Healthcare

Booking, Reminders and Intake Off the Front Desk

The reception phone was the bottleneck for the whole clinic. We automated booking, confirmation, reminders and structured intake while leaving all clinical judgement with staff.

Client
Multi-doctor clinic
Scope
Lead Management, Conversational AI, AI Automation
Timeline
Live in 5 weeks

One Phone Line Controlled the Clinic's Capacity

Patients could only book by calling during opening hours, and every no-show cost a slot that could have been filled.

  • Missed calls at peak times became lost appointments
  • Reminders were manual and inconsistent
  • Intake details were collected in the waiting room, delaying consultations
  • No visibility of no-show patterns by doctor or time slot

System Flow

  1. Patient Message
  2. Availability Check
  3. Booking
  4. Intake Form
  5. Reminders

Stack

  • WhatsApp Business API
  • Scheduling system
  • Automated reminders
  • Intake forms
  • Practice records
Approach

What We Built

01

Self-serve booking

Patients book from WhatsApp or the website against real doctor availability, with confirmation sent immediately.

02

Reminder sequence

Automated reminders run at fixed intervals before the appointment with a one-tap reschedule option.

03

Structured intake

Non-clinical intake questions are collected before arrival and attached to the appointment record.

04

Strict clinical boundary

The assistant never offers advice, triage or interpretation. Anything clinical is routed to staff.

Outcome

What Changed

Reported as observed operational change. We do not publish figures we cannot stand behind.

Booking channel
Always open

Appointments can be made outside reception hours.

Reminders
Every appointment

Consistent reminder sequence with reschedule instead of no-show.

Consultation start
Faster

Intake arrives before the patient does.

Want This Mapped for Your Business?

We will review your current workflow and show which parts can run automatically.