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Intake and booking agent for Heritage Health

The intake and booking agent for Heritage Health 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 slotsHeritage Health
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 filedHeritage Health
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 Heritage Health

Saves the person’s Heritage Health details with the booking, so the practice can check cover
Match the member to their Heritage Health option from the 8 on file (Camelthorn, Maroela, Hoodia and 5 more), with their membership number, from a message or a photo of their card
Answer general questions about Heritage Health cover, and send plan-specific ones to the Heritage Health service line (083 334 2790) 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 Heritage Health details with the booking, so the practice can check cover.

Yes.

No.

No.

No.

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