Dental/Medical Clinic: New-Patient Scheduling + Reminder Calls

Problem: a clinic wants to capture new-patient scheduling enquiries from its website around the clock, and reduce no-shows for tomorrow’s appointments.

What you’ll set up: a web-widget agent for new-patient questions and scheduling, backed by a Knowledge Base, plus daily reminder calls via Outbound Workflow.

1. Build a “New Patient Scheduling” workflow with a prompt covering common new-patient questions (insurance accepted, what to bring, office hours) and a scheduling flow that captures callerName, phoneNumber, email, reservationId, and a custom insuranceProvider property.
2. Upload your accepted-insurance list and new-patient forms to the Knowledge Base (PDF or DOCX, under 2 MB).
3. Deploy to Web on your clinic’s site with title: "Schedule a Visit".
4. Add an Email action to your front desk with the captured details so staff can confirm the slot in your practice management system.
5. Each day, run an Outbound Workflow reminder job for tomorrow’s confirmed appointments (contact list exported with a phone_number column), scheduled for the afternoon.

Result: prospective patients get instant answers and can request an appointment slot at 11 PM from your website; confirmed patients get a same-day reminder call, reducing no-shows.

Related reading

• Knowledge Base
• Deploy to Web Widget
• Integration — Email
• Outbound Workflow