Desk for clinics

The receptionist who neverforgets a returning patient.

Concern, doctor, slot, in one call. Returning patients are recognised by their number, so their details and preferred doctor are already filled, and every “I'll check with my family” becomes a callback with a time.

Clinic starterblueprint.json · v7
Labels
PatientAppointmentDoctor
Stages
NewQualifiedSlot offeredBookedVisited
Outcomes
BookedWill call backChecking with familyPrice enquiry
Policy
15-min slots10-min holdReminders 24h + 2h

The clinic script

How a patient call goes.

  1. 01

    Number, then who it is for

    “Is the appointment for yourself?” If not, the relation and the patient's name, and nothing else changes.

  2. 02

    What brings them in

    The concern as chips, mapped to a consultation type, with the fee read out from your price list.

  3. 03

    Doctor and time

    A preferred doctor or the first available; mornings, afternoons or evenings.

  4. 04

    Slot, held, confirmed

    Free slots for that doctor, held while you confirm, then the confirmation email.

What the clinic starter ships with

Ready on day one, renamed in minutes.

  • Fields

    Caller is the patient, relation, age group, gender, visited before, reason for visit, consultation type, preferred doctor, preferred time, insurance or TPA, how they heard of you.

  • Outcomes

    Booked, will call back, checking with family, price enquiry only, not interested (with a reason).

  • Stages

    New, qualified, slot offered, booked, visited, not booked, did not visit. Booking and attendance move them for you.

  • Sources

    Phone, walk-in, Practo, Justdial and Google Ads as named sources, so reports show which ones book.

Switched on for clinics

The parts a clinic uses.

  • Check-in and the waiting roomBusiness

    Arrivals, called through, and who has waited longest.

  • Due backBusiness

    Everyone past their six-month check-up, as a call list.

  • Courses of appointmentsBusiness

    A course of physio booked as one series.

  • What patients always ask forAll plans

    Always the same doctor, mornings only: offered at the next booking.

  • Viewers for doctorsAll plans

    A doctor who only looks at their own day is a viewer and never uses a seat.

  • UtilisationBusiness

    Each doctor's booked time against their rostered hours.

Questions

Asked before buying.

Does Desk keep medical records?
No. Desk holds what the front desk needs: intake answers, bookings and follow-ups. It sits beside your clinical software rather than replacing it.
Can patients book online?
Yes, through the public booking link on Business and Enterprise, into the same diary and rules.