SimboVara Workflow Customization: Build Appointment Workflow Questions - Admin Panel
Purpose
Define how Copilot books or collects details for new and follow-up appointments.
Where to edit: Appointment Workflow Questions
Suggested questions and conditions
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Is the caller an existing patient with us or a new patient
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What is the reason for the appointment
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With which doctor or department do they need to schedule the appointment
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**If the patient says they are a new patient**, please transfer the call to XXX-XXX-XXXX
Steps
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Enter the questions and the new-patient transfer rule.
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Replace the placeholder transfer number with your own.
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Click Save and test.
Tips and Good practices
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Keep the “reason for visit” prompt simple to increase completion rates.
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Route new patients to a dedicated line if your intake requires extra steps.