Port Stanley Onboarding
What email should we send all call alerts too?
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Dentist Names & Specialties
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Do you have a lunch break where calls go unanswered?
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Do you have a lunch break where calls go unanswered?
If yes, what time is lunch?
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What holidays does the clinic close for?
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When you close for holidays do you block the schedule in your PMS?
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When you close for holidays do you block the schedule in your PMS?
Do you have an SMS number patients can text?
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Do you have an SMS number patients can text?
IF YES - Whats your SMS text provider? ( weave, nexhealth, etc)
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Do you do Block Scheduling ?
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Do you do Block Scheduling ?
What services does your clinic offer ?
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What are NEW patient appointment types AI can book?
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What are NEW patient appointment types AI can book?
Beyond the appointment types listed above, are there any other services you allow the AI to book a NEW patient into directly without them being seen first?
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Should a cleaning always be included with a NEW patient exam ?
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Should a cleaning always be included with a NEW patient exam ?
What are EXISTING patient appointment types AI can book
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What are EXISTING patient appointment types AI can book
Beyond the appointment types listed above, are there any other services you allow the AI to book an EXISTING patient into directly without them being seen first?
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When a patient calls and mentions their child needs an appointment, which provider should the AI book them with?
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Is there a minimum age for children you accept as new patients?
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What qualifies a patient as truly needing an emergency booking ?
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When a patient qualifies as an emergency, what should the AI do?
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When a patient qualifies as an emergency, what should the AI do?
Please provide the cell number to send all emergency alerts ?
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Do you have an appointment buffer time ? (how soon can patients book?)
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Do you have an appointment buffer time ? (how soon can patients book?)
Should EXISTING patients be allowed to book with a different provider/ dentist when scheduling ?
Should EXISTING patients be allowed to book with a different provider/ dentist when scheduling ?
Should NEW patients be allowed to select the provider/dentist they want to book with ?
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Should NEW patients be allowed to select the provider/dentist they want to book with ?
Sedation options offered:
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Please select all Insurance providers you direct bill
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Please select all Insurance providers you direct bill
Please select all Government programs you direct bill
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Please select all Government programs you direct bill
Please list all insurance providers or government plans that were not mentioned.
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Please explain the points of how you want AI to educate your patients about CDCP to reduce any confusion
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How do you currently confirm appointments and send reminders?
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How do you currently confirm appointments and send reminders?
If you use a software, what is it called?
Would you want AI to fully handle confirmations and reminders to reduce no shows?
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Would you want AI to fully handle confirmations and reminders to reduce no shows?
What is your cancelation/ rescheduling policy?
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What is your cancelation policy time frame?
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If a patient cancels or reschedules on short
notice, what happens to the slot?
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If a patient cancels or reschedules on short
notice, what happens to the slot?
Would you want AI to help fill cancelled/unconfirmed slots?
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Would you want AI to help fill cancelled/unconfirmed slots?
For NEW patients should the AI screen for insurance before booking?
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For NEW patients should the AI screen for insurance before booking?
Please list which insurance providers to screen out
Please list all the qualifying questions you want the AI to ask NEW patients before booking them into any kind of appointment
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What info should the AI collect for NEW patients
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What info should the AI collect for NEW patients
Do you send patients digital intake forms before their visit?
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Do you send patients digital intake forms before their visit?
What should NEW patients bring to their first appointment ?
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What info should the AI collect from EXISTING patients?
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What info should the AI collect from EXISTING patients?
What should your receptionist be named?
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Customize the AI's greeting:
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What tone/personality should the AI have?
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What tone/personality should the AI have?
What languages should the AI be able to communicate in?
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What languages should the AI be able to communicate in?
Additional office policies the AI should know
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Frequently Asked Questions from callers
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How does your clinic currently handle recall campaigns?
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How does your clinic currently handle recall campaigns?
Is it common to have patients with unbooked recommended procedures?
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Is it common to have patients with unbooked recommended procedures?
IF YES: Do you follow up with them or no?
IF YES: Do you follow up with them or no?
Would you like AI to handle your follow ups and book overdue/ unbooked appointments?
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Would you like AI to handle your follow ups and book overdue/ unbooked appointments?