Booking rules your office defines
The practice decides which requests can be completed without a person: which providers, operatories, visit types, and times may be offered, and when staff must take over. The Appointment Agent works inside those rules — for a routine request it offers a suitable time and confirms the appointment; for anything outside the rules it captures the context and sends it to staff instead of guessing.
What scheduling covers today
- New and existing patient appointment requests
- Rescheduling and cancellation requests
- Office hours, provider, operatory, visit-type, and timing rules
- Appointment confirmation and rescheduling prompts
- Hygiene and preventive recall worked from approved lists
- Handoffs for urgent, complex, or out-of-policy situations
Availability comes from your schedule
The agent works from the scheduling source and connection approved for the deployment, so the times it offers reflect the schedule your team manages. Integration availability is confirmed during evaluation and labelled as available, pilot, planned, or custom — no connection is assumed.
Recall is scheduling too
Keeping the book full is not only answering inbound calls. The Follow-up Agent works approved recall and follow-up lists — hygiene and preventive recall, unscheduled or incomplete care, confirmation and rescheduling prompts — and records whether each patient scheduled, asked for a callback, declined, or did not respond. Staff see the exceptions, not the whole list.
What staff see afterwards
The team can review whether an appointment was scheduled, moved, cancelled, or sent for review, along with the context needed to continue — plus after-hours and peak-hour demand, and the requests that could not be completed and why. These are operational records, not promised revenue results.