Five flows a clinic automates first
Booking. Trigger: a patient messages the clinic or taps an ad. Message: a list of services or doctors, then a booking link. Reply: the patient picks a slot in Calendly or Zoho Bookings, or sends a preferred time that reception enters into the clinic's own system. Handover: first-time patients with questions about a procedure go to a coordinator.
Reminder. Trigger: the appointment is a day away. Message: a utility template with the date, time, doctor, branch and a location pin. Reply: Confirm, Reschedule or Cancel. Handover: cancellations alert reception so the slot can go to someone waiting.
Pre-visit instructions. Trigger: a booking is confirmed for a service that needs preparation. Message: what to bring, whether to fast, how early to arrive, where to park. Reply: questions go to the nurse or coordinator, not to the bot.
Results ready. Trigger: reception marks a report as ready. Message: 'Your report is ready. Please collect it from reception or view it in the patient portal.' No test names, no values. Handover: questions about what the results mean go to the doctor, in person or by phone.
Follow-up. Trigger: a set time after the visit. Message: a check-in and, where the doctor asked for one, a link to book the next appointment. Reply: patients who say they are not improving reach a person at once.