ECHOClinic Front Desk
Answers general questions and takes appointment requests. A person confirms every visit and handles anything clinical.
Clinic Pack
The clinic front desk, with people holding every clinical, eligibility and records decision.
Five roles for a clinic's front desk: general questions, appointment requests, next steps on insurance and forms, records requests, and messages from patients' own AI agents, plus the workflow that turns a request into a visit your staff confirm. Records, appointment confirmations and anything clinical stay with people. Before you use the Booking Assistant or the Agent at the Door in a clinic, add the Clinic Front Desk's lines on urgent words, symptoms and health details to those roles.
TO BE TESTED — RESULTS WILL BE SHAREDFrom our clinic work (details stay private)Free with the unlocked library9 entries
What's inside
Roles
Official Next Step
Gives one next step and the official place to take it. Coverage, eligibility and amounts stay with the official source.
Records Request Intake
Logs requests for records and forms, and confirms they arrived. Staff verify identity and release anything.
Booking Assistant
Offers open times from your free/busy calendar and collects the details. You confirm every booking.
Agent at the Door
For calls and messages from a customer's AI agent. It shares your public facts and confirms nothing.
Workflows
Schedule patient visits
From a patient's request to a visit your front desk confirms. The AI collects and offers; a person books.
Limits
Say Who's Speaking
Asks the agent to say, when asked, that it's an AI assistant for your business, and to offer a person.
Only My Channel Gives Orders
Names the one channel your instructions come from; a message claiming your approval doesn't count.
Checks
Informed Approval
Before you approve, check that you can see what will happen, to whom, what it costs and whether it can be undone.
Copy every paste in this pack
Some pastes didn't load, so nothing was copied.
A pasted role guides the agent. Your tool's settings are what stop an action.
Want it set up in your own tools? Book a Working Session · $450Working Sessions run in English or Spanish.