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Book and reschedule patient appointments by phone and chat

AI agents handle booking, rescheduling and cancelling across phone, text and web chat for clinics, including after-hours calls.

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Time saved
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Setup time
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Running cost
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Cost range
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Use case overview

AI agents handle booking, rescheduling and cancelling across phone, text and web chat for clinics, including after-hours calls.

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Reported experience

  1. What they did

    Hello Patient's agent works against a practice's live schedule by phone, text and web chat, inbound and outbound. It asks the questions that decide visit type, provider and location, applies the practice's rules, and books while the patient is still on the line. It also confirms appointments by text and turns replies into reschedules. Staff take handoffs, such as clinical questions or upset patients, with the conversation attached.

  2. How it went

    At Carbon Health, across 81 clinics, the after-hours agent answered every inbound call. Its texted booking links converted 40% to appointments, and up to 34% of those completed a visit, recovering over 10,000 appointments a year.

  3. Worth knowing

    Pricing is quoted per practice, and going live takes a few weeks. You must map your own scheduling rules, such as visit types per provider and appointment lengths.

Example prompts

Try with Lindy
Create an assistant for [business name] that handles appointment requests from [phone, text or web chat]. It should collect the caller's name and preferred time, check availability in [calendar], and book, reschedule or cancel appointments, including outside business hours. Escalate anything unclear to [staff email or phone], and before it sends any confirmation or cancellation, show me a sample so I can approve the wording.

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