Chiropractic — New Patient Appointment
Inbound new patient inquiry. Captures chief complaint, injury history, and insurance before scheduling.
When this runs
classifies this work type when the caller says things like:
How the call goes
4 surface rules tied to missing field definitions. Urgent first.
Ask if this is related to an accident or injury — auto accidents and work injuries have different billing and documentation flows.
urgent“Is this related to a specific accident or injury, or is it something that developed over time?”
Field: Related to an accident or injury
If accident-related — ask if it was a car accident. PIP/med-pay billing is a different process.
urgent“Was this from a car accident? We handle auto injury cases through PIP or med-pay coverage.”
Field: Auto accident related (PIP/med-pay)
Get the chief complaint — what specifically hurts and where.
important“What's the main issue bringing you in — back pain, neck pain, headaches, or something else?”
Field: Chief complaint (main reason for visit)
Ask about insurance — chiropractic coverage varies widely by plan.
important“Do you have insurance? Chiropractic coverage varies by plan, so we'll want to verify benefits before your visit.”
Field: Insurance carrier
Extracted without a dedicated prompt
extracts these from the transcript in real time. If the caller does not mention them naturally, staff can confirm them during wrap-up.
Guardrail signals
If staff says anything matching one of these examples, an urgent warning surface is created.
Diagnose the condition over the phone.
Promise a specific number of visits to resolve the issue.
Guarantee insurance will cover chiropractic care before verification.
Advise stopping any current medical treatment.
When the call ends
Before staff can end the call, walks them through a wrap-up checklist, then prepares the captured fields for the work record.
Wrap-up checklist
- Confirm appointment time
- Confirm callback number
- Send new patient paperwork
- Advise arrive 15 min early
Then creates a appointment encounter with:
- Patient name
- Callback number
- Date of birth
- Chief complaint (main reason for visit)
- How long they've had the issue
- Current pain level (1-10)
- Related to an accident or injury
- Auto accident related (PIP/med-pay)
- Workers' compensation claim
- Previous chiropractic care
- X-rays or MRI available
- Insurance carrier
- Preferred appointment window
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