Dental & Medical Offices
Capture visit requests and answer administrative questions from approved office policies. Clinical concerns need your escalation instructions.
01 · Caller experience
Use your greeting and business information to understand the request. Ask one question at a time and confirm important details.
For this example: New-patient visit request.
02 · Captured context
03 · Business outcome
Office staff review the visit request and confirm the appointment and any required paperwork.
A record gives staff context; it does not establish that a booking, quote or handoff succeeded.
CALLER · Taylor
“I am a new patient. Can I arrange a cleaning next week?”
RECEPTIONIST
“I can take your visit request for the office. Which day would you prefer?”
New-patient visit request
Office staff review the visit request and confirm the appointment and any required paperwork.
Example only. No call placed, booking confirmed or notification sent.
Before the first customer call
Approve new-patient instructions, insurance wording and clinical escalation contacts. Review privacy and recording requirements before activation.
Complete activation and test your greeting, intake and fallback. Verify forwarding with your carrier; voice forwarding does not forward texts.
Review setupNo medical advice, insurance eligibility verification or emergency triage. Direct emergencies to the appropriate emergency service.
Lite covers configured business hours. Starter and Growth include 24/7 inbound answering; scheduling requires a supported plan. Lite takes messages and does not transfer; transfers go only to numbers you set. If a person is unavailable, capture a callback request; do not promise an immediate response.
Ask about your requirementsCompare coverage, included minutes, overages and scheduling or transfer eligibility before subscribing.
See plan requirements and pricingNew patient calls, insurance questions and no-show rescheduling all arrive by phone. Here is how to size what your front desk misses and close the gap.
Try a consent-based demo call, or compare the plan requirements.