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Intake and booking agent for Cliniko

The intake and booking agent for Cliniko 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 slotsCliniko
  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 filedCliniko
  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 Cliniko

  • Reads open slots in Cliniko, books the visit and files the intake for the clinician
  • Read the diary in Cliniko and book, move or cancel an appointment when someone asks
  • Send the practice’s own intake form before a first visit and file the answers
  • Find people who have not rebooked after a visit and invite them back

Tools.

ClinikoCustomSymptom red flagsLiveWhatsAppLiveGoogle CalendarCustomVoice and phone callsLive

Questions

What does the intake and booking agent do with Cliniko?

Reads open slots in Cliniko, books the visit and files the intake for the clinician.

Is the Cliniko connector live?

Not yet as a ready-made connector.

Does the intake and booking agent triage people clinically?

No.

Does the agent write into Cliniko?

Only what you allow: usually intake answers, call summaries and documents, for your clinicians to review.

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.

The intake and booking agent by vertical

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The intake and booking agent with other connectors