Missed calls and voice assistance
Agree on when to send a missed-call text, what an optional voice assistant can answer, and when callers should be routed to a member of your team.
All services
Patient intake & follow-up
Give every inquiry a clear next step.
Set up the handoffs between a patient’s first call or message, your front desk, and an appointment request.
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Patient intake and follow-up
Decide what information the office needs to respond, who handles new inquiries, and when a callback or reminder is due. Test those handoffs with the front desk.
Waitlist offers
Define who can receive a cancellation offer, how the office sends it, and how a patient accepts. Confirm how the team will update availability and record the appointment.
Where we start
Walk us through one missed call and one cancellation. We’ll use those examples to identify one workflow to improve first and confirm what your current tools can support.
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Tell us where inquiries or cancellations create extra work for your team.