# Pre-Appointment Forms & Prep — Healthcare AI agent | Mihu AI

Healthcare · Front Desk

# Pre-Appointment Forms & Prep

Have paperwork and preparation done before the patient walks in.

Set up this outcome

## Apps this needs

EHR / Practice System Read availability and write appointments back to your clinic system. Connect during setup

Branch Calendar Availability from Calendar API, DMS or a CSV / Google Sheet. Connect during setup

SMS Gateway Fallback text messages for reminders and links. Connect during setup

CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup

## How it works

Agent reaches patients whose appointment is inside the pre-visit window .

Sends the forms to complete and confirms they went through.

Relays the preparation instructions your clinicians wrote , verbatim.

Answers logistics — arrival time, what to bring, where to park .

Any question about the instructions themselves goes to your staff — the agent relays, it never interprets.

Logs completion status to the CRM .

## Data sources

Appointment diary Form templates Clinician prep notes CRM

## What it targets

Patients reached pre-visit Target 97%

Forms complete on arrival Target 84%

Clinical questions escalated Target 100%