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Intake and booking agent for Bankmed

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

Riverside Family ClinicIntake and booking agentWhatsApp

Customer: Hi, I’d like to book. A cough that has lasted two weeks.
Red-flag check: none foundSymptom red flags
Read open slotsBankmed
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?
Customer: Tuesday.
Booked and intake filedBankmed
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 Bankmed

Saves the person’s Bankmed details with the booking, so the practice can check cover
Match the member to their Bankmed option from the 6 on file (Core Saver, Comprehensive, Basic and 3 more), with their membership number, from a message or a photo of their card
Answer general questions about Bankmed cover, and send plan-specific ones to the Bankmed service line (0800 226 5633) rather than guess
Read a claims or benefit statement the member sends and explain each line still owed, in plain words

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

Yes.

No.

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