Clinic

Fewer missed appointments. Reception free for patients.

Reminders, rescheduling and the waiting list handled in writing, with reception deciding anything clinical or urgent.

Tell us a task

  • Patients forget appointments and the gaps stay empty
  • Reception spends the morning moving appointments by phone
  • Reviews need answering without revealing anything private

How a clinic hands its reminders to an agent

  1. Start with reminders: each patient gets one the day before, with a simple way to confirm.
  2. When a patient asks to move, the agent offers free slots and updates the agenda.
  3. Anything clinical, urgent or unusual goes to reception, never answered by the agent.
  4. Health data needs extra care: we agree with you what the agent may see before it starts.

Recipe library

Clinic

Appointment reminders and rescheduling

Patients forget appointments or ask to move them by phone, and the gaps stay empty.

  1. Sends each patient a reminder the day before with a way to confirm
  2. When a patient asks to move the appointment, checks the free slots in the agenda
  3. Offers those times and updates the agenda once the patient chooses
  4. Passes to reception anything that is not a simple change, such as urgent or clinical questions You decide

Connects to: Clinic software, WhatsApp Business, Google Calendar · Done by the Bookings Agent

Clinic

Intake forms turned into a summary

New patients fill in long forms and the professional has to read them before the visit.

  1. Sends the intake form to the patient when the first appointment is booked
  2. Organises the answers into a one-page summary, copying what the patient wrote without interpreting it
  3. Files the summary in the patient's record folder
  4. The professional reads it, corrects it and validates it before using it in the visit You decide

Connects to: Google Forms, Gmail

Clinic

Replies to patient reviews

Reviews go unanswered, and replying carelessly can reveal private details.

  1. Reads each new Google review
  2. Drafts a short, polite reply that never confirms the person is a patient or mentions treatment
  3. You approve the replies to positive reviews, all at once if you like You decide
  4. Publishes each reply once you have approved it
  5. Holds every complaint for you to read and answer You decide

Connects to: Google Business Profile · Done by the Reviews Agent

Clinic

Filling cancelled slots from the waiting list

A cancelled appointment leaves a gap that nobody has time to fill.

  1. Notices when a slot is freed in the agenda and tells reception
  2. Reception confirms the slot can be offered and to whom (the right professional, the right kind of visit, any urgency) You decide
  3. Messages those patients on the waiting list, who asked to hear of an earlier time
  4. Gives the slot to the first who accepts and updates the agenda

Connects to: Clinic software, WhatsApp Business · Done by the Bookings Agent

Clinic

Invoices emailed after the visit

Invoices are made and sent by hand at the end of the day.

  1. Collects the day's completed visits and their agreed fees from the agenda
  2. Prepares a draft invoice for each one in the invoicing tool
  3. You check amounts and details and approve the invoices You decide
  4. Emails each approved invoice to the patient

Connects to: Holded, Gmail

Clinic

Recall for routine check-ups

Patients due for a routine review are never contacted.

  1. Lists patients whose routine check-up is due, from the clinic software
  2. Drafts a short, neutral message inviting them to book
  3. The professional or reception reviews the list and message before anything is sent You decide
  4. Sends the approved message with the booking link

Connects to: Clinic software, Mailchimp

Your own case

Money lost to no-shows →