New injuries booked into an initial assessment
The person who threw out their back shovelling calls at 7 a.m. before work, and calls the next clinic on the map if nobody answers. Now they get a first assessment this week, know whether their plan is billed directly, and have the intake forms in their inbox.
Someone new calls with an injury, pain or a doctor's suggestion to see a physio.
Books the initial assessment with the right physio and length, explains billing and referrals, sends forms.
A booked assessment, the injury in the patient's words, insurer details and completed forms.
How it works
- Hears what happened
Where it hurts, how it happened and when: shovelling, a fall on the ice, a hockey hit, a slow build. In their words, with no questions about cause.
- Watches for red flags
New numbness in both legs, losing bladder control, chest pain. Those callers are told to go to emergency or call 911, by your clinic's list.
- Matches the physio
Pelvic health, vestibular, concussion, sports: patients go to the physio who sees that, or whoever has the first assessment opening.
- Books the longer visit
An initial assessment, 45 or 60 minutes, not a 30-minute follow-up. Early mornings and after-work times for people with jobs.
- Explains billing
Which insurers you bill directly, and that some plans ask for a doctor's note before they pay. She takes the insurer and member numbers.
- Sends the forms
The intake and consent forms by email, what to wear, parking, and a text confirmation.
Example call
- CustomerHi, I hurt my back shovelling the driveway on Saturday. I can barely stand up straight. Can I get in this week?
- AI agentOh no, I'm sorry. We can get you in. Any numbness or tingling down your legs?
- CustomerNo, it's just my lower back. It's really tight.
- AI agentOkay. Priya has an initial assessment Wednesday at 7:15 in the morning, about 45 minutes. Would that work before work?
- CustomerThat's perfect. Does my work insurance cover this?
- AI agentWho's your plan with?
- CustomerGreen Shield.
- AI agentWe bill Green Shield directly, so you'd only pay any part the plan doesn't. Some plans want a doctor's note, and Green Shield will tell us when we submit. I'll email you the intake forms now. Wear something loose.
After the call: Priya's Wednesday 7:15 assessment shows "lower back, shovelling Saturday, no leg symptoms", the Green Shield details are on the file, and the intake forms are back before the patient walks in.
What your team gets
- Initial assessments booked with the right length and physio
- The injury noted in the patient's words
- Red-flag callers sent to emergency by your clinic's list
- Insurer and member numbers on file for direct billing
- Intake and consent forms completed before the visit
Questions
Does she tell people whether to rest or move?
No. She books the assessment and takes their question down for the physio. She never suggests a stretch or a treatment.
Do patients need a doctor's referral?
Not to see a physio. Some insurance plans ask for one before they pay, and she says so plainly.
Can she book a pelvic health or concussion assessment?
Yes, with the physio you name for it and the longer time those visits take.
Hear it on your phone
Request a demo call and the agent phones you, set up for physiotherapy like yours.