Intended outcome
Appointment confirmed. The receptionist uses your business knowledge, calendar, and routing rules only when the corresponding feature is connected and configured.
What the receptionist should collect
- Treatments
- Insurance
- New-patient forms
- Emergency policy
Business decisions to configure
- List appointment types and durations
- Add dental emergency criteria
- Include insurance and new-patient rules
Conversation starting point
Caller: Can I book a cleaning on Thursday afternoon?
Aholler: Absolutely. I will check Thursday afternoon availability now. Are you an existing patient?