# Doctors & clinics

> The clinic playbook: missed-call redirect, booking on the call, verified account talk, voicemail triage, recall batch calls, and the reminder cadence that kills no-shows.

## On the phone

- **Missed-call redirect** — the office keeps its number and phone system; `*71` forwards only unanswered/busy calls to the AI, which answers as the practice, books into the calendar, answers insurance and hours questions, and tickets anything clinical.
- **Front-desk answering** — greeting, hours, directions, insurance from [knowledge](/docs/ai/knowledge); "prescription refill" routes to its own flow; "talk to a person" transfers to the desk with context.
- **Booking on the call** — who it's for, reason ([guardrails](/docs/ai/guardrails) keep it off diagnosis), preferred times; books with the [scheduler tool](/docs/scheduler/overview); repeats it back; texts the confirmation while still on the line.
- **Verified account talk** — SMS code or DOB questions before anything personal; failed verification transfers to a human.
- **After-hours** — takes the voicemail, transcribes it, opens the ticket; the morning shift finds a queue instead of a full mailbox.
- **Recall batch calls** — CSV of patients due for check-ups → each gets a call in the clinic's voice offering times; booked ones land on the board.

## Workflows

- **Appointment request → confirmed** — form submitted → deal in *New requests* → email the patient → email the desk → on move to *Booked*, confirmation text.
- **Missed call → call-back promise** — unanswered → SMS "sorry we missed you" → [help-desk ticket](/docs/helpdesk/overview) so a human owns the call-back.
- **Voicemail → triaged** — ticket with the caller as requester; assignment rules route it.
- **New-patient intake** — chat dialogue + variables → webhook to the EHR or [`/crm/ingest`](/docs/api/crm-ingest); escalation topics ring a human.

## Social front desk

Instagram DMs ("do you take my insurance?", "how do I book?") answered instantly by the same agent with its own IG-only flow; anything clinical escalates to the desk.

## Keep & grow

The [reminder cadence](/docs/workflows/recipes) (email at booking, SMS the day before, morning-of text) cuts no-shows 30–50%. No-show recovery by column; recall [campaigns](/docs/campaigns/overview) (voice or SMS) from a "not seen in 6 months" audience; review request on *Seen*.

> **THE MATH:** A practice with a 15% no-show rate at $200/slot loses more per week than OpenAgent costs per year. Typical pricing for this stack: $500–800/mo, with recall batch calls as a quarterly add-on the clinic can measure in booked visits.