10+
Businesses use this Template
Phonely's groundbreaking AI allows your medical practice to significantly enhance the patient experience, minimize administrative burdens, and reliably capture the valuable information you need to deliver exceptional patient care.
Phonely’s innovative AI booking template revolutionizes how medical clinics handle patient consultation scheduling by automating phone interactions with precision and ease. With Phonely’s AI-powered concierge, your clinic’s phones are answered instantly, patients can request to speak with a Patient Concierge Lead, and important pre-appointment assessment information is collected seamlessly — all without additional receptionist overhead or missed calls.
Reducing your staffing dependency and associated labor costs by over 70%, while improving your patient intake process, this AI-driven solution allows healthcare providers to focus on what matters most: delivering exceptional patient care experiences. Plus, with Phonely’s free plan offering 200 minutes per month and a dedicated phone number, healthcare providers can get started easily and affordably while immediately seeing the positive impacts.
Continue reading to delve into exactly how this specialized healthcare appointment scheduling AI template works and the benefits it provides to medical practices.
Greeting and Identifying Purpose – As soon as the phone rings, Phonely’s AI answers promptly, professionally greeting the patient, offering to assist in booking a convenient appointment time, scheduling a call-back by the Patient Concierge Lead, or providing additional assistance.
Gathering Patient Personal Information – The AI politely and accurately collects vital patient information necessary to prepare effectively for their appointment, including:
- First and last name (with precise spelling verification)
- Date of birth (DOB)
- Best call-back number and preferred contact time for personalized follow-up
Assessing Patient Needs – Phonely quickly identifies the precise reason for the consultation, ensuring clarity and establishing the patient's expectations. It asks detailed questions to understand specific medical or cosmetic needs, the patient’s main concerns, and the impact this concern is having on their daily life on a scale from 1 to 10.
Understanding Decision Factors and Patient History – The AI respectfully gathers further valuable insight into each patient by asking whether they have previously visited a cosmetic surgeon, their preferred time frame for the procedure or surgery, and what factors will most significantly influence their decision-making. These may include personal confidence, aesthetic desires, readiness from a financial standpoint, or perceived quality of life improvements.
Identifying Patient Preferences – Lastly, Phonely ensures the practitioner has comprehensive expectations by inquiring about the most critical factors for choosing the treatment offered. These aspects could range from the investment associated with a procedure, the expertise and care provided by the medical team, the approach and experience during the treatment itself, or achieving the best possible outcome.
Scheduling Concierge Follow-Up – With essential information gathered, the AI provides the patient with a personalized follow-up call at a preferred time from the Patient Concierge Lead, making for a comfortable, personalized patient experience.
Records, transcribes, and summarizes the conversation – Post-call, Phonely records, securely stores, and transcribes the entire interaction in the practice’s dashboard. Its advanced AI then performs an insightful analysis, summarizing key conversation points, gauging caller sentiment, identifying call objectives, and supplying any action items to ensure your team always follows through flawlessly.
Immediate Patient Notifications – Phonely automatically sends an instant text and email confirmation to the patient, summarizing important information and next steps clearly. Patients leave each call confidently, knowing their request has been acknowledged and next steps clearly communicated.
Proactive Team Communications – Simultaneously, healthcare providers are promptly notified through emails and internal calendar updates. Teams are informed right away of new appointment inquiries, patient needs, detailed concerns, and any other relevant details collected by your AI assistant, streamlining your team's follow-up and saving valuable administrative time.
Every business has unique needs, and Phonely is built to adapt. The goal is to fully automate your phone receptionist system, ensuring that AI can handle calls just as effectively as your team would if not better.
By integrating directly with scheduling tools, knowledge bases, CRMs, and messaging systems, Phonely can answer customer questions, book appointments, send follow-ups, and even transfer calls to the right person without missing a step. Whether your business needs AI to handle complex inquiries, process transactions, or manage high call volumes, customization ensures that every conversation is efficient, natural, and tailored to your business. Keep reading to learn how to customize Phonely.
STEP 1
Create an account and customize your business
Setting up Phonely takes just a few minutes. After signing up, you’ll be guided through a simple onboarding process where you choose a voice for your AI agent and receive a dedicated phone number for your business. Once you have your Phonely number, you can easily forward your existing business number to it, allowing AI to start handling calls immediately.
During setup, you’ll go through a few key steps to customize your AI, including selecting call handling preferences and linking any essential tools. Once configured, your AI agent is ready to take calls, answer customer inquiries, and follow your business workflows no technical expertise required.
STEP 2
Connect your business knowledge
Phonely ensures your AI agent has all the information it needs to handle calls just like a human receptionist. You can import your entire website, allowing the AI to pull details about your services, pricing, and FAQs instantly. If you have a knowledge base or internal documentation, Phonely can integrate with that too, giving your AI access to specific policies, processes, and answers tailored to your business.
STEP 3
Add call floes to your agent
Phonely gives you complete control over how your AI agent handles calls by allowing you to build custom call flows. A call flow is a series of AI prompt blocks, question blocks, and real-time or post-call integrations that guide your AI through different interactions. Whether you need the AI to gather customer information, ask follow-up questions, transfer calls, or trigger an action like sending an email or updating a CRM, you can design the perfect workflow.
You can create call flows from scratch, import them from a template, or even have AI generate them for you using a recording or an existing call script. This flexibility ensures your AI agent adapts to your business needs while providing a structured and efficient experience for every caller.
STEP 4
View and analyze your AI Calls
Phonely provides powerful insights into every call, allowing you to track performance, refine call flows, and optimize customer interactions. You can access AI-generated summaries, full call recordings, and transcripts to quickly review conversations. Advanced analytics let you dive deeper into call sentiment, outcomes, and key topics, giving you a clear picture of how your AI agent is handling inquiries.
Beyond reviewing past calls, Phonely helps you improve performance over time. You can see where callers are hanging up or getting stuck, test different approaches with A/B testing, and fine-tune your call flows based on real data. With these insights, you can continuously enhance your AI agent’s effectiveness and ensure every call delivers the best experience possible.
If your business handles over 2,000 calls per month, you may qualify for Phonely’s Enterprise Plan, which includes advanced features designed for high-volume operations. Additionally, if you need priority support, white-glove monitoring, AI buildout and integrations, custom features, or additional data controls, our enterprise solutions provide the flexibility and security you require.
Some key enterprise features include:
Dedicated Infrastructure & Provisioned Capacity – Scale effortlessly with high availability and 99.999% uptime.
Advanced Security & Compliance – SOC2 Type II, HIPAA, and PCI DSS compliance for full data protection.
Custom AI Development – Work directly with our team to build AI agents tailored to your business workflows.
Priority Support & White-Glove Service – Get hands-on assistance with onboarding, monitoring, and ongoing optimizations.
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