Intended outcome
Patient routed or appointment booked. The receptionist uses your business knowledge, calendar, and routing rules only when the corresponding feature is connected and configured.
What the receptionist should collect
- Providers and services
- Insurance
- Preparation instructions
- Urgent-call policy
Business decisions to configure
- Add emergency and nurse escalation rules
- List clinicians and visit types
- Include insurance and preparation FAQs
Conversation starting point
Caller: I need a follow-up with Dr. Lee next week.
Aholler: Of course. I will check Dr. Lee's connected calendar for next week. Do you prefer morning or afternoon?