Clinic Call Types to Define
- Appointment requests, rescheduling, and cancellation requests.
- Office hours, location, parking, accepted contact channels, and general admin questions.
- Urgent symptoms or medical questions that should be routed to clinic staff or emergency instructions approved by the clinic.
- New patient intake details that are safe to collect under the clinic's policies.
Important Boundary
KBsolves should not claim healthcare privacy compliance, medical advice, diagnosis, or clinical triage unless the business has documented review and approved workflows. Public copy should say that privacy and routing requirements are confirmed during onboarding.
Recommended Workflow
| Caller need | AI role | Human role |
|---|---|---|
| Book or change appointment | Collect request and support scheduling if connected | Review exceptions and special cases |
| Routine office question | Answer from approved clinic information | Update approved answers when policies change |
| Medical concern | Route according to clinic-approved rules | Provide clinical judgment and patient guidance |
Related: dental AI receptionist, bilingual answering service, and pricing.