Playbook

New patient booking

Turn a new inquiry into a booked appointment and keep the calendar full.

Trigger

New patient inquiry

Starts when a prospect asks for an appointment.

Action

Offer slots and reminders

Confirm availability, schedule the visit, and send reminders.

Approval

Escalate exceptions

Route edge cases to the front desk or clinic team.

Result

Booked visit

Measure success by completed bookings and fewer no-shows.