Schedule + prescreen
An AI voice agent calls a newly referred patient, asks the prescreen questions and hands off to scheduling.
- Patients
- Imaging
Practices import this playbook into MediFlow in one click. It starts in Watch only mode, so nothing goes out until the practice is ready.
Is it a fit?
When to use it
Use it when your imaging center wants new patients called soon after a referral, with the standard prescreen questions asked before booking.
When not to use it
Skip it if a technologist must ask every prescreen question in person, or for patients who have asked not to be called.
Why it helps
Prescreen calls are long and repetitive, and they often have to happen before a visit can be booked. The agent asks your approved questions, records the answers and warm-transfers the patient to your scheduling team.
How it works
The path every call follows. The agent always says it's an AI assistant, checks it's the right person first, and never gives medical advice.
Greeting
- Says the call is recorded, then that it's an AI assistant calling for the practice.
Right person?
- Confirms it's speaking with the patient before naming any appointment or exam. If someone else answers, it shares nothing and asks them to have the patient call back.
Main steps
- Asks your practice's prescreen questions and records the answers.
- Notes the days and times that work for the patient.
Outcomes
- Warm-transfers the patient to the scheduling team to book.
- Answers that need a closer look are flagged for staff.
- No answer or wrong person: logs the attempt for staff.
Steps
- A new imaging order comes in.
- The agent calls the patient and confirms it's the right person.
- It asks the prescreen questions your team approved.
- It notes good times and warm-transfers the patient to scheduling. It never books on its own and never gives medical advice.
- Answers and any flags are saved on the case.
Sample call
Hear how the AI voice agent handles this call. It's scripted and voiced by AI: the people, dates and numbers are made up.
Prescreen and hand-off to scheduling
The agent checks it has the right person, asks the prescreen questions, notes good times and warm-transfers the patient to the scheduling team.
Sample call, not a real patient.
Transcript
Works well with
- Workflow · Call us to scheduleCall us to schedule
When a new imaging order comes in, ask the patient to call the scheduling team to book their visit.
- Workflow · Prescreen flagPrescreen flag: tell scheduling
When a prescreen answer needs a closer look, flag it for the scheduling team before the visit.
- Workflow · Not scheduledNot scheduled after a week
Nudge patients who have an order or referral but still haven't booked a visit, and let staff know.
See it on your own cases
We'll show you how this playbook would run in your practice, and which others fit with it.