Orthopedics · Wednesday, 12:35 p.m.
A new patient books a consultation
A referral from a primary care office is booked on the right surgeon's schedule, with a text confirmation and an intake link.
Scripted example from the test suite the receptionist is checked with, using its real lines. The caller, the names and the numbers are invented; the practice is the sample practice.
The call.
- Receptionist
Thanks for calling Cedar Clinic. I'm the practice's AI assistant. I can book a new visit, move or confirm an appointment, take a refill or records request, answer questions about the office, or get you to a person. What would you like to do?
- Caller
Hi, my doctor referred me for my shoulder. I'd like to book something.
- Receptionist
Happy to. Could I have your first and last name?
- Caller
Priya Raman.
- Receptionist
Thank you, Priya. And your date of birth?
- Caller
Twelfth of August, nineteen eighty-eight.
- Receptionist
Looks like this is your first visit with us, welcome. Is it okay if we text you confirmations at this number?
- Caller
Yes, that's fine.
- Receptionist
For a shoulder consultation, Dr. Alvarez has Monday at 9:40 in the morning or Thursday at 3:10 in the afternoon. Which works?
- Caller
Thursday afternoon.
- Receptionist
Okay, that's a new patient consultation with Dr. Alvarez on Thursday the ninth at 3:10 p.m. Should I book it?
- Caller
Yes please.
- Receptionist
You're all set: new patient consultation with Dr. Alvarez on Thursday the ninth at 3:10 p.m. I'll text a confirmation, plus a link to add your details and a photo of your insurance card, to this number. Please bring the referral and any imaging. Anything else today?
- Caller
No, that's it. Thanks.
- Receptionist
Thank you, Priya. See you Thursday.
What the practice saw.
- Visit booked on Dr. Alvarez's Thursday template; the slot was the next open new-patient slot for shoulders.
- Confirmation and intake link texted at 12:37 p.m.; the caller opened the link at 12:52 p.m.
- No task: nothing needed a person.