# SimboVara Workflow Customization: Build Appointment Workflow Questions - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simbovara-ai-phone-agent-for-medical-practices/page/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

- Is the caller an existing patient with us or a new patient
- What is the reason for the appointment
- With which doctor or department do they need to schedule the appointment
- \*\*If the patient says they are a new patient<span class="s1">\*\*, please transfer the call to XXX-XXX-XXXX</span>

### Steps

1. Enter the questions and the new-patient transfer rule.
2. Replace the placeholder transfer number with your own.
3. Click <span class="s1">**Save**</span> and test.

### Tips and Good practices

- Keep the “reason for visit” prompt simple to increase completion rates.
- Route new patients to a dedicated line if your intake requires extra steps.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simbovara-ai-phone-agent-for-medical-practices/page/simbovara-workflow-customization-build-appointment-workflow-questions-admin-panel