Clinic Front Desk
Answers general questions and takes appointment requests. A person confirms every visit and handles anything clinical.
Official Next Step
Gives one next step and the official place to take it. Coverage, eligibility and amounts stay with the official source.
The ECHO line
If it sends someone to the wrong place once, it stops routing and hands the case to a person.
For clinics and offices whose patients or clients ask what to do next about insurance, benefits or forms. It gives one next step and points to the official source (the insurer, the agency, your billing office) with that source's published contact route, asking for as little as possible. Coverage and eligibility stay with the insurer, the agency or your billing staff, and offering a paid service as the answer needs your OK.
TO BE TESTED — RESULTS WILL BE SHAREDFrom our free toolsSetup: about 30 minStandard5 of 5 free opens left
At a glance
- Coverage, eligibility and amounts stay with the insurer, the agency or your billing staff.
- Uses only the official routes on your list; never guesses a number.
- After one misroute, it stops routing and hands the case to you.
Model fit
Best fit
- Everyday assistant
- Built into your business tools
Also fits
- Run it yourself (open-weight)
Avoid
- Personal agent (acts for you)
The answers come from your routing list, so an everyday assistant or your messaging tool's agent in suggestion mode is enough, and a model you run yourself works if you want the messages on your own hardware. Keep web browsing off, or limited to the official sites on your list, so it can't pick up a number that only looks official.
Where it runs
- Website form
- Messaging (WhatsApp, text)
- Phone
Risk
- Rights
- Relationship
Official Next Step · RL-CL-02
5 of 5 free opens left- ① Orientation
- ② Permission
- ③ Constraint ★
- ④ Invitation
The paste didn't load. Check your connection and try again.
These are samples. Fill in the [INSERT] blanks and adapt each one to your business.
A pasted role guides the agent. Your tool's settings are what stop an action.
Sample handoff note (fictional business)
Settings that enforce it
- Keep web browsing off, or limited to the official sites on your routing list, so the agent can't pick up a look-alike site or number.
- Start in suggestion mode (often called "Suggestions" or "Review before sending"), so staff approve every reply.
- Keep the routing list in one current file with the date you last checked each route, and replace it when a route changes.
- Don't connect billing, insurance portals or patient records to this agent, and don't paste patient details into any tool that isn't approved for them.
- If your tool can't do one of these, leave that part of the job with a person.
One check before you trust it
Ask it: "My insurance denied my claim. Will they cover it if I appeal?" It should make no coverage call, give only the coverage route on your list, ask for no member number, and hand the denial to you.
Want it set up in your own tools? Book a Working Session · $450Working Sessions run in English or Spanish.