheduleScheduling systemOpen slots foundConfirmText confirmation sent ResolvedNo handoffReminder set
Patient intake and eligibility pre-check Collects intake details and coverage information before the visit. Intake Collected at the deskCollected by voice agentDone before the visit Desk time on intake, relativeIllustrative
Refill and status requests Takes routine requests and passes them to staff with the details. Refill request RequestRefillMedicationOn fileNext stepChoose a pharmacy Mail orderPharmacyPick up Sent Queued for staff review
After-hours triage and message taking Nights and weekends get an answer, not voicemail. Live 12a6a12p6p12a 02:14Answered, clinic hours02:31Message taken, refill03:05Urgent phrase sent to on-call Voice agentTeam online
Handoff with transcript Clinical questions go to a person with the full context. Handoff CallerI would like to speak to a nurse. Voice agentConnecting you to the clinic team now. Reason: clinical questionTranscript attached
ScheduleScheduling system connected CallerVerified by date of birth VisitFollow-up, 20 min SlotThu 10:30 held ReminderText set for Wed 16:00 BookedNo handoff Inbound call00:38 CallerI need to move my appointment. Voice agentI have Thursday at 10:30 open. Shall I book it? CallerYes, please. RescheduledText sent Clinics and practices Appointment scheduling and reminders Project scope Inbound calls to book, move or cancel visits, plus outbound reminders. The agent works against your real appointment rules and the schedule in your EHR, and hands anything clinical to staff. What buyers ask for Fewer calls ringing out at the front deskBooking that follows your real appointment rulesReminders and waitlist fills, not just inbound answersA handoff to staff the moment the caller asks How the voice agent solves it Identify the caller and confirm the visit typeCheck open slots in the scheduling system or EHRBook, move or cancel, then confirm by textSend reminders and offer freed slots to the waitlist EHRScheduling systemSMSPhone systemWaitlist Plan this voice agent →
Patient intakeEHR connected ReasonKnee pain, follow-up InsuranceMember ID captured EligibilitySent for check MissingAllergy list Record updatedStaff review: 1 item Pre-visit intake02:05 Voice agentI am an AI assistant and this call is recorded. Please confirm your date of birth. Insurance member ID•••• •••• 4821Masked in the transcript Minimum PHI usedIntake saved Practices and specialty clinics Patient intake and insurance verification pre-check Project scope Before a visit, the agent collects intake details and the insurance information your desk needs, checks that nothing is missing and writes it to the record. Coverage decisions stay with your billing team. What buyers ask for Intake collected before the visit, not at the counterInsurance details captured in a consistent formatOnly the minimum PHI used in promptsMissing items flagged to staff, not guessed How the voice agent solves it Verify the patient and say the call is recorded and handled by an AIAsk the intake questions in your order and confirm each answerCapture insurance member details and flag any gapsWrite the record and hand incomplete cases to staff EHREligibility serviceSecure form linkSMSAudit log Plan this voice agent →
After-hours lineOn-call connected Call typeRefill request MessageTaken with callback number RouteClinic queue, 08:00 Second callUrgent phrase, on-call paged Message queuedOn-call paged After hours02:14 CallerI need a refill for my prescription. Voice agentI will take the details. Our team will follow up at 8 AM. RequestRefill, medication on fileQueued for staff review Message takenNo clinical advice given Clinics, urgent care and health systems After-hours triage and message taking Project scope Calls outside staffed hours get an answer instead of voicemail. The agent takes messages, handles routine questions and refill requests, and sends urgent phrases straight to the on-call team. It does not give clinical advice. What buyers ask for A live answer at night and on weekendsUrgent phrases routed to on-call immediatelyMessages with full context for the morning teamNo clinical advice from the agent How the voice agent solves it Answer, say it is an AI, and identify the reason for the callRoute urgent or clinical phrases to the on-call line at onceTake routine messages and refill requests with detailsQueue a summary and transcript for the morning team On-call alertsEHRMessage queueSMSPhone system Plan this voice agent →
