Pain management · Monday, 8:02 a.m.

A reschedule and a refill in one call

The receptionist moves a follow-up and takes a medication refill request as a task for the clinical team, without giving any advice about the medication.

Task for the teamMoved the visit; refill sent as a task2 min 20 s

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.

  1. 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?

  2. Caller

    I need to move my appointment on Wednesday, and I'm almost out of my gabapentin.

  3. Receptionist

    I can help with both. Could I have your first and last name?

  4. Caller

    Linda Marsh.

  5. Receptionist

    Thanks. Just for privacy, could you tell me your date of birth?

  6. Caller

    June twentieth, nineteen fifty-nine.

  7. Receptionist

    Thank you, Linda. I see a follow-up with Dr. Patel on Wednesday at 10:20. Dr. Patel also has Friday at 9:00 or next Tuesday at 2:40. Which would you like?

  8. Caller

    Friday at nine.

  9. Receptionist

    Okay, that's your follow-up moved to Friday the tenth at 9:00 a.m. with Dr. Patel. Should I book it?

  10. Caller

    Yes.

  11. Receptionist

    You're all set: follow-up with Dr. Patel on Friday the tenth at 9:00 a.m. I'll text a confirmation to this number. Now the refill: which pharmacy do you use?

  12. Caller

    The Walgreens on Elm Street.

  13. Receptionist

    I've sent a refill request for gabapentin to Dr. Patel's team with the Walgreens on Elm Street. Refills are reviewed by the clinical team, usually within one business day; they'll text you when it's sent. I can't say anything about the dose, so if you have a question about the medication itself, they'll call you. Anything else?

  14. Caller

    No, that's everything.

  15. Receptionist

    Thank you, Linda. See you Friday.

What the practice saw.

  • Visit moved on Dr. Patel's schedule; the Wednesday slot went back to the waitlist and was offered to the next patient in order.
  • Task: refill request, gabapentin, Walgreens Elm Street, for Dr. Patel's team, due next business day.
  • The receptionist did not discuss dose or timing; the transcript confirms it.

Hear it on your own line.

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