Healthcare · Front Desk

Pre-Appointment Forms & Prep

Have paperwork and preparation done before the patient walks in.

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

How it works

  1. Agent reaches patients whose appointment is inside the pre-visit window.
  2. Sends the forms to complete and confirms they went through.
  3. Relays the preparation instructions your clinicians wrote, verbatim.
  4. Answers logistics — arrival time, what to bring, where to park.
  5. Any question about the instructions themselves goes to your staff — the agent relays, it never interprets.

Data sources

Appointment diary Form templates Clinician prep notes

What it targets

  • Patients reached pre-visit Target 97%
  • Forms complete on arrival Target 84%
  • Clinical questions escalated Target 100%