Making an appointment
Free slots, how to prepare, what documents to bring. The booking itself goes through a confirmation.
Industry
Booking, reminders, rescheduling
Reception drowns in calls about organisational matters, not medical ones. The agent takes that layer off and stops exactly where a clinician's competence begins.
Four organisational areas
Changes and cancellations
Until when without a fee, how to move it, what happens to a prescription issued earlier.
Reminders
A message before the visit together with what to bring and how long it takes.
Organisational questions
Opening hours, directions, parking, prices, insurance settlement rules.
The boundary the agent does not cross
This is the most important section on this page and the question clinics ask first.
What the agent does not do
It gives no diagnosis, does not assess symptoms, does not advise on treatment or medication, and does not qualify anyone for a procedure. A health question goes to a human even when the answer looks obvious.
What the agent does
It handles the organisational layer around a visit and cites what the clinic published itself: how to prepare, required documents, cancellation rules.
The boundary is set in your organisation's policy catalogue, and crossing it ends in a handoff to a human with the reason written to the audit log.
A sample conversation
A demonstration conversation. It shows the moment the case passes to a human.
Patient
Do I need to fast before the blood test on Thursday?
Agent
Yes. For a blood count and lipid panel please come fasting, after at least eight hours without food. Water is fine. Source: Preparing for tests, Blood section.
Patient
And can I take my blood pressure medication in the morning?
Agent
That question concerns treatment, so I will not answer it myself. I am passing the conversation to medical reception, who will contact you.
instruction lookupsource citationcompetence boundaryhandoff to a human
How many calls are organisational
In reception this share tends to be the highest of any industry.
Questions about status, policy, setup and pricing, where the answer already exists somewhere in your company.
0
conversations a month taken by the agent
0
team hours returned to other work
Calculated on your figures. Change the values above to see your own case.
Why this is safe in a clinic
- Answers only from your content
- The citation gate acts before the customer sees the first character. An answer without coverage is rejected whole and the conversation goes to a human.
- Operations only with human consent
- A data change becomes a confirmation card. There is no path by which the agent performs it alone.
- A trace on every turn
- The audit log records what was retrieved and what was decided, after sensitive data is redacted.
- Your data separated from everyone else's
- Organisation scope is a condition of the knowledge base query, not a filter over its result.
Take the load off reception, not off clinicians
We will show exactly where the boundary runs and how a handoff to a human looks.