Healthcare · Front Desk

New Patient Enquiry & Registration

Turn a new patient enquiry into a completed registration and a booked first appointment.

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
WhatsApp Business Send confirmations and let customers reply on WhatsApp. Connect during setup
SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup
CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup

How it works

  1. Enquiry arrives from the website, a call — Twilio, 3CX, RingCentral or a carrier-direct SIP trunk — or a message.
  2. Agent responds in the patient's language and explains what the practice offers.
  3. Collects registration details and insurance/payer information.
  4. Books the first available appointment with the right clinician type.
  5. Sends forms to complete before arrival. No clinical questions are answered — anything symptom-related routes to your staff.
  6. Logs the enquiry and outcome to the CRM.

Data sources

Enquiry forms Clinician availability Registration forms CRM

What it targets

  • Enquiries answered Target 100%
  • Registrations completed Target 62%
  • Average speed to contact Target 60s