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 **, please transfer the call to XXX-XXX-XXXX 

 

 

 Steps 

 

 

 Enter the questions and the new-patient transfer rule. 

 

 

 Replace the placeholder transfer number with your own. 

 

 

 Click Save 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.