openline

Industries · Healthcare

Managing patients gets easier.

The desk books new patients, reminds them before the visit, and follows up on open balances.

Where it helps

The businesses that live on the phone.

Same desk, multiple applications.

  • Dental

    Tomorrow's book

    “You have a cleaning Thursday at 10. Reply YES to confirm.”

  • Primary care clinics

    New patient call

    “The next new-patient visit is Tuesday at 9. Should I hold it?”

  • Med spa

    Patient balances

    “Your balance from Thursday's visit is $180.”

  • Physical therapy

    Missed visits

    “You missed Thursday. Monday at 2 is open. Should I book it?”

Duty 01 · Patient scheduling

Harborview Primary Care

The desk books the visit and reminds them to come.

Inbound and outbound

A new patient calls. The desk takes the intake and books the visit.

The desk asks who is calling, why they need a visit, and books the next opening on your book.

Calls come from

  • Your phone line
  • The clinic book
  • New patient forms

  1. 8:12 AM

    Call

    In

    I need a new-patient physical.

  2. 8:14 AM

    Call

    Out

    Name and reason taken. Tuesday at 9 held.

  3. 8:15 AM

    SMS

    Out

    Intake noted. Tuesday at 9 confirmed.

The intake call

  1. Open line

    Harborview Primary Care, this is the front desk. How can I help?

  2. Priya S.

    I need a new-patient physical.

  3. Open line

    I can take that. What's your name, and is Tuesday at 9 all right?

  4. Priya S.

    Priya Shah. Tuesday at 9 works.

Duty 02 · Patient balances

Bright Smile Dental

The visit is done. The balance is still open.

Outbound

The balance from Thursday is still open. The desk follows up.

Give the desk the open patient balances. It texts a reminder and calls if it is still unpaid.

Balances come from

  • Patient balances
  • Your books
  • Completed visits

  1. Day 1

    SMS

    Out

    Your balance from Thursday is $180.

  2. Day 4

    Call

    Out

    They answer and ask for the link.

  3. Day 4

    SMS

    Out

    Payment link sent.

The call about the balance

  1. Open line

    This is Bright Smile Dental. Your balance from Thursday's visit is $180. I can text you the payment link.

  2. Maya T.

    Yes, send the link. I'll pay it tonight.

  3. Open line

    Sent. $180, due tonight.

FAQ

Healthcare, answered.

No. It shares only the facts you give it, like hours, openings, and balances.

Ready

Paste the prompt. Your front desk is open.