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

 

1. Enter the questions and the new-patient transfer rule.

2. Replace the placeholder transfer number with your own.

3. 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.