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Intake and booking agent for Aetna

The intake and booking agent for Aetna is a ready-made agent on Health Loops.

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Riverside Family ClinicIntake and booking agentWhatsApp
  1. Customer: Hi, I’d like to book. A cough that has lasted two weeks.
  2. Red-flag check: none foundSymptom red flags
  3. Read open slotsAetna
  4. Intake and booking agent: Thanks Johan. I can book you in at Riverside Family Clinic on Tuesday at 10:30 or Wednesday at 15:00. Which suits you?
  5. Customer: Tuesday.
  6. Booked and intake filedAetna
  7. Intake and booking agent: You’re booked for Tuesday at 10:30. I’ll send a reminder the day before. If anything gets worse before then, message me straight away.
Sample conversation. People, brands and figures are made up.

What it can do with Aetna

  • Saves the person’s Aetna details with the booking, so the practice can check cover
  • Match the member to their Aetna option from the 3 on file (Open Access, HMO and PPO), with their membership number, from a message or a photo of their card
  • Answer general questions about Aetna cover, and send plan-specific ones to the Aetna service line rather than guess
  • Read a claims or benefit statement the member sends and explain each line still owed, in plain words

Tools.

AetnaLiveSymptom red flagsLiveWhatsAppLiveGoogle CalendarCustomVoice and phone callsLive

Questions

What does the intake and booking agent do with Aetna?

Saves the person’s Aetna details with the booking, so the practice can check cover.

Is the Aetna connector live?

Yes.

Does the intake and booking agent triage people clinically?

No.

Does the agent decide Aetna claims or authorisations?

No.

Does the agent triage or diagnose patients?

No.

Ollie’s agents give wellness guidance. They don’t diagnose or prescribe, and hand off to a human expert when needed.

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