Outbound: the agent calls

Calls to book a visit when the doctor wants to discuss results

A doctor reviewing forty results a day flags six that need a conversation. Reception used to chase those six between check-ins. Now each patient gets a calm call and a booked visit, and nobody hears their results from the phone.

When it starts

A physician marks a result, report or consult letter "book a visit to discuss".

What the agent does

Calls the patient, books the visit in the time frame the doctor set, keeps the results with the doctor.

What your team gets

Every flagged patient booked, a nurse alert for anyone worried, and a list of who couldn't be reached.

How it works

  1. Picks up the doctor's flag

    The doctor marks a result "book within a week" or "book this month". That's her list, nothing else.

  2. Calls calmly

    "Dr. Mensah would like to go over your recent results with you." No hint of what they say, good or bad.

  3. Books in the window

    An opening inside the time the doctor set, phone or in person as the doctor chose, with a longer slot if asked for.

  4. Handles the worry

    A patient who asks "is it bad?" hears kindly that the doctor wants to go over it with them, and can be put through to the nurse.

  5. Tries again

    No answer: a voicemail that only asks them to call the clinic, and more tries on the schedule you set.

  6. Reports back

    The doctor sees each flagged patient as booked, declined or unreached, so nothing is lost.

Example call

  1. AI agentHi, is this Sandra Ouellette? It's Emma calling from Riverside Family Health. Is now an okay time?
  2. CustomerYes, this is Sandra.
  3. AI agentDr. Kowalski would like to go over your recent results with you. She asked for a visit within the next week. I have Thursday at 2:10 or Friday at 9:30.
  4. CustomerIs something wrong?
  5. AI agentI don't have the details, and Dr. Kowalski wants to explain them herself. If you'd like to talk to the nurse before then, I can put you through now.
  6. CustomerNo, that's okay. Thursday at 2:10.
  7. AI agentYou're booked Thursday at 2:10 with Dr. Kowalski. I'll text you the confirmation. Call us anytime if you have questions before then.

After the call: Sandra's visit is booked inside the doctor's one-week window, the flag on her result shows as booked, and the nurse wasn't needed this time.

What your team gets

  • Flagged results booked inside the doctor's time frame
  • No result details said on the phone or in a voicemail
  • Worried patients put through to the nurse
  • Unreached patients listed for the doctor
  • Each call logged on the chart
Set up with you: The team sets up a connection to your OSCAR Pro, Accuro, PS Suite, Med Access or Juno EMR so she sees only the results a physician flagged for a visit, and sets with your doctors the wording, the calling hours and the number of tries.

Questions

Does she ever tell a patient their results?

No. She only books the visit, and says the doctor wants to go over them in person or by phone.

What does she leave on voicemail?

Only her name, the clinic and a request to call back. Nothing about results or the reason.

What if a patient is very upset?

She slows down, stays kind, and offers to put them through to the nurse right away.

Hear it on your phone

Request a demo call and the agent phones you, set up for medical and walk-in clinics like yours.

Get a demo call