Inbound: the customer calls

First chiropractic visits booked with the full intake time

"What happens at the first appointment? Do I need X-rays?" A nervous new patient hears exactly what to expect, gets the full intake time booked, and arrives with forms done and their benefits on file.

When it starts

Someone new calls, curious or nervous about seeing a chiropractor.

What the agent does

Explains the first visit, books the longer intake, takes benefits details, sends the forms.

What your team gets

A first visit of the right length, benefits on file and forms completed before the patient arrives.

How it works

  1. Explains the first visit

    A history, an exam, and a treatment if the chiropractor thinks it's right. About 45 minutes. X-rays only if the chiropractor decides they're needed.

  2. Answers the nerves

    "Does it hurt?" "Do I have to get cracked?" She answers from your office's own words and says the chiropractor will explain everything before doing anything.

  3. Books the full time

    A first-visit slot, not a 15-minute adjustment, with the chiropractor they asked for or whoever has the first opening.

  4. Explains coverage

    Whether you bill their insurer directly, and that most plans cover chiropractic up to a yearly amount set by the plan. She takes the insurer and member numbers.

  5. Sends the forms

    Health history and consent by email, with what to wear and where to park.

  6. Notes the reason

    Lower back for months, headaches, a sore hip from running. For the chiropractor, in the patient's words.

Example call

  1. CustomerHi, I've never been to a chiropractor. What happens at the first appointment? Do I need X-rays?
  2. AI agentGood question. The first visit is about 45 minutes. Dr. Lavoie asks about your history and does an exam, and explains what she finds before any treatment. X-rays only if she thinks you need them. What's bothering you?
  3. CustomerLower back, on and off for about a year. I sit all day.
  4. AI agentThat's very common. Dr. Lavoie has Thursday at 5:15 or Saturday at 9. Which suits you?
  5. CustomerSaturday. Will my Manulife cover it?
  6. AI agentWe bill Manulife directly. How much your plan covers depends on the plan, and the office can check once your details are in. Go ahead with your member number when you're ready.
  7. CustomerSure, it's ...
  8. AI agentThanks. You're booked Saturday at 9 with Dr. Lavoie. I'll email the health history form and text the confirmation. Wear something comfortable.

After the call: Saturday 9:00 is booked as a 45-minute new patient visit with "lower back, one year, desk job" noted, the Manulife details are on file, and the health history form is back before Saturday.

What your team gets

  • New patients booked into the full first-visit time
  • The reason for coming in, in the patient's words
  • Benefits carrier and member number ready for the first claim
  • Health history and consent forms completed before the visit
  • Nervous patients noted for the chiropractor
Set up with you: The team sets up a connection to your Jane, ChiroTouch, Juvonno or ClinicSense schedule and patient files, and loads how your office describes the first visit, its length, your X-ray approach, the insurers you bill and your forms.

Questions

Will she promise X-rays or no X-rays?

No. She explains the chiropractor decides at the exam. That's how most offices describe it.

Can she say what a plan covers?

She says whether you bill that insurer directly. The amount depends on the plan, and the office checks it once the details are in.

Does she need a referral?

No. Patients don't need one to see a chiropractor. A few plans ask for one, and she mentions that if your office wants her to.

Hear it on your phone

Request a demo call and the agent phones you, set up for chiropractors like yours.

Get a demo call